Privacy Policy

1. Who We Are

WorkTime CRM ("we", "our", or "us") provides a customer relationship management platform for home service contractors, available at app.worktimealliance.com. We are committed to protecting your personal information and your right to privacy.

WorkTime CRM serves two groups of people: (a) account holders — contractors and their team members who sign up for the platform, and (b) the customers, leads, subcontractors, and suppliers whose information an account holder enters into the platform. For account holders, we act as the data controller. For information a contractor enters about their own customers and contacts, the contractor is the data controller and WorkTime CRM acts as a data processor— we store and process that information only to provide the service and under the contractor's instructions. If you are a customer of a contractor and want your information accessed, corrected, or deleted, please contact that contractor directly; we will assist them as needed.

2. Information We Collect

We collect information you provide directly to us when you:

• Create an account (name, email address, phone number, company name, password)
• Add clients, leads, subcontractors, suppliers, or projects to the platform (which may include their names, phone numbers, email addresses, and job-site addresses)
• Upload photos, documents, or files (for example, project photos used for AI estimates)
• Use voice input, which we send for speech-to-text transcription
• Connect third-party services such as Gmail, Microsoft, Facebook, QuickBooks, or Telegram
• Fill out estimates, invoices, or submit forms
• Contact us for support

We also collect usage data automatically, including IP address, browser type, pages visited, and actions taken within the app. Payment card details are entered directly into Stripe and are never stored on our servers.

3. Google Gmail Integration

WorkTime CRM offers optional Gmail integration to allow users to view email history associated with their clients directly within the CRM.

• We request read-only access to your Gmail inbox (gmail.readonly scope)
• We do not send emails on your behalf, delete emails, or modify your Gmail data
• Gmail data is only used to display relevant email threads inside your WorkTime CRM account
• We do not share your Gmail data with third parties
• You can disconnect Gmail at any time from your account settings

Our use of data received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements.

4. How We Use Your Information

• To provide, maintain, and improve our services
• To send transactional emails and SMS messages (estimates, appointment confirmations, reminders, project updates)
• To authenticate your identity and protect your account
• To respond to your support requests
• To analyze usage patterns and improve the platform

5. SMS/Text Messaging

WorkTime CRM enables contractors to send SMS (text) messages to their customers for transactional purposes. By submitting your phone number through a contractor's website form, you consent to receive SMS messages related to your project, including:

• Appointment confirmations and reminders
• Project updates and scheduling changes
• Estimate and invoice notifications
• Follow-up messages about requested services

Opt-out: You can opt out of SMS messages at any time by replying STOP to any message. After opting out, you will receive one final confirmation message and no further texts will be sent.

Message frequency: Message frequency varies based on project activity. Typically 1-5 messages per month per project.

Message and data rates may apply. Contact your carrier for details about your text messaging plan.

We do not send unsolicited marketing messages. SMS messages are only sent to customers who have actively requested services from a contractor on our platform.

No sharing of mobile data: Mobile phone numbers and SMS opt-in information are used solely to deliver the transactional messages described above. We do not share mobile phone numbers or SMS consent data with third parties or affiliates for their own marketing purposes. SMS messages are delivered through our messaging provider, Twilio.

6. Data Storage and Security

Your data is stored securely using Supabase (PostgreSQL) with encrypted connections. We implement industry-standard security measures including HTTPS, access controls, and regular security reviews. No method of transmission over the internet is 100% secure, but we strive to protect your personal information to the best of our ability.

Retention: We keep your data for as long as your account is active. When you cancel or delete your account, we permanently delete your data within 30 days, except for limited records we are required to keep for legal, tax, or accounting purposes. You may request an export of your data before deletion.

International transfers: WorkTime CRM is operated from the United States and your data is stored and processed on servers located in the United States. If you access the service from outside the U.S., you consent to the transfer and processing of your information in the U.S.

7. Data Sharing

We do not sell your personal data. We share data with the following service providers, only as needed to run the platform:

• Supabase — database and authentication
• Vercel — application hosting
• Stripe — payment processing (we never store card numbers)
• Resend — transactional email delivery
• Twilio — SMS/text message delivery
• Anthropic (Claude) — AI features such as estimate generation, photo analysis, and the in-app assistant. Only the specific text or image you submit is processed; it is not used to train AI models.
• Groq — speech-to-text transcription when you use voice input; audio is processed to return a transcript and is not used for training.
• Google — optional Gmail integration (read-only; see Section 3)
• Microsoft — optional email integration, if you connect a Microsoft account
• Meta (Facebook) — optional lead import, if you connect a Facebook Lead Ads account so new leads flow into your CRM
• Intuit (QuickBooks) — optional accounting sync for invoices, if you connect QuickBooks
• Telegram — optional notifications and reminders, if you connect Telegram

Integrations marked "optional" receive data only if you choose to connect them, and you can disconnect them at any time. All third-party providers are bound by their own privacy policies and data processing agreements.

8. Your Rights

You have the right to:

• Access the personal data we hold about you
• Correct inaccurate or incomplete data
• Request deletion of your account and all associated data
• Revoke third-party integrations (e.g., Gmail) at any time
• Export your data in a portable format

To exercise any of these rights, contact us at support@worktimealliance.com.

9. Cookies

We use essential cookies to keep you logged in and remember your preferences (such as language). We do not use advertising or tracking cookies.

10. Children's Privacy

WorkTime CRM is not directed at children under 13. We do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us immediately.

11. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of significant changes via email or a notice within the app. Continued use of the service after changes constitutes acceptance of the updated policy.

12. Contact Us

If you have questions about this Privacy Policy, please contact us at: