Privacy Policy

Account Information: When you register for QuoteWin, we collect your name, email address, company name, phone number, and billing information.

Business Data: Information you enter into our platform, including property details, customer contacts, maintenance plans, job schedules, invoices, quotes, and service reports.

Usage Data: We collect information about how you interact with our platform, including IP addresses, browser types, device information, pages visited, and features used.

Location Data: With your permission, we collect location data for features like territory mapping, route optimization, and technician tracking.

We use your information to:

• Provide, maintain, and improve our field service management platform
• Process your transactions and manage your subscription
• Send you service updates, security alerts, and administrative messages
• Provide customer support and respond to your inquiries
• Analyze usage patterns to enhance platform features and performance
• Detect, prevent, and address technical issues and security threats
• Comply with legal obligations and enforce our Terms of Service

Your data is stored securely using industry-standard encryption protocols. We use Supabase (built on PostgreSQL) for database services with encryption at rest and in transit. All data is stored in secure, SOC 2 Type II compliant data centers.

We implement multiple layers of security including:

• SSL/TLS encryption for all data transmission
• Row-level security policies to protect customer data
• Regular security audits and vulnerability assessments
• Secure authentication and password hashing
• Automated backups and disaster recovery procedures

We use trusted third-party services to provide and enhance our platform:

Supabase: Database and authentication services. Data is encrypted and stored in compliance with industry standards.

Stripe: Payment processing for subscriptions and billing. We do not store your full credit card information.

SendGrid: Email delivery for notifications and communications.

Twilio: SMS messaging for customer notifications and alerts.

Google Maps API: Location services, property lookup, and mapping features.

OpenWeather API: Weather data for weather-based alerts and insights.

These third-party services have their own privacy policies and are chosen for their strong security practices and compliance certifications.

We use cookies and similar tracking technologies to maintain your session, remember your preferences, and analyze platform usage. You can control cookie settings through your browser, though disabling cookies may limit platform functionality.

Types of cookies we use:

• Essential Cookies: Required for authentication and core platform functionality
• Preference Cookies: Remember your settings and customizations
• Analytics Cookies: Help us understand how you use the platform to improve features

We do not sell your personal information. We may share your information only in the following circumstances:

• With Your Consent: When you explicitly authorize us to share information
• Service Providers: Third-party vendors who help us operate our platform (subject to confidentiality agreements)
• Legal Requirements: When required by law, subpoena, or legal process
• Business Transfers: In connection with a merger, acquisition, or sale of assets (users will be notified)
• Protection of Rights: To protect our rights, property, safety, or that of our users

You have the following rights regarding your personal information:

• Access: Request a copy of the personal information we hold about you
• Correction: Update or correct inaccurate information in your account settings
• Deletion: Request deletion of your account and associated data
• Export: Download your data in a portable format
• Opt-Out: Unsubscribe from marketing communications (service emails will still be sent)
• Object: Object to processing of your information for certain purposes

To exercise these rights, contact us at legal@quotewin.io

We retain your personal information for as long as your account is active or as needed to provide services. If you close your account, we will delete or anonymize your data within 90 days, except where retention is required for legal, regulatory, or legitimate business purposes.

Business data you generate (invoices, service records, etc.) may be retained longer to comply with accounting and tax regulations.

QuoteWin is not intended for users under 18 years of age. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us immediately.

Your information may be transferred to and processed in countries other than your country of residence. We ensure appropriate safeguards are in place to protect your data in accordance with this Privacy Policy and applicable laws.

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on this page and updating the effective date. Your continued use of QuoteWin after changes constitutes acceptance of the updated policy.

If you have questions or concerns about this Privacy Policy or our data practices, please contact us: