Privacy Policy

1. Introduction

BLDRTEAM SERVICES LLC (“BldrTeam,” “we,” “us,” or “our”) provides project management software for home builders and construction companies. This Privacy Policy explains how we collect, use, and share personal information when you visit our public site, create an account, or use any of our services (collectively, the “Services”). By using the Services, you agree to the practices described in this policy.

2. Information We Collect

• Account and Profile Information: name, company details, job title, address, phone number, email, and account credentials.
• Business Information: project files, schedules, customer lists, contractor details, notes, and other data you upload or generate.
• Usage Information: device and browser data, IP address, log files, analytics events, support tickets, and other activity on our Services.
• Third-Party Data: information received from integrations (such as accounting and payment platforms) to enable the features you request. BldrTeam does not store payment card numbers on our servers.
• Communication Data: messages you send to support@bldrteam.com or through in-product chat, along with survey responses or feedback.

3. How We Use Information

• Provide, secure, and maintain the Services;
• Configure and support integrations you request;
• Communicate with you about your account, updates, and support requests;
• Personalize content and improve features through analytics and research;
• Comply with legal obligations and enforce our agreements;
• Protect the safety and integrity of our users, employees, and the Services.

4. Legal Bases (EEA/UK Visitors)

When required, we rely on contractual necessity, legitimate interest, consent, or compliance with legal obligations to process personal information.

5. How We Share Information

We share information only as needed to deliver the Services or when required by law:

• Service Providers: hosting, analytics, email delivery, customer support, artificial intelligence, and integration partners who process data on our behalf under contract.
• Bank Connections: when you connect a bank account to make or receive payments, we use one of two providers, depending on how the payment is made: Plaid Inc. (“Plaid”) or Stripe. With your consent, the provider collects your account details from your bank. We use them only to set up and make the payments you request, which can include sending them to the payment processor that makes the payment. Plaid handles your information under the Plaid End User Privacy Policy, and Stripe under the Stripe Privacy Policy. We do not store full account numbers. For a bank connected through Plaid, we keep the bank’s name, the account’s name and last four digits, the result of the account holder name check, and an encrypted connection token. We disconnect a Plaid bank when it has been replaced and no payment still uses it, or when the vendor or the builder’s account is deleted.
• Integration Partners: when you enable external tools (such as accounting software), we share the information needed to power that integration.
• Business Transfers: in connection with a merger, acquisition, or sale of assets.
• Legal Requests: to comply with legal obligations, protect rights and safety, or prevent fraud.

We do not sell personal information.

Builders who use BldrTeam enter information about their own clients, vendors, and employees. For that information, the builder decides what is collected and how it is used, and BldrTeam processes it on the builder’s behalf to provide the Services. If you are a builder’s client or vendor and want to access, correct, or delete your information, contact the builder directly or email us and we will route your request to them.

6. Mobile Information and SMS Consent Data

Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. Information sharing with subcontractors in support services, such as customer service, is permitted. All other use-case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

For details about message types, frequency, charges, and opt-out instructions, see the BldrTeam Text Messaging. Message frequency varies. Message and data rates may apply.

7. Data Retention and Security

We retain information while your account remains active or as needed to provide the Services, comply with legal obligations, resolve disputes, and enforce policies. When a subscription ends, we keep the account’s data for one (1) year so the customer can request a free export, then delete it from our production systems. Backup copies are deleted within a further 30 days. We use administrative, technical, and physical safeguards designed to protect personal information. No security program is perfect; please notify us promptly of any suspected unauthorized activity.

8. Your Choices

• Access, Update, or Delete: contact support@bldrteam.com to request access, corrections, or deletion.
• Marketing Preferences: opt out of promotional emails via the unsubscribe link or by contacting us.
• Text Messaging Preferences: reply STOP to opt out, manage choices from your BldrTeam profile when available, or ask the BldrTeam customer who requested your consent.
• Integrations: enable or disable integrations in your account settings.

9. International Transfers

If you access the Services from outside the United States, you agree that your information may be transferred to and processed in the United States, where privacy laws may differ. We take steps to ensure appropriate safeguards when transferring data across borders.

10. Children’s Privacy

Our Services are not directed to children under 16, and we do not knowingly collect personal information from them. If you believe we have collected such information, contact us so we can delete it.

11. Changes to This Policy

We may update this Privacy Policy from time to time. The “Last updated” date reflects the latest revision. We will notify you of material changes by email or by posting a notice on the Services. Continued use after changes means you accept the updated policy.

12. Contact Us

BLDRTEAM SERVICES LLC
Raleigh, North Carolina
support@bldrteam.com