Privacy Policy

What’s in this policy?

This policy applies to Pointman’s software, our web sites, and all services that we offer including those that may be made available on third-party web sites. Let’s call this Pointman’s “services.”

There are two ways you may agree to our policy:

By using or accessing publicly available services, a user agrees to and is bound by the language within this policy as presented.

In order to use our services appearing on our own web sites and software, you must complete registration. This includes agreeing to this Privacy Policy and any applicable Terms of Service. During registration, you must share certain information, some of which is personally identifiable (your contact details, configuration for your payment account, etc.). Use of our services appearing on third-party web sites means that you’ve accepted our Privacy Policy and any applicable Terms of Service.

Across all our services, we use personally identifiable information to help you run your business, accept payments, respond to your questions, and bring you news about new products and services.

By the way, you may post your own content about your customers, properties, jobs, visits, proposals, invoices, payments, and so forth as part of running your business. We’ll do our part with you. It’s up to you to protect your customers’, employees’, and subcontractors’ information too.

If you do not agree to this policy, you may choose to not use this service. Your continued use of this service means that you agree to this policy, so please check it periodically for updates.

What’s outside this policy?

This policy does not apply to information we collect offline or in other ways like referral partners, trade organizations, etc.

Also, our services contain links to other sites that may help you. This policy does not apply to third-party web sites on which our services do not appear, even if we link to them or they link back to our services. Please be aware that we are not responsible for the content or privacy practices of such other sites. We encourage our users to be aware when they leave our site and to read the privacy statements of any other site that collects personally identifiable information.

What information do we collect?

We collect information about you in three ways in order to perform our services:

- Info we get from you directly 
- Info collected automatically 
- Info collected by third-parties

Let’s talk about what’s in each method:

Info we collect from you includes but is not limited to:
- Personally identifiable information, such as your name, email, phone, postal address, and physical addresses
- Financial and payment information about you and your customer, to help you get paid
- Emails, text messages, phone calls, and direct contact to talk to each other
- Authentication information (e.g. passwords) to help protect your business
- Telephone, text, and contact data (e.g. on your mobile phone) to help you do business
- Microphone and camera sensor data to help you do business
- Device data (e.g. device ID, OS, carrier, etc) to help protect and identify you

Info collected automatically (e.g. whenever your browser connects to our services), including but not limited to:
- Timestamps and durations
- IP Address
- Geographic Location
- Browser type and version
- Connection type and qualities
- Device type and version
- OS type and version
- Info you requested
- Other stats
- Business operations data in detail or aggregated for reports, derived from info you post (see more in the next section)

Payment data returned from our payment processing partner

Info collected by third-parties that assist us to serve you, including but not limited to:
- Google AdWords
- Google Analytics
- Hosting partner
- User analytics partner
- Logging partner 
- Marketing automation partner
- Payment processing partners
- Messaging partners
- Customer success partners

What about information you post?

As a part of operating and growing your business with Pointman, both of us fully expect that you’ll post info voluntarily in your Pointman account.

This info includes but is not limited to:
Business information: contacts, properties, assets, jobs, visits, notes, templates, proposals, media, invoices, payments, price books, custom fields, policies, signatures, reports, accounting configuration, and more

Content that you post voluntarily in our customer success partner’s tools, such as help requests, screen snaps, contact info, messages, and so forth

What automatic collection technologies do we use?

We also put tokens in our services that help us remember who you are.
There are three ways we may do this:
- Browser Cookies
- Flash Cookies
- Web Beacons

Here’s a little more detail describing each method.

Browser Cookies

We use "cookies" on our services. A cookie is a piece of data stored on a visitor's device to help us improve your access to our services and identify repeat visitors to our services. For instance, when we use a cookie to identify you, you would not have to login with a password more than once, thereby saving time while on our services. Cookies can also enable us to track and target the interests of our users to enhance the experience on our services.

Before you register, usage of a cookie is in no way linked to any personally identifiable information on our services. After you register, we may link a cookie to your account.

Some of our business partners may use cookies on our services (for example, our advertising and marketing automation partners). However, we have no access to or control over these cookies.

You may refuse to accept browser cookies by activating the appropriate setting on your browser. However, if you select this setting you may be unable to access certain parts of our services. Unless you have adjusted your browser setting so that it will refuse cookies, our system will issue cookies when you direct your browser to our services.

We do not directly match our own first-party cookies to third-party cookies to identify you. We may use third-party services to understand that you’re the same person on their tools and our services. To do that, we may go through their approved programming interfaces.

Flash Cookies

Certain features of our services may use local stored objects (or Flash cookies) to collect and store information about your preferences and navigation to, from and on our services. Flash cookies are not managed by the same browser settings as are used for browser cookies, which is
why we distinguish them.

Web Beacons

Parts of our services and our e-mails may contain small electronic files known as web beacons (also referred to as clear gifs, pixel tags, and single-pixel gifs) that permit us or our partners to count users who have visited those services or opened an e-mail and for other related website statistics (for example, logging access to certain communications and verifying system and server integrity).

Who owns collected info?

There are two roles you might fit into when using our services:
As our customer, the owner of a contracting business, you own the detailed data you post about your business within your Pointman account. We will use it internally and with our partners to help you run your business, accept payments, respond to your questions, and bring you news about new products and services.

As an employee or subcontractor of a contracting business given user permission by the owner to access posted business data, you own nothing in Pointman. That’s important for you to know. We’re here to protect our customers, the contractor owners. An employee may login across several contractors. Please be aware that as an employee you may neither own data nor should expect privacy from your employers. This is a matter between you and your employers.

Pointman owns the data we ask for, the payment processor account, and aggregate data about your business and many others’ businesses.

How do we use collected info?

We use it ourselves to:
- help you run your business.
- help you collect payment from your customers.
- help you and our partners pay us for our services to you.
- respond to you.
- benchmark you in a non-personally identifiable way.
- improve your user experience or software/hardware performance.
- fulfill any purpose for which you provide info or give consent.

Do We Share, Sell, Or Rent Your Info To Anyone Else?

Other than as necessary to fulfill your requests, we do not. We partner with third-parties to provide specific services. When you sign up for our services, we will share names, or other contact information that is necessary for the third-party to provide these services. These parties are not allowed to use personally identifiable information except for the purpose of providing these services.

How Do We Use Your Info For Our Advertising?

To recruit a vibrant community of contractors like you, we advertise. Heck, we’d shout from rooftops to meet you. We do not collect personally identifiable information automatically, but we may tie this information to personal information about you that we collect from other partners or you provide to us.

Here’s some technical stuff. We will not facilitate the merging of personally identifiable information with non-personally identifiable information collected through any advertising partners and products unless we have notice-of and the user’s prior consent to that merger. We think this means that we won’t use your personal info from one partner or service to reveal who you are on another advertising partner without your consent.

We have implemented these Google Analytics advertising features:

Remarketing with:
- Google Adwords
- Google Display
- Network Impression Reporting
- Google Analytics
- Demographics and Interest Reporting Integrated services that require Google Analytics to collect data via advertising cookies and identifiers

For personalized advertising (formerly Interest-based advertising), we adhere to policies from each Google service too, such as:
- Google AdWords Policy for Advertising Based on Interests and Location 
- Google AdWords sensitive category restrictions
- DoubleClick Services Platform Program Policies

Who Else Gets Your Info From Us?

To fulfill the purposes above, we may also disclose your info to:
- Our subsidiaries and affiliates.
- To our contractors, service providers, business partners, and other third-parties (to finish good stuff faster and better for you).
- To third-party referral and trade organizations who have business relationships with us.

What About Public Disclosures From Us?

Without your consent, we’ll never publicly disclose:
- Personal or sensitive data related to financial or payment activities or any government identification numbers
- Your non-public contacts (i.e. contact info for you, your employees, your subcontractors, or your customers)

How Do Your Employees And Subcontractors Use Your Info?

Your employees and subcontractors (your users also use your info as you see fit. You may grant and revoke access to your users. You will be able to see the data your users post on your behalf. They should expect no privacy from you. We are not responsible for the access you grant them or what they do with this access.

Please keep in mind that several of our customers may grant your users access to their contracting business accounts in Pointman. Each account is its own walled garden in Pointman. We will not share your detailed business data across accounts, or give you the ability to share it across accounts from within your account. However, your users may have serial access to login, see, and post detailed data themselves in multiple accounts. That’s a matter for you and your users.

How do we collect and store data?

We collect info when you:
- Interact with our ads and messages.
- Use our services (promotional and customer support).
- Use services posted on third-party web sites.
- Use our business partners’ services.
- Use our services and our partners’ services via APIs.

Collected info is stored in a professional data center managed by our hosting partner with secure facilities, equipment, and data handling policies.

We secure your data online and offline:

We encrypt sensitive information and transmit it in a secure way (via SSL protocols through firewalls). You may verify your own encryption and transmission by looking for a closed lock icon in your browser and an ‘https’ address prefix.

The safety and security of your information also depends on you. Where we have given you (or where you have chosen) a secret token (e.g. a password) for access to certain parts of our services, you are responsible for keeping this secret confidential. We ask you not to share your password with anyone.

There are no guarantees about security on the Internet. Do everything at own risk.

Regarding our employees and contractors, only those who need the information to perform a specific job are granted access to personally identifiable information. We keep our computers and records kept in a secured environment.

We handle payments and PCI-Compliance carefully. Although users can submit credit card or other payment card information to pay for your service or ours through Pointman, we do not receive this information itself. Payment card information is transmitted directly to our third-party payment processing partner, through an Internet connection secured by industry-standard Secure Socket Layer (SSL) encryption technology. Our payment processing partner then communicates to Pointman whether your payment has cleared, but does not provide payment card information to Pointman.

Compliance with Laws and Disclosure

We will abide by the requirements of greater, binding laws. We may disclose personal information in the event that authorities request it. This may happen even in the event that doing so will be in the best interest of protecting Pointman’s own rights.

Children’s Online Privacy Protection Act

Parts of our services are directed to the general public. We do not knowingly collect information from children under 18 years of age or have any reasonable grounds for believing that children under the age of 18 are accessing our services. If we learn that we have inadvertently collected personal information from a child under age 18, we will delete that information as quickly as possible. If you believe that we might have any information from a child under age 18, please contact us.

Payment Card Industry Attestation of Compliance

Pointman maintains a Payment Card Industry Attestation of Compliance ("AoC") for subscribers using explicitly designated Credit Card fields across all our products.  The AoC demonstrates Pointman's compliance with version 3.1 of the Payment Card Industry Data Security Standard ("PCI DSS") .  Unless explicitly specified, no fields within or features of any Pointman product, web site, or communication are designated and covered. Customers of Pointman agree never to use non-designated fields to capture credit or debit card payment information, including but not limited to:
* Cardholder Name
* Card Number
* Card Verification Value (or similar verification number)
* Card Expiration Date

Pointman customers agree to train users of their software that credit card data should never be recorded except through the software's designated processes for handling credit cards.

Pointman's compliance does not reflect overall compliance within your organization. Customers should seek professional advice regarding compliance outside the scope of Pointman's software.

Your Choices

You play a big part. When you succeed, Pointman does too. You have three ways you may take action with respect to this policy:
- Access to seeand change info
- Limit what is collected and stored
- Express concern

You have access to see and change info:
You can see what’s collected by logging into your Pointman account. You can also go to to see what Google has collected about you. Through these services, you can change or correct your own data if necessary. In some instances, we cannot delete your information except by also deleting your account.

We may not accommodate a request to change information if we believe the change would violate any law or legal requirement or cause the information to be incorrect. Don’t forget that you can also grant or revoke access by your users (your employees and subcontractors).

You may limit what is collected and stored about you:
You can withdraw consent and delete your info with us. At the time you close your account, you may request to delete your business info owned by you, within your Pointman account. Please see our partners for their policy; just ask for us their contact info. You may configure your browsers as you wish, which may impair our service to you. You may opt-out of our promotional messages by email and other channels from within our email communication by the unsubscribe link in the footer. There are similar unsubscribe/unfollow features in social media too. You may opt-out of Google Analytics advertising features via AdSettings and AdSettings for mobile apps. Please visit Google Analytics currently available opt-outs.

You may always express your concern to us.

Please contact us immediately at the address below:
403 Main Street, Suite 200
Buffalo, New York 14203


We reserve the right to change this privacy policy. All updates posted on this page at the time of change. Please come back to it from time to time to check it.


You may receive messages by email and other channels from us in the future to tell you about news, specials, products, services, or changes to policy. You may unsubscribe from our promotional emails by following the opt-out in Your Choices above.

Business Transaction or Transfer

If we’re merged or bought by another business, your information may be transferred to the new owner.

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