Privacy Policy
This Privacy Policy explains the types of information FieldCRM may collect, how it may be used, and the choices users may have when using the website and app.
Built for service business owners
FieldCRM gives owners one place to find the customer, create the Work Order, build the estimate, send approval, collect payment, and keep the job history connected.
Information we collect
FieldCRM may collect account information such as name, email address, business details, business type selection, and business profile information.
FieldCRM may collect operational information entered into the app, such as customers, job sites, Work Orders, estimate line items, quote approvals, jobs, notes, files, follow-ups, setup preferences, and business defaults.
How information is used
Information may be used to create and secure accounts, provide FieldCRM, personalize the workspace, send account, trial, billing, or service messages, respond to support requests, and improve product functionality.
Business type setup choices may be used to configure customer records, Work Orders, built-in estimates, quote approvals, jobs, and follow-up workflows.
Data sharing
FieldCRM does not sell personal information.
Information may be shared with service providers that help operate the app, process support requests, provide hosting, maintain security, or comply with legal obligations.
User choices
Users may contact hello@fieldcrm.app to request help accessing, correcting, or deleting account information, subject to business, security, and legal requirements.
Users should not enter sensitive personal information unless it is necessary for the service workflow.