Privacy Policy

This privacy policy explains what Business Genie collects when you use its field service management software and website, what that information is used for, who it is shared with, how long it is kept, and the choices you have.

Last updated: May 2026

Questions about this policy: info@businessgenieapp.com

In the policy’s own words, where each is

  1. Your location

    “GPS coordinates when you use route optimization or check-in features (with your permission)”

    Section 2
  2. Selling your data

    “We do not sell your personal information.”

    Section 4
  3. After you delete your account

    “Most personal data is deleted within 30 days”
    “Backup copies are purged within 90 days”

    Section 6
  4. Your requests

    “We will respond within 30 days.”

    Section 7
  5. Cookies

    “…no analytics or advertising cookies are set until you explicitly accept them.”

    Section 9

Where your information goes

Sections 2, 3, 4 and 9 of the policy, drawn as one map: where information comes from, what Business Genie uses it for, and where it can go from there. Every label is the policy’s own wording and opens its clause.

  • As the Services run
  • Only in the case written beside it
  • Does not go this way
Cookies and Tracking Technologies

On this website, in this browser

This browser

Each gate is read from the cookie choice saved here, and changes when it does.

Strictly necessaryAlways on

This site

security, basic routing

Functional

This site

remembers your preferences

Analytics

Google Analytics 4 · Vercel Analytics

aggregate site usage measurement

Advertising

Google Ads

ad conversion measurement

Google Tag Manager: “GTM loads in a default-deny state and only fires tracking tags after you grant consent.”

Introduction

Business Genie ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our field service management software, website, and related services (collectively, the "Services").

We understand that as a service professional, you handle sensitive customer data daily. That's why we've built our platform with privacy and security at its core. Please read this policy carefully to understand our practices regarding your data.

Information We Collect

Information You Provide Directly

When you create an account, use our Services, or communicate with us, we may collect:

  • Account Information: Name, email address, phone number, business name, and password
  • Business Information: Company address, business license numbers, service areas, and team member details
  • Payment Information: Credit card numbers, bank account details, and billing addresses (processed securely through our payment processors)
  • Customer Data: Information about your customers that you enter into our system, including names, addresses, contact details, service history, and notes
  • Communications: Messages you send through our platform, support requests, and feedback

Information Collected Automatically

When you access our Services, we automatically collect certain information:

  • Device Information: Device type, operating system, browser type, and unique device identifiers
  • Usage Data: Features you use, actions you take, time spent on pages, and interaction patterns
  • Location Data: GPS coordinates when you use route optimization or check-in features (with your permission)
  • Log Data: IP address, access times, pages viewed, and referring URLs

Information from Third Parties

We may receive information from third-party services you connect to Business Genie, such as accounting software (QuickBooks, Xero), payment processors (Stripe, Square), and calendar applications (Google Calendar).

How We Use Your Information

We use the information we collect to:

  • Provide Our Services: Process scheduling, invoicing, payments, route optimization, and all core platform features
  • Improve Our Platform: Analyze usage patterns to enhance features, fix bugs, and develop new functionality
  • Communicate With You: Send service notifications, respond to inquiries, and provide customer support
  • Process Payments: Handle transactions, prevent fraud, and comply with financial regulations
  • Personalize Experience: Customize the platform based on your preferences and usage patterns
  • Marketing: Send promotional communications (with your consent) about new features, tips, and industry insights
  • Legal Compliance: Meet legal obligations, resolve disputes, and enforce our agreements

How We Share Your Information

We do not sell your personal information. We may share your information in the following circumstances:

  • Service Providers: Third-party vendors who help us operate our business (hosting, payment processing, analytics, customer support)
  • Integrations: Third-party applications you choose to connect (accounting software, calendars, payment processors)
  • Your Customers: Information you choose to share with your customers through invoices, booking confirmations, and communications
  • Legal Requirements: When required by law, court order, or government request
  • Business Transfers: In connection with a merger, acquisition, or sale of assets (you will be notified)
  • With Your Consent: Any other sharing you explicitly authorize

Data Security

We implement industry-standard security measures to protect your data:

  • Encryption: All data is encrypted in transit (TLS 1.3) and at rest (AES-256)
  • Access Controls: Strict access controls and authentication requirements for our team
  • Infrastructure: Hosted on secure, SOC 2 compliant cloud infrastructure
  • Monitoring: 24/7 security monitoring and intrusion detection systems
  • Regular Audits: Periodic security assessments and penetration testing
  • Employee Training: Regular security awareness training for all team members

While we strive to protect your information, no method of transmission over the Internet is 100% secure. We encourage you to use strong passwords and protect your account credentials.

Data Retention

We retain your information for as long as your account is active or as needed to provide you Services. After account deletion:

  • Most personal data is deleted within 30 days
  • Backup copies are purged within 90 days
  • Some data may be retained longer for legal compliance (tax records, dispute resolution)
  • Anonymized, aggregated data may be retained indefinitely for analytics
After account deletionSlide along it

Most personal data is deleted within 30 days

Backup copies are purged within 90 days

Some data may be retained longer for legal compliance (tax records, dispute resolution)

Anonymized, aggregated data may be retained indefinitely for analytics

The list above, drawn on one time axis from the day an account is deleted. Days 0 to 90 are to scale; after the break, they are not.

Your Privacy Rights

Depending on your location, you may have the following rights:

  • Access: Request a copy of your personal data
  • Correction: Request correction of inaccurate data
  • Deletion: Request deletion of your personal data
  • Portability: Receive your data in a portable format
  • Opt-Out: Unsubscribe from marketing communications
  • Restriction: Request limited processing of your data

To exercise these rights, contact us at info@businessgenieapp.com. We will respond within 30 days.

California Privacy Rights (CCPA)

California residents have additional rights under the California Consumer Privacy Act (CCPA):

  • Right to know what personal information is collected, used, and shared
  • Right to delete personal information
  • Right to opt-out of the sale of personal information (we do not sell your data)
  • Right to non-discrimination for exercising your privacy rights

Cookies and Tracking Technologies

We use cookies and similar technologies to:

  • Keep you logged in and remember your preferences
  • Understand how you use our Services
  • Improve performance and user experience
  • Measure marketing performance (with your consent)

Third-party tracking services we use

Subject to your consent (selected via our cookie banner or the “Manage cookies” footer link), we use the following third-party services to measure how the site and product are used:

  • Google Tag Manager (container ID GTM-WTFJPPHG) — tag and consent orchestration. GTM loads in a default-deny state and only fires tracking tags after you grant consent.
  • Google Analytics 4 (measurement ID G-TTEXE1C9K2) — aggregate site usage measurement (pages viewed, traffic sources, session counts). Fires only with “Analytics” consent.
  • Google Ads (conversion ID AW-346380876) — ad conversion measurement and, where applicable, remarketing on Google properties. Fires only with “Advertising” consent.
  • Vercel Analytics — privacy-preserving aggregate page-view measurement provided by our hosting platform. Fires only with “Analytics” consent.

Our site uses Google Consent Mode v2 with a default-deny configuration: no analytics or advertising cookies are set until you explicitly accept them. You have four categories of control:

  • Strictly necessary — required for the site to operate (security, basic routing). Always on; cannot be disabled.
  • Functional — remembers your preferences (e.g., dismissed banners). Optional.
  • Analytics — enables Google Analytics 4 and Vercel Analytics. Optional.
  • Advertising — enables Google Ads conversion measurement and (with consent) personalized ads on Google properties. Optional.

You can change your choices at any time by clicking in the site footer. You can also clear or disable cookies in your browser settings. Disabling cookies may affect some functionality of the site.

Where applicable to your jurisdiction (for example, the EU/UK under GDPR, or California under CCPA/CPRA), you can withdraw consent or opt out of the sale or sharing of personal information for cross-context behavioral advertising at any time using the same controls.

Children's Privacy

Our Services are not intended for children under 18. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us immediately.

International Data Transfers

Your information may be transferred to and processed in countries other than your own. We ensure appropriate safeguards are in place, including standard contractual clauses and compliance with applicable data protection laws.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of significant changes by email or through the platform. Your continued use of the Services after changes take effect constitutes acceptance of the updated policy.

Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us:

Address:
Business Genie, Inc.

For general support: info@businessgenieapp.com