1. Who we are and what this covers
nearvise (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose and safeguard information when you use our apps and website (the “Service”). By using the Service, you agree to the practices described here.
The five nearvise apps share one account system and one set of business data — signing in to one signs you in to the same account in all of them — so this policy covers all of them:
- nearvise — the local marketplace: ask a question or post a job, get quotes from local businesses, comment on posts and chat privately with a business.
- nearvise Payments (also called nearvise POS) — in-person checkout: card, Tap to Pay, QR code and payment-link, cash and Zelle payments, receipts, refunds, staff, waitlist and reports.
- nearvise Invoice — invoices, estimates, clients, items, scheduled visits and business reports.
- nearvise CRM — a business owner’s customer book built from the records the other apps keep, with notes, text campaigns and two-way texts sent from the business’s own Twilio account.
- nearvise Connect — a network for nearvise business owners: member profiles, posts, comments, likes, photos and videos, groups, direct and group messages, and support from the nearvise team.
- nearvise business websites — the menu editor and website builder for businesses, the websites businesses publish, and the waitlist and reservation pages their guests use.
2. Information you give us
Your account
- Name and, for businesses, business name, address, logo and business type
- Email address and mobile phone number, each confirmed with a code
- Your general area — a ZIP code, city and state — so the marketplace can show posts and businesses near you
- Payment information for subscriptions, processed by Stripe
Contacting us
- When you use the contact form on nearvise.com: your name, email, optional phone number, topic and message, plus the page you sent it from and a scrambled form of your IP address to stop abuse. We use it only to answer you and keep a record of the request.
The marketplace (nearvise app)
- Questions and job posts you write: description, title, category, budget, timeline and photos
- Answers to the follow-up questions the app suggests while you write a post
- Quotes businesses send, public comments on posts, and private one-to-one chat messages between a poster and a business
- Your phone number, shared with a business only if you choose to share it
- Push notification tokens and an in-app notification inbox about your posts, quotes and messages
- For businesses, whether you’ve turned on the optional daily email of new work nearby
Posters are anonymous. Other users never see a poster’s name: posts, comments and chats show the poster as “Customer” with a city and state (for example, “Customer · Austin, TX”). Businesses are shown by their business name, and business profiles are public. When you accept a quote, your name is shown to that business only — no one else — and your phone number only if you choose to share it.
Reports, blocks and moderation (nearvise and nearvise Connect)
- You can report a post, comment, message, quote or user, and block a user. When you report something we keep a record of the report: a copy of the reported text, the reason and any note you add, your account as the reporter, and the account that was reported.
- When you block someone we keep a record of who blocked whom, so their content is hidden from you and they cannot contact you.
- Reports are reviewed by the nearvise team, with a target of within 24 hours. Content reported by several people is hidden automatically until it has been reviewed.
- An automatic filter hides posts, comments and messages that contain offensive terms. Photos and videos posted in nearvise Connect are checked automatically for explicit content.
- We keep a record of moderation decisions, such as content hidden or removed and accounts paused.
Business records (Payments and Invoice)
- Items, prices, add-ons, descriptions, photos, dietary and allergen details, and SKUs or barcodes
- Sales and invoice records: items sold, amounts, taxes, fees, tips, payment method and date
- Clients you bill: name, email, phone number and service address, which you enter or choose from your contacts
- Invoices and estimates: line items, amounts, taxes, fees, discounts, due dates, payment status and history
- Service scheduling, if you turn it on: each client’s service days and hours, and the name and phone number of the worker you assign, so the day’s schedule can be texted to them
- A customer’s phone number or email address, when you enter it to send them a receipt, invoice, estimate or payment link
- Your bank and identity details for payouts, which you give directly to Stripe
Staff
- A staff member’s name, email and confirmed mobile number
- Clock-in and clock-out times, shift fixes and the reasons given for them
- Tips earned on their sales, tip payouts the owner records, and the Zelle or Venmo details a staff member chooses to add so they can be paid
Your customers and guests
- Waitlist and reservation requests: name, phone number or email, party size, requested time and any note
- Orders placed on a business’s nearvise website: name, phone number, email, and delivery or shipping address when needed. Card details are entered on Stripe’s checkout page
nearvise CRM
- nearvise CRM brings together, per customer, what your business already has in nearvise: register sales, orders from your nearvise website, invoices, your client list and waitlist visits. A website order is matched to a client by the phone number or email the customer gave at checkout.
- From those records our servers work out each customer’s totals (visits, amount spent in store and online, average ticket, first and last visit), a group such as New, Regular, At risk or Lapsed, and daily totals for your reports. These are shown only to the business owner; staff accounts cannot see them.
- Notes and tags you add to a customer, which are private to your business
- Contacts you choose from your phone to add as customers: only the name, phone number and email of the contacts you pick are saved. Nothing else in your address book is read or uploaded
- If you ask for your customer list, it is built on our servers and emailed as a spreadsheet to your business email
CRM texting (campaigns and two-way texts)
- If a business turns on texting, it connects its own Twilio account: it gives us its Twilio Account SID, Auth Token and phone number. These credentials are kept on our servers only and are never sent back to the app.
- Text campaigns and one-to-one texts are sent from the business’s own Twilio number. We store the messages it sends, the replies its customers send back, delivery status, and each campaign’s recipients and results, so the owner can read each conversation in the app.
- Every campaign text tells the customer how to opt out. A customer who replies STOP (or a similar word) is marked as opted out and is not sent further campaign texts; replying START opts back in.
- For these texts, the business is responsible for its customers’ consent and nearvise processes the messages on the business’s behalf. Twilio handles them under the business’s own agreement with Twilio.
nearvise AI phone line
- A business can have an AI assistant answer its phone. The assistant tells callers it is a virtual assistant. It answers questions from the business’s menu, hours and profile, and takes pickup orders, which the business receives in nearvise Payments; callers pay the business when they pick up.
- To take a call, the caller’s speech is streamed in real time to our AI provider (Google Gemini) and the assistant’s replies are spoken back. We do not record call audio.
- We keep, for the business: the caller’s phone number, the name and order they give, a text transcript of the call, the call’s time and length, and any message they leave for the business. Repeat callers are recognised by their number so they don’t have to repeat their name.
- If the business turns them on, the caller gets text messages with their order details, or a link they ask for (menu, delivery or reservations), from the business’s phone line number. The calls and texts go through Twilio.
- The business is responsible for telling its customers it uses an automated assistant where the law requires, and nearvise processes calls on the business’s behalf.
nearvise Connect
- Your member profile: display name, profile photo, headline, and your business’s name, type, city and state, website, description and years in business, prefilled from your nearvise business account. Profiles are visible to other Connect members.
- Posts, questions and polls (with your vote), photos and videos you add, comments, likes, answers marked solved, follows, and the groups you create or join. Content in a public group or the main feed is visible to all members; content in a private group is visible only to its members.
- Direct messages and group chats, including photos, and messages you send to the nearvise team for support. The nearvise team can read messages sent to it.
- Blocks and mutes you set, reports you make, your notification preferences and time zone (for quiet hours), and your acceptance of the community guidelines.
- Photos are re-encoded on your device and again on our servers to remove hidden metadata, including location. Videos are limited to 90 seconds.
- Only nearvise business owners with an active business account can join. Connect also shows marketplace posts from the nearvise app, which are anonymous as described above.
3. Information collected automatically
- Device information: model, operating system version and app version
- IP address and approximate location
- Features used, error logs, crash reports and performance measurements
- Push notification tokens, so we can send the notifications you turn on
- Website analytics: pages visited on nearvise.com
Device permissions
Each app asks only for the permissions it needs, and only when you use the feature. You can turn any of them off in your phone’s settings.
- Location — nearvise: to show posts near you and fill in your area when you join; you can enter a ZIP code instead. nearvise Payments: only when a card payment is taken in person, because card networks require where a payment happened. nearvise Invoice, nearvise CRM and nearvise Connect do not use location.
- Camera and photos — in nearvise, Payments, Invoice and Connect, when you choose to add a photo, logo or (in Connect) a video, scan a menu or item list, or (in Payments) scan a receipt’s QR code to find a sale. nearvise CRM does not use the camera.
- Contacts — only in nearvise Invoice, nearvise Payments and nearvise CRM, and only when you pick a contact to add as a client, customer or staff member. Only the contacts you pick are read; nothing else in your address book is read or uploaded. The nearvise and nearvise Connect apps do not use contacts.
- Bluetooth and local network — only in nearvise Payments, to connect a Stripe card reader or a receipt printer.
- Microphone — only in nearvise Connect, to record sound while you film a video for a post. No other nearvise app uses the microphone.
Card details read by Tap to Pay or a card reader, or entered on a checkout page, go directly to Stripe. nearvise never receives or stores full card numbers.
4. How we use information
To provide the Service
- Create and secure your account, and confirm your email and phone
- Show posts, quotes, comments and messages, and notify you about them
- Run the register, invoices, payments, refunds, deposits, staff time and tip records
- Publish the website, waitlist and reservation pages a business chooses to publish
- Send the receipts, invoices, estimates, payment links, waitlist texts and reports you ask us to send
- Send a business’s text campaigns and texts through its own Twilio account, and show it the replies
- Run nearvise Connect: feeds, groups, messages and notifications
- Work out dashboard figures, reports and CRM totals on our servers from your own records, shown only to you
AI features
- Suggest follow-up questions while you write a post, and review posts for safety
- Read the items from a photo or file of your menu or price list when you choose to import one
The text or image you submit for these features is sent to our AI provider (Google Gemini) to produce the result. We may also use usage data to improve the Service, including our AI features.
To improve and protect the Service
- Find and fix bugs, measure performance and develop new features
- Prevent fraud, abuse and unauthorized access, and enforce our Terms
- Review reports, filter offensive content, and hide or remove content and pause accounts that break our Terms or community guidelines
- Comply with legal obligations and respond to lawful requests
To communicate with you
- Service announcements, support, billing notices and notice of changes to our Terms or this policy
- For businesses, a daily email of new work nearby, if you turn it on
- Marketing messages, only with your consent
6. Customer information businesses collect
When a business uses nearvise to record its customers, guests, clients or staff, the business decides what to collect and why, and nearvise processes that information on its behalf.
- Businesses must have a lawful basis for the information they enter and give their customers any notice the law requires.
- Businesses should only text or email a customer who gave them their number or address for that purpose.
- A business that sends text campaigns from nearvise CRM is responsible for having its customers’ consent to receive them and for registering its number with Twilio and the carriers as they require. nearvise honours opt-outs automatically.
- Businesses are responsible for answering their own customers’ requests to access or delete their information. We will help where we can.
7. Security
- Data is encrypted in transit and at rest on Google Cloud.
- Access is limited by account and role: staff cannot see reports, deposits, customers or payment settings, and sensitive records can only be written by our servers.
- Credentials you connect, such as a Twilio Auth Token or QuickBooks access, are kept on our servers and never returned to the app.
- Data is backed up for disaster recovery.
- No online service can guarantee absolute security. Keep your sign-in details safe and tell us at once if you suspect unauthorized access.
8. How long we keep information
- Active accounts: kept while the account is active.
- Deleted accounts: your profile and marketplace posts are removed from the Service at once and kept in a restricted archive for 90 days, for disputes, fraud prevention and legal requests, and then deleted. Invoices and sales records stay for the business’s and its customers’ records, and records we must keep for legal, tax, payment or dispute reasons may be kept longer where the law requires.
- nearvise CRM customer totals, notes and tags: deleted as soon as you delete your account.
- nearvise CRM texts, conversations and campaigns, and your Twilio credentials: kept while texting is connected and your account is active; deleted when you delete your account.
- nearvise AI phone line: call transcripts, caller details and messages are kept while the business’s account is active and deleted when the business deletes its account. Phone orders stay with the business’s order records, like its other orders.
- nearvise Connect: your profile, posts, comments, likes, follows, blocks, mutes, photos, videos and direct messages are deleted when you leave Connect or delete your account; messages you sent in a group chat are blanked. Connect notifications are cleared after 90 days, and Following-feed entries after 60 days.
- Reports and moderation records: kept after the reported content or account is gone, so we can deal with repeat abuse and answer appeals and legal requests.
- Customer lists and reports you email yourself are not kept on our servers; the attachment exists only in your email.
- Notifications in the nearvise app inbox: cleared after 30 days.
- Unanswered reservation requests expire automatically.
- Contact-form messages: kept for as long as we need to answer you and keep a record of the request.
- Logs: 90 days to 1 year. Crash reports: 90 days. Aggregated analytics: kept in anonymized form.
9. Deleting your account
You can delete your nearvise account yourself in any of the five apps. Because the apps share one account, deleting it in one app deletes it in all of them. A business can’t delete its account while card money is still on its way to it — card payments not yet deposited, a balance in its Stripe account, or a card payment started in the last 24 hours — and the app explains what to wait for.
For the steps in each app, what is deleted and what is kept, and how to ask us to delete your account without the app, see Delete your nearvise account.
10. Your choices and rights
- Update your profile and business details in the app at any time.
- Choose whether to share your phone number with a business.
- Turn notifications and the daily work email on or off.
- Block or report anyone who bothers you; in nearvise Connect you can also mute members and leave Connect without deleting your nearvise account.
- Request a copy of your information, or ask us to correct or delete it.
- Opt out of marketing messages; reply STOP to any text from nearvise or from a business using nearvise CRM to stop texts from that number.
Depending on where you live, including California and the European Economic Area, you may have additional rights to object to or restrict processing, to data portability, and to complain to a regulator. To make a request, send us a privacy request. We will not discriminate against you for exercising your rights.
11. Children
The Service is not directed to children, and you must be at least 18 to create an account. We do not knowingly collect information from children under 13. If you believe a child has given us information, let us know and we will delete it.
12. Changes to this policy
We may update this policy from time to time. We will change the “Last updated” date above and, for significant changes, tell you in the app or by email before they take effect.
13. Contact us
Privacy questions and requests: send a privacy request. To delete your account without the app: ask us to delete it. Everything else: contact us.