PILOT INFORMATION

Your records.
Clear boundaries.

This page explains how the current pilot handles information. It is a practical data notice; business-specific privacy and retention terms must be finalised before a public launch.

Your account

Online sign-in, email verification and password recovery are handled by Supabase Auth. Local test accounts are stored on the pilot server and are disabled in hosted mode. Registration does not grant administrator access or automatically join you to a business. You can create a new business you administer, or your team administrator can add you to an existing business.

Your job records

The TaskDo workspace saves customers, jobs, invoices, photos, audio, notes and report PDFs on its server. In the local pilot this is the computer running TaskDo; the planned Railway deployment uses a persistent server volume. Access requires an active account in your business. Signing out does not delete business records. Older device storage and any PDFs you download remain separate copies.

Transcription and address lookup

When you choose Transcribe, the selected recording is sent to OpenAI for speech-to-text. You review the result before adding it to notes. Optional address suggestions send the text you type to Photon (Komoot); you can turn suggestions off.

Customer imports and invoice email

Customer CSV files are previewed in your browser. Confirming an import saves the selected customer details to your business workspace. When an owner chooses Send invoice email, the recipient address, message, business reply address and invoice PDF are sent to Resend for delivery. Email attempts and delivery status are kept with the invoice.

What goes into a customer report

Generated PDFs include report notes and selected photos. Private notes, original recordings and transcript drafts are excluded. Downloaded or shared PDFs are separate copies outside the app’s storage controls.

Team access

Trusted members of the same business can access its shared customers, jobs, evidence and invoices. Private notes and recordings are private to the team; they are excluded from customer reports. Owners manage team access, business settings, bulk customer imports and invoice email. Other businesses cannot access these records through the workspace.

Keeping and removing data

Automatic retention deletion has not been enabled for this workspace. Archiving evidence keeps its original file. Saved reports are fixed copies; later job edits do not rewrite them. Exported PDFs, sent email and backups remain separate copies. Ask the person operating TaskDo about access, corrections, removal and retention for your business.