Effective Date: August 20, 2026
Last Updated: August 20, 2026

Taskavo is committed to protecting the privacy and security of the information entrusted to us.

This Privacy Policy explains how [LEGAL ENTITY NAME], doing business as Taskavo (“Taskavo,” “we,” “us,” or “our”), collects, uses, discloses, stores, and otherwise processes personal information when you visit taskavo.app, use the Taskavo software platform, access a Taskavo customer portal or public form, communicate with us, or otherwise interact with our services.

For purposes of this Privacy Policy, the “Services” include Taskavo's websites, web and mobile-accessible applications, customer portals, estimate and booking forms, contractor business-management features, support services, and related products and services.

By accessing or using the Services, you acknowledge the practices described in this Privacy Policy.

1. Who This Privacy Policy Applies To

This Privacy Policy may apply to:

• Visitors to Taskavo websites.
• Prospective Taskavo customers.
• Business owners and administrators.
• Office employees and team members.
• Estimators, schedulers, project managers, accounting staff, crew leads, field technicians, and other authorized users.
• Customers of businesses that use Taskavo.
• Individuals who submit estimate requests, booking requests, forms, approvals, contracts, payments, or other information through Taskavo.
• Individuals who communicate with Taskavo for sales, support, or other purposes.

2. Taskavo's Role When Processing Information

Taskavo processes information in different capacities depending on the relationship involved.

Information Taskavo Collects for Its Own Business

When you create a Taskavo account, visit our website, request a demo, subscribe to Taskavo, contact our sales or support teams, or otherwise interact directly with Taskavo, Taskavo generally determines the purposes for which that information is processed.

Customer Content Processed on Behalf of Taskavo Subscribers

Businesses that subscribe to Taskavo may upload, create, receive, or manage information relating to their own customers, employees, subcontractors, leads, projects, jobs, contracts, estimates, invoices, payments, photos, documents, and business operations.

We refer to this information as “Customer Content.”

For Customer Content, the subscribing business generally determines why the information is collected and how it is used. Taskavo processes that information on behalf of the subscribing business in order to provide the Services.

If you are an individual whose information has been entered into Taskavo by a contractor or other Taskavo subscriber, you should direct questions about that business's privacy practices to that business. Taskavo will assist our subscribers with applicable privacy obligations where appropriate.

3. Information We Collect

Depending on how you use Taskavo, we may collect the following categories of information.

A. Account and Contact Information

This may include:

• Name.
• Email address.
• Telephone number.
• Business name.
• Job title.
• Account role.
• Username or login information.
• Account preferences.
• Business contact information.

B. Business Information

Subscribers may provide information such as:

• Company name.
• Business address.
• Website.
• Service areas.
• Industry or trade.
• Company logo and branding.
• Services offered.
• Business hours.
• Pricing information.
• Tax settings.
• Payment terms.
• Operational settings.

C. Customer, Lead, and Project Information

Subscribers may enter or receive information relating to their own customers and prospects, including:

• Customer names.
• Email addresses.
• Telephone numbers.
• Property and jobsite addresses.
• Project descriptions.
• Estimate requests.
• Booking requests.
• Customer availability.
• Project notes.
• Customer communications.
• Approvals and declines.
• Contracts and signatures.
• Project status.
• Service history.
• Photos and documents.

D. Employee and Workforce Information

Businesses using Taskavo may provide information concerning team members, including:

• Name.
• Business email address.
• Telephone number.
• Job title.
• Assigned role.
• Crew assignment.
• Work schedule.
• Project assignments.
• Time entries.
• Operational status.
• Labor rates or cost information when entered by an authorized business administrator.

Taskavo is not an employer of a subscriber's personnel and does not determine the subscriber's employment practices.

E. Estimates, Projects, and Financial Information

Taskavo may process business and transaction information such as:

• Estimate amounts.
• Line items.
• Labor quantities.
• Material quantities.
• Material costs.
• Markups.
• Job budgets.
• Expenses.
• Receipts.
• Change orders.
• Contract values.
• Invoices.
• Credit memos.
• Payment status.
• Deposits.
• Refund information.
• Job-costing information.
• Profitability calculations.

F. Payment Information

Taskavo may use third-party payment processors to process subscription payments and payments between contractors and their customers.

Payment providers may collect information such as:

• Name.
• Billing address.
• Payment-card information.
• Bank account information.
• Transaction information.
• Payment status.

Taskavo does not need to directly store full payment-card numbers in order to provide payment-processing features when those details are handled by our payment providers.

G. Files, Images, and User-Generated Content

You may upload or create content through Taskavo, including:

• Jobsite photos.
• Before, progress, and completion photos.
• Receipts.
• Documents.
• Contracts.
• Electronic signatures.
• Notes.
• Forms.
• Checklists.
• Project communications.
• Other uploaded files.

H. Communications

We may collect information contained in communications with Taskavo, including:

• Sales inquiries.
• Demo requests.
• Support tickets.
• Support messages.
• Email communications.
• Feedback.
• Survey responses.

If a Taskavo subscriber uses the platform to communicate with its customers or personnel, Taskavo may process those communications on behalf of the subscriber.

I. AI Feature Information

When you choose to use an AI-assisted Taskavo feature, information needed to perform the requested feature may be processed by Taskavo and our AI technology providers.

Depending on the feature, this may include information such as:

• Project descriptions.
• Scope information.
• Estimate line items.
• Customer-facing descriptions.
• Job details.
• Contract or agreement information.
• Invoice descriptions.
• Prompts or instructions supplied by the user.
• AI-generated drafts or suggestions.

Taskavo is designed so that AI-assisted features support the user's workflow rather than replace the user's business judgment. Users are responsible for reviewing AI-generated content before relying on or sending it.

J. Device, Usage, and Technical Information

When you interact with the Services, we may automatically collect information such as:

• IP address.
• Browser type.
• Device type.
• Operating system.
• Referring page.
• Pages or screens viewed.
• Dates and times of access.
• Login activity.
• Feature usage.
• Error information.
• Diagnostic information.
• Security events.
• Cookie and similar technology identifiers.

K. Location-Related Information

Taskavo may process location-related information necessary for contractor workflows, such as:

• Customer addresses.
• Jobsite addresses.
• Cities, states, and postal codes.
• Map coordinates created from an address.
• Geographic information used for scheduling, mapping, routing, or job clustering.

Taskavo's mapping features are intended for business planning and operational convenience and are not emergency-location services.

L. Information From Third Parties

We may receive information from:

• Payment processors.
• Mapping and geocoding providers.
• Email service providers.
• Cloud hosting and storage providers.
• Analytics providers.
• Integrations you authorize.
• Other users who invite you to or enter your information into Taskavo.
• Publicly available sources where legally permitted and relevant to providing a requested feature.

4. How We Use Information

Taskavo may use information to:

• Create and administer accounts.
• Authenticate users.
• Provide the Taskavo platform.
• Process subscriptions.
• Process contractor-customer payments.
• Provide estimating and proposal tools.
• Generate and manage contracts.
• Provide electronic-signature functionality.
• Schedule projects, estimates, crews, and resources.
• Provide maps, geocoding, routing assistance, and geographic job organization.
• Track projects and workflow stages.
• Manage customers and leads.
• Provide booking and intake features.
• Manage employees, roles, and permissions.
• Store and display jobsite photos and files.
• Provide forms and checklists.
• Track materials, expenses, time, and job costs.
• Generate and manage invoices.
• Process payment information through third-party providers.
• Provide recurring-service functionality.
• Generate AI-assisted drafts and recommendations when requested.
• Send operational emails and notifications.
• Provide customer portals.
• Respond to support requests.
• Prevent fraud, abuse, and security incidents.
• Diagnose technical problems.
• Maintain and improve the Services.
• Measure performance and usage.
• Develop new functionality.
• Communicate about Taskavo products and services.
• Comply with legal obligations.
• Enforce our agreements.
• Protect Taskavo, our subscribers, users, and others.

5. Customer Content

Taskavo subscribers are responsible for the Customer Content they submit to the Services and for ensuring that they have the legal authority to collect and use that information.

Subscribers are responsible for providing any privacy notices and obtaining any permissions or consents required by applicable law in connection with their own customers, employees, subcontractors, prospects, and other individuals.

Taskavo does not sell Customer Content.

We process Customer Content as necessary to:

• Provide the Services requested by the subscriber.
• Maintain and secure the platform.
• Prevent fraud or misuse.
• Provide support.
• Comply with applicable law.
• Enforce our contractual rights.
• Create aggregated or de-identified information that does not reasonably identify an individual or subscriber.

6. How We Disclose Information

We may disclose information to the following categories of recipients.

Service Providers

We use vendors that help us operate Taskavo, such as providers of:

• Cloud infrastructure and hosting.
• Database services.
• File and image storage.
• Transactional email.
• Mapping and geocoding.
• Payment processing.
• Artificial intelligence.
• Security and fraud prevention.
• Error monitoring.
• Analytics.
• Customer support.
• Development and infrastructure services.

These providers receive information as necessary to perform services for Taskavo or our subscribers.

Payment Providers

Payment information may be provided to payment-processing providers such as Stripe or other providers selected or enabled by Taskavo or a subscriber.

Payment processors operate under their own terms and privacy practices with respect to information they process independently.

Integrations Chosen by Subscribers

If a subscriber enables an integration or directs Taskavo to transmit information to another provider, we may share information as necessary to perform that request.

Other Users Within the Same Business Account

Information may be available to owners, administrators, employees, or other authorized users within the same Taskavo business account according to their assigned permissions.

Contractor Customers and Recipients

Information may be disclosed to a subscriber's customers when necessary to provide:

• Estimates.
• Proposals.
• Contracts.
• Signing links.
• Scheduling information.
• Project updates.
• Photos.
• Invoices.
• Payment requests.
• Customer portal functionality.

Legal and Safety Reasons

We may disclose information when we reasonably believe disclosure is necessary to:

• Comply with law, regulation, subpoena, court order, or lawful government request.
• Protect the rights or property of Taskavo or others.
• Investigate fraud, security incidents, or misuse.
• Protect the safety of users or the public.
• Enforce our agreements.

Business Transactions

If Taskavo is involved in a merger, financing, acquisition, reorganization, bankruptcy, sale of assets, or similar transaction, information may be disclosed or transferred as part of that transaction subject to applicable law.

7. Artificial Intelligence Providers

Certain Taskavo features may use third-party AI technology to generate or improve drafts, descriptions, scopes, agreements, invoices, summaries, or other business content.

When you intentionally use such a feature, information necessary to process the request may be transmitted to the relevant AI provider.

You should not submit unnecessary highly sensitive personal information through an AI feature.

AI-generated results may be incomplete, inaccurate, or inappropriate for a particular project. Taskavo users remain responsible for reviewing and approving AI-generated content.

AI output does not constitute legal, accounting, tax, engineering, architectural, safety, or other professional advice.

8. Cookies and Similar Technologies

Taskavo and our service providers may use cookies, pixels, local storage, and similar technologies.

These technologies may be used to:

• Keep users signed in.
• Maintain security.
• Remember settings.
• Operate website functionality.
• Understand website performance.
• Diagnose errors.
• Measure engagement.
• Analyze how visitors use Taskavo.
• Evaluate marketing effectiveness.
• Deliver or measure advertising where such technologies are enabled.

You can learn more in our Data Collection & Privacy Choices notice.

9. Sale, Sharing, and Targeted Advertising

Taskavo does not sell personal information for money.

Taskavo does not sell Customer Content belonging to subscribers.

Our public website may use analytics, advertising, or measurement technologies that disclose limited identifiers, device information, or internet activity to third-party providers.

Depending on the law applicable in your jurisdiction, certain uses of advertising or measurement technologies may be considered a “sale,” “sharing,” or processing for “targeted advertising,” even where no money is exchanged.

Where applicable, we provide methods to opt out of those activities.

Taskavo also honors legally recognized browser-based opt-out signals, such as Global Privacy Control, where required by applicable law and technically applicable to the request.

10. Data Retention

We retain personal information for as long as reasonably necessary for the purposes described in this Privacy Policy.

Retention periods may depend on:

• The duration of a customer account.
• The type of information.
• Whether the information is part of Customer Content.
• Contractual obligations.
• Security and fraud-prevention requirements.
• Financial and accounting obligations.
• Applicable statutes of limitation.
• Legal, tax, regulatory, and compliance requirements.
• Backup and disaster-recovery procedures.

When information is no longer reasonably necessary, we may delete, anonymize, or de-identify it, subject to applicable legal and operational requirements.

Residual copies may remain temporarily in secure backups until those backups are overwritten or expire through normal retention processes.

11. Security

Taskavo uses administrative, organizational, and technical measures designed to protect information from unauthorized access, disclosure, alteration, destruction, or misuse.

These measures may include authentication controls, access restrictions, tenant separation, secure transmission practices, monitoring, audit mechanisms, and other safeguards appropriate to the nature of the Services.

No method of electronic transmission or storage can be guaranteed to be completely secure. Users are responsible for protecting their login credentials and promptly notifying Taskavo if they believe an account has been compromised.

12. Your Privacy Rights

Depending on where you live and the law that applies, you may have rights concerning your personal information, including the right to:

• Request access to personal information.
• Request information about how personal information is used.
• Request correction of inaccurate information.
• Request deletion of certain information.
• Obtain a portable copy of certain information.
• Opt out of certain sales or sharing.
• Opt out of targeted advertising.
• Limit certain uses of sensitive personal information.
• Withdraw consent where processing is based on consent.
• Appeal certain privacy-request decisions.
• Receive equal service and pricing without unlawful discrimination for exercising privacy rights.

These rights are subject to applicable exceptions.

How to Submit a Privacy Request

Email:

info@taskavo.app

Use the subject line:

Privacy Request

Please provide enough information for us to understand your request and, when necessary, verify your identity.

We will use information submitted in connection with a privacy request only as reasonably necessary to evaluate and respond to the request.

Where permitted by law, an authorized agent may submit a request on your behalf. We may require evidence that the agent is authorized to act for you.

Information Controlled by a Taskavo Subscriber

If your information was entered into Taskavo by a contractor or another subscribing business, we may direct your request to that business because it determines how the Customer Content is used.

13. California Privacy Rights

If the California Consumer Privacy Act, as amended (“CCPA”), applies to Taskavo's processing of your personal information, California residents may have additional rights.

These may include:

• The right to know the categories or specific pieces of personal information collected.
• The right to know the sources from which information was collected.
• The right to know the business or commercial purposes for collection, use, sale, or sharing.
• The right to know the categories of third parties to whom information is disclosed.
• The right to request deletion, subject to exceptions.
• The right to request correction of inaccurate personal information.
• The right to opt out of the sale or sharing of personal information.
• The right to limit certain uses and disclosures of sensitive personal information where applicable.
• The right not to receive discriminatory treatment for exercising CCPA rights.

Taskavo does not knowingly sell or share personal information of individuals under 16 years of age.

Taskavo does not use sensitive personal information for the purpose of inferring characteristics about individuals except as otherwise disclosed and permitted by law.

Additional information about the categories of information we collect is available in our Data Collection & Privacy Choices notice.

14. Privacy Rights in Other U.S. States

Residents of certain U.S. states may have rights under applicable state privacy laws, including rights to:

• Access personal information.
• Correct inaccuracies.
• Delete personal information.
• Obtain portable data.
• Opt out of targeted advertising.
• Opt out of certain sales of personal information.
• Opt out of certain profiling.
• Appeal a decision regarding a privacy request.

Taskavo will respond to verified requests as required by the law applicable to the requester.

15. Global Privacy Control

Where required by applicable law, Taskavo recognizes a valid Global Privacy Control (“GPC”) signal as a request to opt out of qualifying sale, sharing, or targeted-advertising activity for the browser or device transmitting the signal.

Because browser signals are generally device- and browser-specific, you may need to enable the signal separately on each browser or device you use.

16. International Users

Taskavo is operated from the United States.

If you access the Services from outside the United States, information may be transferred to, stored in, or processed in the United States and other countries where Taskavo or our service providers operate.

Where applicable data-protection law requires additional protections, Taskavo will use legally recognized mechanisms appropriate to the processing.

If applicable law provides you with additional rights regarding access, correction, deletion, restriction, objection, portability, or withdrawal of consent, you may contact us using the information below.

17. Children's Privacy

Taskavo is a business-management platform and is not intended for children to create independent Taskavo accounts.

We do not knowingly collect personal information directly from children under 13 through the public Taskavo website for their independent use of the Services.

Taskavo subscribers are responsible for ensuring that any information they place in the Services concerning minors is collected and processed lawfully.

18. Third-Party Websites and Services

Taskavo may link to or integrate with third-party websites and services.

We are not responsible for the independent privacy practices of third parties. You should review the privacy policies and terms of any third-party service you choose to use.

19. De-Identified and Aggregated Information

Taskavo may create aggregated or de-identified information from information processed through the Services.

We may use information that cannot reasonably identify an individual or subscriber for purposes such as:

• Product analytics.
• Platform performance.
• Security.
• Capacity planning.
• Research.
• Product improvement.
• Industry-level insights.

We will not attempt to re-identify information that we maintain as de-identified except as permitted by applicable law, including to test whether de-identification processes are effective.

20. Changes to This Privacy Policy

We may update this Privacy Policy as Taskavo evolves or as legal requirements change.

When we make changes, we will update the “Last Updated” date above.

If a change materially affects how we process personal information, we may provide additional notice as required by law.

Continued use of the Services following the effective date of an updated Privacy Policy constitutes acknowledgment of the updated notice, subject to applicable law.

21. Contact Us

Questions, requests, or concerns regarding this Privacy Policy may be directed to:

Taskavo 
Email: info@taskavo.app

For privacy requests, please use the subject line “Privacy Request.”