PRIVACY POLICY

Effective Date: January 26, 2026

At Toolvia, we provide automation services designed to streamline business operations for trade professionals. This Privacy Policy outlines how we collect, use, and protect information when you use our Core, Plus, Pro, or Elite Flow services.

1. Information We Collect

To provide our automated workflows, we may collect and process the following:

  • Client Information: Name, business contact details, and payment information.

  • Third-Party Data: Information from your CRM (e.g., Jobber, ServiceTitan), accounting software (e.g., QuickBooks, Xero), and communication tools.

2. How We Use Information

We use the collected data solely to execute the automations you have contracted, including:

  • Communications: Sending automated quote follow-ups, job confirmations, and review requests.

  • Financial Operations: Detecting overdue invoices and sending automated reminders via the Plus Flow.

  • Operational Efficiency: Facilitating material procurement and syncing data between your internal records.

3. Data Processing and Zapier

Toolvia utilizes Zapier as a primary data processor to connect your various software applications. Data is transferred securely between platforms according to the triggers and actions defined in your specific automation "Flow". We do not sell or trade any data processed through these automations to third parties.

4. Canadian Data Compliance

We recognize our obligations under the Personal Information Protection and Electronic Documents Act (PIPEDA).

  • Data Security: We implement industry-standard security protocols to ensure that sensitive financial and personal data remains protected during the automation process.

5. Your Rights and Access

You maintain ownership of your data. You may request to review, edit, or delete the automation logs and configurations we maintain for your business at any time.

6. Contact Us

For questions regarding this Privacy Policy or our data handling practices, please contact: Toolvia Privacy Team