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Privacy Policy for Cleri

1. Who We Are

Cleri ("Cleri"/"we"/"us") operates the website https://cleri.ai and the Cleri platform, which includes our web dashboard and mobile Crew App. We provide all-in-one field service management software designed for contractors, technicians, and service teams. Our platform helps you schedule jobs, manage crews, send estimates, invoice clients, and collect payments, without needing tech skills.

2. What Data We Collect

We only collect the information needed to run our service efficiently:

  • Name, email, phone number
  • Customer and jobsite details
  • Technician or employee data
  • Payment data (via Stripe)
  • Location and device data (for mobile app use)
  • IP addresses and browser/device identifiers
  • Usage analytics and traffic sources
  • Optional data to improve AI features

3. How We Collect Data

We collect your data:

  • When you sign up or update your profile
  • When you use the web or mobile app
  • Through cookies and analytics tools such as Google Analytics
  • Through third-party integrations like Stripe or QuickBooks
  • Occasionally through support interactions or surveys

4. Why We Use Your Data

Your data is used to:

  • Schedule and dispatch jobs
  • Handle billing, invoicing, and payments
  • Generate estimates and work orders
  • Offer AI-based suggestions and service insights
  • Improve support and product performance
  • Monitor platform performance and usage trends

5. How We Share Data

We do not sell or share your data with marketers or advertisers. We only share data with trusted third parties like Stripe or QuickBooks for service delivery. These providers act as data processors under strict agreements.

We may share data if legally required (e.g., court orders or to protect rights).

6. Your Control Over Data

You can:

  • Edit or delete data from your account dashboard
  • Contact support to close your account and delete all associated data
  • Manage cookie preferences via browser settings

7. Data Retention

We retain data:

  • As long as your account is active
  • Until you request deletion
  • In compliance with legal obligations or accounting requirements

8. Security Measures

We take user privacy seriously. Cleri uses:

  • Encrypted HTTPS transmission
  • JWT-based logins and Role-Based Access Control (RBAC)
  • Secure AWS-hosted infrastructure
  • Cache-busting for static asset security
  • Third-party encryption from Stripe and others
  • Regular vulnerability scanning and planned penetration testing

At-rest encryption is planned as part of our ongoing upgrades.

9. Cookies and Tracking

Cleri uses cookies and similar tracking technologies to enhance user experience, analyze usage patterns, and improve service performance. These may include session cookies, performance cookies, and analytics cookies (e.g., Google Analytics).

You can manage cookies through your browser settings or opt out using third-party tools. Disabling cookies may affect platform functionality.

We do not respond to "Do Not Track" signals at this time.

10. Data Breach Protocol

In the unlikely event of a data breach, we will promptly assess the scope and impact. If necessary, we will notify affected users and relevant authorities within the legally required timeframe and method.

11. International Users and GDPR/CCPA

If you access Cleri from the European Union, California, or other regions with data protection laws, you may have specific rights, including:

  • The right to access your data
  • The right to request correction or deletion
  • The right to restrict or object to data processing
  • The right to data portability
  • The right to opt-out of sale or sharing of personal data (where applicable)

To exercise these rights, please contact us at info@cleri.ai

12. Children's Privacy

Cleri is not intended for use by individuals under the age of 13. We do not knowingly collect data from children under 13. If we learn that such data has been collected, we will delete it promptly.

13. Language Support

Cleri supports multiple languages. The mobile app automatically switches to Spanish if your device language is set to Spanish.

14. Changes to This Policy

We may update this policy from time to time. If there are significant changes, we’ll notify you via email or in-app alerts.

15. Contact Us

Have questions or concerns?
Website: https://cleri.ai
Email: info@cleri.ai
Address: 338 Main Street #17 Longmont, CO 80501