Overview
TradeQuoteBuilder is software for contractor estimating, quoting, proposal generation, quote tracking, and job cost review. Contractors remain responsible for their own measurements, prices, taxes, scope, exclusions, client contracts, workmanship, and legal compliance.
The sections below organize the public-facing legal launch information into the policies customers and visitors are most likely to need.
1. Business use only
TradeQuoteBuilder is built for contractors, trades businesses, estimators, construction professionals, and other commercial users. You must be at least 18 years old and legally able to enter into a binding agreement to use the service.
2. What the service does
TradeQuoteBuilder provides software for creating and managing estimates, quotations, proposals, job records, reusable materials, labour roles, crew presets, conditions, templates, measurements, scope items, exclusions, assumptions, payment terms, and related quote settings.
The service can calculate estimated material, labour, overhead, profit, tax, discount, deposit, and project amounts based on information entered or configured by users. Features may be added, changed, limited, suspended, or discontinued over time.
3. Software only, not professional advice
TradeQuoteBuilder is a software provider. It does not provide construction, engineering, architectural, inspection, legal, tax, accounting, insurance, employment, safety, code-compliance, or financial advice.
TQB does not inspect jobsites, verify measurements, confirm material coverage, supervise work, guarantee quote accuracy, or become a party to any agreement between a contractor and their client.
4. Estimates and calculations
All calculations depend on user-entered measurements, quantities, waste percentages, rates, yields, crew settings, taxes, overhead, markup, profit, access conditions, discounts, deposits, and other assumptions.
Before sending or relying on any quote, proposal, estimate, job record, profitability calculation, or other output, you are responsible for independently reviewing and verifying it.
- confirm measurements, quantities, materials, rates, taxes, permits, and site conditions;
- review scope, exclusions, assumptions, warranties, payment terms, cancellation rights, and required notices;
- verify the final price, deposit, schedule, and commercial terms; and
- retain records required for your business, client, or jurisdiction.
5. Accounts, workspaces, and authorized users
You must provide accurate account information and keep it current. You are responsible for keeping login credentials secure and for activity under your account, except where caused by TQB's breach of these terms or applicable law.
Workspace owners and administrators are responsible for deciding who may access a workspace, assigning permissions, removing access when needed, and ensuring invited users follow these terms.
6. Customer data
Customer data means information, files, photos, records, settings, text, and other material submitted to or generated through the service by or for a customer.
As between TQB and the customer, the customer retains ownership of customer data. The customer gives TQB and its service providers a limited licence to host, process, transmit, display, back up, secure, support, and use customer data only as reasonably necessary to provide and improve the service, prevent abuse, comply with law, and enforce these terms.
7. Customer responsibility for personal information
Customers may enter personal information about clients, prospects, property owners, employees, subcontractors, and quote recipients. Customers are responsible for having the required rights, notices, consents, and lawful reasons to collect and enter that information.
Unless TQB expressly agrees in writing, customers must not use the service to store highly sensitive information such as government identification numbers, complete payment-card numbers, protected health information, biometric templates, criminal-history records, or passwords for third-party systems.
8. Quotes, clients, and construction contracts
Any quotation, proposal, estimate, change order, acceptance, or job contract created through the service is between the customer and the customer's client. TQB is not the contractor, client, employer, supplier, payment guarantor, architect, engineer, insurer, or project manager.
Customers are solely responsible for their quote and contract terms, workmanship, safety, staffing, scheduling, materials, subcontractors, permits, warranties, taxes, refunds, disputes, and compliance with applicable law.
9. Electronic records and acceptance
The service may allow a quote recipient to view a document, check a box, type a name, click an acceptance button, provide an electronic signature, or take another electronic action.
Customers authorize TQB to create and maintain electronic records of those actions, which may include document version, date and time, name, email address, IP address, user agent, and related technical information. Customers are responsible for deciding whether the acceptance method and document content satisfy applicable legal requirements.
10. Subscriptions, trials, and billing
Some features require a paid subscription. Current plans, prices, billing periods, included features, usage limits, taxes, and trial terms are shown at checkout or in the account billing area.
Unless checkout states otherwise, subscription fees are charged in advance and automatically renew until cancelled. You authorize TQB and its payment processor to charge the payment method on file for subscription fees, applicable taxes, and disclosed charges.
Trials, if offered, are governed by the trial details shown when the trial begins. If a trial converts automatically to a paid subscription, the conversion price and date will be shown before the trial begins.
11. Cancellation, downgrades, and refunds
You may cancel through billing settings or by contacting support@tradequotebuilder.com if self-service cancellation is unavailable.
Unless checkout or applicable law states otherwise, cancellation stops future renewal and takes effect at the end of the current paid billing period. Fees already paid are non-refundable and no credits are provided for partial periods, unused features, or reductions in usage, except where required by law or expressly agreed in writing.
12. Acceptable use
You must not use the service to violate law, misrepresent qualifications, impersonate others, upload malicious code, access another workspace, bypass security, expose secrets or service-role keys, circumvent plan limits, send unlawful commercial messages, or create material security, legal, or reputational risk.
TQB may investigate suspected violations and may remove content, limit functionality, suspend access, or cooperate with lawful authorities where reasonably necessary.
1. Scope and roles
This policy applies to website visitors, account owners, workspace users, people who communicate with TQB, and people whose information a TQB customer enters into the service.
TQB handles personal information for its own business purposes, such as accounts, billing, security, support, and service operations. TQB also processes client, quote, job, employee, subcontractor, and property information on behalf of contractor customers who decide what to enter into their workspaces.
2. Information we collect
The information collected depends on how the service is used.
- account and identity information, such as name, email address, login records, verification records, and session information;
- workspace and team information, such as business name, workspace owner, members, roles, permissions, and invitations;
- business profile settings, such as company name, email, phone, website, address, logo, tax number, defaults, and quote display preferences;
- materials, labour, conditions, templates, measurements, scope items, exclusions, assumptions, and payment terms configured by customers;
- client, property, quote, and job information entered by customers, including contact details, addresses, measurements, notes, photos, pricing, statuses, dates, and acceptance records;
- subscription and payment metadata, such as plan, trial status, renewal status, Stripe identifiers, and limited transaction details;
- support communications, bug reports, surveys, attachments, and troubleshooting details; and
- technical information such as IP address, device, browser, operating system, time zone, requested pages, feature interactions, cookies, session identifiers, security logs, error logs, and performance logs.
3. How we use information
TQB uses personal information to create and secure accounts, operate workspaces, store quote and job data, calculate estimates from user inputs, generate customer-facing quote pages and documents, process subscriptions, enforce plan limits, provide support, detect abuse, maintain reliability, improve the service, send service messages, and comply with legal obligations.
4. Payments
Payments and subscription management are handled by Stripe. TQB does not intentionally store complete card numbers or card security codes. Stripe may process payment information according to its own terms and privacy policy.
5. Cookies and similar technologies
TQB and its providers may use cookies, local storage, session storage, and similar technologies to keep users signed in, remember preferences, secure the service, measure performance, understand usage, and support billing or authentication flows.
Browser settings may allow users to block or delete cookies, but some service features may not work correctly without them.
6. How information is shared
TQB does not sell customer data. Information may be shared with service providers needed to operate the product, such as hosting, authentication, database, payment, email, monitoring, analytics, support, and security providers.
Information may also be disclosed where required by law, to prevent fraud or abuse, to protect rights and safety, during a business transfer, or with customer direction or consent.
7. Customer-controlled quote data
Contractor customers control the client, property, quote, job, employee, subcontractor, and business information they enter into the service. If your information appears in a contractor's quote or workspace, you should usually contact that contractor first. TQB will assist the contractor or respond directly where applicable law requires.
8. Data location and cross-border processing
TQB and its service providers may process information in Canada, the United States, and other jurisdictions where the service or providers operate. Those jurisdictions may have laws that differ from the laws where you live.
9. Retention
TQB keeps personal information for as long as reasonably needed to provide the service, maintain records, resolve disputes, prevent fraud, comply with law, maintain backups, and enforce agreements. Retention periods may vary based on account status, subscription status, legal requirements, security needs, and customer instructions.
10. Security
TQB uses reasonable safeguards appropriate to the nature of the service, including managed cloud database and authentication services, transport encryption, infrastructure-provider encryption at rest, workspace-based access controls, protected secrets, backups, logging, monitoring, account verification, and provider security controls.
No system is perfectly secure. Users are responsible for secure passwords, devices, browsers, networks, account permissions, exports, and careful handling of sensitive business information.
11. Privacy rights and choices
Depending on where you live, you may have rights to access, correct, delete, restrict, or obtain a copy of personal information. Requests can be sent to support@tradequotebuilder.com. If a request relates mainly to information controlled by a contractor customer, TQB may direct the request to that customer.
Users may also manage account information in the service, update billing through Stripe where available, unsubscribe from marketing where offered, or contact support for help.
12. Children's privacy
The service is intended for business users and is not directed to children. Users should not enter information about children unless it is reasonably necessary for legitimate contractor business purposes and legally permitted.
13. Changes to this policy
TQB may update this policy from time to time. The latest version will be posted on this page with an updated date. Material changes may be communicated through the service or by email where appropriate.
14. Contact
Privacy questions or requests can be sent to support@tradequotebuilder.com.
Data Processing Addendum
For business customers that require data-processing terms, TQB's processing of customer personal information is based on the same core principles used in the legal launch pack: TQB processes customer personal information to provide, secure, maintain, support, and improve the service; follows customer instructions through the service; uses subprocessors needed to operate the product; and maintains reasonable safeguards appropriate to the service.
Customers remain responsible for the lawfulness, accuracy, quality, and necessity of the personal information they enter, and for providing required notices or obtaining required authority from their own clients, employees, subcontractors, and quote recipients.
Customers who need a signed DPA can contact support@tradequotebuilder.com.
Contractor quote terms template
The legal launch pack also includes a contractor-to-client quote terms template. That template is not TQB's contract and is not published as a default agreement for every contractor. Contractors should customize their own quote terms for their business, trade, client type, project type, and jurisdiction, and should have local counsel review them before use.