Last updated November 10, 2026
Privacy Policy
This policy explains how JobWise handles information when you create an account, use the dashboard or submit a website lead form.
Information we store
JobWise stores account details such as your name, email address, business details and phone number. When you use the CRM, it also stores the customer, lead, quote, follow-up, invoice and payment information you enter. Website lead forms store the information a visitor submits.
How information is used
Information is used to provide your account, display your business records, operate lead forms, maintain security and provide support. JobWise does not sell your customer information. Automated marketing texts and email alerts are not currently active.
Service providers and sharing
Hosting, database, authentication and infrastructure providers process information as needed to operate the service. Information may also be disclosed when required by law or to protect the service and its users. Shared invoice links allow anyone with the unique link to view that invoice, so share them only with the intended recipient.
Retention and security
Business records are kept while your account is active and as needed for legitimate business or legal purposes. Access controls restrict dashboard records to the business linked to the signed-in account. No online service can guarantee absolute security.
Your choices
You can review and update many account and customer details in the dashboard. To ask about access, correction or deletion of other information, contact us. Deleting some information may affect your ability to use the service.
Questions about privacy? Contact JobWise.