Data and Your Company

Your records are yours. Every lead, customer, property, proposal, permit, photo, schedule, and invoice your team creates belongs to your company. We hold it to run the service for you. Ownership never transfers to us, and you can take it with you.

The platform is ours. The software, the way it works, and the models and analytics we build stay ours, including improvements that come from running it.

• The work. Contacts and leads, property details and measurements, deals and pricing, proposals and signatures, permits, schedules, job photos, purchase orders, invoices, and payments.
• Your team. Names, work emails and phone numbers, roles, and the record of what each person did in the system.
• How the product is used. Which features get opened, what succeeds and what errors, timing and performance. This is how we find what is broken and what is worth building.
• From the field, with permission. Location on a job visit and photos from the camera. Both are optional, asked for when they are first needed, and switchable off in the device settings.

Some things must never go in, including health information, government ID numbers, bank credentials, biometrics, and credit-report data. The list is in the Acceptable Use Policy. Card details go to a payment processor, not to us; we never store full card numbers or hold your money.

• Your team, according to the roles you set. A denial always beats a grant, so a role that cannot see money never sees money.
• Us, in the narrow cases of running the service, investigating a problem you report, keeping the platform secure, and meeting the law.
• The vendors that help us operate, under written obligations at least as strict as our own.
• Anyone you choose to connect, like a supplier account, your email and calendar, or your payment processor.

Your data is never sold, never shared for advertising, and never mixed into another company’s workspace. Each company is isolated from every other one.

This is the part most companies bury, so here it is straight. We learn from what happens in the platform. We use your records and the usage information the product generates to keep it running and secure, to figure out what to improve, and to train and evaluate the models that power features like building a deal from a sentence or drafting a permit packet. Those models serve every customer, which is why the product gets better for you as it gets used elsewhere.

Three limits we hold to:

• We do not sell your data, and we do not share it for advertising.
• We do not publish your records or name your company as the source of something we publish without your written permission.
• Where the law gives a person the right to opt out of having their personal information used for model training, we honor it. The request comes through the company whose record it is.

One honest caveat: once a model has learned from data, that learning cannot be pulled back out of it. Deleting a record removes the record, not the training that already happened. That is true of every system built this way, and we would rather say it than let you assume otherwise.

When a feature builds a deal, drafts a packet, or answers a question about your jobs, the relevant content goes to the model providers we work with under contract, purely to produce your result. Someone on your team reviews and approves the output. The automation prepares work. It does not sign a contract, submit a filing, or move money on its own.

• Stored in the United States.
• Kept for as long as you keep it in the platform.
• Exportable at any time while your account is active, in a standard machine-readable format.
• After an account ends, there is a 30-day window to pull everything out, then we delete it from production within 90 days, except where the law or an open dispute requires us to hold it. Backups age out on their normal cycle.

If a contractor who uses ContractorX has your information, that contractor controls it, not us. Ask them to see, correct, or delete it. If you contact us first, we will pass the request to them rather than answer it ourselves, because it is their record to act on.

Everything here is stated formally in the Privacy Policy, with the rest of the agreement in the Terms of Use. Questions or requests go through the contact page. This version is current as of August 20, 2026.