Privacy Policy

Information you give us

• Account information: your name, email address and password. We store your password only as a bcrypt hash, never in readable form.
• Settings and job details: target margins, overhead settings, estimated costs, job types, job status, your time zone, and the email addresses you choose to receive the Weekly Profit Brief.
• Feedback: answers to our trial feedback survey and messages sent through the in-app feedback form.
• Contact form: your name, company, email, phone number if you provide it, and your message.
• Partner applications: firm name, contact name, phone, website, an estimate of your client count, and the email address you want commission payouts sent to. We do not collect bank account details.

Information from QuickBooks Online

When you connect a QuickBooks Online company, you authorize us through Intuit to read data from it. We copy and store the data needed for job profitability analysis:

• projects (jobs), and the customer each job belongs to, including customer names;
• cost lines from bills, expenses, purchases and time activities, including the amount, date, cost category and line description (a description can contain whatever text was typed into QuickBooks, such as a vendor or employee name);
• invoice totals, dates and payment status;
• estimate totals from QuickBooks estimates; and
• your company name and basic company information.

We also store the access and refresh tokens Intuit issues for the connection, and your QuickBooks company ID. All three are encrypted with AES-256-GCM before they are saved. We never receive or store your Intuit or QuickBooks password.

We do not store your bank account details, your customers’ payment information, payroll records, or document attachments from QuickBooks. We never write to your QuickBooks company.

Information we create

From the data above we calculate profitability figures, data-quality checks, trends, forecasts and comparisons, and we store the Weekly Profit Briefs and insights we generate for you. We also keep records of sync runs, the emails we send you (type, recipient, time and delivery status), your subscription status, and referral and partner program activity.

Payment information

Payments are handled by Stripe. You enter card details on Stripe’s pages, and they are never sent to or stored by us. We keep only Stripe’s identifiers for your customer record and subscription, your plan, your subscription status and billing dates, and payment amounts.

Information collected automatically

Like most websites, our hosting provider records standard request information such as IP address, browser type, pages requested and time. For the contact form we store a one-way hash of your IP address, not the address itself, along with your browser’s user agent, to limit abuse. We do not use analytics, advertising or tracking services, and we do not use cookies for advertising.

Cookies

We use two cookies, both first-party and both needed for the Service to work:

• jmai_session keeps you signed in. It is a signed, HTTP-only cookie that lasts up to 30 days or until you log out.
• jpai_ref is set only when you arrive through a referral or partner link. It stores the referral code for up to 30 days so the referral can be credited if you sign up, and it is cleared when you do.

Our payment pages are hosted by Stripe, which sets its own cookies under Stripe’s privacy policy.

Service providers

We use the companies below to run the Service. They process information on our behalf and under their own terms and privacy commitments, and only for the purposes listed.

People you choose

If you add recipients to the Weekly Profit Brief, we send it to them. The brief contains your job names, customer names and profitability figures.

Referrers and partners

If you sign up through someone’s referral or partner link, they are told that an account was created through their link, and later whether it became a paying account, because that is how credits and commissions are earned. Partners see how many referred accounts are on trial or paying, and the commission amounts earned. They do not see your QuickBooks data, jobs, customers or any financial figures from your account, and a referral never gives anyone access to your data.

Legal and safety reasons

We may disclose information if we believe in good faith that it is required by law, subpoena or other legal process, or needed to protect the rights, property or safety of our users, the public or PWL Solutions. Where the law allows, we will try to tell you before disclosing your data in response to a legal request.

Business transfers

If PWL Solutions is involved in a merger, acquisition, financing or sale of assets, information may be transferred as part of that transaction, subject to this Privacy Policy or protections at least as strong. We will notify you before your information becomes subject to a different privacy policy.

What you can do yourself

• Change your target margin, overhead settings, and Weekly Profit Brief recipients and schedule in Settings. To change the name or email address on your account, email support@jobprofitai.com.
• Disconnect QuickBooks from Settings or from your Intuit account at any time.
• Cancel your subscription from Billing.
• Delete your account and its data from Settings at any time.

Requests you can make

You can ask us to confirm whether we process your personal information, give you a copy of it in a portable format, correct it, or delete it. Email support@jobprofitai.com from the address on your account, or tell us how to reach you if you do not have an account. We will verify your request before acting on it, and we respond within 45 days. If we need more time, which the law allows in some cases, we will tell you why. These requests are free of charge. If you have an account, we offer these rights to you wherever you live, not only where a law requires it.

If we decline your request, you can appeal by replying to our decision or emailing support@jobprofitai.com with the subject line “Privacy appeal.” We will respond to an appeal within 60 days and explain our decision. If you are not satisfied, you may contact the attorney general of your state.

Because we do not sell personal information, use it for targeted advertising, or use it for profiling that produces legal or similarly significant effects, there is nothing to opt out of in those areas. We treat a browser’s Global Privacy Control signal as a valid opt-out request, and it does not change how the Service works because none of those activities happen.

Emails

You choose whether the Weekly Profit Brief is sent and to whom, in Settings. Account, security and billing emails are part of the Service and are sent while you have an account. If we ever send promotional email, it will include a way to unsubscribe.

Data about your customers, vendors and employees

Your QuickBooks data includes the names of your customers, and transaction descriptions can include names of vendors, employees or others. We process that information on your behalf, to provide the Service to you. If one of those people contacts us about their information, we will refer them to you, and we will help you respond to their request.