Privacy Policy

1. Information We Collect

We collect information you provide directly when you create an account, use the platform, or communicate with us. This includes:

• Account information: name, email address, phone number, company name, and business details.
• Business data: leads, estimates, customer records, line items, project descriptions, internal notes, and any other information you enter into the platform.
• Billing information: payment method details are collected and processed by our third-party payment processor (Stripe). We do not store full credit card numbers on our servers.
• Communications data: estimate delivery records, email notifications sent through the platform, and customer interactions facilitated by the service.

2. Analytics & Usage Tracking

We collect usage data automatically to understand how the platform is used and to improve the service. This includes:

• Pages visited, features used, and actions taken within the application.
• Device type, browser type, operating system, and screen resolution.
• IP address, approximate location (city/region level), and referral source.
• Performance metrics such as page load times and error rates.

We use analytics tools including Google Analytics and internal event tracking to collect this data. These tools may use cookies or similar technologies.

3. Cookies & Tracking Technologies

We use cookies and similar technologies for the following purposes:

• Essential cookies: required for authentication, session management, and core platform functionality.
• Analytics cookies: help us understand usage patterns and improve the product experience.
• Preference cookies: remember your settings and display preferences.

You can control cookie settings through your browser. Disabling essential cookies may affect platform functionality.

4. How We Use Your Information

We use the information we collect to:

• Provide, operate, and maintain the SnapEstimate platform.
• Process subscription payments and manage your billing account.
• Generate estimates, deliver them to your customers, and facilitate customer responses (approvals, change requests).
• Send transactional notifications including estimate delivery confirmations, customer response alerts, and lead assignment notifications.
• Provide customer support and respond to inquiries.
• Analyze usage patterns to improve features, performance, and user experience.
• Prevent fraud, enforce our terms, and protect the security of the platform.

5. Billing & Payment Data

Subscription payments are processed by Stripe, our third-party payment processor. When you subscribe to a paid plan:

• Stripe collects and processes your payment information directly. We do not have access to your full credit card number.
• We receive and store limited billing metadata including subscription status, plan type, billing cycle, and transaction identifiers.
• Stripe's handling of your payment information is governed by Stripe's Privacy Policy.

6. Customer & Contact Data

When you use SnapEstimate, you enter customer and contact information (names, phone numbers, email addresses, project details) into the platform. Regarding this data:

• You are the data controller for customer information you enter. You are responsible for obtaining any necessary consents from your customers.
• We process this data on your behalf to provide the service (e.g., generating estimates, sending notifications).
• We do not use your customer data for our own marketing purposes.
• Customer data is isolated to your workspace and is not shared with other SnapEstimate users.

7. Estimate Communications

When you send estimates through SnapEstimate, we facilitate delivery via email and/or shareable links. We store records of estimate delivery, customer viewing activity, and customer responses (approvals, change requests) to provide the service and maintain an audit trail for your business.

8. Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. This includes encryption in transit, secure authentication, and access controls.

9. Service Providers & Third Parties

We do not sell your personal information. We share data with the following categories of service providers who assist us in operating the platform:

• Payment processing: Stripe processes subscription payments.
• Email delivery: third-party email services deliver transactional notifications and estimate communications.
• Hosting & infrastructure: cloud hosting providers store and serve application data.
• Analytics: analytics providers help us understand platform usage.
• AI services: AI providers process job descriptions to generate estimate content. No personally identifiable customer information is sent to AI providers beyond what is necessary to generate the estimate.

10. Data Retention

We retain your account and business data for as long as your account is active or as needed to provide the service. If you close your account, we will delete or anonymize your data within a reasonable period, except where retention is required by law or for legitimate business purposes (e.g., billing records, dispute resolution).

11. Your Rights

Depending on your jurisdiction, you may have the right to:

• Access the personal data we hold about you.
• Request correction of inaccurate data.
• Request deletion of your personal data.
• Export your data in a portable format.
• Object to or restrict certain processing activities.

To exercise any of these rights, contact us at privacy@fillay.com.

12. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by posting a notice on the platform or sending an email. Your continued use of SnapEstimate after changes take effect constitutes acceptance of the updated policy.

13. Contact

For privacy questions or data requests, contact us at: privacy@fillay.com