Company & User Records
Business details, authorized users, roles, contact information, and account preferences.
What ClearView may hold
The exact information depends on the modules and services a customer uses.
Customers & Work
Customer records, service locations, estimates, jobs, schedules, invoices, and service history.
Field Information
Work notes, checklists, customer authorizations, photos, documents, materials, and closeout records.
Equipment & Inventory
Equipment details, service history, parts, warehouse records, and truck-stock information when those modules are used.
Provider Applications
Tradesman and Local Pros applications may include business, licensing, insurance, and service-area information.
Support Communications
Messages and information a customer provides when requesting help or onboarding guidance.
Private records and public information are different
ClearView separates internal operating records from information approved for public display.
Private Business Information
- User and account administration
- Customer and job records
- Internal notes and workflow history
- Private documents and application records
- Non-public addresses and contact preferences
Approved Public Information
- Published company or provider name
- Approved service categories and descriptions
- Approved public contact details
- Published service areas and offers
- Commercial storefront location when the business chooses to publish it
Plan for the full information lifecycle
Retention, export, correction, and deletion requests are handled according to the service relationship, legal requirements, and the type of record involved.
- 01Customers should keep their own copies of critical records required for accounting, tax, insurance, safety, or regulatory purposes.
- 02Available export methods depend on the ClearView module, plan, and record type.
- 03Some records may need to be retained for legal, financial, security, or dispute-resolution purposes.
- 04Public provider profiles can be unpublished without exposing private application information.
- 05Privacy requests and contractual terms are governed by the Privacy Policy and applicable service agreements.
NEXT //PRIVACY & DATA QUESTIONS
Review the details that matter to your business
Use the Privacy Policy for formal terms, or contact ADMS to discuss onboarding, exports, retention, and public-profile requirements.