EstimateBook · Updated: 8 October 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 can try one estimate without creating a named account. Guest mode uses Firebase anonymous authentication, which creates an identifier without an email address or display name. Our backend uses it for access checks and the guest allowance. Sign in with Apple, Google, or email to continue and use account or subscription features. Email registration requires a six-digit verification code.
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 upload or synchronize your saved estimates or customer records. They remain in local app storage. Job input you choose to submit for generation is processed separately, as described below.
Your saved estimates, customer records, business info, line items, prices, tax settings, and preferences are stored locally using your device's standard app storage. We do not operate a server-side database of those saved records. This is separate from the job input you submit for processing below.
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.
Estimate generation and voice input require sending data off your device to return a response. We do not write generation input, recordings, transcripts, or generated drafts to server-side estimate storage. Processing services handle this content under their own retention terms, described below.
When you ask EstimateBook to draft an estimate, your job input and any attached photo are sent to our backend and an AI service provider to generate draft line items. The separate customer-name field reaches our backend but is not included in the AI prompt. Personal details you include in a description or photo are processed with that content. Saved estimates and customer records stay in local app storage and are not synchronized to our servers.
For Claude-powered drafts, our AI service provider is Anthropic. Anthropic normally deletes API inputs and outputs within 30 days, with longer retention where needed for safety, misuse prevention, or legal requirements. API content is not used to train its models by default. Deleting a local estimate or your account does not immediately remove content already processed by a provider. See Anthropic’s data retention details for more information.
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.
We use limited daily usage counts and Firebase Crashlytics to understand app use and failures. Daily counts record app events and platform, rather than job descriptions, photos or recordings. Crash reports can include app and device diagnostics, error details and provider-generated identifiers. Diagnostic retention follows Firebase's service controls and policies.
| Service | What it receives | Purpose |
|---|---|---|
| Firebase Authentication | Guest or signed-in account identifier; email address and display name when provided | Checks access and signs you in with Apple, Google, or email |
| AI service providers, including Anthropic (Claude) | Job description, trade, region, hourly-rate and currency context, and any attached photo | Generates draft estimate line items under the retention terms above |
| Cloud backend and transcription service | Submitted customer-name field and job context for generation; voice audio for transcription | Runs our backend and speech-to-text transcription |
| Firebase Crashlytics / cloud usage counters | App and device diagnostics, error details and diagnostic identifiers; daily event and platform counts | Helps us understand failures and app use |
| 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 |
These services do not receive your saved estimate library or customer records merely because they exist on your device. Our backend receives the input you submit for generation, and personal or business details included in descriptions or photos are processed with that input.
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.
Deleting an account or a local estimate does not recall content already sent for AI processing. Provider retention terms are described under Generating an estimate above.
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. You can stop sending new requests for AI generation or transcription at any time. Content already sent remains subject to the processing services’ retention terms described above. 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].