Privacy Policy

Account information. When you create an account or request a demonstration, we may collect your name, company name, email address, telephone number, job title, contractor license number (if you choose to provide it), and billing information (where applicable). Your password is stored by our authentication provider and is never visible to us.

Project & bid information. When using MyLevelBid, you may upload or generate bid packages, subcontractor proposals, project specifications, pricing information, scope documentation, and supporting project files. These are the heart of the service and are treated as your confidential business data.

Usage information. We may automatically collect information about how you use the platform — login activity, browser and device information, IP address, session information, feature usage, and performance and diagnostic data. What we collect here depends on the analytics choice you make, described below.

Signing in with Microsoft or Google. If you choose “Continue with Microsoft” or “Continue with Google,” that provider confirms who you are and shares your email address and basic profile (such as your name) with us. We use them only to sign you in to your MyLevelBid account. We never see your Microsoft or Google password.

Bids you import. You can bring bid documents in from Microsoft Outlook, OneDrive and SharePoint, Google Drive, Dropbox, or Procore. Each import reads only what you choose: the email or files you pick in Microsoft’s, Google’s or Dropbox’s own window, or the projects and bids you select in Procore. What you import is stored with your project like any other upload. The access Microsoft or Google grants for an import stays in your browser and expires; it is never stored on our servers. Dropbox gives your browser a short-lived link to just the files you picked. If you connect Procore, we store the authorization tokens needed to import your projects and bids; we never see your Procore password.

Forwarded email. Each bid package has its own forwarding address. When a member of your team forwards an email to it, we receive the whole message, add its attachments to that bid package, and email a confirmation back to the sender. Email from anyone outside your team is ignored. The original message is kept for up to 30 days, then deleted.

Outlook add-in. The “Send to MyLevelBid” add-in can read only the email you have open when you use it, and sends us only the attachments you tick. It cannot read your other mail and never sends email.

Information from Google APIs. MyLevelBid’s use and transfer to any other app of information received from Google APIs will adhere to the Google API Services User Data Policy, including the Limited Use requirements. We use Google Drive access only to import the files you pick, and never for advertising or to train machine-learning models.

We use your information to:

• Provide and maintain the MyLevelBid platform
• Process and organize the bid documents you upload, at your request
• Deliver bid leveling, risk flags, and bid comparisons
• Improve platform performance and functionality
• Respond to customer support requests
• Communicate product updates and service notifications
• Maintain platform security
• Meet legal and regulatory obligations

We do not sell your personal information or customer project data, and we do not use your documents — nor do our service providers — to train machine-learning models.

Your bid packages, project documents, and uploaded information remain your property. MyLevelBid processes customer data solely to deliver the services you request. We do not use confidential customer bid information to compete with our customers, and we do not disclose proprietary project information to third parties except as required to provide our services or comply with applicable law.

When you first visit, we ask how you’d like analytics handled. Both options help us improve the product; they differ only in whether we can recognize you across visits.

Reject non-essential. Analytics run anonymously. Nothing is stored on your device for tracking, no identity is attached to events, and each visit starts fresh.

Accept all. We store an identifier on your device so your sessions connect across visits, and events are linked to your account and company.

Either way, analytics events never include the contents of your documents, bid amounts, or subcontractor names. Your choice is remembered on your device and can be changed any time in Settings → Account → Analytics preferences. For more detail, see our Cookie Policy.

MyLevelBid is a team product. Projects, bid packages, documents, comparisons, and shared notes are visible to the members of your company workspace according to their roles. Private notes are visible only to their author. Company owners and admins manage who is on the team.

We use a small number of service providers to run MyLevelBid, each contractually required to safeguard customer information and to process data only on our behalf. These include providers of cloud hosting and infrastructure, data storage, authentication, document analysis, customer support, payment processing, analytics (per your consent choice), security monitoring, and email communications — and Microsoft, Google, Dropbox and Procore, only when you use them to sign in or import. We may also disclose information where required by law or to protect our legal rights. A current list of providers is available on request at admin@mylevelbid.com.

Protecting customer information is fundamental to our business. Data is encrypted in transit and at rest, access to production systems is restricted, and every request to your data is checked against your company membership on the server. We also use secure cloud infrastructure, authentication safeguards, regular security monitoring, and backup and disaster-recovery procedures. No system can guarantee absolute security, but if we ever become aware of a breach affecting your data, we will notify you promptly.

We keep your project, bid, and account records for as long as your account is active. Uploaded document files are retained for up to twelve months from the date they are uploaded, after which they are automatically deleted from storage. When you delete a project, bid package, or submission, the associated records are removed and the underlying document files are deleted at the same time; any residual copies are purged within twelve months. To delete your account and company data entirely, contact us at admin@mylevelbid.com and we’ll complete the deletion within 30 days, subject to any legal or contractual retention requirements.

Depending on your location and applicable law, you may have rights to:

• Access your personal information
• Correct inaccurate information
• Request deletion of your information
• Request a copy of your data
• Object to certain processing activities
• Withdraw consent where applicable

You can access and update your account and company information in Settings. To make any other request, email admin@mylevelbid.com. We honor reasonable requests regardless of jurisdiction and respond in accordance with applicable law.

MyLevelBid currently processes and stores customer data in the United States. If we process information using cloud infrastructure in other jurisdictions in the future, we will implement appropriate safeguards to protect personal information during international transfers where required.

MyLevelBid is intended for business users and is not directed toward individuals under the age of 18. We do not knowingly collect personal information from children.

We may update this Privacy Policy periodically to reflect changes in our services, technology, legal requirements, or business practices. When material changes are made, we will update the effective date and notify active accounts by email or an in-app notice before the changes take effect. See also our Terms of Service.

If you have questions about this Privacy Policy or our privacy practices, contact us at admin@mylevelbid.com.