Privacy Policy

A. Personal information we receive from you

You share data when you register, configure your account, and run day-to-day work in Taskrol. That can include:

• Credentials and profile details (for example name, email, phone, and sign-in information you choose).
• Business profile information such as trade name, postal address, identifiers you add for licensing or taxes, and payout information needed to move funds to your business.
• Operational records you create: customer contacts, job sites, equipment notes, parts usage, pricing lines, internal comments, and similar entries needed to run service operations.
• Billing-related signals from our payment partner (for example last-four digits or token references—not full card numbers stored on Taskrol-controlled servers where our processor handles card data).
• Correspondence you send to us (support tickets, email, in-product messages).

B. Data generated when you use the Service

Like most online services, we receive technical data when you connect:

• Network and device signals such as IP address, browser or app version, operating system, and coarse device identifiers useful for security and troubleshooting.
• Event and diagnostic information that helps us keep accounts safe (for example failed logins, error reports, and aggregated feature usage).
• Server logs that may include timestamps, request paths, and referring pages.
• A rough geographic region inferred from IP—not continuous GPS tracking from the app unless you separately grant location access for a feature that requests it.

C. Messaging and voice

If you send SMS or place calls through integrations we make available, carriers and our telecom vendors may process phone numbers, message bodies or call audio segments you originate, delivery receipts, and technical routing metadata. If you enable or use call recording, any storage of recordings follows your settings and provider capabilities. You—not Taskrol—decide what is lawful in your jurisdiction regarding notice, consent, and retention for recordings and outbound messaging. We are not a law firm and do not interpret recording or telemarketing rules for you.

Where an end customer opts in to receive SMS in connection with a service request handled through Taskrol, their mobile number is used to deliver messages you originate. We do not sell SMS opt-in contact lists or mobile numbers to third-party marketers or lead generators. Our subprocessors involved in delivering messages—such as hosting and telecom partners—receive only what is needed to route SMS and operate the Service, consistent with Section G.

Website chat. When you use the chat on taskrol.com, we collect the messages you write, the email address you choose to give us, the page you started the chat on (the address path only), and the time of each message. If you use voice input, your browser's own speech recognition service (for example, Google's in Chrome or Apple's in Safari) turns your speech into text under that provider's terms; we never receive the audio, only the text you choose to send. To limit abuse, we keep a salted one-way hash of your network address instead of the address itself. Your browser keeps a random chat session identifier in local storage so the conversation continues when you come back. Chat data is stored with Cloudflare, and each message is also delivered to our support team through Telegram so we can reply. Our AI assistant answers in the chat first: to write its reply, the recent messages of the conversation are processed by our AI subprocessor OpenAI (see Section G). We delete chat messages from the chat system 90 days after they are sent; copies our support team received in Telegram are deleted on request. To have a conversation deleted, email [email protected].

D. Taskrol mobile app

The table below summarizes categories of information the app may handle. Exact fields depend on how you use the product.

The app is not designed to harvest your contact list, medical information, or continuous background location. Addresses appear because you or your staff type them in as part of service work.

E. Cookies and similar technologies

We use cookies or local storage where needed to keep you signed in, remember UI preferences, reduce fraud, and measure aggregate traffic. On taskrol.com we may use Google Analytics to understand how visitors find the site, which pages they view, and how they interact with key buttons (for example sign-up and pricing). We may also use Meta Pixel to measure advertising visits and completed registrations and to improve the relevance of Taskrol ads. We do not send names, email addresses, job details, customer records, or other CRM content through these website analytics events. Browser controls can limit cookies; doing so may break login or certain web features.

F. Purposes of processing

We process personal information to run the Service, authenticate users, bill subscriptions, deliver messages you initiate, respond to support, maintain security, comply with law, and assert or defend legal claims. Where you use AI-assisted features in Taskrol, we also process relevant content you submit to generate responses or automate tasks you request. We do not sell personal information in the sense of exchanging contact lists for money.

G. Recipients and onward transfers

We use subprocessors—such as payment gateways, hosting vendors, email delivery, telecom partners, AI providers, and security tools—to operate Taskrol. They may only use data to deliver services to us and are bound by contractual or statutory duties. We may also disclose information when lawfully required, to protect people and systems, or as part of a merger, financing, or asset sale (with notice when practical). Content you send to your own customers (invoices, texts) reaches those recipients by design.

Artificial intelligence (OpenAI). Certain Taskrol features rely on third-party AI services. When you use those features, data you submit—such as job notes, customer or job context needed for the request, text you ask the system to summarize or draft, photos of an appliance rating plate you ask Taskrol to read, and call audio or transcripts when you use call transcription or the AI Agent—may be processed by our AI subprocessor OpenAI on our behalf to provide the functionality you invoke. OpenAI receives only what is necessary for that request and is contractually required to handle it as a service provider to Kereon, not for its own unrelated marketing purposes.

QuickBooks Online (Intuit). If the owner of a company in Taskrol connects that company to QuickBooks Online, Taskrol sends that company's accounting documents to Intuit Inc. on the owner's instruction: customer records (name, company name, phone, email, and service address), invoices with their line items, tax, and discounts, payments with the payment method and reference number, sales receipts for tips and card surcharges, and refund receipts. The data flows one way, from Taskrol to QuickBooks; from QuickBooks, Taskrol reads only what the owner needs to set the connection up and keep it working—the QuickBooks company name, the lists of items, accounts, tax codes, and payment methods, and the identifiers of the documents it created. The connection uses Intuit's OAuth 2.0 sign-in: Taskrol never receives your Intuit password, and the access tokens Intuit issues for your company are stored encrypted (AES-256-GCM) and used only to send your documents. Taskrol does not sell QuickBooks data, does not share it with anyone other than Intuit, and does not use it for advertising. The owner can disconnect at any time in Settings → QuickBooks or by removing Taskrol under Apps in QuickBooks; Taskrol then revokes and deletes the tokens and stops sending. Documents already created in QuickBooks remain there under the owner's QuickBooks account and Intuit's own policies. Taskrol keeps the links between its documents and their QuickBooks counterparts so a reconnected company does not create duplicates; those links contain no QuickBooks data beyond document identifiers.

H. Independent businesses and end customers

Where you upload information about your customers, you are generally responsible as the business-facing controller of that information and for fair notices, consents, and responses to privacy requests from your customers. Taskrol processes that information on your instructions to host the software you pay for.

I. Retention

We keep data while accounts are active and for a reasonable wind-down period afterward unless a longer period is required for taxes, litigation, security, or fraud prevention. Financial records may be kept longer where statute or accounting practice demands (often multiple years). Deletion timelines can depend on backups and legal holds. QuickBooks Online access tokens are deleted when the company is disconnected; the record of which Taskrol documents were sent to QuickBooks is kept with the company's other financial records.

J. Security measures

We apply administrative and technical safeguards appropriate to the nature of the Service. No online service can promise perfect security; you should protect passwords and devices you use to reach Taskrol.

K. Privacy requests

Depending on where you live, you may have rights to access, correct, delete, or export personal information about you (not necessarily every field your company stores about its customers). Email [email protected] with enough detail for us to verify your identity. We may decline requests that are excessive, fraudulent, or conflict with law.

L. California residents

California consumers may have rights under the CCPA/CPRA, including to know, delete, or correct certain personal information and to limit certain uses of sensitive data where applicable. We do not "sell" personal information as defined in the CCPA. To exercise rights, email [email protected] with "CCPA Request" in the subject line. We will not retaliate against you for making a good-faith request.

M. Other U.S. states

If your state grants additional privacy rights, you may contact us at the same address. We will respond consistent with that state's timeline and verification rules where they apply.

N. Cross-border processing

Our primary operations are in the United States. If you access Taskrol from elsewhere, you understand that data may be transferred to the U.S. or other regions where we or vendors maintain systems.

O. Minors

Taskrol is meant for adults running trade businesses. We do not knowingly collect information from anyone under 18. If you believe we have, contact us and we will take appropriate steps.

P. External sites

Links out of the Service are controlled by others. Their practices are not covered here.

Q. Updates

We may revise this policy periodically. The effective date at the top will change when we do. Material changes may also be highlighted in-product or by email when appropriate. Continued use after the new effective date means you accept the updated policy except where prohibited.

R. How to reach us

The Service is operated by Kereon Inc.

Privacy questions: [email protected]

Site: taskrol.com