Information used to run your account
ServicePilot stores the business, customer, job, quote, invoice and team information needed to provide the features you choose. That can include contact details, job notes, attachments, your catalogue, rates, invoice details and account configuration.
What happens when you ask AI to draft a quote
An AI quote request uses the details you provide about the job. To make a useful draft, ServicePilot may include relevant catalogue items and rates from your own account, plus attached job images when you choose to include them. The result is returned to your account as a draft quote.
You remain responsible for the final quote. ServicePilot does not automatically send an AI draft. Review and edit the scope, quantities, descriptions and prices before you decide to send it to a customer.
Connected services
Some optional features require a connection to another provider, such as Xero for accounting, Stripe for payments, Google Maps for route information or an AI provider for a requested draft. Those providers process the information needed for the connected feature under their own terms and privacy practices.
How to limit what is included
- Only attach photos or job details that are needed for the draft.
- Keep your catalogue current so the draft can use the right services and rates.
- Remove or edit any draft details before sending it to a customer.
- Ask us for help if you need to understand a particular connection before enabling it.
Security and questions
ServicePilot uses standard security controls to protect account access and information in transit. Security practices and service providers can evolve, so please contact us if your business has specific contractual, data-residency or security requirements.