Privacy Policy

Last updated September 5, 2026

1. What Data We Collect

When you create an account, we collect your name, email address, and business information (business name, trade type, phone, address). When you use the Service, we collect the data you enter — contacts, properties, quotes, invoices, and job records.

We also collect usage data automatically — pages visited, features used, session duration, and browser/device information. This data is used in aggregate to improve the product and is not sold.

2. How We Use Your Data

We use the data we collect to:

  • Provide and operate the Service
  • Send transactional emails — quote and invoice delivery, account notifications
  • Respond to support requests and communicate about your account
  • Understand how the product is used and improve it over time
  • Comply with legal obligations and enforce our Terms of Service

We do not sell your data to third parties. We do not use your business data (quotes, invoices, contacts) for advertising purposes.

3. Service Providers

We use a small number of third-party service providers to operate QuoteBolt — for hosting, database storage, payment processing, email delivery, analytics, and the AI features described in section 4. They process data on our instructions and may not use it for their own purposes.

We publish a current list naming each provider, what it processes, and how long it keeps it, on our sub-processors page. We give at least 30 days' notice before adding a new provider that processes customer data.

We do not sell your data, and we do not share it with anyone for their own marketing.

4. AI Features (Bolt)

Bolt is QuoteBolt's optional AI assistant. When you send it a message, we send that message, recent messages from the same conversation, and the record data needed to answer it to our AI provider. Bolt only ever reads records belonging to your own business. The current AI provider is named on our sub-processors page.

Zero Data Retention is enabled for Bolt's AI provider account. The provider processes each request and returns a response without retaining your prompt or the reply afterwards, and your data is not used to train AI models — theirs or ours.

We store your Bolt conversations ourselves so the assistant can remember a thread. A small number of our staff may read a conversation to investigate a fault you report or to check quality; that access is limited by role and is logged. Bolt is optional — nothing is sent to an AI provider unless you use it.

5. Third-party services and connected accounts

You can sign in to QuoteBolt with a supported identity provider (today: Google). When you do, we receive basic account information from that provider — such as your name, email address, and profile details — so we can create or authenticate your QuoteBolt account.

You may also choose to connect optional third-party services inside QuoteBolt (when those features are available in the product). Today, optional Google connections may include:

  • Gmail — with your permission, we can send email on your behalf (for example quotes or invoices) using the Gmail send scope you grant
  • Google Calendar — with your permission, we can create, read, and update calendar events you ask QuoteBolt to manage
  • Google Contacts — with your permission, we may read contact information needed to help you pick recipients or customers inside the product

These optional connections are separate from signing in. We use connected-account data only to operate QuoteBolt for your account. We do not sell that data. We do not use it for advertising. Gmail access is limited to providing the mail features you request (Google's Limited Use requirements).

If you use Bolt with connected third-party data, relevant context you ask Bolt to use may be sent to our AI provider under the rules in section 4 (including Zero Data Retention at our AI provider, and no use of that data to train AI models). We do not keep Google email or calendar contents as long-term training data. Bolt conversation storage and retention otherwise follow sections 4 and 6.

You can revoke access by disconnecting the provider in QuoteBolt settings when that control is available, and/or by removing QuoteBolt from that provider's account permissions. Closing your QuoteBolt account follows the deletion terms in this policy.

6. Data Retention

We retain your account data for as long as your account is active. If you cancel, we retain your data for 30 days before deletion, giving you time to export anything you need.

Bolt conversations follow their own schedule: a conversation with no activity for 12 months is deleted automatically, and all Bolt history is deleted when you close your account. Message content held by our analytics provider is removed after 30 days.

Aggregate usage data that does not identify you — counts, timings, error rates — may be retained indefinitely to measure and improve the product.

7. Your Rights

You have the right to:

  • Access — Request a copy of the personal data we hold about you
  • Correction — Request correction of inaccurate data
  • Deletion — Request deletion of your account and associated data

To exercise any of these rights, email hello@quotebolt.app. We will respond within 30 days.

8. SMS Text Messages

QuoteBolt does not currently send SMS. Quotes and invoices are delivered by email and by link. We do not use mobile numbers for messaging, and we never sell or share them with third parties for their marketing purposes. A contractor may still store a customer's phone number as contact detail on a record.

If we introduce SMS delivery, we will update this policy and our Terms of Service before any messages are sent.

9. Cookies

QuoteBolt uses cookies sparingly. We set a session cookie when you log in to keep you authenticated, and our analytics provider sets a cookie so repeat visits from the same browser can be recognised as one person rather than many.

We do not use advertising cookies, and we do not allow advertising networks to track you across other websites.

10. Children's Privacy

QuoteBolt is not directed at children under the age of 13. We do not knowingly collect personal information from children under 13. If you believe a child under 13 has provided us with personal information, contact us at hello@quotebolt.app and we will delete that information.

11. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of significant changes by posting the updated policy with a new effective date. Your continued use of the Service after changes are posted constitutes your acceptance of the revised policy.

12. Contact

Questions about this policy? Email us at hello@quotebolt.app.