Privacy Policy

1. Who we are

QuotePilot (“QuotePilot,” “we,” “us,” or “our”) provides an AI-assisted quote-drafting tool for contractors. This Privacy Policy explains what information we collect, how we use it, and the choices you have.

2. Information we collect

• Account details. Your name and email address, collected through our authentication provider when you sign up or sign in.
• Business data. The quotes, leads, and customer records you create and store in the app.
• Founder signups. If you join the founder waitlist or claim a founder spot, we collect the email address you provide.
• Usage information. Basic technical and usage data — such as pages visited, actions taken, device and browser type — collected to operate, secure, and improve the service.

3. How we use your information

• to provide and operate the service and your account;
• to generate, store, and deliver your draft quotes and follow-up messages;
• to process payments and manage your subscription;
• to communicate with you about your account, billing, and service updates;
• to maintain security and prevent abuse; and
• to understand usage and improve the product.

4. Third-party services

We rely on trusted third-party providers to run QuotePilot. Each processes only the data needed for its function, under its own terms and privacy practices:

• Clerk — account authentication and login.
• Supabase — database storage for your quotes, leads, and customer records.
• Stripe — subscription billing and payment processing.
• Twilio — SMS message delivery.
• Resend — email delivery.
• xAI — AI generation of draft quotes and messages.
• Vercel — application hosting and delivery.

We do not sell your personal information.

5. SMS / Text Messaging

Text messaging is not yet generally available. The terms below describe how the feature will work once it is turned on.

If your contractor uses our text-messaging feature, QuotePilot may send a text message to a phone number a customer provided. These texts are transactional: they contain a one-time link to a quote the customer requested from the contractor.

• Consent. We only send a text after the customer agrees to receive it. We do not send marketing or promotional texts.
• Message frequency. Messages are one-time or occasional and tied to a specific quote request — not a recurring campaign.
• Rates. Message and data rates may apply, depending on the customer’s mobile carrier and plan.
• Opt-out. Reply STOP to unsubscribe; reply HELP for help. After someone replies STOP, we stop sending them texts.

Mobile opt-in information and phone numbers are never shared with or sold to third parties or affiliates for marketing purposes.

6. Data storage and security

Your data is stored with our database and hosting providers listed above. We use reasonable administrative, technical, and organizational measures to protect it, including encryption in transit and access controls. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.

7. Your customers’ information

When you enter information about your own customers (such as their name, contact details, or job notes), you are the controller of that information and QuotePilot processes it on your behalf. You are responsible for having a lawful basis to collect and use it, and for honoring your customers’ privacy rights. We process it only to provide the service to you.

8. Cookies

We only use strictly-necessary cookies — the small files needed to run the service. These keep you signed in (authentication) and maintain your demo session.

Our website analytics are cookieless: we measure basic, aggregate usage without storing a cookie or tracking you across sites. We do not set advertising, marketing, or cross-site tracking cookies, and we do not use cookies to build advertising profiles.

Because we only use strictly-necessary cookies and cookieless analytics, no cookie-consent banner is required to use QuotePilot.

9. Data retention

We keep your information for as long as your account is active and as needed to provide the service. After you close your account, we delete or anonymize your data within a reasonable period, except where we must keep certain records to comply with legal, tax, or accounting obligations.

10. Your rights

Depending on where you live, you may have the right to access, correct, export, or delete your personal information. To make a request, email us at hello@myquotepilot.com and we will respond within a reasonable time.

11. Children

QuotePilot is a business tool intended for adults. It is not directed to anyone under 18, and we do not knowingly collect personal information from children. If you believe a child has provided us information, contact us and we will delete it.

12. Changes to this policy

We may update this Privacy Policy from time to time. When we make material changes, we will update the “Last updated” date above and, where appropriate, notify you.

13. Contact

Questions about this policy or your data? Reach us at hello@myquotepilot.com.