Privacy Policy

1. Overview

FieldForge is operated by DerMar Consulting Group LLC (doing business as ForgeWorks), 3151 Cape Horn Rd, Unit #2092, Red Lion, PA 17356, USA ("we," "us," or "our"). FieldForge is a field service management platform at my-fieldforge.com. This Privacy Policy explains what information we collect, how we use it, and your choices regarding your data. By using FieldForge, you agree to the practices described here.

2. Information We Collect

Account and Business Information

• Company name and subdomain
• Account administrator name, username, and email address
• Technician and dispatcher names and contact information you enter
• Billing address and payment method (handled by Stripe — we do not store full card numbers)

Operational Data

• Customer and job-site records: names, service addresses, phone numbers, email addresses, and job notes you enter
• Jobs and work orders, appointments and scheduling, and technician assignments
• Quotes, estimates, invoices, price-book line items, and payment records for work you bill
• Job photos, checklists, and completion records captured by technicians in the field
• Technician time-tracking entries and job status history

Usage and Technical Data

• IP addresses and device information when you access the Service
• Log data including pages visited, actions taken, and timestamps
• Browser type and operating system

3. How We Use Your Information

• To provide, operate, and improve the Service
• To process payments and manage your subscription
• To send transactional emails (account verification, billing receipts, payment failure notices)
• To create and send quotes and invoices and record payments for the work you bill
• To respond to support requests and communicate about the Service
• To detect and prevent fraud and abuse
• To comply with legal obligations

We do not sell your data or use it for advertising purposes.

4. Third-Party Services

We use the following third-party services to operate FieldForge. Each has its own privacy policy governing their use of your data:

5. Data Retention

We retain your data as long as your account is active. Specific retention periods:

• Job history, job photos, quotes, and invoices: retained for the life of your account so your service and billing records stay intact
• Account and billing records: retained for the duration of your account plus 7 years for tax/legal compliance
• Server logs: retained for 30 days

If your subscription is cancelled or ends because a payment failed, your account and data are kept: you can still sign in, view and export your records, and pick up where you left off when you choose a plan again. To have your account and its data deleted, email info@my-fieldforge.com from the account's email address. We then delete your operational data (customers, jobs, quotes, invoices and job photos) within 30 days, keeping only the billing records we must retain for tax and legal purposes. Account admins can export every record as CSV from inside the app at any time.

6. Your Customer Data

You are the data controller for customer information you upload to FieldForge (service addresses, phone numbers, job details, etc.). You are responsible for ensuring you have a legal basis to store and process that information. FieldForge processes this data only as a data processor acting on your instructions.

When you text or email your customers from FieldForge, their phone numbers, email addresses and the message content are passed to Telnyx and Resend (see section 4) to deliver those messages. If you connect QuickBooks Online, take online invoice payments, or set up API keys and webhooks, the records involved go to QuickBooks, Stripe, or the systems you point those keys and webhooks at. You should disclose this to your customers if required by applicable privacy law.

7. Security

We use industry-standard security measures including encrypted HTTPS connections, hashed passwords, and access controls. Job photos are stored with access controls. However, no system is perfectly secure, and we cannot guarantee absolute security of your data.

8. Your Rights

Depending on your location, you may have rights regarding your personal data, including:

• Access to the personal data we hold about you
• Correction of inaccurate data
• Deletion of your account and associated personal data
• Export of your data in a machine-readable format
• Objection to certain processing activities

To exercise any of these rights, contact us at info@my-fieldforge.com. We will respond within 30 days.

9. Cookies

FieldForge uses Google Analytics on its public website pages (see section 4) to understand how visitors find and use the site. Google Analytics sets first-party cookies (such as _ga) and sends usage data, including your IP address and the pages you view, to Google. We do not use advertising cookies, and Google Analytics is not loaded inside the app or on pages that carry a private link (password reset, invitations, payments, quotes and the customer portal). Inside the app we use browser localStorage to keep you signed in; that data stays on your device. You can block these cookies in your browser settings or with Google's opt-out add-on (tools.google.com/dlpage/gaoptout).

10. Children's Privacy

FieldForge is a business tool and is not directed at individuals under 18. We do not knowingly collect personal information from minors. If you believe a minor has provided us with personal information, contact us and we will delete it.

11. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by email or by displaying a notice in the Service. The "last updated" date at the top of this page reflects the most recent revision.

12. Contact

Questions about this Privacy Policy or your data? Contact us at info@my-fieldforge.com.