Privacy policy
Last updated: September 2026
What we hold
When you check a job we store the files you upload (quotes, exported customer conversations, invoices, photos and notes), the text we read from them, the findings we produce, and the decisions and prices you enter. These files often contain your customer's name, address, phone number and your commercial prices.
Who can see it
Only your account. Every job, file and finding is tied to your login and access rules are enforced on the server, not in the browser. Files are stored privately and can only be opened through short-lived links issued to you. No other business can see your data.
Analysis
To read documents and compare them we send the text and images of your uploads to an AI processing service. They are used to produce your findings, not to train public models or to advertise to you.
Keeping and deleting
You can delete a job at any time from your dashboard. Deleting a job removes its files, parsed messages and findings. If you close your account we delete everything associated with it. During this pilot we keep inactive jobs for no longer than 12 months.
Your rights
Under UK GDPR you can ask for a copy of your data, ask us to correct it, or ask us to erase it. Email privacy@surebill.co.uk and we will respond within 30 days. We are the data controller for your account data and a processor for the customer information contained inside the documents you upload.
This pilot policy uses a placeholder contact address — send us the address you want customers to write to and we'll swap it in.