What we do with your files
You upload exports from your business software, such as customers, jobs, invoices, or estimates. We read them once, automatically, to find unpaid invoices, estimates that never sold, and customers who went quiet. Nobody on our team reads your files to make the report.
What we never do
- We never contact your customers. Not by text, email, or phone.
- We never change anything in your books or software. Everything here is read-only.
- We never use your files to train AI models, and never use them for marketing.
- We never sell or share your files or your customers' details.
Where it is kept and who can see it
Your files and report are kept in a private area of our database that is separate from Trades Operator customer accounts. No company or account is created for you. Only a secret link, sent to the email you gave us, opens your report. If you forward that link, the person you forward it to can see your report, so keep it to yourself.
A small number of Trades Operator team members can view a report to help you, for example when you ask for a call with James. Every one of those views is logged.
How it is deleted
- Your uploaded files, the rows we read from them, and your report are deleted automatically 14 days after you start.
- Use the Delete my data button on your report to delete everything right away.
- Asking for a Trades Operator account does not pause that clock. If you tick the box to let us keep your files for it, and we have built your account before the 14 days are up, we keep the data so you do not upload it again, and it then belongs to your new account. If you do not tick the box, or your account is not built in time, everything is deleted on schedule.
We keep a short log that a report was created, viewed, and deleted. It holds no customer names, emails, or amounts.
The email you give us
We use your email to send your report link and to follow up about it, and your phone number only if you add one. See our Privacy Policy for how we handle website information in general.
Questions
Email support@tradesoperator.com and a person will reply.