VOLTZ CRM
Privacy Policy
Who we are
Voltz CRM (“Voltz”, “we”) is a field CRM for tradespeople, operated in connection with SAM Marketing Intelligence. This policy explains what we collect when you use the Voltz mobile app (iOS / Android) and related web services, including customer booking pages.
Contact: contact@samarketingintelligence.com · www.samarketingintelligence.com/voltz
Consent before an account is created
Creating an account requires you to agree to our Terms of Use and this Privacy Policy. Until you tick that agreement, we do not create a Voltz account or store your CRM business data. Device settings that stay only on your phone (for example theme preference) may be saved locally and are not linked to an account until you sign up.
What we collect
- Account: email, display name, sign-in provider (email, Google, or Apple), and a timestamp that you accepted Terms & Privacy at signup.
- Workspace / CRM data you enter: clients, jobs, schedule, quotes, invoices, cashbook (income/expenses), receipts, site photos & attachments, parts/SLA libraries, trader availability / work hours (weekly hours, closed dates, date overrides), booking requests, and related notes.
- Customer booking pages: when a customer uses a quote booking link, we process the slot they choose and any optional note they leave, so the trader can accept or decline. That request is stored in the trader’s workspace.
- AI helpers (optional, metered): text or images you choose to send for job extract, Smart Chaser, receipt read, or voice assist — processed via our server proxy (not with a provider key embedded in the app).
- Payments: App Store / Play billing via RevenueCat for Pro and credit top-ups on iOS; Stripe Checkout on Android/web for those digital goods where used; optional Stripe Connect for customer pay links (money goes to your Stripe account — Voltz does not hold card funds).
- Biometric unlock (optional): Face ID / Touch ID / fingerprint stay on your device. We never receive your face or fingerprint images. If you enable unlock, we store session tokens in the device Keychain / Keystore so the OS biometric check can unlock the app — not on our servers as biometric data.
- Device permissions you grant: camera, photo library, microphone / on-device speech recognition (for dictate / Speak a Job), and Face ID prompt text as shown by the OS.
- Diagnostics (optional): if crash or product analytics are enabled in a future build (e.g. Sentry / PostHog), basic device and usage events may be collected as described in the App Store / Play privacy labels.
How we use data
To run your CRM, sync across your devices, show customers only booking slots inside the availability you set, process subscriptions and AI credits you buy, deliver optional AI features you turn on, send booking/reminder emails where configured, and keep the service secure. We do not sell your personal data.
Lawful basis (UK GDPR)
Where UK GDPR applies: contract (to provide the service you signed up for), legitimate interests (security, product improvement, support), and consent where we ask for it (for example optional AI features or marketing if offered). You can request access, correction, or deletion via the contact email below or Account → Delete account.
Third parties
Depending on features you use, processors may include: Supabase (auth, database, file storage, edge functions), Apple / Google / RevenueCat (in-app purchases), Stripe (Connect pay links and non-iOS billing where used), and AI providers called only through our backend. Each acts under their own terms and our instructions.
Exports & sharing
You can export jobs, invoices, clients, quotes, and cashbook/tax CSVs or PDFs from the app. Those files leave Voltz only when you choose to share or save them (email, Files, Drive, etc.). Quote booking links share limited quote details and available slots with the customer who has the link.
Retention & deletion
You can delete your account in the app under Account → Delete account. That removes your auth user and associated profile. Workspace content shared with other members may remain for those members. Biometric unlock material is wiped from the device on logout / delete.
Contact
Questions about Voltz CRM or this policy: email contact@samarketingintelligence.com, or use in-app feedback (Account → Send feedback). Product overview: www.samarketingintelligence.com/voltz. See also our Terms of Use.