Your data, protected.
What we do to protect your company's data and your customers' details, in plain language. Anything not covered here, ask us directly.
Your company's data.
- Company data is separatedEach company sees only its own data, and team roles limit what each person can see.
- Two-step sign-inTurn on an authenticator app and every sign-in asks for a code, enforced on our servers, not just on screen.
- Payments handled by StripeCard and bank details go straight to Stripe and never touch our servers.
- Connection details stay hiddenAccess tokens and sign-in details for connected services are stored on the server and never shown in the app.
- Disconnect revokes accessDisconnecting QuickBooks revokes Waterline's access right away.
- Money numbers stay privateProfit and loss, overhead and ad spend are seen only by owners and admins.
Your customers' details.
Pool owners decide who hears from them in Marco.
- Leads only with their OKA pool company gets an owner's project and contact details only when the owner ticks the box and presses send.
- Offers are opt-inOffers are off unless the owner turns them on. At most 2 a month, and their email and phone stay private until they answer one.
- Tests shared by choiceAn owner shares water tests with a pool company only if they want to, and can stop any time.
Take it with you any time.
- ExportEvery plan downloads files for QuickBooks and Xero and spreadsheets from your lists. Enterprise owners and admins export everything as one zip.
- Closing deletes itClosing a company ends billing and permanently deletes its records. Export first.
Security questions?
Talk to a person about how we protect your data, or send us your security questionnaire. Email [email protected] or call (866) 464-1540.