Privacy Policy

Last updated: February 2026

1. Introduction

Automate The Trades (“we”, “us”, or “our”) operates the Automate The Trades platform (the “Service”). This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our Service.

We are committed to protecting your privacy and complying with the New Zealand Privacy Act 2020. By using our Service, you agree to the collection and use of information in accordance with this policy.

2. Information We Collect

2.1 Personal Information

We may collect the following personal information when you register for and use our Service:

  • Name and contact details (email address, phone number)
  • Business name and details
  • Account credentials
  • Billing and payment information
  • Client and contractor information you enter into the platform
  • Job details, quotes, and invoices you create

2.2 Automatically Collected Information

When you access our Service, we may automatically collect:

  • Device and browser information
  • IP address and location data
  • Usage data and analytics
  • Cookies and similar tracking technologies

3. How We Use Your Information

We use the information we collect to:

  • Provide, maintain, and improve our Service
  • Process transactions and manage your account
  • Send you service-related communications
  • Provide AI-powered features, including job creation and quoting assistance
  • Generate analytics and reports for your business
  • Integrate with third-party services (e.g., Xero, Google Calendar) at your request
  • Respond to your enquiries and provide customer support
  • Detect, prevent, and address technical issues and security threats
  • Comply with legal obligations

4. AI-Powered Features

Our Service includes AI-powered features that process your business data to provide assistance with job creation, quoting, and other tasks. Your data may be sent to third-party AI service providers for processing. We ensure these providers maintain appropriate data protection standards and do not use your data to train their models.

5. Data Sharing and Disclosure

We may share your information with:

  • Service providers: Third-party companies that help us deliver our Service (e.g., cloud hosting, payment processing, email services)
  • Integration partners: When you connect third-party services like Xero or Google Calendar
  • Organisation members: Information shared within your organisation on the platform is visible to other members as configured by your organisation settings
  • Legal requirements: When required by law, regulation, or legal process

We do not sell your personal information to third parties.

6. Data Storage and Security

Your data is stored on secure servers hosted by Amazon Web Services (AWS) in accordance with industry-standard security practices. We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure, or destruction.

While we strive to protect your personal information, no method of transmission over the Internet or method of electronic storage is 100% secure. We cannot guarantee absolute security.

7. Data Retention

We retain your personal information for as long as your account is active or as needed to provide you with our Service. We may also retain and use your information as necessary to comply with legal obligations, resolve disputes, and enforce our agreements.

When you delete your account, we will delete or anonymise your personal information within a reasonable timeframe, unless we are required to retain it by law.

8. Your Rights

Under the New Zealand Privacy Act 2020, you have the right to:

  • Access the personal information we hold about you
  • Request correction of inaccurate or incomplete information
  • Request deletion of your personal information
  • Withdraw consent for data processing where applicable
  • Lodge a complaint with the New Zealand Privacy Commissioner

To exercise any of these rights, please contact us at support@automatethetrades.co.nz.

9. Cookies

We use cookies and similar tracking technologies to enhance your experience on our Service. Cookies are small data files stored on your device. You can control cookies through your browser settings, but disabling cookies may affect the functionality of our Service.

10. Third-Party Links

Our Service may contain links to third-party websites or services. We are not responsible for the privacy practices of these third parties. We encourage you to read the privacy policies of any third-party services you access.

11. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new policy on this page and updating the “Last updated” date. Your continued use of the Service after any changes constitutes acceptance of the updated policy.

12. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us at:

Automate The Trades
Email: support@automatethetrades.co.nz