Privacy Policy

1. Information We Collect

1.1 Information You Provide

• Account registration data (name, email address, company name, password)
• Business profile information (trade type, business details, team members and their roles)
• Lead and job records you create, including job notes and status history
• Contact information for your customers that you enter, dictate, or paste into the App
• Photos you attach to a lead
• Time-off requests and related notes

1.2 Information Collected Automatically

• Device identifiers (device ID, OS version, app version)
• Usage data (features accessed, session duration, crash reports)
• Log data (IP address, timestamps, error logs)

1.3 Device Permissions

The App asks for the following device permissions. Each is used only for the purpose described, and each can be declined — declining limits the related feature but not the rest of the App.

• Camera — to photograph a job site directly onto a lead.
• Photo Library — to attach existing photos to a lead. Tradely also reads the location and capture-time metadata stored in your recent photos so it can suggest which ones were taken at a lead's property. This matching happens on your device. Photos are only uploaded to us when you choose to attach them, and metadata from photos you do not attach is never sent to us.
• Location — to record where you were when you created a lead, so the App can confirm the right address. Location is only read while you are using the App. Tradely does not collect your location in the background and does not track your movements.
• Calendar — to add your approved time-off to your device calendar, when you ask it to. Tradely writes only the events you request and does not read your existing calendar for any other purpose.

You may revoke any permission at any time in your device settings.

2. How We Use Your Information

We use the information we collect to:

• Provide, operate, and maintain the App and its features
• Organize your leads, job records, notes, and photos
• Help you keep track of work that is owed or going cold
• Send transactional notifications (assignment and status changes, time-off decisions)
• Provide, and let you review, the automated features described in Section 3
• Analyze usage trends to improve App performance and reliability
• Comply with legal obligations and enforce our Terms of Service
• Respond to customer support requests

3. Automated Processing and Property Information

Two Tradely features send data to third-party services on your behalf. Both are described here so you know what leaves your device and where it goes.

3.1 Structuring your notes

When you capture a debrief note, the text of that note is sent to Anthropic to be organized into a structured draft (a summary, observations, and suggested action items) for you to review. The note may contain whatever you dictated or typed, including customer details. Your original text is always retained unchanged alongside the draft, and you review the draft before it is saved. We do not use your data to train AI models, and our provider is contractually prohibited from doing so.

3.2 Property information

When you add or verify an address, that address is sent to Google Maps Platform to confirm and standardize it, and to the Google Solar API to retrieve aerial imagery and roof characteristics (such as estimated roof area and pitch) for the property. This information is stored on the lead so you can see it before you drive out.

We will update this policy before we begin any new category of automated processing or data collection.

4. Payment and Financial Data

Tradely does not currently process payments, and we do not collect or store card numbers, bank details, or other financial account information. Access is currently provided on a trial basis.

If we introduce paid subscriptions, card details will be handled by a PCI-compliant payment processor rather than stored on our systems, and we will update this policy and notify you before that change takes effect.

5. How We Share Your Information

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

5.1 Service Providers

We rely on the following providers to operate Tradely. Each processes data only to provide services to us:

5.2 Business Transfers

If we are involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We will notify you via email or prominent in-app notice before your information becomes subject to a different privacy policy.

5.3 Legal Requirements

We may disclose your information if required to do so by law or in response to valid requests by public authorities (for example, a court order or government agency request).

5.4 With Your Consent

We may share your information for any other purpose with your explicit consent.

6. Information About Your Customers

Much of what you put into Tradely is information about other people — the customers whose names, phone numbers, addresses, and properties appear on your leads.

You decide what customer information to enter and how long to keep it. We process it on your behalf and only to provide the App to you. You are responsible for having the right to provide that information to us and for meeting any obligations you owe those individuals under applicable law. If a customer of yours asks you to correct or delete their information, you can do so in the App, and we will assist you on request.

7. Data Retention

We retain your information for as long as your account is active or as needed to provide the App to you. You may request deletion of your account and its data at any time by contacting us at the address in Section 10. We may retain limited information where required by law or for legitimate business purposes such as resolving disputes and preventing fraud.

8. Data Security

We implement technical and organizational measures to protect your information against unauthorized access, alteration, disclosure, or destruction. These include encrypted transmission (TLS), encryption at rest, tenant isolation enforced at the database level, and role-based access controls.

No method of electronic storage or transmission is completely secure, and we cannot guarantee absolute security.

9. Your Rights and Choices

Depending on your location, you may have the following rights regarding your personal information:

• Access — request a copy of the personal data we hold about you
• Correction — request that we correct inaccurate or incomplete data
• Deletion — request that we delete your personal data, subject to legal obligations
• Portability — request a machine-readable export of your data
• Opt-out — opt out of non-essential communications at any time

We do not sell or share personal information as those terms are defined under California law. To exercise any of these rights, contact us at the address in Section 10.

10. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy, please contact us:

11. Children's Privacy

Tradely is for use by business professionals and is not directed at children under 13. We do not knowingly collect personal information from children under 13. If we learn that we have, we will delete it promptly.

12. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the Effective Date above and, where the changes are material, notify you by email or in-app notification. Your continued use of the App after changes take effect constitutes acceptance of the updated policy.

Read our Terms of Service