Privacy Policy

1. Overview

This Privacy Policy explains how WorkBoss Inc. (“WorkBoss,” “we,” “us,” or “our”) collects, uses, discloses, and protects your personal information when you use our website, mobile applications, and cloud-based field service management platform (collectively, the “Service”).

By using the Service, you consent to the practices described in this policy. We encourage you to read it carefully and contact us if you have any questions.

2. Information We Collect

Account Information. When you register, we collect your name, email address, phone number, business name, and billing information.

Business Data. Information you enter into the Service, including customer records, job details, estimates, invoices, payment records, inventory data, and communications.

Usage Data. We automatically collect information about how you interact with the Service, including pages visited, features used, session duration, device type, browser type, IP address, and referring URLs.

Device Information. When using our mobile applications, we may collect device identifiers, operating system version, app version, and location data (only with your explicit permission).

Communications. When you contact our support team or respond to surveys, we retain those communications to improve our services.

Payment Information. Payment card details are collected and processed by our third-party payment processor. WorkBoss does not store full credit card numbers on our servers.

3. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve the Service
• Process transactions and send related notifications
• Send administrative messages, updates, and security alerts
• Respond to your requests, comments, and questions
• Analyze usage patterns to improve features and user experience
• Detect, prevent, and address fraud, abuse, and technical issues
• Comply with legal obligations and enforce our terms
• Send promotional communications (with your consent, and you may opt out at any time)

4. Information Sharing

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

Service Providers. We share information with trusted third-party vendors who assist in operating the Service (hosting, analytics, payment processing, customer support). These providers are contractually obligated to protect your data.

Legal Requirements. We may disclose information if required by law, regulation, legal process, or governmental request.

Business Transfers. In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of the transaction. We will notify you of any such change in ownership or control.

With Your Consent. We may share information for any purpose with your explicit consent.

5. Data Security

We take the security of your data seriously and implement industry-standard technical and organizational measures to protect it, including:

• Encryption of data in transit (TLS 1.2+) and at rest (AES-256)
• Regular security audits and vulnerability assessments
• Access controls limiting employee access to personal data on a need-to-know basis
• Monitoring systems to detect and respond to security incidents
• Secure, SOC 2-compliant data center infrastructure

While we strive to protect your information, no method of electronic transmission or storage is completely secure. We cannot guarantee absolute security but will notify affected users promptly in the event of a data breach.

6. Data Retention

We retain your personal information for as long as your account is active or as needed to provide the Service. After account termination, we retain data for a limited period to comply with legal obligations, resolve disputes, and enforce our agreements.

Business data you enter into the Service is available for export for 30 days after account termination. After this period, data is permanently deleted from our active systems within 90 days and from backups within 12 months.

7. Your Rights

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

• Access: Request a copy of the personal information we hold about you
• Correction: Request that we correct inaccurate or incomplete information
• Deletion: Request that we delete your personal information, subject to certain legal exceptions
• Portability: Request an export of your data in a commonly used, machine-readable format
• Opt-out: Opt out of promotional communications at any time by clicking “unsubscribe” in our emails or updating your notification preferences
• Restriction: Request that we restrict certain processing of your data
• Objection: Object to processing of your data based on legitimate interests

To exercise any of these rights, contact us at [email protected]. We will respond within 30 days.

8. Cookies & Tracking

We use cookies and similar technologies to operate the Service, remember your preferences, and understand how the Service is used.

Essential Cookies. Required for the Service to function properly (authentication, security, load balancing). These cannot be disabled.

Analytics Cookies. Help us understand how visitors interact with the Service. We use privacy-respecting analytics to measure aggregate usage patterns without tracking individual behavior across sites.

Preference Cookies. Store your settings and preferences to personalize your experience.

You can manage cookie preferences through your browser settings. Disabling certain cookies may limit functionality of the Service.

9. Third-Party Services

The Service may integrate with or contain links to third-party services (e.g., QuickBooks, payment processors, mapping services). These third parties have their own privacy policies, and we encourage you to review them. We are not responsible for the privacy practices of third-party services.

When you connect a third-party integration, you authorize the exchange of data between WorkBoss and that service as necessary to provide the integration’s functionality.

10. Children’s Privacy

The Service is not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that a child under 18 has provided us with personal information, we will take steps to delete such information promptly.

11. International Data Transfers

WorkBoss is based in the United States. If you access the Service from outside the United States, your information may be transferred to and processed in the United States or other countries where our service providers operate.

We take appropriate safeguards to ensure that your information receives an adequate level of protection regardless of where it is processed, including standard contractual clauses and other transfer mechanisms as required by applicable law.

12. Policy Changes

We may update this Privacy Policy from time to time. Material changes will be communicated via email or a prominent notice within the Service at least 30 days before they take effect.

The “Last updated” date at the top of this page indicates when this policy was last revised. We encourage you to review this policy periodically.

13. Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please get in touch with our team.