Privacy Policy

Account information. Name, email address, role, and the company (“Customer”) a User belongs to.

Mobile numbers. Only from people who opt in to one of our text-message programs, as described under Text messages below, together with the record of their consent.

Customer business data. Records the service reads, read-only, from the Customer’s field-service software (ServiceTitan or Housecall Pro) using credentials the Customer provides: jobs, invoices, estimates, appointments, technicians, business units, memberships, calls, payroll hours and price-book items; and data the Customer enters in the service, such as goals, cost settings, spiff programs and quotes.

Text messages. The messages people send to our numbers and the messages we send them, with their delivery status.

Usage information. Sign-ins, pages used and errors, kept to run and support the service.

To provide the service to the Customer: calculating operating measures, showing them to Users according to their role, sending account emails (invitations, password resets, a daily brief where enabled), sending the text messages described at /sms to the people who opted in, and, where the Customer enables it, generating written summaries from the Customer’s own figures. We do not sell personal information, and we do not use one Customer’s data to provide the service to another.

We collect a mobile number only when a person opts in as described at /sms. A manager at a Customer opts in to Coach by text inside their own account, ticks the consent box and confirms the number with a one-time code. A member of our own staff adds their own number for Knowledge notes in our console. We use a number only to send the messages described on that page and to read the replies. Anyone can stop at any time by replying STOP.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

Mobile opt-in data and consent will not be shared or sold to third parties, affiliates, or lead generators.

Service providers that process data on our behalf and under our instructions: Vercel (hosting), Supabase (database and sign-in), Resend (email), Twilio (delivery of our text messages), Anthropic (AI features, when a Customer enables them; it receives the figures, job and estimate notes, and the names of technicians, staff and customers that an answer or a nightly reading needs, under terms that do not allow training on them), and a weather provider (receives a location, no Customer data). We disclose information if the law requires it. Field-service credentials are encrypted at rest and are used only to read the Customer’s own data.

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Customer business data is kept while the Customer’s workspace is active and deleted with it. Account information is deleted when a User is removed or the workspace is deleted, except where a legal obligation requires longer. Text messages are kept while the account they belong to is active. A mobile number is deleted when the person opts out of text messages or is removed.

Data is encrypted in transit and at rest. Access is limited by role and enforced on the server. Credentials for the Customer’s field-service software are encrypted with a key held only in the deployment environment.

Users can update their details in Settings and ask their Customer’s administrator to change their role or remove them. To stop text messages, reply STOP to any of them; Coach by text can also be turned off in Settings → Coach. Anyone may ask us what information we hold about them, or ask for it to be corrected or deleted, at the address below.

The service is for businesses and their staff and is not directed at anyone under 18.

If this policy changes in a way that matters, we update the date above and tell Customers’ administrators. Questions or requests: lucas@b4growthpartners.com, B4 Growth Partners LLC.