Privacy Policy

Crewsie, LLC (“Crewsie,” “we,” “us”) operates the Crewsie websites, web app, mobile apps, and related software services (collectively, the “Service”) for businesses and their authorized users. This Privacy Policy describes how we collect, use, disclose, and protect information in connection with the Service.

1. Who this applies to

• Organization users: people who create an account or are invited to use Crewsie on behalf of a company or team, such as owners, dispatchers, office staff, managers, and technicians.
• End users of our customers: people whose information is entered into or processed through Crewsie by one of our customers, such as homeowners, property managers, leads, service recipients, invoice recipients, or people who text, call, email, or otherwise communicate with a business using Crewsie.

Our customers decide what information they put into Crewsie and how they use it. When we process information on behalf of a customer, we do so to provide the Service.

2. Controller and processor roles

For Customer Data processed on behalf of organizations, Crewsie generally acts as a data processor or service provider, while the organization acts as the data controller or business responsible for determining how Customer Data is collected and used. For information we use to operate our own business, such as account administration, billing, security, and support records, Crewsie may act as an independent controller where applicable.

3. Information we collect

Depending on how you use Crewsie, we may process:

• Account and profile information: name, email address, phone number, role, organization membership, permissions, preferences, and similar profile fields you or your administrator provide.
• Authentication information: sign-in identifiers, session tokens, password reset information, and related security data handled by our authentication provider. We do not store passwords in plain text.
• Customer, job, and operational data: customer records, contact information, service addresses, jobs, schedules, dispatches, estimates, quotes, invoices, payment status, notes, tasks, checklists, service history, and other business records entered into or generated by the Service.
• Communications data: SMS, MMS, email, voice, call, voicemail, transcript, notification, and related metadata when those features are enabled. This may include message content, phone numbers, timestamps, delivery status, opt-out status, and replies. See our Messaging Policy for consent, opt-out (STOP), and help (HELP) handling.
• Files, photos, and media: photos, attachments, uploaded files, job images, documents, and related metadata that users upload or create in the Service.
• QuickBooks and accounting integration data: if your organization connects QuickBooks or another accounting system, we may access and process the data you authorize, such as company information, customers, items, services, invoices, payments, tax-related fields, account metadata, sync status, and error information. We use this data to provide import, export, sync, reconciliation, and integration features.
• Payment-related data: when payment features are enabled, payment information is processed by our payment processors. We may receive limited payment metadata, such as payment status, transaction identifiers, amount, date, invoice association, and processor account identifiers. We do not store full payment card numbers.
• Mobile device and location information: if enabled by your organization and permitted on the device, the mobile app may collect approximate or precise location while the app is open or active so dispatchers can see technician location in connection with active work.
• Device, technical, and security data: IP address, browser and device type, operating system, app version, device identifiers, timestamps, diagnostic logs, crash reports, error reports, performance data, and security events.
• Usage and product telemetry: events we log to understand how the Service is used, improve reliability, diagnose issues, detect abuse, and support customers.
• Support and feedback information: messages you send to support, bug reports, feedback, survey responses, call notes, screenshots, recordings you provide, and related communications.

4. How we use information

We use information to:

• Provide, operate, maintain, secure, and improve the Service;
• Authenticate users and route data to the correct organization (“tenant”);
• Create and manage accounts, organizations, memberships, roles, and permissions;
• Schedule jobs, manage dispatch, provide routing, and support field-service workflows;
• Deliver SMS, email, voice, push notifications, and communications you enable;
• Provide QuickBooks, accounting, payment, calendar, mapping, AI, and other integrations;
• Process invoices, payment status, subscriptions, billing, and related records;
• Provide AI-assisted suggestions, drafts, summaries, automation, and workflow support;
• Monitor reliability, troubleshoot bugs, respond to support requests, and improve performance;
• Detect, prevent, investigate, and respond to fraud, abuse, and security incidents;
• Comply with legal obligations and enforce our Terms of Service and agreements; and
• Communicate with you about support, administration, product, security, and billing notices.

5. Legal bases for processing

Where applicable, we process personal information based on performance of a contract, legitimate business interests, legal obligations, and consent where required. For Customer Data processed on behalf of an organization, the organization is responsible for identifying and satisfying any legal basis required for its collection and use of that data.

6. AI-assisted features

Some features may use third-party artificial intelligence models to generate suggestions, drafts, summaries, classifications, recommendations, or other workflow assistance. AI output can be inaccurate. Your organization is responsible for reviewing AI-assisted output before relying on it, sending it to customers, or using it in business operations.

Information you submit to AI-assisted features may be sent to our AI providers as needed to provide the feature. AI providers process Customer Data only to provide the requested AI functionality on our behalf. We do not use Customer Data to train general-purpose AI models for other customers, and we do not permit AI vendors to use Customer Data to train their general models unless we update this policy or obtain appropriate authorization.

7. QuickBooks and third-party integrations

If your organization connects QuickBooks, Stripe, Twilio, Google, Apple, mapping tools, calendar tools, AI tools, voice tools, or another third-party service, we may exchange information with that service as authorized by your organization.

For QuickBooks, this may include importing or syncing customers, items, services, invoices, payments, tax-related fields, company metadata, and sync status. Your organization controls whether to connect or disconnect QuickBooks. Third-party services operate under their own terms and privacy notices, and we are not responsible for their privacy practices.

8. Location data

Location data is collected only when enabled by your organization and permitted by device permissions. Location information is used to support technician dispatch, routing, scheduling, travel visibility, and operational workflows. Crewsie does not use location data for third-party advertising and does not sell location data to third parties.

The current mobile app uses location while the app is open or active. Crewsie does not use continuous background location tracking unless we update the app, device permissions, and this policy to say so.

9. Messaging, voice, and communications

When messaging, voice, or notification features are enabled, Crewsie may process communications between your organization and its customers, employees, contractors, or other contacts. This may include SMS/MMS content, phone numbers, call data, voicemail data, transcripts, recordings if enabled, email content, push notification data, delivery status, timestamps, and opt-in or opt-out information.

Your organization is responsible for obtaining legally required consent before sending SMS, voice, email, or other communications through the Service. We do not sell, rent, or share mobile opt-in or consent information with third parties or affiliates for their own marketing purposes.

10. Mobile app permissions

The mobile app may request permissions depending on the features you use, including camera or photo access for job photos and attachments, location permission for technician dispatch and routing, notifications for operational alerts, and microphone permission if recording, voice, or video features are used. You can manage mobile permissions through your device settings, but disabling permissions may limit app functionality.

11. How we share information

We share information with service providers and subprocessors that help us run Crewsie, including providers for:

• Cloud hosting, database, authentication, and app delivery;
• SMS, voice, phone, transactional email, and push notification delivery;
• Payment processing, subscription billing, and invoicing support;
• QuickBooks and accounting integrations;
• AI processing, automation, and voice-agent workflows when enabled;
• Error monitoring, diagnostics, logging, rate limiting, and security;
• Maps, routing, location, mobile app distribution, and platform services; and
• Customer support and business operations.

A current list of our service providers is available on our Subprocessors page. We may also disclose information if required by law, subpoena, court order, or legal process; to protect rights, safety, security, or property; to investigate fraud, abuse, security incidents, or violations of our Terms; in connection with a merger, financing, acquisition, reorganization, sale of assets, bankruptcy, or similar business transaction; or with your consent or at your organization’s direction.

12. No sale of personal information

We do not sell personal information. We do not use Customer Data for third-party advertising. We do not sell, rent, or share SMS/mobile opt-in data or consent information with third parties or affiliates for their own marketing purposes.

13. Cookies and similar technologies

We use cookies and similar technologies that are necessary to operate the Service, such as keeping users signed in, maintaining sessions, remembering preferences, securing accounts, and supporting product functionality.

We may also use limited analytics or telemetry to understand product usage, diagnose issues, and improve reliability. We do not use third-party advertising cookies on the marketing site as of the last updated date of this policy. If that changes, we will update this policy as appropriate.

At this time, the Service does not respond to browser “Do Not Track” signals.

14. Retention

We retain information for as long as needed to provide the Service, comply with law, resolve disputes, enforce agreements, maintain security, prevent fraud, support backups, and operate our business. Retention periods vary depending on the type of data, account status, organization settings, legal requirements, backups, and operational needs.

When an organization closes its account, Customer Data may remain available for export for a limited period and may later be deleted, anonymized, or retained only as required for backup, legal, tax, security, audit, or fraud-prevention purposes. Some information may remain in backups, logs, archives, or records that are not immediately deleted but are retained according to ordinary backup and security practices.

15. Account deletion

Organizations may request deletion of their account by contacting us or using deletion tools in the Service where available. Certain information may be retained as required by law or for legitimate business purposes described in this policy, including security, fraud prevention, tax, accounting, backup, audit, and dispute-resolution purposes.

16. Security

We use reasonable administrative, technical, and organizational safeguards designed to protect information. These may include access controls, authentication, encryption in transit, vendor security review, logging, monitoring, backups, and least-privilege access practices. Employees and contractors are granted access only as needed to perform their job responsibilities.

No method of transmission, storage, or processing is completely secure. We do not guarantee absolute security. We do not publicly claim formal certifications such as SOC 2 unless and until we complete them and publish accurate statements.

17. Your choices and rights

Organization users may update certain account information in the Service. Many requests related to business records, team data, job data, customer data, or other organization-controlled information should be directed to the organization administrator.

Depending on where you live, you may have additional rights (for example access, correction, deletion, portability, restriction, or objection). We will respond to privacy requests as required by applicable law and may need to verify your identity. If the information is controlled by one of our customers, we may refer your request to that customer or assist them in responding. You may contact us at support@crewsie.com for privacy-related requests.

18. Marketing communications

You may unsubscribe from marketing emails by using the unsubscribe link in those emails or by contacting us. You will continue receiving transactional, administrative, billing, product, support, and security communications that are necessary for the Service.

19. Customer responsibilities

Our customers are responsible for:

• Providing required notices to their own customers, employees, contractors, and contacts;
• Obtaining legally required consent for SMS, voice, email, location, recording, and other features;
• Ensuring they have the right to upload or process Customer Data in Crewsie;
• Configuring permissions and access within their organization;
• Reviewing records imported, exported, generated, or synced through integrations; and
• Complying with employment, payroll, tax, accounting, privacy, and communications laws.

20. Children

The Service is intended for businesses and is not directed at children under 16. We do not knowingly collect personal information from children under 16.

21. International processing

We may process information in the United States and other countries where we or our vendors operate. If you use the Service from outside the United States, you understand that your information may be transferred to and processed in the United States and other jurisdictions that may have different data protection laws than your location. We rely on appropriate transfer mechanisms where required by applicable law.

22. Changes to this policy

We may update this policy from time to time. We will post the updated version and revise the “Last updated” date. If changes are material, we will provide additional notice where appropriate.

23. Contact

Privacy inquiries: support@crewsie.com
General support: support@crewsie.com
Security reports: support@crewsie.com