Privacy Policy

Draft — pending owner/legal review. Not final legal text.

What we store

ClientReady stores your business profile, clients, proposals, invoices, payments you record, job schedules, crew time and expenses, and job photos so you can run your work.

Where it is stored

Data is saved on your device first so the app works offline. When you are signed in, it is also synced to your ClientReady account in the cloud (hosted on Supabase), so you can use it on other devices. You can download a backup at any time from the Backup page.

Your clients

When you share an approval link or client portal, the client can see the documents you shared with them, without your internal costs or crew details. Crew members only see the jobs they are assigned to.

Payments and email

Clients pay the business directly through the business's own payment methods (for example Zelle, Venmo, Cash App, PayPal.me, check, bank transfer, or a connected online payment provider). ClientReady does not process payments or hold funds, and never receives card or bank account numbers: those are entered with the payment provider, whose own terms and privacy policy apply. ClientReady keeps the payment details shown on an invoice (such as a payment handle or instructions) and the payments recorded on it (amount, date, method and reference). If email sending is turned on, emails you choose to send go through our email provider (Resend), with replies going to your own address.

Account deletion

How to delete: open Settings and tap Delete account (crew: Delete account on the Crew page), or go to https://clientreadyapp.com/account/delete on the web without the app. Confirm with your password or a link we email you, type DELETE and tap Delete my account. If online deletion is unavailable, the page tells you to email [Support email to confirm] instead, and we complete it within [Deletion response time].

What is deleted: your login, business profile, clients, proposals, invoices, recorded payments, schedules, crew time and expenses, job photos and payment-method settings. Approval links and client portals you shared stop working. Copies saved only on your device stay there until you clear the app's data or uninstall it, so download a backup first if you want one.

Retention: some data may remain in backups for up to [Data retention period], or longer where the law requires. Emails already sent and records held by payment providers you connected are kept under those providers' own policies.

Crew: crew members you added lose access to your jobs, hours and expenses. Their own logins are not deleted; a crew member can ask us to delete their own account the same way.

Your clients: client details are kept on behalf of the business that entered them. If a client asks us to delete their information, we refer the request to that business, which can remove it from Clients and Documents.

Notifications and this device

Phone notifications are off unless you turn them on in Settings under Notifications. If you do, we store that device's push subscription (an address from your browser's push service, its keys and the browser type) with your account so we can send it alerts about approvals, payments and crew updates. Turn them off on this device, log out, or delete your account and it is removed.

To work offline, the app keeps copies of pages you have opened on this device. Approval links, client portals, shared invoice views, account deletion and server requests are never cached. These copies are cleared when your account is deleted, or when you clear the app's data.

Your responsibilities

We do not sell your client list. You should not upload information you are not allowed to keep for your own business records.