Privacy Policy

1. Introduction

Profit Wizard ("we", "us", "our", or "Company") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our cloud-based software platform and related services (collectively, the "Service").

Please read this Privacy Policy carefully. By accessing or using the Service, you agree to the collection and use of information in accordance with this policy. If you do not agree with our policies and practices, do not use the Service.

2. Information We Collect

2.1 Information You Provide

We collect information that you provide directly to us, including:

• Account Information: Name, email address, company name, phone number, and password
• Business Information: Company details, number of technicians, working hours, and business configuration
• Financial Data: Transaction data, overhead costs, pricing information, and financial records imported from integrated services
• Payment Information: Billing address, payment method details (processed securely through third-party payment processors)
• Communication Data: Messages, support requests, and feedback you send to us

2.2 Information Collected Automatically

When you use the Service, we automatically collect certain information, including:

• Usage Data: How you interact with the Service, features used, pages viewed, and time spent
• Device Information: IP address, browser type, operating system, device identifiers, and mobile network information
• Log Data: Access times, dates, and referring website addresses
• Location Data: General location information based on IP address (with your permission for mobile apps)
• Cookies and Tracking: Information collected through cookies, web beacons, and similar tracking technologies

2.3 Information from Third-Party Services

When you connect third-party services to the Service, we may collect:

• Accounting Data: Financial transactions, categories, and account information from QuickBooks and similar services
• CRM Data: Customer information, job data, pricing, and service history from ServiceTitan, Jobber, HouseCall Pro, and other CRMs
• Authentication Data: OAuth tokens and authorization credentials necessary for integration

We only access data from third-party services that you explicitly authorize and that is necessary to provide the Service.

3. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve the Service
• Process transactions and send related information, including confirmations and invoices
• Calculate overhead costs, cost-per-billable-hour, and generate pricing recommendations
• Sync and update your price book across integrated CRM systems
• Generate forecasts, reports, and analytics
• Send technical notices, updates, security alerts, and support messages
• Respond to your comments, questions, and requests
• Monitor and analyze trends, usage, and activities
• Detect, prevent, and address technical issues and fraudulent activity
• Personalize and improve your experience
• Send marketing communications (with your consent, which you can opt out of at any time)
• Comply with legal obligations and enforce our agreements

4. How We Share Your Information

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

4.1 Service Providers

We may share information with third-party service providers who perform services on our behalf, including:

• Cloud hosting and infrastructure providers (e.g., Vercel, Supabase)
• Payment processors
• Email service providers
• Analytics and monitoring services
• Customer support platforms

These service providers are contractually obligated to protect your information and use it only for the purposes we specify.

4.2 Integrated Services

When you authorize integrations, we share necessary data with third-party services (e.g., QuickBooks, ServiceTitan) to provide the Service. This sharing is limited to what is necessary for the integration to function.

4.3 Legal Requirements

We may disclose your information if required by law, court order, or government regulation, or if we believe disclosure is necessary to:

• Comply with legal obligations
• Protect our rights, property, or safety
• Protect the rights, property, or safety of our users or others
• Investigate fraud or security issues
• Respond to government requests

4.4 Business Transfers

In the event of a merger, acquisition, reorganization, or sale of assets, your information may be transferred as part of that transaction. We will notify you of any such change in ownership or control.

5. Data Security

We implement industry-standard security measures to protect your information, including:

• Encryption of data in transit using TLS/SSL
• Encryption of sensitive data at rest
• Secure authentication and access controls
• Regular security assessments and updates
• Employee training on data protection
• Restricted access to personal information on a need-to-know basis

However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee absolute security.

You are responsible for maintaining the confidentiality of your account credentials. Please use a strong password and do not share your login information with others.

6. Data Retention

We retain your information for as long as necessary to provide the Service and fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law.

When you delete your account, we will delete or anonymize your personal information, except where we are required to retain it for legal, regulatory, or legitimate business purposes (such as maintaining records of transactions for accounting purposes).

Some information may remain in our backup systems for a limited time after deletion, but will not be accessible through normal use of the Service.

7. Your Rights and Choices

Depending on your location, you may have certain rights regarding your personal information, including:

• Access: Request access to your personal information
• Correction: Request correction of inaccurate or incomplete information
• Deletion: Request deletion of your personal information
• Portability: Request transfer of your data to another service
• Objection: Object to processing of your personal information
• Restriction: Request restriction of processing
• Opt-Out: Opt out of marketing communications

To exercise these rights, please contact us at privacy@profitwizard.app. We will respond to your request within a reasonable timeframe and in accordance with applicable law.

You can also update your account information and communication preferences directly through your account settings in the Service.

8. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to track activity on the Service and store certain information. Cookies are files with a small amount of data that may include an anonymous unique identifier.

Types of cookies we use:

• Essential Cookies: Required for the Service to function
• Performance Cookies: Help us understand how visitors use the Service
• Functionality Cookies: Remember your preferences and settings
• Analytics Cookies: Help us analyze usage patterns and improve the Service

You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of the Service.

9. Children's Privacy

The Service is not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If you become aware that a child has provided us with personal information, please contact us immediately. If we become aware that we have collected personal information from a child without verification of parental consent, we will take steps to delete that information.

10. International Data Transfers

Your information may be transferred to and processed in countries other than your country of residence. These countries may have data protection laws that differ from those in your country.

By using the Service, you consent to the transfer of your information to these countries. We take appropriate safeguards to ensure that your information receives an adequate level of protection in accordance with this Privacy Policy.

11. California Privacy Rights

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA), including:

• The right to know what personal information is collected, used, shared, or sold
• The right to delete personal information held by businesses
• The right to opt-out of the sale of personal information (we do not sell personal information)
• The right to non-discrimination for exercising CCPA rights

To exercise these rights, please contact us at privacy@profitwizard.app.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date.

For material changes, we will provide additional notice, such as sending an email notification or displaying a prominent notice within the Service. Your continued use of the Service after any changes constitutes acceptance of the updated Privacy Policy.

13. Contact Us

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