Privacy Policy
DRAFT. Not reviewed by a lawyer and not yet in effect. Fill in the highlighted items, have a lawyer review it, then remove this notice.
Effective [DATE]. This policy explains what [COMPANY LEGAL NAME] ("we") does with information in Level Yard.
What we collect
- Account details: your company name, and your users' names, email addresses and passwords (stored only as one-way hashes).
- Your customers' details: names, phone numbers, email addresses and property addresses that you enter or import.
- Job records: estimates, schedules, invoices, payments, notes, and photos taken by your crews.
- Crew location: the phone's location when a crew member uses the crew page, to confirm arrival at a job.
- QuickBooks data: if you connect QuickBooks, its customers, income accounts, service items, classes and sales tax settings, and the invoices and payments we send to it.
- Technical details: a sign-in cookie, which keeps you signed in. We do not use advertising cookies.
How we use it
Only to run the service for you and to support you. We do not sell personal information, and we do not use your QuickBooks data for anything except the connection you asked for.
Who we share it with
Only the providers needed to run the features you use:
- Our hosting provider, [HOST], and email provider, [EMAIL SERVICE].
- Intuit, if you connect QuickBooks.
- Stripe, if you take card or bank payments. Card numbers go directly to Stripe and we never see or store them.
- Twilio, if you send text messages.
- Anthropic, if anyone on your team uses the crew phone in Spanish. To translate it, we send the text your office types for crews: job titles, property notes, what to do at each spot, photo notes, and material names and units. We never send customer names, addresses, gate codes, phone numbers or people's names, though anything typed into a note goes as written. Each text is sent once, and we keep the translation. [Confirm against Anthropic's current commercial terms: that it does not train on this text, and how long it keeps it.]
- OpenStreetMap's Nominatim, to find a property's location from its address; Esri, for aerial maps; and the US National Weather Service, for forecasts.
We may also disclose information if the law requires it.
How we protect it
Connections use HTTPS. QuickBooks sign-in tokens are encrypted. Passwords are hashed. Each company can see only its own data. Backups are kept for [NUMBER] days.
How long we keep it
For as long as your account is open. After an account closes we delete its data within [NUMBER] days, unless the law requires us to keep it longer.
Your choices
You can correct your information in the app, disconnect QuickBooks at any time, and ask us for a copy of your data or to delete it. If you are a customer of a landscaping company that uses Level Yard, please contact that company first: it decides what is held about you. Replying STOP to a text ends text messages from that company.
Changes
We will post any changes here and tell account owners about significant ones.
Contact
[COMPANY LEGAL NAME], [ADDRESS], [PRIVACY EMAIL]