Opserly Privacy Policy

Opserly, Inc. and its affiliates (“Opserly,” “we,” “us,” or “our”) provide cloud software for invoicing, quotes and statements of work, accounts payable and vendor payments, timesheets, job dispatch and field service management, inventory and warehouse operations, customer portals, warranties, automations, and related business services (the “Services”).

This Privacy Policy explains how we collect, use, disclose, and protect personal information when you visit www.opserly.com, start a free trial, subscribe, contact us, or use the Services. By using our websites or Services, you agree to this Policy. If you do not agree, do not use the Services.

Account and signup information: name, work email, phone number, company name, business type, billing and shipping address, and related organization details you provide when requesting a demo, starting a free trial, or purchasing a subscription.

Service data: information you and your users upload or generate in the Services, which may include customer and vendor contact details, invoices, payment records, job and appointment data, timesheets, inventory records, documents, messages, and configuration settings. We process this data as a service provider / processor on behalf of your organization (the controller), except where we act as a controller (for example, for our own marketing site and billing relationship with you).

Payment information: when you purchase a paid plan, payment card or bank details are typically collected and processed by our payment processors (such as Stripe). We receive limited payment metadata (for example, last four digits, status, and billing identifiers) and do not store full card numbers on Opserly systems.

Usage and device data: IP address, browser type, device identifiers, pages viewed, referring URLs, approximate location derived from IP, and diagnostic logs. We may use cookies, pixels, and similar technologies, including Google Tag Manager and Google Analytics when enabled, to understand site performance and marketing effectiveness.

Communications: content of support tickets, emails, chat, and call notes when you contact us.

We use personal information to: provide, operate, secure, and improve the Services; create and administer accounts and organizations; process transactions and subscriptions; send transactional notices (invoices, password resets, service alerts); respond to support requests; personalize and measure our marketing (where permitted and with opt-out); detect fraud, abuse, and security incidents; comply with law; and enforce our Terms of Use.

We do not sell personal information as “sale” is commonly defined under U.S. state privacy laws. We do not use Service customer data for third-party advertising.

Where GDPR/UK GDPR applies, we rely on: performance of a contract; legitimate interests (security, product improvement, B2B marketing to existing or prospective customers with easy opt-out); consent where required (certain cookies or marketing); and legal obligation.

We share information with: subprocessors that host and operate the Services (cloud infrastructure, email/SMS delivery, analytics, payments, error monitoring); professional advisors under confidentiality; and authorities when required by law or to protect rights and safety.

If your organization connects third-party apps (for example QuickBooks Online, Stripe, Plaid, shipping carriers, or portals), those providers process data under their own terms. We are not responsible for third-party practices outside our control.

In a merger, acquisition, or asset sale, personal information may transfer as part of the transaction, subject to continuing confidentiality commitments.

We use essential cookies for security and session management. With your consent (where required), we use analytics and marketing tags via Google Tag Manager to measure traffic and campaign performance. You can reject non-essential cookies via our cookie banner and manage browser settings. See also our Cookie disclosures on the marketing site.

We retain account and billing records for the life of the customer relationship and as required for tax, accounting, and legal obligations. Service data is retained according to your subscription and our retention schedules; you may request deletion subject to legal holds and backup cycles. Marketing records are retained until you opt out or we no longer have a legitimate need.

We implement administrative, technical, and physical safeguards designed to protect personal information, including encryption in transit, access controls, logging, and least-privilege practices. No method of transmission or storage is 100% secure. You are responsible for safeguarding your credentials and for configuring organization-level access appropriately.

Depending on your location, you may have rights to access, correct, delete, port, or restrict certain personal information, and to opt out of targeted advertising or certain profiling. Marketing emails include unsubscribe links. To exercise rights regarding Opserly’s marketing site or our controller processing, contact privacy@opserly.com. For data your organization stores in the Services, contact your organization administrator first; we will assist controllers as required by applicable law and our agreements.

We will not discriminate against you for exercising privacy rights.

The Services are designed for business users and are not directed to children under 16. We do not knowingly collect personal information from children.

Opserly is based in the United States. If you access the Services from outside the U.S., your information may be processed in the U.S. and other countries that may have different data-protection laws. Where required, we use appropriate transfer mechanisms (such as standard contractual clauses) with subprocessors.

We may update this Policy from time to time. The “Effective” date and version identifier will change when we do. Material changes will be posted on this page and, where appropriate, communicated to account administrators. Continued use after the effective date constitutes acceptance of the updated Policy.

Privacy inquiries: privacy@opserly.com. General support: support@opserly.com. Website: https://www.opserly.com.