1. Introduction
Referral Lab X ("Referral Lab X", "we", "our", or "us") operates the Referral Lab X mobile application and web platform. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our Service.
2. Information We Collect
We collect information you provide directly and information collected automatically:
- Account Data: Name, email address, phone number, company name, and password when you create an account.
- Business Data: Contacts, jobs, invoices, estimates, schedules, and other CRM records you create.
- Payment Data: Processed securely through Stripe. We do not store full credit card numbers.
- Communications: SMS messages, call recordings (with consent), and email correspondence sent through the platform.
- Location Data: With your permission, we collect GPS coordinates for field team tracking and check-in features. You can disable location sharing at any time in your device settings.
- Device Data: Device model, operating system version, unique device identifiers, and app version for diagnostics.
- Camera & Photos: When you grant permission, we access your camera and photo library for capturing job-site photos, receipts, and documents.
- Usage Data: Pages viewed, features used, and interaction patterns to improve our Service.
3. How We Use Your Information
- Provide, operate, and maintain the Service
- Process transactions and send related information (invoices, receipts, confirmations)
- Send push notifications for job updates, messages, and schedule reminders (with your consent)
- Track field team locations for scheduling and route optimization (with your consent)
- Sync your financial data with QuickBooks and other integrated accounting software
- Provide customer support and respond to inquiries
- Detect, prevent, and address technical issues and security threats
- Comply with legal obligations
4. Third-Party Services
We share data with the following third-party services to operate the platform:
- Stripe: Payment processing and subscription management
- Twilio: SMS messaging, voice calls, and VoIP services
- Intuit QuickBooks: Accounting and invoicing synchronization
- Resend: Transactional email delivery
- Google Maps: Address autocomplete and map rendering
- OpenAI: AI-powered features (message drafting, smart replies)
Each third-party provider is governed by their own privacy policy. We encourage you to review them.
5. Data Retention
We retain your data for as long as your account is active or as needed to provide services. You may request deletion of your account and associated data by contacting us at privacy@referrallabx.ca. Certain data may be retained to comply with legal or regulatory obligations.
6. Data Security
We implement industry-standard security measures including encrypted connections (TLS/SSL), hashed passwords (bcrypt), secure token-based authentication (JWT), and role-based access controls. While we strive to protect your data, no method of transmission or storage is 100% secure.
7. Your Rights
Depending on your jurisdiction, you may have the right to:
- Access, correct, or delete your personal information
- Withdraw consent for data processing
- Request data portability
- Object to certain processing activities
- Lodge a complaint with a data protection authority
To exercise these rights, contact us at privacy@referrallabx.ca.
8. Children's Privacy
Our Service is not intended for individuals under 18 years of age. We do not knowingly collect personal information from children. If you believe we have collected such data, please contact us immediately.
9. Changes to This Policy
We may update this Privacy Policy from time to time. We will notify you of material changes by posting the updated policy within the app and updating the "Effective" date above.
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