Privacy Policy

Last updated: October 11, 2026

Introduction

Trade Agent, LLC (“Trade Agent”, “we”, “us”) makes AI software for custom home builders, remodelers, and the trade contractors they work with. This Privacy Policy explains how we collect, use, share, and protect information when you use our website at thetradeagent.com, our web app at app.thetradeagent.com, our mobile apps, and related services (together, the “Services”).

Our mission is to relieve administrative burden while fostering trust and transparency. Protecting your data is fundamental to that mission. We believe your business information belongs to you. We are trusted custodians helping you run your business more efficiently.

Our customers use the Services to manage their own clients, subcontractors, and vendors, so the information they enter often includes details about those people. We handle that information on our customers’ behalf and only to provide the Services to them.

Information We Collect

Information You Provide to Us

Account & Business Information

• Sign-in details: name, email address, phone number, and password (handled by our sign-in provider; we do not see your password)
• Business profile: company name, logo, trade, services offered, rates, and service area
• Team member accounts, roles, and permissions you create
• Tax identification numbers, licenses, and insurance certificates that you or your subcontractors upload (optional)

Project, Client & Job Data

• Contact details for your clients, subcontractors, and vendors: names, addresses, phone numbers, email addresses
• Project details: scopes, schedules, budgets, cost codes, tasks, notes, and selections
• Documents: estimates, proposals, contracts, change orders, purchase orders, lien waivers, draws, plans, and specifications
• Messages and comments exchanged with clients and subcontractors through the Services, including their client and subcontractor portals

Voice Notes, Photos & Files

• Voice recordings and the text transcribed from them
• Photos of job sites and project areas
• PDFs and other files you upload

Email Sent to Trade Agent

• Vendor bills, invoices, and replies sent to the Trade Agent email addresses assigned to your account. We read these messages, including with AI, to pull out details such as the vendor, amounts, and line items and file them to the right project.

Financial Information

• Bills, invoices, draws, payments you record, and budget figures
• Subscription billing details, processed by Stripe or by Apple or Google for in-app purchases. We never store full card numbers.
• If you choose to connect a Stripe account to accept payments from your clients, the account details Stripe shares with us to make that connection work

Time Tracking

• Clock-in and clock-out times for team members who track time in the Services

Connected Services

• QuickBooks Online: when you connect it, the customers, vendors, accounts, bills, invoices, and payments needed to keep your books and Trade Agent in step
• Google Calendar: see the Google Calendar Integration section below

Information We Collect Automatically

Usage, Errors & Diagnostics

• Features used, actions taken, and app performance
• Error reports, including the signed-in account, device details, and IP address, so we can find and fix problems
• In our mobile apps, screen recordings of a sample of sessions, and of sessions where an error occurs, used only to diagnose problems

Device & Technical Information

• Device type, operating system, app version, browser type and version
• IP address
• Push notification tokens, if you allow notifications

Location (with your permission)

• Your device’s location when you clock in or out, so your company has a record of where time was punched. Your company may require it.
• Your device’s location to put the closest job sites at the top of your project list
• Your device’s location when you record a voice note in the web app, to attach it to the note

Our mobile apps use location only while the app is in use, never in the background. You can turn location access off in your device settings; some features, such as a clock-in your company requires location for, may not work without it.

Our Website

• Our marketing website at thetradeagent.com uses Google Analytics, which sets cookies, to understand how visitors use the site
• Information you send us through the website’s forms, such as a demo or contact request

How We Use Your Information

To Provide the Services

• Create estimates and proposals from your voice notes, photos, plans, and text
• Manage projects, schedules, budgets, bills, draws, and invoices
• Run client and subcontractor portals, e-signatures, and document delivery
• Keep QuickBooks Online and Google Calendar in step, when you connect them
• Answer your questions through Arti, our in-app assistant, and prepare the daily briefs you request
• Track time and record clock-in locations

To Support and Improve the Services

• Provide customer support and respond to your requests
• Diagnose errors and fix problems
• Understand how features are used so we can improve them and build new ones

To Communicate With You

• Send service emails and in-app or push notifications, such as documents to sign, assignments, mentions, and account notices
• Send billing and account information
• Share product updates and news, which you can opt out of at any time

For Business Operations

• Protect the Services and prevent fraud and abuse
• Comply with legal obligations and enforce our terms

How We Use AI

Many features in the Services use artificial intelligence. To provide them, the information needed for a request is sent to AI models from Google (Gemini), OpenAI, and Groq.

These providers process the information on our behalf, under terms that do not allow them to use it to train or improve their own models. We do not use your data to train generalized artificial intelligence or machine learning models.

AI output can be wrong. Review estimates, figures, and documents before you rely on them or send them to anyone.

How We Share Your Information

We do not sell, rent, or trade your personal information. We share it only in these limited circumstances.

Service Providers

We work with companies that help us run the Services. Each one receives only what it needs to do its job for us:

• Hosting and database: Vercel and Supabase, in the United States
• Sign-in: Clerk
• AI: Google (Gemini), OpenAI, and Groq, as described above
• Email: Resend (sending) and Postmark and Cloudflare (receiving)
• Payments: Stripe, and Apple and Google through RevenueCat for in-app purchases
• Error monitoring: Sentry
• Push notifications: Expo
• Address lookup: Google Maps Platform
• Website analytics: Google Analytics

At Your Direction

• When you send estimates, proposals, contracts, invoices, draws, or other documents to clients, subcontractors, or vendors
• When you invite clients or subcontractors to a project or portal, or share project information with your team
• When you connect QuickBooks Online, Google Calendar, or Stripe

Google Calendar Integration

Last updated: October 6, 2026

Trade Agent offers an optional two-way Google Calendar sync. This section describes how we handle Google user data, in addition to the practices described elsewhere in this policy.

This integration is entirely optional. Trade Agent is fully usable without connecting a Google account, and you can disconnect at any time.

What we access

When you choose to connect your Google account, we request the https://www.googleapis.com/auth/calendar.events.owned scope, together with openid and email. The calendar permission lets us read, create, change, and delete events on Google calendars you own. Trade Agent uses it only for your primary calendar: we read its events, and we create, update, or delete the events that correspond to appointments you manage in Trade Agent. Other calendars are not imported or written to, and there is no calendar-selection step. We do not request permission to manage calendar sharing or to create or delete calendars. We use openid to identify the connected Google account and email to show you which account is connected.

What we store

We store the events we read from your primary calendar, including title, description, location, start and end times, recurrence rules, time zone, and attendee information as returned by Google, along with the event identifiers needed to keep the two calendars in step. We also store your Google account identifier and email address, and encrypted access and refresh tokens so that the sync can continue without asking you to sign in repeatedly. Tokens are encrypted at rest using AES-256-GCM and are cryptographically bound to your specific connection record.

How we use it

Google Calendar data is used solely to provide the scheduling features you see in the product: displaying your schedule, detecting scheduling conflicts, including your day in a daily brief you request, and answering your own questions about your schedule through our in-app assistant.

Automated processing

If you use our in-app assistant or ask for a daily brief, the calendar entries needed for that request may be sent to our AI provider, Google Gemini, to generate a response for you. This processing happens only when you make the request; no scheduled job sends your calendar data to an AI model. Events marked private are never included in another member's assistant responses or briefs. We do not use Google user data to train, retrain, or improve any generalized artificial intelligence or machine learning model. Our AI provider processes this data on our behalf under paid service terms that do not allow it to use the data to improve its own models.

What we never do

We do not sell, rent, or trade Google user data. We do not use it for advertising. We do not share it with third parties except the infrastructure and AI providers described in this policy, who process it on our behalf under contract. We do not add guests to your events or send calendar invitations or notification emails to anyone on your behalf.

Visibility within your organization

Appointments created in Trade Agent are visible to your organization. Events that are marked private or confidential in Google Calendar are marked private when imported: other members of your organization see only that you are busy at that time, never the title, location, or details. Other imported events are visible to members of your organization like any other appointment. Marking an event private in Trade Agent does not change its visibility in Google Calendar.

Retention and deletion

You can disconnect Google Calendar at any time from Settings → Integrations. Disconnecting stops all syncing, deletes our stored access and refresh tokens, and asks Google to revoke our access. You can also remove Trade Agent's access at any time from your Google Account's third-party connections page. When you disconnect, events previously imported into Trade Agent stay there by default; you can choose to remove the imported events that are not linked to a customer or project. Disconnecting never deletes anything from your Google Calendar. If you delete your Trade Agent account, imported calendar data is deleted along with the rest of your account data, as described under Data Retention below. To ask us to delete imported calendar data at any time, contact privacy@thetradeagent.com.

Compliance

Trade Agent’s use and transfer of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements.

Legal & Safety Requirements

We may disclose information if required to:

• Comply with valid legal processes or government requests
• Protect the rights, property, or safety of Trade Agent, our users, or the public
• Detect, prevent, or address fraud, security, or technical issues
• Enforce our terms

Business Transfers

If Trade Agent is involved in a merger, acquisition, or sale of assets, your information may be transferred. We’ll notify you before any transfer and ensure continued protection under this Privacy Policy.

Data Security

We take your security seriously:

• Information is encrypted in transit and at rest
• Access tokens for connected services are encrypted
• Access within your company follows the roles and permissions you set
• Payment card details are handled by Stripe, Apple, or Google and never stored by us

No system is perfectly secure. Please use a strong, unique password and protect your account credentials.

Your Rights and Choices

Access & Control

• View and update your account and business information at any time
• Download individual documents and reports, such as estimates, invoices, draws, timesheets, and payroll, as PDF, CSV, or Excel files
• Request a full export of your company’s data from Settings → Privacy & Security in the web app. We deliver it within 90 days.
• Delete records, or delete your company’s account. See Data Deletion.
• Ask us to correct information you can’t correct yourself

Communication Preferences

• Opt out of product update and marketing emails; service emails about your account will continue
• Turn push notifications on or off in your device settings

Data Retention

We keep your information for as long as needed to provide the Services and meet our legal obligations:

• Active accounts: kept while your account is active
• Deleted accounts: removed after the 30-day cancellation window described on our Data Deletion page, except where the law requires us to keep it
• Financial records: kept for 7 years where the law requires
• Anonymized, aggregated data that can’t identify you or your company: may be kept indefinitely

Children's Privacy

Trade Agent is a business platform not intended for anyone under 18. We don’t knowingly collect information from minors. If we discover we have, we’ll delete it.

International Data Transfers

Trade Agent operates from the United States, and our service providers store and process data in the United States. By using the Services from outside the US, you consent to the transfer and processing of your information in the US.

California Privacy Rights

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

• Right to know what personal information we collect, use, and share
• Right to delete personal information (subject to exceptions)
• Right to correct inaccurate personal information
• Right to opt out of sales and sharing (we do not sell or share personal information for advertising)
• Right to non-discrimination for exercising privacy rights

To exercise these rights, contact privacy@thetradeagent.com.

Updates to This Policy

We may update this Privacy Policy as the Services change. We’ll update the date at the top of this page, and for material changes we’ll also notify you by email or with a notice in the Services. Continued use after changes take effect means you accept the updated policy.

Contact Us

We’re here to help with any privacy questions or concerns:

privacy@thetradeagent.com
Trade Agent, LLC, Denver, Colorado