Privacy Policy

Last updated: October 2026 (v1.3)

This privacy policy explains how ScopeKit (“we”, “us”, or “our”) collects, uses, and protects your personal data in accordance with the UK General Data Protection Regulation (as amended by the Data Use and Access Act 2025) and the Data Protection Act 2018.

1. Who We Are

ScopeKit is a UK-based software company providing intelligent construction quote generation and project management services. We are the data controller for the personal data described in this policy.

Data Controller Details

Company: ScopeKit
Company Number: 16168944
Registered Address: 55 Hoghton Street, Southport, Merseyside, PR9 0PG, United Kingdom
Email: privacy@scopekit.co.uk


2. Data We Collect

We collect different types of personal data depending on how you interact with our services. The table below summarises the categories of data we process:

CategoryData CollectedPurpose
Account InformationEmail address, name, password (encrypted), account preferencesTo create and manage your account, authenticate access
Employee RecordsFull name, date of birth, National Insurance number, address, phone, emergency contacts, employment detailsWorkforce management, payroll, legal compliance
Customer/Client DataCompany name, contact details, address, VAT number, project historyService delivery, invoicing, customer relationship management
Quote & Project DataSite photos, measurements, project descriptions, cost estimates, progress updatesQuote generation, project management, service delivery
Documents & FilesUploaded documents, certifications, photos, file metadataDocument management, compliance verification, project records
Timesheet & Location DataWork hours, check-in/out times, GPS coordinates (if enabled)Time tracking, payroll, workforce management
Communication DataChat messages, email communications, notificationsCustomer communication, quote discussions, support
Technical DataIP address, browser type, device information, cookiesSecurity, analytics, service improvement
Call Recordings & TranscriptsAudio of calls on our company line, call details (numbers, date, time, duration), automatic transcripts, and notes drawn from themStaff training, quality, resolving disputes, and following up on what was discussed
Audit LogsUser actions, timestamps, system eventsSecurity, compliance, troubleshooting

Special Category Data

We may process limited special category data including:

  • National Insurance Numbers

    Processed for employee payroll and tax compliance under legal obligation

  • Location Data (GPS)

    Point-in-time collection at check-in/check-out only (not continuous tracking). Requires explicit consent from each individual employee via the app, not just employer opt-in. Precise coordinates are retained for 30 days, then aggregated to area level. Can be disabled at any time in individual user settings.


3. How We Use Your Data

We use your personal data for the following purposes:

  • Service Delivery

    Processing quotes, managing projects, workforce scheduling

  • Account Management

    Creating accounts, authentication, password resets

  • Communication

    Sending quotes, project updates, support responses

  • Billing & Payments

    Processing subscriptions, invoicing, payment collection

  • Legal Compliance

    Tax records, employment law, CDM 2015 regulations

  • Security

    Fraud prevention, audit logging, access monitoring

  • Service Improvement

    Analytics, feature development, performance monitoring

  • AI Model Improvement

    Using anonymised and aggregated data to improve our AI systems. Identifiable data is never used for AI training without explicit consent. You may opt out by contacting us.

  • Preparing for your enquiry

    When you ask for a demo or a callback, we look up your business from public sources such as Companies House, your website and published reviews, so our first call is useful. We keep only business information, never personal social media or home addresses.


4. Lawful Basis for Processing

Under the UK GDPR (as amended by the Data Use and Access Act 2025), we process your data based on the following lawful bases:

Contract Performance (Article 6(1)(b))

Processing necessary to deliver our services, manage your account, and fulfil our contractual obligations.

Legal Obligation (Article 6(1)(c))

Processing required by UK law, including tax records, employment regulations, and construction industry compliance (CDM 2015).

Legitimate Interests (Article 6(1)(f))

Processing for business purposes such as security, fraud prevention, analytics, and service improvement. Where the processing falls within the scope of "recognised legitimate interests" under the Data Use and Access Act 2025, a balancing test is not required. For all other legitimate interests processing, we conduct balancing tests to ensure your rights are not overridden.

Consent (Article 6(1)(a))

For optional processing such as marketing communications and non-essential cookies. You can withdraw consent at any time.


5. Data Retention

We retain personal data only as long as necessary for the purposes outlined above, or as required by law. Our standard retention periods are:

Data TypeRetention PeriodLegal Basis
Account InformationDuration of account + 7 yearsContract performance
Employee Records7 years after employment endsContract performance, Legal obligation
Customer/Client Data7 years after last transactionContract performance, Legitimate interest
Quote & Project Data7 years after project completionContract performance
Documents & Files7 years or as legally requiredContract performance, Legal obligation
Timesheet & Location Data7 yearsContract performance, Legitimate interest
Communication Data3 years after last activityContract performance
Technical DataIP addresses anonymised after 30 daysLegitimate interest, Consent (for non-essential cookies)
Call Recordings & TranscriptsAudio and transcripts 6 months; notes drawn from a call are kept with your enquiry or customer recordLegitimate interest
Audit Logs7 yearsLegitimate interest, Legal obligation

6. Data Sharing & Third Parties

We share your data with trusted third-party service providers who assist in delivering our services. All processors are bound by Data Processing Agreements and appropriate safeguards.

ProviderPurposeData ProcessedLocation
Amazon Web Services (AWS)Cloud infrastructure, file storage, authentication (Cognito), transactional email (SES) and SMS (SNS)All platform data: user accounts, employee and customer records, project and quote records, uploaded documents and photographs, and the contents of transactional messagesUnited Kingdom (London, eu-west-2)
Elastic CloudSearch and analytics engine; the primary data storeIndexed copies of platform data, including customer records, quotes, projects, timesheets and audit logsUnited Kingdom (London, eu-west-2, hosted on AWS)
StripeSubscription billing and payment processingBilling contact details, tokenised payment card information, invoicing records and subscription dataEuropean Union and United States (EU data residency; Data Privacy Framework)
SentryError monitoring and performance tracingApplication error reports, performance metrics, device and browser metadata; may incidentally include user identifiers or IP addressesUnited States (Standard Contractual Clauses and UK IDTA in place)
AnthropicAI quote drafting, document analysis and the in-product assistantSite photographs, project descriptions, measurements, specifications and document text submitted for analysis. Not retained by the provider for model training.United States (Standard Contractual Clauses and UK IDTA in place)
OpenAIAI text generation and document extractionProject descriptions, specifications and document text submitted for analysis. Not retained by the provider for model training.United States (Standard Contractual Clauses and UK IDTA in place)
Google (Gemini)AI image and document analysisSite photographs and document text submitted for analysis. Not retained by the provider for model training.United States (Standard Contractual Clauses and UK IDTA in place)
Google Maps PlatformAddress lookup, geocoding and mappingSite and customer addresses submitted for lookup, map tile requests; may include IP addresses and approximate locationGlobal (Google Cloud; Standard Contractual Clauses in place)
SlackInternal ScopeKit staff notifications (sales enquiries and operational alerts)The name, email address, telephone number and company of somebody who submits an enquiry through our websiteEuropean Union and United States (Data Privacy Framework)

We may also share data with:

  • Legal authorities

    When required by law or to protect our legal rights

  • Professional advisers

    Accountants, lawyers, and auditors under confidentiality agreements

  • Business transfers

    In the event of a merger, acquisition, or sale of assets (with notice)

6A. Data Breach Notification

In the event of a personal data breach, we will:

  • Notify the ICO

    Where required, we will notify the Information Commissioner's Office within 72 hours of becoming aware of a breach that is likely to result in a risk to individuals' rights and freedoms.

  • Notify Affected Individuals

    Where a breach is likely to result in a high risk to your rights and freedoms, we will notify you without undue delay via email and in-app notification.

  • Breach Notification Content

    Notifications will include: the nature of the breach, categories of data affected, likely consequences, measures taken to address the breach, and contact details for further information.

  • Organisation Notification

    If you are an Organisation using our Service as a data controller, we will notify your designated contact within 48 hours of confirming a breach affecting your data, as detailed in our Data Processing Agreement.


7. International Transfers

Your data is stored in the United Kingdom (London, eu-west-2). Both our application infrastructure and the search index that holds your records run in that one region; nothing is stored in the EU or the United States at rest. The one exception is recordings and transcripts of calls on our company phone line, which our telephony provider may hold in the European Union (see section 12). When we transfer data outside the UK/EEA, we ensure appropriate safeguards are in place:

  • UK Adequacy Decisions

    Transfers to countries deemed adequate by the UK Secretary of State

  • Standard Contractual Clauses (SCCs)

    UK-approved contractual safeguards for international transfers

  • EU-US Data Privacy Framework

    For transfers to certified US organisations


8. Your Rights

Under the UK GDPR (as amended by the Data Use and Access Act 2025), you have the following rights regarding your personal data:

Right of Access (Article 15)

Request a copy of all personal data we hold about you

How to exercise: Use the Data Export feature in Settings or contact us

Right to Rectification (Article 16)

Request correction of inaccurate or incomplete data

How to exercise: Update your profile in Settings or contact us

Right to Erasure (Article 17)

Request deletion of your personal data (subject to legal retention requirements)

How to exercise: Use the Data Deletion feature in Settings or contact us

Right to Restrict Processing (Article 18)

Request limitation of processing in certain circumstances

How to exercise: Contact us with your request

Right to Data Portability (Article 20)

Receive your data in a structured, machine-readable format

How to exercise: Use the Data Export feature (JSON format available)

Right to Object (Article 21)

Object to processing based on legitimate interests or for marketing

How to exercise: Contact us or update your preferences in Settings

Rights Related to Automated Decision-Making (Article 22)

Request human review of automated decisions that significantly affect you

How to exercise: Contact us for review of AI-generated content

Response Time

We will respond to your request within one month. If your request is complex, we may extend this by up to two additional months, and we will inform you of any extension.


9. Cookies

We use cookies and similar technologies to enhance your experience. For detailed information about the cookies we use, please see our Cookie Policy.

You can manage your cookie preferences at any time through our cookie banner or in your browser settings.


10. Data Security

We implement appropriate technical and organisational measures to protect your personal data:

  • Encryption of data in transit (TLS 1.3) and at rest (AES-256)
  • Multi-factor authentication available for all accounts
  • Regular security audits and penetration testing
  • Role-based access controls with audit logging
  • Automatic virus scanning of all uploaded files
  • Secure cloud infrastructure with ISO 27001 certified providers
  • Staff training on data protection and security
  • Incident response procedures and breach notification processes

11. Children's Privacy

Our services are designed for business use and are not intended for individuals under 18 years of age. We do not knowingly collect personal data from children. If you believe we have collected data from a child, please contact us immediately.


12. Calls and Call Recording

Calls to and from our company phone line may be recorded, transcribed and analysed. Every call on that line starts with a short announcement saying so, before the conversation begins. This section explains what we record, why, and the choices you have.

  • What we record

    The audio of the call, call details such as the numbers, date, time and length of the call, and an automatic transcript of what was said.

  • Why we record

    To train our team, to check and improve the quality of our calls, and to have an accurate record if there is ever a disagreement about what was said or agreed.

  • Automatic analysis

    We analyse transcripts automatically, using AI, to draw out notes such as what you need, any concerns you raised and the next steps we agreed, so our follow-up reflects the conversation. These notes may help us decide who to contact next, but a person always makes that decision. We do not analyse your voice, tone or emotions, and we do not use recordings to identify you by your voice.

  • Lawful basis

    Our legitimate interests in training, quality, keeping accurate records and following up on enquiries (Article 6(1)(f)). We have assessed these interests against your rights and expectations, and the announcement at the start of each call is part of how we meet them.

  • How long we keep it

    Call recordings and transcripts are deleted after 6 months. The notes drawn from a call are kept with your enquiry or customer record, for as long as we keep that record.

Who processes call data for us

  • A cloud telephony provider, which carries, records and stores our calls and produces transcripts, with call data held in the UK or the European Union
  • Our cloud hosting providers, which store transcripts and call notes in the United Kingdom
  • An AI provider, which analyses transcript text to produce call notes and does not use it to train its models. This may involve a transfer outside the UK, protected as described in section 7

Your choices on a call

You can ask us not to record a call, and we will call you back on a line that is not recorded or continue by email instead. After a call, you can ask for a copy of the recording, ask us to correct the notes we made from it, or object to us keeping it, by emailing privacy@scopekit.co.uk. If another person can be heard on the recording, we consider their privacy before we send you a copy. We never take card payment details over the phone, so please do not read them out on a call.


13. Changes to This Policy

We may update this privacy policy from time to time to reflect changes in our practices or legal requirements. We will notify you of significant changes by email or through a prominent notice on our website. We encourage you to review this policy periodically.


14. Contact Us

If you have questions about this privacy policy or wish to exercise your data protection rights, please contact us:

Email: privacy@scopekit.co.uk
Company Number: 16168944
Registered Address: ScopeKit, 55 Hoghton Street, Southport, Merseyside, PR9 0PG, United Kingdom

For data protection enquiries, please include “Data Protection Request” in your subject line.

Right to Complain

If you are not satisfied with our response or believe we are processing your data unlawfully, you have the right to lodge a complaint with the Information Commissioner's Office (ICO):

Website: ico.org.uk/make-a-complaint
Phone: 0303 123 1113