Privacy Policy

Who can use Roofing Boss

Roofing Boss is a business product. Each customer company's administrator sets up accounts for its own staff, so there is no public sign-up: to get access, ask the administrator at the roofing company you work with. Some customer companies also give their own customers, such as homeowners, an account for a customer portal where they can follow their project and invoices.

Information we collect

• Account information. When you sign in, our sign-in provider (Clerk) processes your name, email address, and profile photo so we can identify you and connect you to your company's workspace. If you sign in with Google, Google shares those details with us. Clerk also records each sign-in: when it happened, the device and browser, and the approximate location of the network it came from.
• Business records. Roofing Boss shows the job, contact, and task records a customer company keeps in its customer-relationship system (currently JobNimbus). They include the names, addresses, phone numbers, and email addresses of that company's own customers, job status, and notes. Notes, tasks, and other changes made in Roofing Boss are saved back to the company's records. These records belong to the customer company; we process them on its behalf.
• Photos you add. When you add a photo to a job, work order, or other record, the app opens your camera or photo library for that alone and uploads only the photos you take or choose. Each photo is resized on your device and saved with your company's records in JobNimbus. Photos a homeowner sends through a photo link your company shares are saved there the same way.
• Vehicle locations (Fleet). If your company has OneStep GPS trackers in its vehicles, its staff can see each vehicle's current location, speed, direction, and status on a map, the drives and stops it made on a chosen day, and details such as its name, license plate, and VIN. This is the location of the tracker in the vehicle, never of your phone. Because one person often drives a vehicle, its history can show where that person drove for work. Only your company's staff can see it, and Roofing Boss doesn't keep a copy: the history stays with OneStep GPS under your company's account.
• Google Calendar. If you sign in with Google and allow calendar access, any staff member at your company can see the events on your primary Google Calendar, including their titles, descriptions, locations, and attendees, check when you're free, and add or change events on it. That's how appointments are booked on your calendar.
• Online status and app usage (Team). For staff only, the web workspace and the app check in every two minutes while they're open. Each check-in sends a random ID that your browser or phone creates for itself, the platform (web, iPhone, or Android), and whether you're using it right now, and we note when it arrived. From those we keep your online status and how long you're active each day. We don't record what you look at or type, which records you open, or your location. Customer-portal users aren't recorded, and an administrator's visit while impersonating you doesn't count as yours. Every staff member at your company can see whether teammates are Active, Away, or Offline. Administrators also see the last four weeks of each person's daily active time, with two flags (“No activity in N workdays” and “Down N% vs. usual”), and when each person was last seen.
• Device data. To make search instant, the app keeps a copy of your company's records on the device: jobs, contacts, tasks, work orders, estimates, invoices, payments, products, notes, and file details. It refreshes the copy once it's more than an hour old, and deletes it, along with your recent searches, when you sign out or delete your account, or when you uninstall the app. The app doesn't use advertising identifiers, doesn't track you across other companies' apps or websites, never requests your device's location, and doesn't access the microphone or the contacts on your device.

How we use information

We use information only to provide the Services to customer companies and their users: signing users in, showing and updating their company's jobs, contacts, tasks, photos, schedules, and vehicles, showing staff who on the team is online, and supporting and securing the product. We don't use business records for our own marketing. When you tap Call, Text, Email, or Directions, the app hands the number or address to your device's phone, messaging, mail, or maps app; we don't record those interactions.

Service providers

We share information only with the service providers that run the Services, and only what each needs:

• Clerk: Sign-in and sessions. Clerk keeps each user's name, email address, profile photo, and sign-in history, including the approximate location of the network each sign-in came from.
• Google: Sign in with Google, Google Calendar for users who allow calendar access, and Google Maps Places, which suggests addresses as people type them in the app and the web workspace, so it receives what they type.
• JobNimbus: The customer-relationship system where a customer company keeps its jobs, contacts, tasks, notes, files, and photos.
• OneStep GPS: The GPS trackers in a customer company's vehicles. OneStep GPS stores their locations and route history; Roofing Boss reads them to draw the Fleet map and doesn't keep a copy.
• Vercel: Hosting for this website, the web workspace, and the servers the app connects to.
• Convex: The database for what Roofing Boss stores itself, such as a copy of each user's profile, saved lists, templates, work schedules, share links, feedback, and staff online status and daily app usage.
• Esri: The map tiles behind the Fleet map. Esri receives the device's network address and the map area on screen, not who is signed in.
• Expo: App builds and updates. When the app checks for an update, Expo receives technical details such as the device's network address, platform, and app version.

We share user data only with providers that give it the same or equal protection as this policy, and each may use it only to provide its service to us. If your company connects other services to its workspace, such as its accounting software, data moves between them only as that connection needs and as your company directs.

We don't sell personal information, and we don't share it with advertisers or data brokers.

Security

All data travels over encrypted connections (HTTPS). Sign-in tokens on the device are kept in the operating system's secure storage. Protect your device with a passcode, and report a lost device to your company's administrator right away so access can be revoked.

Retention

The copy of records on a device is refreshed once it's more than an hour old and deleted when you sign out, delete your account, or uninstall the app. Business records, photos included, stay with the customer company for as long as it needs them to serve its own customers and meet its legal and accounting obligations. Vehicle locations stay with OneStep GPS under the customer company's account. A device's check-ins are deleted 30 days after it was last seen, and daily active time after about 13 months. When an account is deleted, the sign-in account and our copy of the profile are deleted right away; Account deletion below lists what stays.

Your choices

• Camera and photos. The app asks the first time you take or add a photo. To turn access off, open the iPhone Settings app, tap Roofing Boss Crew, and turn off Camera (and Photos, if it's listed). On Android, open Settings, then Apps, choose the app, and tap Permissions.
• Google. To take back the access you gave when you signed in with Google, calendar access included, remove it on the Third-party apps & services page of your Google Account. Signing in with Google again asks for it again.
• Your account. You can delete it at any time, as described below.

Account deletion

You can delete your Roofing Boss account yourself, in the app:

• Staff: tap More, then your name under Account. Under Security, tap Delete account, then tap Delete account again to confirm.
• Customer portal: tap the Account tab. Under Security, tap Delete account, then tap Delete account again to confirm.
• Account not set up yet: on the “Your account isn't set up yet” screen, tap Delete account, then tap Delete account again to confirm.

Deletion happens right away. It deletes your sign-in account, including your name, email address, profile photo, and sign-in history, and signs you out everywhere, the web included. It also deletes our copy of your profile, your saved-list settings, and your online status and app usage, and removes your name and email address from feedback you sent.

What stays: records you created in your company's workspace belong to your company. That includes notes, tasks, and photos in its CRM, the text of feedback you sent, and your name where a shared record shows who created or last changed it (for example, a saved list's “updated by” name).

Can't sign in? Email info@blueskyroofing.com from the address on your account. We'll confirm the request comes from you and delete the account within 30 days.

An administrator who is impersonating someone can't delete that person's account. If you're the only super administrator, someone else has to be made one before you can delete yours.

Homeowners and other individuals

If you're a homeowner or other customer of a roofing company that uses Roofing Boss, that company controls your information. Please contact it directly to access, correct, or delete your data. If you aren't sure which company holds your information, or need help, email us at info@blueskyroofing.com and we'll pass your request to the right company and respond within 30 days.

Children

The Services aren't directed to children under 13, and we don't knowingly collect information from them.

Changes to this policy

We'll post any changes on this page and update the effective date above. Continued use of the Services after a change means you accept the updated policy.

Contact

The Services are provided by Simple Stack LLC, which does business as OmniLocal.

Email info@blueskyroofing.com, call (727) 382-3277, or visit the Roofing Boss support page.