EstimateBook ยท Effective date: 2 August 2026
EstimateBook is a mobile app that helps tradespeople (plumbers, electricians, HVAC techs, landscapers, and general contractors) create professional job estimates in minutes, using AI to help draft line items from a job description or photo.
You need a verified account to use EstimateBook, including the free tier. You can continue with Apple, Google, or email. Email registration requires a six-digit code before the app opens. This identity requirement lets a subscription belong to you rather than to one phone.
When you sign in, we receive a unique account identifier, the email address associated with your account, the sign-in provider, and a display name if the provider gives us one. If you choose Apple's "Hide My Email," Apple may provide a private relay address instead of your real one. We never see or store your Apple ID, Google password, or email password. Our sign-in service verifies the provider credential and maintains the session.
Your account identifier is also shared with our subscription management service, so your subscription can be tied to your account instead of to one device.
Signing in does not change where your estimates live. Your saved estimates, customer names, line items, prices, business information, and logo stay in the app's local storage, exactly as described below. EstimateBook does not upload, sync, or back up that content to our servers, whether or not you're signed in.
Everything you enter into EstimateBook (your business info, saved estimates, line items, prices, tax settings, and preferences) is stored locally using your device's standard app storage. We do not operate a server-side database of this content, so we don't have a copy in our systems and can't see it. This is true whether or not you've signed in; signing in only affects your account and subscription status, described above, not this content.
Your device's Apple or Google backup settings may include app data in a device backup controlled by that platform. EstimateBook does not control those backups. You can manage them in your device or platform-account settings.
Uninstalling the app removes its local data from that device. If you want to remove it without uninstalling, you can do so from the Settings screen in the app. A platform backup may remain subject to Apple or Google's retention and deletion controls.
Two features require sending data off your device to work. In both cases, the content is used to generate a response for you in that moment. We do not write the request content or result to our application storage. The processors described below may keep limited operational metadata under their own policies.
When you type a job description (or attach a photo) and ask EstimateBook to draft an estimate, that text (and the photo, if you included one) is sent to our backend, which forwards it to an AI model provider to generate the draft line items. Job descriptions without a photo are processed by a text model; descriptions with a photo attached are processed by a vision model so it can read the photo. We configure our AI provider to use only model endpoints that offer zero data retention for request content. The provider may keep request metadata such as token counts, latency, and model details. We do not retain a copy of your job description, photo, or generated estimate on our application servers.
If you use the microphone to describe a job by voice, the audio recording is sent to our backend, which passes it to a speech-to-text service to convert it to text. We do not write the audio or transcript to our application storage, and the transcription provider states that customer content is not used to train or improve its models. The resulting text is returned to your device and dropped into the job description field, just like if you'd typed it.
EstimateBook offers an optional paid tier, which requires signing in as described in Accounts and sign in above. Purchases are handled entirely by Apple's App Store or Google Play, with a subscription management service confirming subscription status. We never see or store your payment card details. That's handled by Apple/Google directly. The subscription service receives your account identifier and your purchase/subscription status, which lets your Pro subscription follow your account across devices. It does not receive your estimates, job descriptions, or other app content.
| Service | What it receives | Purpose |
|---|---|---|
| Sign-in service | Account identifier, email address, display name (if provided) | Signs you in with Apple or Google and verifies your identity |
| AI model provider | Job description text, and photo if attached | Generates draft estimate line items |
| Cloud backend and transcription service | Job description, photo, and/or voice audio, in transit | Runs our backend and speech-to-text transcription |
| Apple App Store / Google Play | Payment and purchase details | Processes subscription payments |
| Subscription verification service | Account identifier, purchase status | Confirms subscription/entitlement status and attaches it to your account |
None of these services receive your saved estimates, customer list, business details, or logo, unless the text happens to include them because you typed it into a job description.
A current list of our sub-processors is available on request; email [email protected].
Because your estimates, customer names, line items, prices, and business details live in local app storage, you can delete individual estimates or clear all app data from within Settings, or remove local app data by deleting the app. There is no copy of this content in EstimateBook's server-side storage for us to delete. If your platform has backed up the app, manage that backup through Apple or Google.
If you've signed in, we hold a small account record: your account identifier, email address, provider, and display name, plus subscription status and short-lived backend verification metadata. You can delete the account from Settings or follow the instructions on our account deletion page. The app first deletes the subscription record and backend metadata, then the sign-in account is deleted. Deleting the app removes your on-device data but does not delete the sign-in account on its own.
EstimateBook is a business tool intended for tradespeople and contractors. It is not directed at children, and we do not knowingly collect personal information from anyone under 13 (or the relevant minimum age in your region).
If you're in the EU, UK, California, or another region with data protection laws, you have rights over your personal data, including the right to know what's processed, request deletion, and opt out of any sale or sharing of data. EstimateBook doesn't store your estimates or other app content on our servers and doesn't sell or share that data. You can delete local app content from Settings or by uninstalling the app; platform backups are controlled through Apple or Google. For the account data described above (your account identifier, email, and display name), you can request deletion at any time using the process in Data retention and deletion. For content processed transiently for AI generation or transcription, you can stop sending new requests at any time. If you have questions about your data, contact us at the email below.
If we change how EstimateBook handles data, we'll update this page and revise the effective date above. Significant changes will also be noted in the app's release notes.
Questions about this policy or how your data is handled? Email [email protected].