Privacy policy

Data that stays with you

Customers, jobs, estimates, invoices, payments, notes, photos and your logo are stored in the OnSiteInvo app on your devices. If iCloud is on, Apple syncs them through your private iCloud database, under Apple's privacy policy. AppanDesign cannot see or access that data.

Data we hold when you send an estimate or invoice

When you tap send, the app uploads a copy of that one estimate or invoice so your customer can open it by link. The copy contains what's printed on it: your business name, contact details, logo and payment instructions; your customer's name and the property address; the line items, trade details, totals, notes and terms; and, for invoices, the payments received so far. It does not include your customer's phone number or email, or anything else from your records.

While the link is live we record:

• when the estimate is opened, with the browser type and a one-way coded version of the viewer's IP address, so you can see that it was viewed;
• the customer's response. For an approval that includes the name they type, their drawn signature, the time, their IP address and browser type, kept as a record of the electronic signature. For a change request or a decline, it includes their message.

Your app downloads the response and saves it with the estimate in your records.

How long we keep it

A sent estimate or invoice and everything recorded about it is deleted automatically, whichever comes first:

• 30 days after your app has downloaded the customer's response to an estimate, or after an invoice is marked paid in full;
• 30 days after the estimate's valid-until date;
• 7 days after you withdraw the link;
• 180 days after it was first sent.

Server backups roll over within 14 days of deletion.

Your device key

The app creates a random key the first time you send an estimate, so only your device can update or withdraw what it sent. The key isn't linked to your name, Apple ID or email.

Subscriptions

Subscriptions are sold and managed by Apple. We receive only what Apple provides to confirm a subscription is active. We never see your payment details.

What we don't do

• We don't sell or share data with advertisers or data brokers.
• We don't use analytics or tracking in the app or on estimate pages.
• We don't process card payments.

This website

Pages on onsiteinvo.com that describe the app load fonts from Google Fonts, which receives your IP address when it serves them. Estimate pages your customers open load nothing from third parties. The site is delivered through Cloudflare, which processes requests to protect and speed up the site.

Your choices

You can withdraw any sent estimate from the app, which removes the link right away and deletes it from our servers within 7 days. Deleting the app and turning off iCloud for it removes your data from your devices and iCloud. If you're a customer who received an estimate and want your information removed sooner, contact the business that sent it or email us.

Children

OnSiteInvo is a business tool and isn't directed to children under 13.

Changes and contact

If this policy changes, we'll update the date above and, for significant changes, tell you in the app. Questions: [email protected].