Workiz Inc. (“Workiz” “us”, “we”, or “our”) operates the website (the “Website“), including Workiz’s application (“App”) (together, the “Service(s)”). 

This page informs you of our policies regarding the collection, use and disclosure of Personal Information when you use our Service.  Nothing in this Privacy Policy is intended to limit in any way your statutory right, including your rights to a remedy or means of enforcement.

We greatly respect your privacy, which is why we make every effort to provide a platform that would live up to the highest of user privacy standards. Please read this Privacy Policy carefully, so you can fully understand our practices and your rights in relation to Personal Information. Unless otherwise defined in this Privacy Policy, terms used in this Privacy Policy have the same meanings as in our Terms and Conditions, accessible at

  1. Information Collection And Use

While using our Service, we will ask you to provide us with certain personally identifiable information that can be used to contact or identify you. Personally identifiable information may include, but is not limited to, the Pro and the Consumer’s email address, name, zip code, credit card details, phone number, postal address, other information (“Personal Information”). In addition, if a Consumer uses WorkizPay to pay for goods and services (currently provided by Stripe), we will collect the Consumer’s name, email address, phone number, postal address, zip code and your credit card details used in the transaction with us. If a Pro decides to make a Sunbit loan product available to a Consumer, we will collect the Consumer’s name, email address, postal address, zip code, credit card details and phone number. If you participate in our referral program, we collect you name and email address. We collect this information for the purpose of providing the Service, including, without limitation, the Stripe payment services and the Sunbit facilitated loans, allowing you to participate in our referral program, and providing you with any rewards in accordance with our referral program terms, identifying and communicating with you, responding to your requests/inquiries, servicing your purchase orders, improving our services and marketing communication. The consequences for not collecting this Personal Information are that we will not be able to provide you with the Services, or as applicable, advise technicians the location of the job, send notifications to Pros, allow you to participate in our referral program and/or process payments (amongst other things).

In addition to the Personal Information mentioned above, users of the Service(s) may provide Workiz with their cell phone number. If users provide their cell phone number, Workiz may use this information to provide support services. The cell phone numbers will be stored on [our secure servers. Furthermore, with the user’s consent, Workiz will also use the provided cell phone number to send SMSs and phone calls for marketing purposes.

Users have the option to opt out of receiving marketing communications at any time. To opt out, users can follow the instructions provided in the SMS or phone call, or they can contact Workiz Inc. directly by emailing indicating their desire to opt out of receiving marketing communications. Please note that even if users opt out of receiving marketing communications, they may still receive non-marketing communications from Workiz related to the provision of Service(s) or support.

Please note that some of the Personal Information will be used for detecting, taking steps to prevent, and prosecution of fraud or other illegal activity, to identify and repair errors, to conduct audits, and for security purposes. Personal Information may also be used to comply with applicable laws, with investigations performed by the relevant authorities, law enforcement purposes, and/or to exercise or defend legal claims. In certain cases, we may or will anonymize or de-identify your Personal Information and further use it for internal and external purposes, including, without limitation, to improve the services and for research purposes. “Anonymous Information” means information which does not enable identification of an individual user, such as aggregated information about the use of our services. We may use Anonymous Information and/or disclose it to third parties without restrictions (for example, in order to improve our services and enhance your experience with them).

  • Use of Generative AI Tools and Automated Chat Services

Workiz leverages advanced generative Artificial Intelligence (AI) technologies, including an automated chat service powered by and OpenAI, Assemly AI. These AI technologies are employed in various capacities, such as enabling our customers to generate custom text for communications, assisting users through AI-driven chatbots on our website, and offering call recording and transcription services facilitated by AI to streamline interactions between Workiz customers and their clients.

Our website features an automated chat service designed to offer quick and efficient answers to your inquiries. It’s important to note that interactions through this service are conducted with an AI-powered chatbot, not a human representative. This service is provided to facilitate immediate support, guidance, and information retrieval for our users, enhancing their experience on our platform.

In delivering these AI-powered services, Workiz and our trusted AI technology partners, including, may collect and process personal data provided during interactions with the AI tools. This may include names, contact details, and conversation logs. The collection and processing of this information aims to provide, improve, and personalize our Services. This information will be stored on’s servers.

You can learn more about and read its privacy policy at

  1. Log Data

We will also collect information that your browser sends whenever you visit our Service (“Log Data”). This Log Data may include information such as your computer’s Internet Protocol (“IP”) address, browser type, browser version, the pages of our Service that you visit, the time and date of your visit, the time spent on those pages and other statistics.

  1. Analytic Tools

We may use third party services that collect, monitor and analyze this type of information in order to increase our Service’s functionality. These third party service providers have their own privacy policies addressing how they use such information. We reserve the right to remove or add new analytic tools.

Google Analytics

  • Google Analytics collects information such as how often users visit this Website, what pages they visit when they do so, and what other websites they used prior to coming to this Website. We use the information we get from Google Analytics to maintain and improve the Website and our products. We do not combine the information collected through the use of Google Analytics with Personal Information we collect. Google’s ability to use and share information collected by Google Analytics about your visits to this Website is restricted by the Google Analytics Terms of Service, available at, and the Google Privacy Policy, available at
  • You may learn more about how Google collects and processes data specifically in connection with Google Analytics at
  • You may prevent your data from being used by Google Analytics by downloading and installing the Google Analytics Opt-out Browser Add-on, available at


  • We use Hotjar in order to better understand our users’ needs and to optimize this service and experience. Hotjar is a technology service that helps us better understand our users’ experience (e.g. how much time they spend on which pages, which links they choose to click, what users do and don’t like, etc.) and this enables us to build and maintain our service with user feedback. 
  • Hotjar uses cookies and other technologies to collect data on our users’ behavior and their devices. This includes a device’s IP address (processed during your session and stored in a de-identified form), device screen size, device type (unique device identifiers), browser information, geographic location (country only), and the preferred language used to display our website. 
  • Hotjar stores this information on our behalf in a pseudonymized user profile. Hotjar is contractually forbidden to sell any of the data collected on our behalf.  For further details, please see the ‘about Hotjar’ section of Hotjar’s support site.
  1. Location Data

Once you download the mobile App, the mobile App will request access to your device location. When access is granted, Workiz will be able to track the physical location of your device. This information will be used to provide the Service and to improve our mobile App.  

You can remove the App location tracking or change the location tracking permission to a specific time by changing your privacy settings on your device.

  • Cookies

Cookies are files with a small amount of data, which may include an anonymous unique identifier. Cookies are sent to your browser from a web site and transferred to your device. We use cookies to collect information in order to improve our Services for you.

You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. The Help feature on most browsers provides information on how to accept cookies, disable cookies or to notify you when receiving a new cookie.

If you do not accept cookies, you may not be able to use some features of our Service and we recommend that you leave them turned on.

  1. Marketing practices

Through our Services, we allow third party advertising to set technologies and other tracking tools to collect information regarding your activities and your device (e.g., your IP address, mobile/App/Website identifiers, page(s) visited, location, time of day). We also combine and share such information and other information (such as demographic information and past purchase history) with third party advertising partners. These advertising partners will use this information (and similar information collected from other websites) for purposes of delivering targeted and/or behavioral advertisements to you when you visit third party websites within their networks. This practice is commonly referred to as “interest-based advertising” or “online behavioral advertising. We allow access to other data collected by the services to share information that may be useful, relevant, valuable or otherwise of interest to you. If you prefer not to share your Personal Information with third party advertising partners, you may let us know.



  1. Do Not Track Disclosure

We do not support Do Not Track (“DNT”). Do Not Track is a preference you can set in your web browser to inform websites that you do not want to be tracked. You can enable or disable Do Not Track by visiting the Preferences or Settings page of your web browser.

  1. Service Providers

We may share your Personal Information with our business partners with whom we jointly offer products or services, and depending on the type of Personal Information, with our customers, consultants and payment processors, including without limitation Stripe and Sunbit. You can learn more about Stripe and read its privacy policy at You can learn more about Sunbit and read its privacy policy at We may employ third party companies and individuals to facilitate our Service, to provide the Service on our behalf, to perform Service-related services and/or to assist us in analyzing how our Service is used. We will also provide your Personal Information to our third party debt collection service providers in order to recover any debts owning to Workiz from Pros. These third parties have access to your Personal Information only to perform specific tasks on our behalf and are obligated not to disclose or use your Personal Information for any other purpose.

  • Plaid – Workiz uses Plaid Inc. (“Plaid”) to gather your data from financial institutions in order to connect your Workiz account with your bank account, verify your bank account and confirm your bank account balance prior to approving a transaction. By using our service, you grant Workiz and Plaid the right, power, and authority to act on your behalf to access and transmit your personal and financial information from your relevant financial institution. You agree to your personal and financial information being transferred, stored, and processed by Plaid in accordance with the Plaid privacy policy.
  • Sharing with Third-Party AI Providers: Workiz may share the personal data collected by AI tools with third-party AI technology providers such as as necessary to enable the functionalities of these tools. By engaging with our AI-powered services, including the automated chat service, you consent to the collection, use, and sharing of personal data as outlined in this policy. 
  1. Communications

We may use your Personal Information to contact you with newsletters, marketing or promotional materials and other information that may be of interest to you. You may opt out of receiving any, or all, of these communications from us by following the unsubscribe link or instructions provided in any email we send.

When you sign up to receive SMS’s, we will send you text marketing and notifications offers to your cellphone. If you want to unsubscribe from receiving text marketing messages you should reply with a key word (as explained in the SMS that you received – for example, “STOP”) to any mobile message sent from us to use the unsubscribe link we provided you with any of our messages. We will use third party platforms and services to send you the text messages and to allow you to unsubscribe.

  1. Your privacy rights. How to delete your account

Rights: You can exercise your rights by contacting us at Subject to legal and other permissible considerations, we will make every reasonable effort to honor your request promptly in accordance with applicable law or inform you if we require further information in order to fulfill your request. When processing your request, we may ask you for additional information to confirm or verify your identity and for security purposes, before processing and/or honoring your request. We reserve the right to charge a fee where permitted by law, for instance if your request is manifestly unfounded or excessive. In the event that your request would adversely affect the rights and freedoms of others (for example, would impact the duty of confidentiality we owe to others) or if we are legally entitled to deal with your request in a different way than initial requested, we will address your request to the maximum extent possible, all in accordance with applicable law. 

Deleting your account: Should you ever decide to delete your account, you may do so by emailing If you terminate your account, any association between your account and Personal Information we store will no longer be accessible through your account. However, given the nature of sharing on certain services, any public activity on your account prior to deletion will remain stored on our servers and will remain accessible to the public.

  1. Compliance With Laws

We will disclose your Personal Information where required to do so by law or subpoena or if we believe that such action is necessary to comply with the law and the reasonable requests of law enforcement or to protect the security or integrity of our Service.

  1. Business Transaction

If, in the future, Workiz sell or transfers, or we consider selling or transferring, some or all of our business, shares or assets to a third party, we will disclose your Personal Information to such third party (whether actual or potential) in connection with the foregoing events.  In the event that we are acquired by, or merged with, a third party entity, or in the event of bankruptcy or a comparable event, we reserve the right to transfer, disclose or assign your Personal Information in connection with the foregoing events, including, in connection with, or during negotiations of, any merger, sale of company assets, consolidation or restructuring, financing, or acquisition of all or a portion of our business by or to another company. 

  1. Security and retention of your Personal Information

The security of your Personal Information is important to us, and we strive to implement and maintain reasonable and commercially acceptable security procedures and practices appropriate to the nature of the information we store, in order to protect it from unauthorized access, destruction, use, modification, or disclosure. However, please be aware that no method of transmission over the internet, or method of electronic storage is 100% secure and we are unable to guarantee the absolute security of the Personal Information we have collected from you.

Your Personal Information will be stored until we delete the record and we proactively delete it or you send a valid deletion request, please note that in some circumstances we may store your Personal Information for longer periods of time, for example: (i) where we are required to do so in accordance with legal, regulatory, tax or accounting requirements, or (ii) for us to have an accurate record of your dealings with us in the event of any complaints or challenges, or (iii) if we reasonably believe there is a prospect of litigation relating to your Personal Information or dealings. 

  1. International Transfer

Your information, including Personal Information, may be transferred to — and maintained on – servers located outside of your state, province, country or other governmental jurisdiction where the data protection laws may differ than those from your jurisdiction.

If you are located outside United States and choose to provide information to us, please note that we transfer the information, including Personal Information, to United States and process it there.

To the maximum extent permitted by law, your consent to this Privacy Policy followed by your submission of such information represents your agreement to that transfer.

  1. Links To Other Sites

Our Service may contain links to other sites that are not operated by us. If you click on a third party link, you will be directed to that third party’s site. We strongly advise you to review the Privacy Policy of every site you visit. We have no control over, and assume no responsibility for the content, privacy policies or practices of any third party sites or services.

  1. Children’s Privacy

Only persons age 18 or older have permission to access our Service. Our Service does not address anyone under the age of 18 (“Children”). We do not knowingly collect personally identifiable information from children under 18. If you are a parent or guardian and you learn that your Children have provided us with Personal Information, please contact us. If we become aware that we have collected Personal Information from a children under age 18 without verification of parental consent, we take steps to remove that information from our servers.

  1. Changes to This Privacy Policy

This Privacy Policy is effective as of June 16, 2022 and will remain in effect except with respect to any changes in its provisions in the future, which will be in effect immediately after being posted on this page.

We reserve the right to update or change our Privacy Policy at any time and you should check this Privacy Policy periodically. Your continued use of the Service after we post any modifications to the Privacy Policy on this page will constitute your acknowledgment of the modifications. If we make any material changes to this Privacy Policy, we will notify you either through the email address you have provided us, by placing a prominent notice on our website or by other means.

  1.  Contact Us

If you have any questions about these Terms, please contact our support team by writing to Workiz Inc. 9444 Balboa Ave, San Diego, CA 92123. 

Or email us at: 

Last Updated: June 4, 2024