Privacy Policy

[COMPANY LEGAL NAME] ("we," "us," or "our") operates SplitQuotePro, a trades-focused CRM and quote-to-payment workflow platform. This Privacy Policy describes how we collect, use, share, and protect information we obtain when you visit our website, create an account, or use our services (collectively, the "Service").

By accessing or using the Service, you agree to the collection and use of information in accordance with this Privacy Policy. If you do not agree with the terms of this policy, please do not use the Service.

We take your privacy seriously. This policy is written in plain language so you understand exactly what we do with your information and why.

We collect information in several ways:

Information You Provide Directly

When you create an account, fill out a contact form, or use features of the Service, you may provide us with personal information such as your name, email address, phone number, business name, trade type, and company size. For contractors using the platform, this may also include customer data that you enter into the system as part of your business operations — such as your customers' names, contact details, project notes, and payment method preferences.

Information Collected Automatically

When you use the Service, we automatically collect certain technical information, including your IP address, browser type, operating system, pages visited, time spent on pages, referring URLs, and device identifiers. This information is collected through cookies, web beacons, and similar technologies described in Section 7 below.

Information from Third Parties

We may receive information about you from third-party services you connect to the platform, such as payment processors or accounting integrations. The information received depends on the services you choose to connect and the permissions you grant.

We use the information we collect for the following purposes:

• To provide, operate, maintain, and improve the Service
• To create and manage your account and workspace
• To process and fulfill requests, including demo requests and support inquiries
• To send transactional communications such as account confirmations, password resets, and service updates
• To send marketing communications about SplitQuotePro features, updates, and promotions, where you have opted in or where permitted by applicable law
• To analyze usage patterns and improve the functionality and user experience of the Service
• To detect, investigate, and prevent fraudulent or unauthorized activity
• To comply with legal obligations applicable to [COMPANY LEGAL NAME] in [JURISDICTION]

We do not sell your personal information to third parties. We do not use your customer data — meaning the data you enter about your own clients and projects — for any purpose other than providing the Service to you.

We share your information only in the following limited circumstances:

Service Providers

We work with third-party vendors who help us operate the Service. These may include cloud hosting providers, analytics platforms, email delivery services, and customer support tools. These vendors are contractually required to protect your information and may only use it to provide services on our behalf.

Business Transfers

If [COMPANY LEGAL NAME] undergoes a merger, acquisition, sale of assets, or similar business transaction, your information may be transferred as part of that transaction. We will notify you via email or prominent notice on our website if such a transfer occurs and results in a material change to this Privacy Policy.

Legal Requirements

We may disclose your information when required to do so by law, court order, or governmental authority, or when we believe in good faith that disclosure is necessary to protect our rights, protect the safety of users or the public, investigate fraud, or respond to a legal request.

With Your Consent

We may share your information with third parties when you have explicitly given us permission to do so.

We implement industry-standard security measures to protect your information from unauthorized access, disclosure, alteration, and destruction. These measures include encryption of data in transit using TLS, secure data storage practices, access controls limiting who can access your data within our organization, and regular review of our security practices.

No method of electronic transmission or storage is 100% secure. While we take reasonable precautions to protect your information, we cannot guarantee absolute security. If you become aware of a security issue related to your account, please contact us immediately at [CONTACT EMAIL].

We retain your data for as long as your account is active or as necessary to provide the Service. You may request deletion of your data at any time as described in Section 6 below.

Depending on your location and applicable law, you may have the following rights regarding your personal information:

• Access: You may request a copy of the personal information we hold about you.
• Correction: You may request that we correct inaccurate or incomplete information about you.
• Deletion: You may request that we delete your personal information, subject to certain legal obligations.
• Portability: You may request that we provide your data in a portable, machine-readable format.
• Opt-out of marketing: You may opt out of receiving marketing communications from us at any time by using the unsubscribe link in our emails or by contacting us at [CONTACT EMAIL].
• Restriction of processing: You may request that we restrict the processing of your information in certain circumstances.

To exercise any of these rights, contact us at [CONTACT EMAIL]. We will respond to your request within the timeframe required by applicable law in [JURISDICTION].

We use cookies and similar tracking technologies to improve your experience on the Service, understand how our platform is used, and deliver relevant content. Cookies are small text files stored on your device that help us recognize you across sessions.

The types of cookies we use include:

• Essential cookies: Required for the Service to function. These cannot be disabled.
• Analytics cookies: Help us understand how visitors use the Service so we can improve it. We use aggregated, anonymized data for this purpose.
• Preference cookies: Remember your settings and choices to personalize your experience.

You can control cookies through your browser settings. Note that disabling cookies may affect certain features of the Service. We do not currently respond to browser "Do Not Track" signals, but we do not sell personal information regardless.

The Service is not directed to children under the age of 13, and we do not knowingly collect personal information from children under 13. If we become aware that we have collected personal information from a child under 13, we will take steps to delete that information as quickly as possible. If you believe we may have inadvertently collected information from a child, please contact us at [CONTACT EMAIL].

We may update this Privacy Policy from time to time as our practices evolve or as required by law. When we make material changes, we will notify you by updating the "Last updated" date at the top of this page and, where appropriate, by sending you an email notification or displaying a prominent notice within the Service.

We encourage you to review this Privacy Policy periodically. Your continued use of the Service after any changes constitutes your acceptance of the updated policy.

If you have questions, concerns, or requests related to this Privacy Policy or the handling of your personal information, please contact us:

We take all privacy inquiries seriously and will respond promptly and in compliance with applicable laws.