Roof Simplified

Privacy Policy

Last updated: September 1, 2026

Roof Simplified collects and processes personal and business information to operate the Services, provide account access, generate estimates, support billing and subscriptions, and maintain the security and reliability of the platform. By using the Services, you agree to the practices described in this policy.

1. Introduction

This Privacy Policy explains how Roof Simplified collects, uses, stores, discloses, and protects information when you access or use the website, dashboard, estimate tools, billing features, PDF export tools, and related services (collectively, the "Services").

Roof Simplified is committed to protecting the privacy and security of personal data for users, customers, and business contacts using the platform. By creating an account, subscribing to paid features, or otherwise using the Services, you agree to the practices described in this Privacy Policy.

If you do not agree with this policy, you must not use the Services. Roof Simplified may update this Privacy Policy from time to time. Continued use after an update constitutes acceptance of the revised policy.

This Privacy Policy applies only to Roof Simplified’s own Services and does not apply to any third-party tools, integrations, or services used in connection with Roof Simplified.

For users in Canada and the United States, this Privacy Policy is governed by the laws of the Province of Alberta, Canada, as they apply to cross-border data processing and service delivery, without regard to conflict-of-law principles. Roof Simplified may process certain information in jurisdictions outside your home province or country in order to operate and secure the Services.

2. Information We Collect

We collect information you provide directly to us, including your name, email address, phone number, account credentials, company name, business contact information, company logo, pricing defaults, saved estimates, project information, customer details, and uploaded documents or PDF content.

We also collect information generated through your use of the Services, such as estimate data, roofing measurements, material calculations, labor assumptions, tax settings, job history, saved estimate records, billing preferences, and account usage activity.

Technical and usage information may also be collected automatically, including IP address, device type, browser type, operating system, session details, pages visited, usage timestamps, application log data, crash reports, and information about interactions with the platform.

If you subscribe to paid features, we may process billing and subscription information through our payment provider, Stripe, including billing contact information and payment status. Roof Simplified does not receive or store full credit card numbers unless a payment processor expressly requires it and we have disclosed that practice in writing.

Your information may be processed or stored on servers located in jurisdictions other than your own. By using the Services, you consent to the transfer and processing of your information in those jurisdictions.

If you provide personal information of third parties, including customer names, addresses, phone numbers, or project details, you represent that you have the lawful authority and legal basis to provide that information to Roof Simplified and to permit Roof Simplified to process it in connection with the Services.

3. How We Use Your Information

We use your information to provide, operate, secure, maintain, and improve the Services, including account creation, authentication, estimating workflows, saved projects, billing, document generation, PDF output, customer support, and product support.

We may use your information to communicate with you about your account, subscriptions, renewals, invoices, security notices, service updates, functional changes, and support requests.

We may also use information for internal analytics, service quality monitoring, troubleshooting, fraud prevention, abuse detection, compliance, security investigations, and business operations related to the Services.

We do not sell personal information or Customer Content. We may use anonymized or aggregated data for product development and reporting, provided it cannot reasonably be used to identify you or your business.

Roof Simplified does not provide legal, financial, engineering, or professional advice. Any estimates, calculations, or outputs generated through the Services are informational only and must be independently verified by qualified personnel before being used for contracting, financial, or legal purposes. You assume full responsibility for all decisions made using the Services.

4. Customer Content and Business Data

You retain ownership of the estimates, company information, roof data, customer records, pricing data, and other content you upload, create, store, or transmit through the Services ("Customer Content").

Roof Simplified processes Customer Content only as necessary to provide the Services, maintain functionality, prevent abuse, deliver PDFs, store saved projects, and fulfill our contractual and legal obligations.

You are responsible for ensuring that the Customer Content you provide does not violate any law, contract, or third-party right, including privacy, copyright, or confidentiality obligations. You represent and warrant that you have the authority to upload, transmit, and store that information in the Services.

If you include customer names, addresses, contact details, or other personal information in estimates or documents, you are responsible for determining whether you have a lawful basis to process that data and whether your use complies with applicable privacy laws. Roof Simplified does not determine whether your use of customer information complies with applicable privacy laws.

You agree that you are solely responsible for obtaining any necessary consent, notice, or legal authority before inputting, storing, or transmitting personal information of third parties through the Services, including customer information, job-site data, or contractor records.

5. Data Sharing and Disclosure

We may share information with trusted third-party service providers that help us operate the platform, including providers for hosting, storage, authentication, analytics, email delivery, payment processing, PDF generation, and security monitoring.

We may disclose information to Stripe or other payment providers solely to process payments, manage subscriptions, and prevent fraud. Stripe may process personal and payment information under its own privacy policy.

We may also disclose information when required by law, legal process, court order, subpoena, regulatory request, or to protect the rights, property, or safety of Roof Simplified, our users, or the public.

We do not share Customer Content with third parties for advertising or unrelated marketing purposes without your consent. We may share usage data in aggregated, de-identified form for product analysis and reporting.

If Roof Simplified is involved in a merger, acquisition, asset sale, or business transfer, your information may be transferred as part of that transaction. Any successor entity will be required to protect your information in a manner consistent with this Privacy Policy.

Roof Simplified works with subprocessors that may process personal data on our behalf. We will use commercially reasonable measures to select and monitor subprocessors and to ensure they are bound by appropriate confidentiality and security obligations.

Roof Simplified does not accept responsibility for your own independent collection, storage, or disclosure of customer data, and you remain solely responsible for the legality and compliance of your own data processing practices under applicable privacy laws in Canada and the United States.

6. Cookies, Tracking, and Analytics

Roof Simplified may use cookies, session identifiers, local storage, and similar technologies to keep you signed in, remember preferences, support security, and improve the user experience.

We may also use analytics tools to understand usage patterns, measure performance, and improve the Services. These tools may collect device and usage information through browser or application telemetry.

You may control cookies through your browser settings, but disabling certain cookies may impact the functionality of the platform or limit access to some features.

7. Data Security

Roof Simplified uses commercially reasonable administrative, technical, and organizational safeguards to protect your information, including access controls, secure hosting, encryption in transit, and role-based access limitations.

However, no internet-based platform can guarantee absolute security. You acknowledge that data transmitted over the internet may be subject to risks beyond our control, including unauthorized access, cyberattacks, or technical failures.

Roof Simplified cannot guarantee that unauthorized third parties will never be able to defeat our security measures. You provide information at your own risk.

You are responsible for maintaining the security of your own account credentials and for all activity that occurs under your account. If you suspect unauthorized use of your account, you must notify us immediately.

If a material security incident affects personal information that may pose a risk to you or your customers, we will notify you as required by applicable law and in a reasonable timeframe.

8. Data Retention and Deletion

We retain information for as long as necessary to provide the Services, maintain account functionality, meet contractual obligations, resolve disputes, support billing, and comply with legal records requirements.

If you delete your account, we may remove or deactivate your personal data and Customer Content in accordance with our deletion procedures, subject to data retention obligations, legal hold requirements, or security and backup retention periods.

Some information may remain in backups or system logs for a limited time even after deletion or deactivation. We will delete or anonymize such information when reasonably practicable.

We may retain certain information even after account deletion if required for legal compliance, fraud prevention, dispute resolution, or enforcement of our agreements.

If you request deletion of personal information, we will process the request in accordance with applicable law, but some information may be retained where permitted or required by law, including records needed for billing, account security, or legal claims.

9. Your Privacy Rights

Depending on your jurisdiction, you may have rights regarding access to, correction of, deletion of, restriction of processing of, objection to processing of, or portability of your personal information.

If you are located in a jurisdiction with applicable privacy rights, you may contact us to request access to or correction of your data, request deletion of your account or certain information, or ask questions about how your data is handled.

We may ask you to verify your identity before processing requests, especially when the request concerns account or billing information. We may deny a request if permitted by law or where the request would compromise the privacy of another person or conflict with legal obligations.

If you are in the European Union, United Kingdom, or a similar jurisdiction, you may also have the right to lodge a complaint with a competent data protection authority.

For residents of Canada, this policy is designed to be consistent with applicable Canadian privacy obligations and data handling expectations. For residents of the United States, you may have additional rights depending on your state of residence, including rights under applicable state privacy laws.

10. Children's Privacy

The Services are not intended for use by children under the age of 18, and Roof Simplified does not knowingly collect personal information from children without appropriate parental consent where required by law.

If we become aware that we have collected personal information from a child without lawful basis, we will take steps to delete such information promptly.

11. Third-Party Links and Services

The Services may link to or integrate with third-party websites, APIs, or software tools. Roof Simplified is not responsible for the privacy practices, content, or security of those third-party services.

We encourage you to review the privacy policies of any third-party services you access through or in connection with the Services.

You acknowledge that third-party services may collect data independently, and that Roof Simplified does not control their privacy practices, data retention policies, or compliance programs.

12. Business-to-Business Use

If you use the Services on behalf of a company or contractor business, you represent that you have authority to provide business contact information and other related data and to bind that company to these terms and this Privacy Policy.

Your business remains responsible for making sure that the collection, storage, and use of customer and job information through the Services complies with applicable law, including any contractual, privacy, or data retention obligations owed to your own clients.

13. Security, Reliability, and No Guarantee of Absolute Protection

Roof Simplified uses commercially reasonable technical and operational security measures, but no platform can guarantee complete immunity from unauthorized access, compromise, data loss, or misuse. Security safeguards may fail or be bypassed, and we cannot guarantee that information will never be exposed or accessed by unauthorized parties.

You acknowledge that the internet, cloud infrastructure, and third-party integrations may experience faults, outages, or cyber incidents beyond Roof Simplified’s control. Roof Simplified is not responsible for data loss or privacy incidents caused by external attacks, user error, insecure third-party integrations, or your own failure to maintain proper account security.

You should maintain your own backup procedures, access controls, and internal policies for handling sensitive customer and business information.

14. Changes to This Policy and Contact Information

We may update this Privacy Policy from time to time to reflect changes in law, technology, or our business practices. If you continue to use the Services after changes to this Privacy Policy take effect, you agree to the revised policy.

If you have questions concerning this Privacy Policy, request to exercise your rights, or need to report a privacy concern, you may contact us at coby@roofsimplified.com or through the contact methods listed in the app.