SnapTakeOff — Privacy Policy

Effective date: November 15, 2026
Published by: CrossTrade Contracting LLC, Ariton, Alabama, USA
Contact: info@crosstradecontracting.com

SnapTakeOff is a quoting and invoicing app for contractors and trade businesses. A contractor photographs a job, builds a quote, and sends quotes and invoices to their customers. This policy explains what information the service handles.

Information we collect

• Business account information: the business owner's name, email address, and business details used to set up the account and appear on quotes and invoices.
• Customer information entered by the contractor: customer names, service addresses, phone numbers, and email addresses, entered so quotes, invoices, and job documents can be created and sent.
• Photos: photos the contractor takes or uploads of job sites, materials, and completed work, used to build and document quotes.
• Quote and invoice records: line items, prices, and payment status.

Payments

Card payments are processed by Stripe. Card details go directly to Stripe and are never stored on our servers. We keep records of payment amounts, dates, and status so invoices show accurate balances.

Optional AI phone answering

If a business turns on the optional AI receptionist feature, phone calls to the business's number are answered by an automated assistant. Those calls may be recorded and transcribed so the business can see messages and follow up. Callers interact with the assistant only when calling a business that has enabled the feature.

How information is used

• To create, send, and track quotes, invoices, and job documents.
• To process payments and keep account records.
• To provide the optional AI phone answering service for businesses that enable it.

We do not sell personal information, and we do not use contractor or customer information for advertising.

Who can see it

• The contractor who owns the account can see their business, customer, quote, and invoice information.
• Customers receive the quotes and invoices sent to them.
• Service providers that make SnapTakeOff work — Stripe (payments), our hosting providers, and, for businesses that enable it, the AI phone answering provider — process information only to provide the service.

Retention and deletion

Account records are kept while the account is active. To ask for information to be corrected or deleted, email info@crosstradecontracting.com.

Changes to this policy

If this policy changes, the updated version will be posted at this same address.