Privacy Policy

Privacy Policy

Maintaining your privacy is really, really important to us. You entrust us with sensitive customer information, and we take that responsibility seriously.

Version 1.1: This policy was last updated on 21st May 2018 in line with GDPR requirements. It may be updated in the future and we'll post the new version here on our website. We will never deviate from our overall philosophy of maintaining your privacy, though.

1. General Information

SERVICEmate ("we", "us", "our") take security and privacy seriously. This Privacy Policy explains how we collect, store and use personal data when you browse (the "SERVICEmate website"), use the SERVICEmate application ("SERVICEmate") or otherwise provide your personal data to us. Please read this Privacy Policy carefully to understand how we will treat your personal data.

This Privacy Policy should be read together with our Terms of Service, which together apply to your use of the SERVICEmate website and SERVICEmate.

2. What information do we collect?

Your personal data
When we say your "personal data", we mean any information that identifies any person, that you provide to us during your trial period, after you subscribe, or that is contained in any other information that you provide to us (or that you authorise a third party to give to us on your behalf).
Your "personal data" may also be contained in information that we collect about you in connection with your use of the SERVICEmate website and/or SERVICEmate. When it comes to your personal data, we comply with our obligations under the General Data Protection Regulation and any other applicable data protection legislation from time to time.

Information you provide
Your personal data includes the information you provide, or that you authorise someone else to provide, when you sign up for an account or sign up to receive our emails, or when you answer questionnaires, surveys, enter competitions or provide information in your account profile, on the SERVICEmate website, or during a support enquiry about you and/or your organisation. It also includes information you provide when you complete any forms which you submit to us (e.g. to buy credits). It also includes information you upload to your SERVICEmate account.

Examples of this personal data include your name, your email address, contact and/or employee names; and any correspondence when you contact us. It could also include details in any invoices or receipts that you upload (if they identify a person).

We do not collect or process special categories of personal data, as defined under GDPR. Also, we do not knowingly collect or solicit any personal data from anyone under the age of sixteen or knowingly allow such persons to register for SERVICEmate. SERVICEmate is not directed at children under the age of sixteen. In the event that we learn that we have collected personal data from a child under age sixteen without verification of parental consent, we will delete that information as quickly as possible.

Information we collect
We collect information about your website usage, to improve our service and to understand trends to enhance and customise content. Some of this data may be "personal data", where it identifies a person. Here's the information that we collect and how we use it:

We monitor patterns of usage, such as login dates and volumes of data, so we can understand how people are using SERVICEmate to develop and improve our products.

We also monitor patterns of usage so that we can tailor any communications we may send you or advertising you may receive. For example, we may tailor your newsletter with information about product features that you haven't tried yet, instead of features that you use frequently.

For security reasons and to aid in monitoring patterns of usage, we log your IP address when you use the website. This is your computer's individual identification number that is assigned to your computer when connected to the Internet.

We monitor traffic information when you visit our site or read our emails, including things like page visits, email clicks, purchases, referring sites, and video viewings. We use this information to improve our website, advertising, promotions, and to understand customer purchasing behaviour. Please see Section 11: Use of Cookies below regarding Cookies.

Financial Data
In addition to your personal data, we will also hold financial data that you enter into SERVICEmate. Examples of your financial data include your organisation's invoices.
You own all of the financial data you enter or upload into SERVICEmate and have ultimate control over who has access to it. For example, if you want to give your office colleague access to your financial data, you can create them an account and select the appropriate access level in SERVICEmate. Keep in mind, however, that with great power comes great responsibility - it is your job to safeguard your password and account access. Also, you need to make sure you have obtained any relevant consents or permissions necessary for you to upload any personal data to SERVICEmate and for it to be used as set out in this policy.

3. What do we use your data for?

Providing SERVICEmate - We use your personal data to enable us to register you and provide you with access to SERVICEmate and the SERVICEmate website. It will also enable us to contact you by email, fax, post, SMS, social media or telephone where necessary concerning SERVICEmate; to record your personal preferences; to personalise our services to you (such as by pre-populating fields to make it easier for you to provide information when you return to SERVICEmate or the SERVICEmate website). It will also enable us to produce reports you request as part of the services we provide, including regulatory reports and/or other reports. We may also validate your information (and, in some cases, match it against information that has been collected by a third party, for example Companies House) to check that the data we hold about our customers/users is accurate, consistent and current.
Should you choose to use parts of SERVICEmate that involve providing your personal and/or financial data to third parties (for example, if you choose to give your accountant access to your data), then your personal and/or financial data will be shared in that way. Such personal and / or financial data may include for example, general, financial and transactional data, and information from your account such as repair / job details. These third parties will use that data in accordance with any consents you have given us or that you may give to us in the future.
We may use third parties to assist us in providing SERVICEmate from time to time, and in those cases may pass on your personal and/or financial data to them. In such cases we will only share your data with third parties that we trust, and where there are assurances in place as to how they will protect the data.

Improving SERVICEmate - We will also use and analyse your personal data so that we can administer, support, improve and develop our business, customer service and the features of the SERVICEmate website and SERVICEmate generally. We may use third parties to assist us in doing these things from time to time, and in those cases may pass on your personal and/or financial data to them. We will only share your data with third parties that we trust, and where there are assurances in place as to how they will protect the data.

Contacting you for Marketing Purposes - We may use your personal data to contact you by email, fax, post, SMS, social media and/or telephone to let you know about our other SERVICEmate and/or third party services, content, offers or product ranges which may be of interest to you. We will only use your data in this way where you have provided consent, we have legitimate business reasons for doing so, or where we are otherwise entitled by law to do so. If you would like us to stop providing you with such notifications, just contact us using the details below. Please note, this may take up to one working day to take effect. To stop receiving emails from SERVICEmate itself (for example, a reminder that your subscription is expiring), you should cancel your SERVICEmate account.
We may contact you if the specific arrangement we have in place with a third party which impacts you is changing and / or coming to an end and to let you know what will take place next.
Cookies - We may further use, or permit selected third parties to use, your personal data to enable us to track and analyse SERVICEmate website traffic and visitor trends, improve your browsing experience and to personalise and enhance the content and advertising we display. For further details, please see Section 11: Use of Cookies below.

Legal Requirements – We may use your personal data to comply with any legal obligations to which we are subject.

We shall periodically check that the personal data we store for you is accurate. If you would like to update the personal data we hold about you, please login to your SERVICEmate account or contact us at with your request.

4. Why do we use your personal data?
We collect and use your personal data for a variety of reasons. We need some data to enter into and perform our contract with you and provide you with access to SERVICEmate – for example your contact details and other information requested during the SERVICEmate setup process. If you fail to provide such data we will be unable to provide our service to you.
Other information we collect because we have legitimate business interests, for example, in:

Ensuring that we can onboard you as a customer and manage your account;
Understanding how our customers use our products, services and websites;
Understanding and responding to customer feedback;
Researching and analysing the services our customers want;
Improving our product and better understanding how our customers use it.

In some circumstances we may process your personal data because it is required for compliance with a legal or regulatory obligation.

5. Who do we share your information with?
You have the option within your account to share your data with people that you trust – for example, you can create new accounts for colleagues to see your data. We will not share your data with any third party unless you authorise it (by choosing to do so within SERVICEmate, or as detailed in this policy).

You may grant third party access to your personal or financial data by enabling the SERVICEmate API for that third party. At all times, this access is controlled by you. SERVICEmate is not responsible for the privacy practices employed by any third party given access by you to your personal or financial data by the SERVICEmate API.

6. How long do we store your data for?
We only store your data for as long as necessary for the purposes of processing set out in this policy. When you cancel your account with SERVICEmate, you can either delete your data immediately, or we will automatically delete your data within 180 days. To delete all your data from your SERVICEmate account, you will submit a support request to one of our support team who will complete the process for you.

If you are signed up to marketing communications, cancelling your SERVICEmate account will not cancel your marketing preference. If you would like to unsubscribe, please email

To ensure the integrity of our systems and your data, we utilise various technologies to continually take secure, encrypted backups. Data remains archived within these backups and these are maintained according to our defined two-year data retention policy, after which they are removed.

7. You can export your data at any time
You can export a copy of your data whenever you like - this will include your personal data and that of your clients, contacts and suppliers, your financial transactions, invoices, and expenses. We recommend that you use the export functionality to keep a backup of your data. While we regularly back up your data, we can't restore backups on an individual basis.

You can also ask us for a copy of your personal data that we hold (see Section 10: What are your rights? below).

8. You can delete your data at any time
You have the option to delete all of your data at any time by contacting one of our support team:

9. We don't store your credit card details
If Stripe API is enabled on your SERVICEmate account, you will be able to take card payments via your Job Cards. This information is passed directly to our payment service provider (Stripe - over an encrypted link and is never stored on our system.

10. What are your rights?

Access to your personal data: You can ask us to confirm if we are processing your personal data and you may request a copy of your personal data by contacting our support team at
Right to change or withdraw your consent: Where you have given us consent to make use of your personal data for any of the purposes outlined in this policy, you may withdraw that consent by contacting us using the details located at section 14 of this policy. If you wish to change your contact preferences or no longer wish to be contacted for marketing purposes, visit our Preference Centre or get in touch.

Right to Rectification:
You may ask us to update out of date or inaccurate information we hold about you. To do so, please log on to your SERVICEmate account and update your information or get in touch.

Right to Erasure:
In certain circumstances you may ask us to erase your Personal Data. If you would like us to erase the personal data we hold about you, please get in touch, specifying why you would like us to do so.

Right to Data Portability:
In certain circumstances you may ask us to provide you with the personal data that we hold about you in a structured, commonly used, machine readable form, or ask for us to send such personal data to another data controller. You can use the Export All Data functionality at any time to export your data.

Right to object:
In certain circumstances you may object to our processing of your personal data. Please get in touch.
Right to restrict processing: You can ask us to restrict the processing of personal data we hold about you in certain circumstances. Please get in touch.

Make a complaint:
You may make a complaint about our data processing activities to a supervisory authority. In the UK this is the Information Commissioner's Office (ICO). Further details can be found on their website at

Getting in touch: To make enquiries and/or to exercise any of your rights in this privacy policy please contact our support team at

11. Use of cookies
Cookies are small files saved to your device that track, save and store information as well as your interactions and usage of our services. The primary purpose for our use of cookies is to allow us to provide a smooth, efficient and personalised experience for our users both on and off our website through remembering your preferences, storing passwords if you request it and serving you more relevant advertising.
If you want to manage or disable cookies for the SERVICEmate website or any other site, you can do it by changing your browser settings. We suggest consulting the Help section of your browser or taking a look at the About Cookies website which offers guidance for all modern browsers.

12. Security and data storage
We take security and privacy seriously. We will endeavour to take all reasonable steps to keep your personal and financial data secure once it has been transferred to our systems. We adopt appropriate, industry standard data collection, storage and processing practices and security measures to protect against unauthorised access, alteration, disclosure or destruction.

Where we utilise third parties to help provide our services, we will always ensure that the security policies and confidentiality arrangements of those third parties adhere to the same requirements we ourselves impose and expect, as a minimum.

Where we have given you (or where you have chosen) a password which enables you to access certain parts of the SERVICEmate website or SERVICEmate itself, you are responsible for keeping this password confidential. We ask you not to share your password with anyone.

Please note that the internet is not a secure medium and although we will do our best to protect your data, we cannot guarantee the security of any data transmitted to the SERVICEmate website or through SERVICEmate itself. Any transmission is at your own risk.

13. Changes to this privacy policy
We may modify or update this Privacy Policy from time to time to reflect the changes in our business and practices, and so you should review this page periodically. When we change the policy in a material manner we will let you know and update the ‘last updated’ header at the top of this page.

This Privacy Policy was last amended on 21st May 2018.

14. Getting in touch
If you have any queries relating to this Privacy Policy or SERVICEmate’s use of your personal or financial data, please contact our Support Team at or by writing to us at 1 Benton Park, Horbury, Wakefield, WF4 5RA.

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