Privacy
What we collect, and what we do with it.
Who we are
TradeKlik is run by OpticPath Pty Ltd (ABN 57 689 626 408), Adelaide, South Australia. Email sales@tradeklik.com about anything on this page.
The short version
Two things collect personal information. This website collects what you type into the booking form, so we can ring you. The cockpit at app.tradeklik.com is the tool our clients run their business on, and it holds their records, including details of their own customers. We hold those records for the client, on the client's behalf.
Both use a small number of service providers, named below with where they are. Several are outside Australia. We do not sell personal information, use it for advertising, or use it to train AI models.
The booking form on this website
When you book a conversation, you send us:
- your name and your business name
- your mobile number and your email address
- your trade and how many of you are on the tools, if you choose them
- the half hour you picked
We use it to ring you at that time, and for nothing else. We do not add you to a mailing list.
Our server, which runs on Cloudflare, puts the booking into our Google Calendar, and Google emails you the invitation. Resend emails the two of us a notice with your details, so we know it came in. Our email and calendar are Google Workspace. Cloudflare also sees your IP address, as it does for every visit, and we use it to stop the form being sent over and over. When something goes wrong our logs record a coded tag in place of your email address, never your details.
Cookies and tracking on this website
This website sets no cookies and runs no analytics or advertising scripts. It loads the Archivo typeface from Google Fonts, which means Google sees the request your browser makes for the font file.
The cockpit, for our clients and their customers
A client's cockpit holds what the client puts into it or connects to it: their customers' names, phone numbers, email and site addresses, enquiries, notes, job photos, quotes, invoices and service reports; emails, if the client connects a mailbox; and call recordings and transcripts, if the client uses them. It also holds the sign-in details of the client's own staff.
If an owner of the client's business connects their Outlook or Google calendar, the cockpit keeps a copy of the events in it, with their titles, times, places, notes and categories, and adds what they put in the cockpit's calendar back to that calendar. With Outlook, it also reads and sets the names and colours of their categories, so both show the same. Only that person sees what their events are. Everyone else in the business sees the time as busy.
The client decides what goes in and what it is used for. If you are a customer of one of our clients, ask that business first. We will help them answer you, and you can also email us.
The cockpit sets sign-in cookies that keep you logged in. None of them is used for advertising or to follow you to other websites.
Who handles it, and where
- Neon stores each client's records in a database of its own, run on Amazon Web Services in Sydney, Australia.
- Cloudflare runs this website and the cockpit on its worldwide network. It also checks enquiry forms for bots (Turnstile), turns recorded speech into text (Whisper on Workers AI), indexes emails for the cockpit's search, and keeps our error logs. Those logs are stored outside Australia.
- Anthropic, in the United States, provides the AI that drafts replies and quotes and reads receipts and equipment data plates. It sees only what the task in front of it needs.
- Retell, in the United States, runs the voice debrief, where a member of the client's staff talks through a job.
- Resend, in the United States, sends the cockpit's own emails: sign-in links, security notices, and the copy of an enquiry a client's customer asks for. It also sends us the booking notices above.
- Google, in the United States, provides Gmail and Google Calendar when a client connects them, Google Fonts, and our own Google Workspace email and calendar, where bookings from this website land. It also suggests addresses: what is typed into an address box in the cockpit or on a client's public job form is sent to Google Maps through our server, so Google never receives the device or connection it was typed on.
- Microsoft provides Outlook, its mail and its calendar, when a client connects it. Where that mail and calendar are held is set by the client's own Microsoft account.
- Xero, outside Australia, receives invoices, contacts and bills when a client connects their Xero.
- MYOB receives invoices, customers and payments when a client connects their MYOB instead.
- QuickBooks, from Intuit, receives invoices, customers and payments when a client connects their QuickBooks instead.
- Apple, Google and Mozilla deliver the cockpit's phone alerts, when a person turns them on for their phone or browser. Whichever of them made that phone or browser receives only a signal to wake it, never what the alert says.
- PostHog, in the European Union, receives a record of errors on the screen, recordings of how the screens were used with every word, number and picture blanked out, and counts of which features are used. Only for the clients we have switched it on for, and never customers' names, emails, prices or anything typed.
How the AI is used
The AI drafts: replies to emails, quotes from an enquiry or a call, readings of receipts and data plates. Prices come from the client's own price list, worked out by ordinary code, not by the AI. A person approves what is sent, unless the client has chosen to let that kind of message, such as a payment reminder, go out on its own. Email replies always wait for a person.
How long we keep it, and deleting it
A booking stays in our calendar and our email. If you do not become a client, ask and we will delete it.
A client's records stay for as long as the client uses TradeKlik. When a client deletes a customer, that customer's record, jobs, job photos, booked visits, recorded calls and notes are removed from the live database. Quotes, invoices and service reports already issued are kept, because they are the client's business and tax records, and so is the record that someone unsubscribed, so they are not emailed again.
Neon keeps a restore history of each database for a limited period, so a deleted record can remain in that history until it runs out.
Getting at it, or getting rid of it
Email sales@tradeklik.com and ask. You can ask what we hold about you, ask us to correct it, or ask us to delete it, and we will do it, or, for a client's records, help the client do it. If you are not happy with how we have handled it you can complain to the Office of the Australian Information Commissioner at oaic.gov.au.