Plumbob Software LLC operates two products for trade contractors and restoration companies: Even Level, an accounts-receivable and collections platform, and Even Level Lift, a tool that reviews restoration estimates and surfaces opportunities to improve them. This Privacy Policy covers both products. Where something applies to only one product, we say so.
We keep this plain and readable on purpose. If something isn't clear, email us at support@evenlevel.com.
This policy applies to:
Even Level is a business-to-business (B2B) service. We are not directed at consumers or children under 13.
For estimate data uploaded into Even Level Lift by an account holder, Plumbob Software LLC acts as a data processor on behalf of that account holder, who is the data controller, the same way we do for end contact data. An uploaded estimate may contain information about a property owner or insured. The account holder is responsible for having the right to provide that information.
If you connect QuickBooks Online, we sync invoice data (customer names, amounts, balances, due dates) and customer contact information. We access QBO via OAuth authorization you grant. Depending on features used, Even Level may read from and write to your QBO account — we will always clearly indicate within the product when an action writes to QuickBooks. Your OAuth token is stored encrypted at rest.
You may add or import client contact information including names, emails, phone numbers, notes, and activity history. When you delete an end contact record within Even Level, that deletion is processed promptly. Backup copies may persist up to 30 days before being fully purged.
SMTP passwords and Twilio API credentials are stored encrypted at rest and used solely to send communications on your behalf.
We collect platform action logs (emails sent, SMS sent, calls logged, notes, payments) and general usage data (pages visited, features used, error logs) to operate and improve the service.
When you use Even Level's calling feature, we store audio recordings of calls made through the platform and AI-generated transcripts, summaries, and extracted commitments from those recordings. Call recordings and transcripts are associated with the relevant customer record and accessible to authorized users in your organization. Recordings are retained while your account is active and deleted per our standard data retention policy in Section 5.
Even Level uses artificial intelligence and large language model technology to provide features such as email draft generation, account summaries, call transcript analysis, and suggested next steps. To deliver these features, your invoice data, customer information, communication history, and call transcripts may be sent to third-party AI service providers for processing. AI service providers are listed in our subprocessor table in Section 6. AI providers process your data solely to generate outputs for your use within Even Level and do not use your data to train their models.
For Even Level Lift specifically, the estimate document you upload, including any personal information it contains, is transmitted to our AI provider so it can be read and its contents extracted. This processing generates outputs for your use only and is not used to train the provider's models. See Section 6 for our AI subprocessor.
Emails sent through Even Level may include a tracking pixel that records when the email is opened by the recipient. Open tracking data is used to measure the effectiveness of your follow-up communications and is displayed in your template performance reports. Recipients are not individually notified of the tracking pixel. If you prefer not to use open tracking, contact support@evenlevel.com.
We use session cookies to keep you logged in. Disabling cookies will prevent login.
Product analytics on the application. We use product-usage tools to understand how you and your team use the Even Level application, so that we can improve the Service. These tools may set their own cookies and collect usage data such as pages visited and features used.
Website analytics and advertising. On our marketing website, we use analytics and advertising technologies — which may include cookies, remarketing, conversion tracking, and services such as Google Analytics and Google Ads — to understand how our website is used and to reach potential customers. These technologies may set their own cookies.
What we never do with your account or customer data. We do not use the data within your Even Level account, data about your customers, or data about the recipients of your communications for advertising, and we never sell that data. The analytics and advertising technologies described above relate to usage of the Even Level application and our marketing website — not to your account contents or your customers. The specific analytics and usage providers we currently use are listed in our subprocessor table in Section 6.
When you upload an estimate to Even Level Lift, we store the uploaded file on your account and the information we extract from it. Extracted information includes line items, quantities, pricing, and totals; the loss type and its characteristics, for example water category or fire severity; the insurance carrier and the adjuster's name and contact details when present; the claim number; and any opening or closing narrative in the estimate. An uploaded estimate may also contain information about the property owner or insured, such as a name, property address, or policy number. That information is retained as part of your account record so you can work with your own estimates.
If you use the comparative feature, which compares your estimate to a carrier's revised version, we also store the carrier's revised estimate, an optional label identifying the reviewer or third-party administrator, and any reviewer correspondence you choose to paste in. Reviewer correspondence you paste may include information about a third party, such as a reviewer's name or email. We take reasonable steps to remove personal identifiers from the carrier's revised estimate before storing it.
Even Level Lift offers a public tool that lets anyone upload an estimate and receive a free Lift Score without creating an account. This tool handles data differently from the rest of the platform:
We do not sell your data. We do not use your data for advertising.
Even Level Insights builds aggregate, de-identified benchmarks from data across organizations and makes them available to participating organizations. For Even Level, these benchmarks describe insurance adjuster behavior, such as response-time patterns and counts of communications by channel. For Even Level Lift, they describe how carriers and their reviewers tend to adjust contractor estimates, such as which scope or pricing they commonly reduce and how often.
Even Level Insights is on by default. You can turn it off at any time in your settings.
When Even Level Insights is on:
This anonymized aggregate is the only circumstance in which any of your organization's data is made available to another organization.
While we take these measures seriously, no system can guarantee absolute security. If you believe your account has been compromised, contact us immediately at support@evenlevel.com.
Security incidents: In the event of a data breach affecting your information, we will notify you as required by applicable law.
Data is retained while your account is active. Upon cancellation, your access is suspended and your data is retained rather than immediately deleted, so that you can request reactivation or a data export.
You may request export or deletion of your data at any time by emailing support@evenlevel.com. We process deletion requests promptly, except for records we are required or permitted to retain.
We retain certain records — including financial, transaction, and billing records — as necessary to comply with legal, tax, audit, and regulatory obligations, and to resolve disputes or enforce our agreements, even after a deletion request.
For Even Level Lift, your uploaded estimates and files are retained while your account is active, the same as your other account data. De-identified data contributed to Even Level Insights may be retained as part of aggregate benchmarks even after you turn the feature off or delete your account, because aggregated figures cannot be traced back to or removed from an individual record. For the public free-score tool, which has no account, de-identified estimate data is retained as described in Section 2.9.
Where we are not able to delete data because it has been de-identified and aggregated, we will not re-identify it.
Even Level engages the following third-party subprocessors to help deliver the service. Your data may flow through these providers as part of normal platform operation. Not every subprocessor applies to every product or feature.
| Service | Purpose | Their Privacy Policy |
|---|---|---|
| Stripe | Subscription billing, payment processing, and payment collection from your customers via Stripe Connect | stripe.com/privacy |
| Twilio | SMS messaging and in-browser voice calling (including call recording) on your behalf | twilio.com/legal/privacy |
| Intuit / QuickBooks | Invoice data sync and write-back | intuit.com/privacy |
| Gmail OAuth (if you connect Gmail), Google Places (review monitoring), and Google Analytics (website usage) | policies.google.com/privacy | |
| Anthropic | AI processing of text and call recordings/transcripts to generate drafts, summaries, transcripts, and related features | anthropic.com/privacy |
| Postmark | Transactional and inbound email delivery | postmarkapp.com/privacy-policy |
| Sentry | Error monitoring and application performance | sentry.io/privacy |
| PostHog | Product analytics — how you and your team use the Even Level application | posthog.com/privacy |
| Plausible | Privacy-friendly analytics for our marketing website | plausible.io/privacy |
This list is current as of May 28, 2026 and is subject to change. We share only what's necessary for each integration. We do not authorize these subprocessors to use your data for their own marketing. We will notify customers of material changes to our subprocessor list.
Affiliated product. Even Level and Even Level Lift are both operated by Plumbob Software LLC and use separate databases. To provide cross-product features, Even Level Lift shares limited data with Even Level, including your account email and the name and contact details of the carriers and adjusters you work with. This sharing is between two products of the same company and is covered by this Privacy Policy.
Even Level is a B2B platform and does not sell to California consumers directly. However, if your business operates in California or manages information about California residents as end contacts within Even Level, you (as the account holder and data controller) may have obligations under the CCPA/CPRA. We encourage customers who may be subject to CCPA to review their own obligations regarding end contact data managed through Even Level. Contact us at support@evenlevel.com if you need a Data Processing Agreement (DPA) for enterprise compliance purposes.
Contact support@evenlevel.com. We respond within 10 business days.
End contacts: please contact the Even Level customer managing your account directly — they are the data controller for their clients' information.
Public free-score tool: because uploads to the public free-score tool are de-identified and the file is not stored, we generally cannot connect a stored record back to you to action an access or deletion request for that data.
If Plumbob Software LLC is involved in a merger, acquisition, or asset sale, your data may transfer. We will notify you by email before it happens and describe your choices.
Material changes will be notified by email or in-app at least 14 days before taking effect. The Effective Date always reflects the last update.
Governed by the laws of the State of Texas, without regard to conflict-of-law provisions.
Plumbob Software LLC
Email: support@evenlevel.com
Website: evenlevel.com