Privacy Policy

1. Introduction

ServlyPro respects your privacy.

This Privacy Policy explains how ServlyPro collects, uses, stores, shares, and protects personal information when you use the ServlyPro website, mobile application, software platform, public-facing pages, and related services (collectively, the "Services").

By using ServlyPro, you acknowledge the practices described in this Privacy Policy.

2. Information We Collect

We may collect personal information directly from you, automatically through your use of the Services, or from third-party service providers.

Account and Business Information

When you create or manage a ServlyPro account, we may collect information such as:

• Name
• Email address
• Phone number
• Company name
• Business address
• Business contact information
• Account credentials
• Subscription and billing information
• Team member information
• Role and permission information
• Other information you provide through your account

Customer and Job Information

Businesses using ServlyPro may enter or collect information about their customers and jobs, including:

• Customer names
• Email addresses
• Phone numbers
• Service addresses
• Job descriptions
• Appointment information
• Notes
• Photos
• Uploaded files and documents
• Quotes and estimates
• Invoices
• Payment status
• Communications relating to jobs or services

This information is generally provided to ServlyPro by the business using the platform or directly by customers through public-facing ServlyPro pages.

Public Job Request and Online Booking Information

Customers may submit information through a business's ServlyPro job request or online booking page. This may include:

• Name
• Email address
• Phone number
• Service address
• Requested service
• Job details
• Preferred dates or times
• Notes
• Photos or attachments
• Other information included in the request

Information submitted through these pages is provided to the business the customer is requesting service from.

Quote and Invoice Information

Customers may interact with public quote and invoice pages provided through ServlyPro. We may process information related to:

• Quote viewing
• Quote acceptance
• Quote rejection
• Requests for quote changes or customization
• Invoice viewing
• Payment status
• Other actions taken through those pages

3. Payment Information

ServlyPro may allow businesses to accept customer payments through Stripe Connect.

When a customer chooses to pay an invoice online, payment information may be collected and processed directly by Stripe.

ServlyPro does not directly store full payment card numbers, card verification codes, or similar sensitive payment credentials when those details are processed by Stripe.

Stripe may collect personal and financial information according to its own privacy policy and applicable agreements.

ServlyPro may receive limited payment-related information from Stripe, such as:

• Payment status
• Transaction identifiers
• Amounts
• Refund information
• Payout information
• Connected account identifiers
• Information necessary to support payment-related features

4. Information Collected Automatically

When you use ServlyPro, we may automatically collect certain technical and usage information, including:

• IP address
• Browser type
• Device type
• Operating system
• App version
• Pages or features accessed
• Login activity
• Date and time of access
• Referring pages
• General location information derived from an IP address
• Crash information
• Diagnostic information
• Interactions with the Services

We may use cookies, local storage, analytics technologies, or similar tools to collect this information where applicable.

5. How We Use Information

We may use personal information to:

• Create and manage ServlyPro accounts
• Provide and operate the Services
• Manage subscriptions and billing
• Enable online booking and public job requests
• Manage customer and job records
• Create and manage quotes and invoices
• Support AI-assisted features
• Facilitate Stripe Connect payment functionality
• Send operational emails and notifications
• Provide appointment reminders, quote follow-ups, invoice reminders, and other automated communications
• Authenticate users and maintain account security
• Provide customer support
• Respond to questions and requests
• Monitor performance and troubleshoot technical problems
• Improve and develop ServlyPro
• Analyze how the Services are used
• Prevent fraud, abuse, or unauthorized access
• Enforce our Terms of Service
• Comply with legal and regulatory requirements

6. AI-Assisted Features

ServlyPro may use artificial intelligence or automated systems to assist businesses with features such as quote or estimate generation.

Information submitted to these features may be processed to generate requested content.

Depending on the feature, this information may include job descriptions, service details, materials, labour information, pricing-related inputs, or other information provided by the user.

Businesses should avoid submitting unnecessary sensitive personal information into AI-assisted features.

AI-generated content may be inaccurate or incomplete. Businesses are responsible for reviewing AI-generated content before using or sharing it.

Where third-party AI providers are used to support these features, information may be processed by those providers as necessary to provide the functionality.

7. Customer Communications and Automated Messages

ServlyPro may send or facilitate operational communications on behalf of businesses using the platform. These communications may include:

• Appointment confirmations
• Appointment reminders
• Quote notifications
• Quote follow-ups
• Invoice notifications
• Payment reminders
• Other job-related communications

Businesses using ServlyPro are responsible for ensuring that they have the lawful right to contact their customers and that their communications comply with applicable privacy, electronic communication, and anti-spam laws.

ServlyPro may also send account-related communications directly to business users, including security alerts, billing notices, service updates, and support communications.

8. How We Share Information

We do not sell personal information.

We may share personal information only as reasonably necessary to operate ServlyPro, provide the Services, comply with legal obligations, or protect ServlyPro and its users.

With Businesses Using ServlyPro

Information submitted by customers through public job request, quote, or invoice pages may be shared with the business associated with that page.

The applicable business may independently control how it uses customer information after receiving it through ServlyPro.

Service Providers

We may share information with third-party service providers that help us operate the Services. These may include providers that support:

• Cloud hosting and infrastructure
• Databases and data storage
• Payment processing
• Email delivery
• Analytics
• Authentication
• Mapping or address services
• Artificial intelligence
• Error monitoring
• Customer support tools
• App distribution

These providers may process information only as necessary to provide services to ServlyPro or as otherwise permitted by their applicable terms and privacy policies.

Legal and Safety Reasons

We may disclose information if we reasonably believe disclosure is necessary to:

• Comply with applicable law, regulation, legal process, or government request
• Enforce our agreements or policies
• Detect or prevent fraud, abuse, security threats, or illegal activity
• Protect the rights, property, or safety of ServlyPro, our users, customers, or others
• Establish, exercise, or defend legal claims

Business Transfers

If ServlyPro is involved in a merger, acquisition, financing, restructuring, sale of assets, or similar business transaction, personal information may be transferred as part of that transaction, subject to applicable law.

9. Third-Party Services

ServlyPro integrates with or relies on third-party services.

These may include payment processors such as Stripe, email providers, analytics tools, mapping services, authentication providers, cloud service providers, app stores, and AI service providers.

Your use of certain third-party services may also be subject to their own privacy policies and terms.

ServlyPro is not responsible for the privacy practices of third parties that operate independently from ServlyPro.

10. Cookies and Analytics

ServlyPro may use cookies and similar technologies on its website or web-based Services to:

• Maintain sessions
• Remember preferences
• Understand how users interact with ServlyPro
• Measure website and product performance
• Diagnose problems
• Improve the Services

We may also use third-party analytics providers to help us understand usage patterns.

Where required by applicable law, consent may be requested before certain non-essential cookies or technologies are used.

11. Data Storage and Security

ServlyPro uses reasonable administrative, technical, and organizational measures designed to protect personal information against unauthorized access, use, alteration, disclosure, or destruction.

However, no internet-based service, electronic storage system, or method of transmission can be guaranteed to be completely secure.

Users are responsible for protecting their account credentials and maintaining appropriate security over devices used to access ServlyPro.

12. Data Retention

We retain personal information only for as long as reasonably necessary for the purposes described in this Privacy Policy, including providing the Services, maintaining business and financial records, resolving disputes, enforcing agreements, preventing fraud, and complying with legal obligations.

Retention periods may vary depending on the type of information and why it was collected.

Some information may remain temporarily in backups or archived systems after deletion from active systems.

13. Account Deletion

Business users may request or initiate deletion of their ServlyPro account using available account features or by contacting ServlyPro where applicable.

Deleting an account may result in loss of access to customer records, jobs, quotes, invoices, files, reports, and other information associated with the account.

Certain information may be retained after account deletion where required or permitted by applicable law, including for:

• Financial or tax records
• Fraud prevention
• Security
• Dispute resolution
• Legal claims
• Regulatory compliance
• Backup and recovery processes

Businesses are responsible for retaining copies of records they are legally required to maintain before deleting their account.

14. Your Privacy Rights

Depending on where you live and the applicable law, you may have rights regarding your personal information.

These may include the right to:

• Request access to personal information we hold about you
• Request correction of inaccurate personal information
• Request deletion of personal information
• Withdraw consent where processing is based on consent
• Ask questions about how your information is used or disclosed
• Submit a complaint regarding our privacy practices

Certain rights may be subject to legal exceptions or limitations.

To submit a privacy request, contact us at support@servlypro.com.

We may need to verify your identity before completing certain requests.

15. Information Controlled by Businesses Using ServlyPro

Service businesses using ServlyPro may collect and manage personal information about their own customers, employees, contractors, or other individuals.

In many cases, the business using ServlyPro determines why and how that information is collected and used.

If you are a customer of a service business and have questions about information that business collected about you through ServlyPro, you may need to contact the business directly.

ServlyPro may assist businesses with privacy-related requests where appropriate.

16. Children's Privacy

ServlyPro is not intended for children.

We do not knowingly collect personal information directly from children under the age of 13 through ServlyPro business accounts.

If you believe that a child has provided personal information to ServlyPro inappropriately, please contact us.

17. International Processing

ServlyPro and its third-party service providers may store or process information in Canada, the United States, or other jurisdictions.

As a result, personal information may be subject to the laws of jurisdictions outside the province or country where you live and may be accessible to courts, law enforcement, or government authorities in those jurisdictions where permitted by law.

Where required, ServlyPro takes reasonable steps to ensure that personal information transferred to service providers receives appropriate protection.

18. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes to ServlyPro, our business practices, technology, third-party providers, or applicable legal requirements.

When we update this Privacy Policy, we will revise the "Last Updated" date.

Where required by law, we may provide additional notice of material changes.

19. Contact Us

If you have questions about this Privacy Policy, our privacy practices, or a request involving your personal information, please contact:

ServlyPro
support@servlypro.com