Privacy Policy

> Reviewed against current UK law; under ongoing internal review. Not formal legal advice.

Last updated: 7 June 2026

We operate the OptitechAutomation platform as a UK sole trader — the personal business of Cristian Moise-Putanu. OptitechAutomation is a business name, not a registered company; there is no Companies House number or registered office. Our principal place of business is Torquay, Devon, United Kingdom.

We handle personal data in compliance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018. You can reach our privacy team at privacy@optitechautomation.co.uk.

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1. Who We Are and Our Role in Your Data

This policy explains how OptitechAutomation handles personal data. Our role depends on whose data it is. Under UK GDPR there is an important difference between a controller (who decides why and how data is used) and a processor (who handles data on a controller's instructions). The mapping below matches our Data Processing Agreement and our Homeowner Data Notice.

1.1 Where the Business is the controller and OptitechAutomation is the processor

When a trade business ("Business") uses our platform, the Business is the data controller for the personal data of its own customers and workers — for example a customer's name, contact details, postcode, booking details, and a worker's profile and scheduling data. The Business decides why and how that data is collected and used.

OptitechAutomation acts as the Business's data processor for that data. We store and process it on the Business's documented instructions in order to operate the booking technology on their behalf. The terms governing this relationship are set out in our Data Processing Agreement.

If you are a customer or worker of a Business, the Business is your first point of contact for data questions, and the Homeowner Data Notice explains your rights in more detail.

1.2 Where OptitechAutomation is the controller

OptitechAutomation is the data controller only for:

• Owner-account data — the personal data of the business owner/account-holder who registers for and administers a platform account (for example the registration email, login credentials, account-holder identity and contact details, and tax-identification details such as a UTR supplied at signup).
• Platform-operations data — data we collect to run, secure, bill, and improve the platform itself (for example billing and subscription records, technical and security logs, fraud-prevention signals, and support communications).

This policy governs the data for which we are the controller. For data where the Business is the controller, this policy is provided for transparency, but the Business's own notices and the DPA govern.

If you have questions about how we handle data for which we are the controller, contact us at privacy@optitechautomation.co.uk.

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2. Data We Collect (as controller)

For the data described in Section 1.2, we collect:

• Owner identity data: first name, last name, business/trading name.
• Owner contact data: email address, phone number.
• Account & tax data: login credentials (stored hashed), company registration details where applicable, and tax-identification references (such as a UTR) supplied at signup.
• Billing data: subscription tier, setup-fee and subscription payment records, and transaction references. Payment card details are processed by Stripe and are never stored on our servers; we receive a payment token and transaction reference only.
• Technical data: IP address, browser type, device type, and cookies (see Section 7).

Personal data of a Business's own customers and workers is collected through the platform under the Business's control, not ours — see Section 1.1 and the Homeowner Data Notice.

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3. Lawful Basis for Processing (data we control)

For the data for which we are the controller, we rely on the following lawful bases under UK GDPR:

• Contract performance (Article 6(1)(b)): creating and administering your platform account, providing the platform service, and processing setup fees and subscription payments.
• Legal obligation (Article 6(1)(c)): retaining financial and tax records to meet our HMRC obligations.
• Legitimate interests (Article 6(1)(f)): fraud prevention, platform security, and improving our services. We have assessed that these interests do not override your fundamental rights.

We do not rely on a "perpetual" or open-ended licence to your personal data; any use of personal data is limited to the purposes and bases stated here.

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4. Third-Party Sub-Processors

We use the following sub-processors to operate the platform. Each is bound by a Data Processing Agreement or equivalent contractual safeguard:

Supabase — Database and authentication infrastructure. Personal data is stored in Supabase-managed PostgreSQL databases hosted in the EU West Europe region. Stripe — Payment processing. Stripe collects and processes payment card data directly under its own privacy policy and PCI-DSS compliance programme. Resend — Transactional email delivery. Email addresses and relevant booking details are transmitted to Resend for delivery purposes only. Anthropic (Claude API) — AI website generation. When a business owner uses our website generator, the business facts the owner submits (such as trade type, town, service areas, selling points and trading history) are sent to Anthropic's Claude API to draft website copy. See the Sub-Processors List for data categories, location and safeguards.

For the full list of sub-processors, see our Sub-Processors List.

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5. Data Retention

We retain personal data for the following periods:

• Owner-account & billing records: for the life of the account and then 7 years from the end of the relationship, to comply with HMRC record-keeping requirements under the Taxes Management Act 1970.
• Completed bookings (held on the Business's behalf): 7 years from the date of the booking, subject to the Business's instructions and HMRC requirements.
• Cancelled or expired holds: 90 days, then permanently deleted.
• Pool requests not matched: 30 days after the request expires.
• Technical logs: 30 days on a rolling basis.

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6. Your Rights Under UK GDPR

Under UK GDPR Articles 15–22, you have the following rights:

• Right of access (Art. 15): request a copy of the data we hold about you.
• Right to rectification (Art. 16): ask us to correct inaccurate data.
• Right to erasure (Art. 17): ask us to delete your data, subject to legal retention obligations.
• Right to restrict processing (Art. 18): ask us to limit how we use your data.
• Right to data portability (Art. 20): receive your data in a structured, machine-readable format.
• Right to object (Art. 21): object to processing based on legitimate interests.
• Rights related to automated decision-making (Art. 22): not to be subject to solely automated decisions that significantly affect you.

If your data is held by us as a processor on a Business's behalf (Section 1.1), please direct your request to the Business as controller; we will assist them in responding.

To exercise any of these rights for data we control, contact us at privacy@optitechautomation.co.uk. We will respond within 30 days. There is no charge for exercising your rights.

If you are unsatisfied with our response you have the right to lodge a complaint with the Information Commissioner's Office (ICO) at ico.org.uk.

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7. Cookies

We use the following types of cookies:

• Strictly necessary cookies: required for the platform to function (session management, security tokens). These cannot be disabled.
• Functional cookies: remember your preferences such as sidebar state and layout settings. You may decline these.

We do not use advertising or tracking cookies. You can manage your cookie preferences at any time via the cookie settings link in our footer.

For full details, see our Cookie Policy.

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8. International Transfers

Some of our sub-processors operate outside the UK. Where data is transferred outside the UK, we ensure appropriate safeguards are in place, including Standard Contractual Clauses approved by the ICO or equivalent adequacy decisions.

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9. Assignment

We may assign, transfer, or otherwise deal with all or part of our rights and obligations under this Policy to any successor entity without your consent, on 30 days' prior written notice.

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10. Changes to This Policy

We will notify you of material changes by posting a notice on the platform at least 14 days before the changes take effect.

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11. Contact

OptitechAutomation — Cristian Moise-Putanu (sole trader)

Torquay, Devon, United Kingdom

privacy@optitechautomation.co.uk