Introduction

    ServiceIQ ("we," "us," "our," or "Company") is a service application based in the United States. This Privacy Policy explains how we collect, use, store, share, and protect personal information across our website, application, platform integrations (including HubSpot), and AI-powered features—including any AI-powered components integrated into the ServiceIQ platform.

    This policy applies to:

    • Visitors to the ServiceIQ website and platform
    • Users of the ServiceIQ application and connected integrations
    • Customers and organisations that engage ServiceIQ
    • Prospects who contact us for information or demonstrations
    • Anyone who provides information through forms, the app, APIs, or communications
    Agreement By accessing our website, application, or services, you agree to this Privacy Policy. If you do not agree, please do not use our services.

    This Privacy Policy provides app-specific context for ServiceIQ and supplements any applicable ServiceIQ Data Processing Addendum (DPA). In the event of conflict, the ServiceIQ DPA and applicable customer agreements take precedence.

    Data Categories Collected

    2.1 Information You Provide Directly

    Contact Forms & Inquiries

    • Name, email address, phone number
    • Business name and industry
    • Message content or inquiry description
    • Any other information you choose to provide

    Account & User Identification

    • Username and password (hashed)
    • Profile information and preferences
    • Role-based access information

    Service Engagement Data

    • Company information and structure
    • Business goals, workflows, and objectives
    • Integration configuration data (e.g., HubSpot field mappings)
    • Performance metrics and historical data submitted to the platform

    Communication & Correspondence

    • Email messages and attachments
    • Support requests and technical issue descriptions
    • Chat messages and conversation history within the platform
    • Meeting notes and feedback

    AI / ChatGPT App Interactions

    • Questions and prompts submitted to AI features
    • Conversation history and AI-generated responses
    • Feedback on response helpfulness
    • Free-text messages and content submitted through AI workflows

    2.2 Information Automatically Collected

    Website & App Technical Data

    • IP address and approximate geolocation
    • Device type, operating system, browser version
    • Pages visited, time spent, navigation patterns
    • Referring source and exit pages
    • Session information and cookies

    Usage Analytics & Behavioural Data

    • Feature usage and interaction patterns within ServiceIQ
    • Search queries and keywords used within the platform
    • API call logs and integration activity

    Integration Data

    • Data received from connected platforms (e.g., HubSpot contacts, deals, activities)
    • Metadata from integration workflows and automation triggers
    • Sync logs and error reports

    Conversational Content & AI/LLM Data

    3.1 What We Collect in AI Interactions

    When you interact with AI-powered features within ServiceIQ, we collect:

    • The questions and prompts you submit
    • The responses generated by the AI
    • Your feedback on response helpfulness
    • Conversation history and context used for the session
    • Time and date of interactions

    3.2 How Conversational Data Is Used

    • Immediate Response: To answer your specific questions and provide guidance
    • Service Improvement: To refine the platform's accuracy and relevance
    • Analytics: To understand common questions and usage patterns (aggregated)
    • Model Training: To improve underlying AI models (subject to your consent preferences — see Section 3.4)
    • Personalisation: To tailor recommendations based on your business context

    3.3 OpenAI Integration & Third-Party AI Processing

    Important — OpenAI Data Processing ServiceIQ uses OpenAI's technology to power certain AI features. Your conversational data may be processed by OpenAI in accordance with their Privacy Policy. By using AI features in ServiceIQ, you consent to OpenAI processing your data.

    Conversation and interaction data is stored and processed using Supabase infrastructure and approved AI providers. ServiceIQ implements security measures to protect your information and uses it only for ServiceIQ platform purposes.

    Data Retention for Conversational Content:

    • General / non-customer users: 6 months
    • Registered platform customers: 6 months (or per customer agreement)
    • Deleted automatically after retention period or upon account deletion
    • You may request earlier deletion at any time (see Section 7)

    3.4 AI Model Training Opt-Out

    By default, your conversation data may be used to improve AI models. You can opt out:

    1
    Email privacy@fieldserviceiq.ai with the subject line "Opt-Out of AI Training"
    2
    Specify the data or account you want excluded
    3
    We will flag your account within 30 days of your request
    4
    Note: opting out does not affect real-time AI responses to your queries

    Usage Purposes

    4.1 Service Delivery

    • Operate, maintain, and improve the ServiceIQ platform
    • Process and respond to support requests
    • Manage integrations and data synchronisation (e.g., HubSpot)
    • Generate reports, insights, and workflow outputs

    4.2 Business Operations

    • Maintain accurate customer and prospect records
    • Process payments and manage billing
    • Manage contracts and service agreements
    • Document communications and decisions

    4.3 Marketing & Business Development

    • Identify potential clients and follow up on inquiries
    • Create targeted communications and campaigns
    • Develop case studies (with explicit permission)
    • Refine service offerings based on usage data

    4.4 Analytics & Improvement

    • Analyse platform usage and user behaviour
    • Measure feature adoption and performance
    • Identify technical issues or usability problems
    • Generate aggregate market trend insights

    4.5 Communication

    • Send service updates and important notices
    • Share platform release notes and documentation
    • Follow up on support tickets and feature requests
    • Send promotional materials (with consent)

    4.6 Compliance & Legal

    • Meet legal obligations under the Australian Privacy Act, GDPR, and CCPA
    • Enforce terms of service and contracts
    • Prevent fraud, abuse, or unauthorised access
    • Maintain audit trails and compliance records

    Data Recipients & Third-Party Sharing

    5.1 Data Processors & Service Providers

    CategoryProvider(s)Purpose
    App Platform & DatabaseSupabaseManaged Postgres, authentication, file storage, edge functions
    Cloud HostingAmazon Web Services (AWS)Underlying cloud infrastructure for application and database hosting
    CRM IntegrationHubSpotCustomer data integration and workflow automation
    Payments & BillingStripeSubscription billing, payment processing, invoicing, customer portal
    Email CommunicationsResendTransactional and product-update email delivery
    AI / LLM ProcessingGoogle (Gemini) and OpenAI (GPT)AI-powered product features (content generation, equipment lookup)
    Maps & GeocodingMapboxAddress geocoding and map rendering for jobs and territories
    Accounting & LegalAccounting / legal advisorsFinancial and compliance obligations

    5.2 Data We Do NOT Share

    Our Commitment We do not sell personal information to third parties. We do not rent or lease contact lists. We do not share data with unaffiliated marketing companies or data brokers.

    5.3 Legal Disclosure

    We may disclose information if required by law, court order, or government request, or if we reasonably believe disclosure is necessary to:

    • Comply with legal obligations
    • Enforce our terms of service
    • Protect against fraud or security threats
    • Protect the rights, safety, or property of ServiceIQ, our users, or the public

    5.4 Data Roles

    • Customers act as the data controller for customer data processed through ServiceIQ.
    • ServiceIQ acts as a data processor for customer data, and as a data controller for its own operational and platform data.
    • Supabase, Google Gemini, OpenAI, Stripe, HubSpot, Resend, Mapbox, and AWS act as service providers or sub-processors as applicable.

    Data Retention

    6.1 Retention Periods by Data Category

    Data TypeRetention PeriodNotes
    Website visitor / analytics data90 days (aggregated)IP logs: 30 days
    Contact form submissions12 monthsLonger if converted to customer
    Email communications24 monthsBusiness-critical emails per compliance
    AI / ChatGPT conversations6 monthsDeleted automatically or on request
    Integration data (e.g., HubSpot sync)Duration of service + 12 monthsSubject to customer configuration
    Customer / client dataDuration of engagementArchived for 7 years post-engagement
    Legal & compliance records7 yearsPer tax and statutory requirements
    Marketing / prospect dataUntil opt-out or 2 years inactivityDeleted on unsubscribe request
    Individual tracking / analytics90 daysAnonymised aggregates retained longer

    6.2 Data Deletion

    Upon request, we will delete your personal information within 30 days, except:

    • Data required for legal compliance or tax obligations
    • Data necessary to enforce contracts
    • Anonymised or aggregated data
    • Data already provided to third parties (where deletion requires their separate action)

    To request deletion, contact: privacy@fieldserviceiq.ai

    Your Rights & Controls

    7.1 Your Rights

    RightWhat It MeansResponse Time
    AccessRequest a copy of your personal information in a readable format30 days
    CorrectRequest correction of inaccurate or incomplete information30 days
    DeleteRequest deletion of your personal information (subject to legal obligations)30 days
    PortabilityRequest your data in a portable, machine-readable format (CSV, JSON)30 days
    Opt-OutOpt out of marketing, AI model training, or analytics tracking30 days
    Restrict ProcessingRestrict how we use your data in certain circumstances30 days
    ObjectObject to processing for marketing or analytics purposes30 days

    Complex requests may take an additional 30 days, for a maximum of 60 days total.

    7.2 How to Exercise Your Rights

    Contact us via any of the following:

    Please include:

    • Your full name
    • Email address or account ID
    • The specific right you are exercising (access, correct, delete, etc.)
    • A description of your request

    7.3 Account Controls

    If you have a ServiceIQ user account, you may:

    • Access and view your stored information
    • Update profile and contact information
    • Adjust notification and communication preferences
    • Request account deletion (see Section 6.2)

    Security & Data Protection

    8.1 Security Measures

    ServiceIQ implements industry-standard security practices, including:

    • Technical: SSL/TLS encryption in transit, encrypted storage at rest, firewalls, intrusion detection, regular security audits, and secure API authentication
    • Administrative: Role-based access controls, employee confidentiality agreements, data handling training, and audit logging
    • Physical: Secure data centres with restricted access, backup systems, and disaster recovery protocols

    8.2 Limitations

    While we take security seriously, no system is 100% secure. We cannot guarantee absolute protection. Use ServiceIQ at your own risk.

    8.3 Data Breach Notification

    If we discover a breach affecting your personal information, we will:

    • Notify affected individuals without undue delay (within 30 days of discovery)
    • Provide details of the breach and affected data categories
    • Suggest steps to protect yourself
    • Notify relevant regulatory authorities where required by law (e.g., within 72 hours under GDPR)

    Children's Privacy

    ServiceIQ is not intended for users under 18 years of age. We do not knowingly collect personal information from minors. If we become aware that a minor has submitted information, we will delete it immediately and, where required, request age verification. If you believe we have inadvertently collected information from a minor, please contact privacy@fieldserviceiq.ai immediately.

    International Data Transfers

    ServiceIQ is based in the United States. Your information may be transferred to, stored in, and processed in the United States or countries where our service providers operate—including Google Gemini, OpenAI, Supabase, AWS, and other approved service providers.

    For EU/EEA Users: When information is transferred outside the EU/EEA, we implement Standard Contractual Clauses (SCCs) or other legally recognised mechanisms to ensure adequate GDPR-level protection.

    For Australian Users: We take reasonable steps to ensure overseas recipients handle your information consistently with the Australian Privacy Principles (APPs).

    By using ServiceIQ, you consent to data transfers to countries that may not have the same data protection standards as your home country.

    Cookies & Tracking Technologies

    11.1 Cookie Types

    TypeRequired?Purpose
    Essential CookiesYesSession management, security, fraud prevention, core functionality
    Performance CookiesOptionalAnalytics, usage tracking, performance monitoring
    Marketing CookiesOptionalPersonalised content, retargeting, social media integration

    11.2 Cookie Management

    You can control cookies through your browser settings. Disabling non-essential cookies may limit certain platform functionality.

    11.3 Third-Party Tracking

    Third parties (e.g., analytics providers, HubSpot) may set their own cookies and tracking pixels. Review their privacy policies for details.

    11.4 Do Not Track

    We honour "Do Not Track" browser signals where technically feasible, though not all tracking can be disabled.

    Legal Compliance

    Australian Privacy Act 1988 GDPR (EU/EEA) CCPA / CPRA (California)

    12.1 Australian Privacy Act

    ServiceIQ complies with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs), including obligations relating to lawful and fair collection, limited use and disclosure, data quality, security, user access and correction rights, and complaint handling.

    12.2 GDPR (EU/EEA)

    For users in the European Union and European Economic Area, we comply with the General Data Protection Regulation (GDPR), including:

    • Maintaining lawful bases for processing (consent, contract performance, legitimate interests)
    • Honouring all data subject rights (access, correction, deletion, portability, restriction, objection)
    • Data protection by design and by default
    • Data breach notification within 72 hours to relevant supervisory authorities
    • Data Processing Agreements (DPAs) with all processors

    12.3 CCPA / CPRA (California)

    For California residents, we honour all rights under the California Consumer Privacy Act and California Privacy Rights Act:

    • Right to know what personal information we collect and how it is used
    • Right to delete personal information
    • Right to correct inaccurate personal information
    • Right to opt-out of the sale or sharing of personal information (we do not sell data)
    • Right to limit use of sensitive personal information
    • Right to non-discrimination for exercising your rights

    Third-Party Links & Services

    The ServiceIQ platform and website may contain links to third-party websites and services (including integrated platforms such as HubSpot). We are not responsible for the privacy practices or content of third-party services. We encourage you to review the privacy policies of any third-party services you access through or alongside ServiceIQ.

    Updates to This Policy

    We may update this Privacy Policy to reflect legal changes, new platform features, or changes in our business practices. When we do, we will:

    • Post the updated policy here with a new "Last Updated" date
    • Notify users of material changes via email or prominent in-app notice
    • Request renewed consent where required by applicable law

    Your continued use of ServiceIQ after any update constitutes your acceptance of the revised policy.

    Complaints & Dispute Resolution

    15.1 Contact Us First

    If you have privacy concerns, please contact us directly. We will investigate and respond within 30 days.

    Mailing Address
    30 N Gould St Ste R, Sheridan, WY 82801

    15.2 Regulatory Authorities

    If you are unsatisfied with our response, you may escalate to the relevant authority:

    JurisdictionAuthorityWebsite
    AustraliaOffice of the Australian Information Commissioner (OAIC)oaic.gov.au · 1300 363 992
    EU / EEAYour local Data Protection Authority (DPA)edpb.europa.eu
    California (USA)California Privacy Protection Agency (CPPA)cppa.ca.gov

    AI / LLM Specific Notices

    16.1 AI Provider Integration

    ServiceIQ uses third-party AI providers, including Google Gemini and OpenAI, to power AI features within the platform. By using these features:

    • You consent to AI providers processing your conversational data for ServiceIQ feature delivery
    • Applicable third-party AI provider privacy policies may apply in addition to ours
    • Your data may be processed by AI providers to generate responses and support in-app AI features
    • You may opt out of AI training data use (see Section 3.4)

    Review OpenAI's Privacy Policy: openai.com/privacy

    16.2 Supabase Data Processing

    Application and interaction data may be processed using Supabase as part of our application platform and database infrastructure:

    • Supabase supports managed Postgres, authentication, file storage, and edge functions
    • Data is processed for ServiceIQ platform functionality and service delivery
    • Supabase may use sub-processors under appropriate safeguards
    • ServiceIQ remains responsible for your data

    16.3 AI Model Training Opt-Out

    How to Opt Out of AI Training Email privacy@fieldserviceiq.ai with the subject "Opt-Out of AI Training". Specify the data or account you want excluded. We will update your account within 30 days. Opting out does not affect real-time AI responses.

    16.4 Automated Decision-Making

    Where ServiceIQ uses AI-generated outputs to support business decisions, we do not rely on fully automated decision-making that produces legal or similarly significant effects without human review. If you have concerns about an automated output, contact privacy@fieldserviceiq.ai.

    Limitations & Disclaimers

    Informational Purposes Only. This policy is not a substitute for legal advice.

    No Warranties. This policy is provided "as-is" without warranties. ServiceIQ is not liable for unauthorised access, data loss, or breaches beyond our reasonable control.

    Consult an Attorney. For specific legal guidance on privacy obligations applicable to your business, consult a qualified privacy attorney.

    Contact Information

    For all privacy-related inquiries regarding ServiceIQ:

    Legal & Privacy Hub
    fieldserviceiq.ai/privacy
    Mailing Address
    30 N Gould St Ste R, Sheridan, WY 82801
    OpenAI Privacy
    openai.com/privacy
    AI Privacy Inquiries
    Contact ServiceIQ privacy team as intermediary
    Acknowledgement By using ServiceIQ's website, application, services, or platforms, you acknowledge that you have read, understood, and agree to this Privacy Policy and the collection and use of your information as described herein.
    VersionDateChanges
    1.0January 16, 2026Full policy aligned to AI provider and app submission requirements

    Next Review Date: January 16, 2027