Privacy Policy - Planning Portal

1. Introduction

Planning Portal ("we", "us", or "our") operates the planningportal.app platform. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our service. Please read this policy carefully. By using Planning Portal, you consent to the practices described herein.

2. Information We Collect

Personal Information

When you register for an account, we collect your name, email address, company name, and billing information. If you subscribe to a paid plan, payment details are processed securely by Stripe and are not stored on our servers.

Usage Data

We automatically collect information about how you interact with the platform, including pages visited, features used, timestamps, IP addresses, browser type, and device information.

Content Data

We store data you create within the platform, including work orders, scoping documents, quotes, schedules, asset records, and any uploaded files or images.

3. How We Use Your Information

To provide, maintain, and improve the Planning Portal platform
To process transactions and manage your subscription
To send administrative communications (account updates, security alerts)
To respond to support requests and feedback
To analyse usage patterns and improve our features
To detect and prevent fraud, abuse, or security incidents
To comply with legal obligations

4. Data Storage and Security

Your data is stored on secure, encrypted servers. We implement industry-standard security measures including encryption in transit (TLS) and at rest, regular security audits, and access controls. Multi-tenant data is logically separated to ensure your organisation's data is isolated from other customers.

5. Cookies

We use essential cookies to maintain your session and authentication state. We may also use analytics cookies to understand how users interact with the platform. You can control cookie preferences through your browser settings, though disabling essential cookies may affect platform functionality.

6. Third-Party Services

We use the following third-party services that may process your data:

Stripe - Payment processing and subscription management
Anthropic (Claude) - AI-powered classification features (opt-in only; no personal data is sent)
Hosting providers - Secure cloud infrastructure for data storage

Each third-party provider is bound by their own privacy policies and data processing agreements.

7. Data Retention

We retain your data for as long as your account is active or as needed to provide services. If you close your account, we will delete your personal data within 30 days, except where retention is required by law or for legitimate business purposes (e.g., billing records).

8. Your Rights

Depending on your jurisdiction, you may have the right to access, correct, delete, or export your personal data. You may also withdraw consent for optional data processing at any time. To exercise these rights, contact us using the details below.

9. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on this page and updating the "Last updated" date. Continued use of the platform after changes constitutes acceptance of the revised policy.

10. Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us at privacy@planningportal.app or use our feedback form.