Privacy Policy

Information we collect

• Account information: your name, email address, company name, and the names and email addresses of team members you invite.
• Customer data you enter: the names, contact details, quote amounts, notes, and follow-up history for your customers and quotes.
• Estimate files you upload: the PDFs and photos of your estimates, and the details read from them, such as customer, job, options, and price.
• Demo booking information: when you book a demo through Calendly, we receive your name, email, phone number, and your answers to the booking questions.
• Payment information: payments are handled by our payment processor. We do not store full card numbers.
• Usage information: basic technical data such as browser type, pages visited, and log data, plus the cookies needed to keep you signed in.

How we use it

• To provide, maintain, and secure Vantagg.
• To read estimates you upload and fill in quote details for you to review.
• To support you, bill you, and send messages about your account, such as password resets.
• To prepare coaching sessions, if you are on the Vantagg + Coaching plan.
• To understand how Vantagg is used so we can improve it, using aggregated information where possible.

Reading estimates with AI

When you upload an estimate, the file is sent to our AI provider, Anthropic, which reads it and returns details such as the customer, job, options, and price. Those details are saved in your account, and you review them before saving the quote.

Anthropic processes these files under commercial terms that do not allow it to use your data to train its models. AI can make mistakes, so always check the details before you save.

What we never do

• We do not sell your information or your customers' information.
• We do not use your customer data for advertising.
• We do not contact your customers. Vantagg suggests follow-ups, and your team decides whether to send them from their own phone or email.

Who we share it with

We share information only with service providers that help us run Vantagg, and only as needed for them to do that work. These include our hosting provider (Vercel), our database, sign-in, and file storage provider (Supabase), our AI provider for reading estimates (Anthropic), our scheduling tool (Calendly), our payment processor, and our email provider.

We may also disclose information if required by law, to protect our rights or the safety of others, or as part of a sale or merger of the business, in which case this policy would continue to apply.

Cookies

We use cookies that are necessary to keep you signed in and to keep your account secure. If we add analytics tools, we will update this policy.

How long we keep it

We keep your information while your account is active. After you cancel, we delete or anonymize your account and customer data, including uploaded estimate files, within 90 days, unless we need to keep something to meet a legal obligation. You can ask us to delete it sooner.

Security

Data is encrypted in transit and stored with providers that encrypt data at rest. Each company's data, including uploaded estimate files, is kept separate from every other company's. Access to customer data is limited to what is needed to run and support the service. No system is perfectly secure, but we work to protect your information and will notify you if a breach affects your data.

Your choices

You can ask to access, correct, export, or delete your information at any time by emailing hello@govantagg.com. Depending on where you live, you may have additional privacy rights, and we will honor them as required by law.

Your customers' information

When you enter information about your customers, we store and process it on your behalf to provide Vantagg to you. If one of your customers asks you to stop contacting them, mark the quote Lost with the reason "Asked us to stop" and Vantagg will not suggest contacting them again. If one of your customers contacts us about their information, we will refer them to you.

Children

Vantagg is a business tool and is not intended for anyone under 18.

Changes to this policy

If we make meaningful changes, we will update the date above and let account holders know by email or in the app.

Contact

Questions about privacy? Email hello@govantagg.com.