Skip to main content

Privacy policy

Last Updated: October 22nd, 2026

1. Introduction

Welcome to Quoti ("we," "our," or "us"). We are committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclosure, and safeguard your information when you subscribe to our software-as-a-service platform designed for service businesses (the "Service").

By accessing or using our Service, you agree to the terms of this Privacy Policy.

2. Who This Policy Applies To

Because our platform is used by businesses to manage their clients, we handle two types of data:

  1. Subscriber Data: Information about you, the service business owner (our direct customer).
  2. End-Customer Data: Information about the homeowners or clients you manage inside our platform.

Note: Regarding End-Customer Data, Quoti acts as a Data Processor. You (the Service Business) are the Data Controller and are responsible for ensuring you have the legal right to collect your clients' data.

3. Information We Collect

A. Information You Provide to Us
  • Account Registration: Name, business name, email address, phone number, and password.
  • Billing Information: We use a third-party payment processor (Stripe). We do not store full credit card numbers on our servers. We store your Stripe Customer ID and Subscription status.
  • Business Data: Your service menu, pricing logic, team member profiles, and business scheduling preferences.
B. Information You Input (End-Customer Data)

To provide our scheduling and CRM features, you may input data regarding your clients, including:

  • Client Names, Physical Addresses (for job sites), Email Addresses, and Phone Numbers.
  • Job details, photos of property, notes, and quote history.
C. Information Collected Automatically
  • Location Data (GPS): For the "On My Way" and "Live Map" features, we may collect the real-time location of your team members' devices while the app is active, to provide arrival tracking for your clients.
  • Usage Data: Log files, device type, browser type, and actions taken within the app (e.g., clicking "Upgrade Plan").
  • Mobile App Data: When you use our mobile application, certain information may also be collected and processed by Apple or Google in accordance with their own privacy policies, including subscription status, purchase history, and device identifiers used for in-app purchases.

4. How We Use Your Information

We use the collected data to:

  1. Provide the Service: Facilitating online booking, generating quotes, and managing your calendar.
  2. Communications: Sending automated emails and SMS (e.g., "On My Way" text alerts, Quote Approvals) on your behalf.
  3. Billing: Processing your monthly subscription, upgrades, and downgrades via the Customer Portal.
  4. Improvement: Analyzing usage trends to improve our conversion optimization features and user experience.

5. Third-Party Services (Sub-Processors)

We share data with specific third-party providers to make our app function. We do not sell your data to advertisers.

  • Bubble.io: Hosting and database infrastructure.
  • Stripe: Payment processing and subscription management.
  • Twilio / SendGrid / Postmark: Delivery of SMS and Email notifications.
  • Google Maps API: Geocoding addresses and calculating travel times/ETAs.

Quoti Ai (AI replies and suggestions): when Quoti Ai is on for a business account, the text of client messages, along with related details from that account (such as the client's name and address, jobs, quotes, invoices and the schedule), is sent to our AI providers so a reply or suggestion can be drafted. Our AI providers are currently OpenRouter, which routes these requests to Anthropic's Claude models. We send only what is needed to draft the reply. The business reviews each reply before it goes out, unless it turns on auto-send, which is only available after it has approved at least 10 replies without changes. A business can turn Quoti Ai off at any time in Settings.

6. Advertising and Analytics

We may use third-party analytics and advertising services to understand how users discover and use Quoti, and to measure the effectiveness of our marketing campaigns (including campaigns on Meta/Facebook and Instagram).

On iOS devices, we will request your permission before tracking your activity across other companies' apps and websites, in accordance with Apple's App Tracking Transparency framework. You can manage these permissions at any time in your device settings. If you decline tracking, you will still be able to use all features of the Service.

We do not sell your personal data to advertisers.

7. Text Messaging & Email Compliance

Our platform allows you to send transactional messages to your clients (e.g., "Quote Ready," "Job Complete," "On My Way").

Your Responsibility: As the user of our platform, you agree that you have obtained the necessary consent from your clients to send them text messages and emails. You are responsible for complying with TCPA, CAN-SPAM, and other relevant communication laws.

8. Data Retention & Deletion

  • Retention: We retain your data as long as your account is active.
  • Cancellation: If you cancel your subscription, your data will be retained for 90 days in case you decide to reactivate, after which it may be permanently deleted.
  • Deletion Request: You may request the deletion of your account and all associated data by contacting us at info@quoti.ai. We will process your request within 30 days.

9. Security

We implement industry-standard security measures (including SSL encryption) to protect your data. However, no method of transmission over the Internet is 100% secure, and we cannot guarantee absolute security.

10. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and sending an email notification to active users.

11. Contact Us

If you have questions about this Privacy Policy, please contact us:

  • Email: info@quoti.ai
  • Address: 2944 ch Ste-Thérèse, Carignan, Québec, Canada

‍