Privacy Policy

This Privacy Policy explains how Forge Direct LLC ("we," "us") handles information in Forge Proposal (the "App"), our roofing proposal and job management app. It applies to Forge Direct team members who use the App and to homeowners whose jobs are managed in it. Use of the App is also governed by our End User License Agreement.

Information we collect or access

• User accounts: name, email address, sign-in credentials (stored by our authentication provider) and assigned role.
• Homeowner contact information: name, email, phone and property address, entered by our team or imported from RepCard and JobNimbus.
• Property and job information: roof measurements, inspection photos, roof condition notes, insurance claim details (carrier, claim number, adjuster, date of loss), carrier estimates and job progress and activity history.
• Proposals and agreements: package and upgrade selections, prices shown to the homeowner, signed contracts and signatures.
• Invoice and payment status: QuickBooks customer, sub-customer and invoice identifiers, invoice line items and amounts, and payment records (method such as ACH or check, amount, status, and where applicable a photo of a check).
• QuickBooks authorization tokens: the access and refresh tokens Intuit issues when a Forge Direct owner connects QuickBooks, and the QuickBooks company ID.
• Messages and emails: job message threads and emails sent to homeowners from the App.

Bank account and card details

Homeowners pay through QuickBooks-hosted invoice payment links. Bank account details entered on those pages are collected and processed by Intuit/QuickBooks Payments, not by the App. The App receives only invoice and payment status information (such as amount and whether a payment was made). Paper checks are handled by our office; a photo of a check may be stored with the job record to track deposit.

How we use information

• to inspect, propose, contract, schedule and complete roofing work;
• to keep job records, files and statuses in sync with JobNimbus;
• to create QuickBooks customers, job sub-customers and master invoices, send payment links and apply payments;
• to send homeowners proposals, signed agreements, progress updates and follow-ups;
• to use AI tools that read carrier documents, check that uploaded photos match the checklist, and draft messages for our team to review;
• to manage team access and keep the App secure and working.

How we share information

We share information only with service providers needed to run the App and our business, including Intuit (QuickBooks Online and QuickBooks Payments), JobNimbus, RepCard, EagleView, Google, AI model providers, our email delivery provider and our hosting and database provider. Insurance-related job documents may be shared with the homeowner's insurance carrier and our supplement partner as part of the job. We may also disclose information when required by law.

Storage and protection

Information is stored with our hosting and database provider. Access is limited by role: reps and project managers do not see internal costs, and homeowner share links show only that homeowner's job. Job documents and signed agreements are stored in private storage. QuickBooks tokens are stored server-side, cannot be read by any App user, and are used only by the App's server to call QuickBooks.

Retention and deletion

We keep job, customer, invoice and payment records for as long as needed to perform and support the roofing work and to meet our business, accounting and legal obligations. Copies sent to JobNimbus and QuickBooks are kept in those systems under their own policies. You may request deletion as described below; some records may need to be kept where the law requires.

Disconnecting QuickBooks

A Forge Direct owner can disconnect the App from QuickBooks at any time by signing in and tapping "Disconnect QuickBooks" at forgedrep.lovable.app/quickbooks/disconnect (also in Admin), or from the connected apps settings inside QuickBooks Online. Disconnecting in the App revokes its access with Intuit and deletes the stored QuickBooks tokens. After disconnecting, the App stops creating or updating anything in QuickBooks; records already created in QuickBooks remain there.

Your choices and requests

Homeowners and team members may request access to, correction of, or deletion of their information by emailing info@forge-roofing.com. We will verify the request and respond as required by applicable law.

Children

The App is intended for adults and is not directed to children.

Changes

We may update this Privacy Policy. The "Last updated" date above shows when it last changed.

Contact

Privacy questions can be sent to:

Forge Direct LLC
9305 S 700 E, Sandy, UT 84070, USA
info@forge-roofing.com