About this policy
This policy explains how Pane Planner for iPhone, iPad and Mac handles information when you plan rounds, keep customer records, record visits, add proof photos, prepare documents and use optional private iCloud sync.
Information you choose to keep
Pane Planner can hold customer or property names, contact details, addresses, access notes, service notes, tags, round order, visit status, visit notes, amounts, due dates, repeat intervals and proof photos you select. It can also hold your business details, logo, document choices and payment instructions for PDFs.
CSV files you import may contain the same kinds of information. PDFs and CSV files you create contain only the records and options used for that export.
Where your Pane Planner records are stored
Pane Planner stores its working records on your device by default. You do not need a Pane Planner account, and RGT Software Ltd does not operate a customer-record server for Pane Planner.
If you turn on private iCloud sync, supported customer, round, visit and proof-photo information is stored through Apple’s private iCloud services for the Apple Account signed in on your device. RGT Software Ltd does not receive those synced records.
Using more than one device
Private iCloud sync can keep supported records up to date between iPhone, iPad and Mac when they use the same Apple Account, have sync turned on in Pane Planner and can connect to iCloud. Changes made while a device is offline stay on that device until it can connect. If two copies cannot be safely combined, Pane Planner may ask you which one to keep.
Apple Maps and route tools
When you ask Pane Planner to locate a customer, suggest an order, open a pin or start directions, the relevant customer addresses and, where used, your business start address are sent to Apple Maps or Apple’s location and routing services. RGT Software Ltd does not receive those addresses through the route feature and does not run the mapping service.
Route suggestions are not stored by RGT Software Ltd. You decide whether to apply a suggested order or open an address in Apple Maps.
Proof photos
Pane Planner accesses only the photos you choose through the system picker or file chooser. Selected proof photos are kept with the visit record on your device and may be copied to your private iCloud storage when sync is turned on. On Mac, you can choose existing image files; Pane Planner does not use the Mac camera.
You are responsible for making sure you have a lawful reason to keep and share a photo and that it does not include information you should not record.
CSV imports, PDFs and shared files
Pane Planner reads a CSV file only after you choose it. The app lets you match columns and review the proposed changes before applying them.
When you save or share a PDF or CSV file, the copy goes to the folder, app, service or person you choose. RGT Software Ltd does not receive the file through Pane Planner. The destination may have its own privacy terms, and a saved or shared copy remains separate from the records inside Pane Planner.
Purchases
Pane Planner Pro is sold through the App Store. Apple handles payment, renewal, cancellation, refunds and your Apple Account. Apple provides Pane Planner with the purchase status needed to unlock Pro features. RGT Software Ltd does not receive your card or bank details through the app.
Analytics, advertising and tracking
Pane Planner is not designed to show third-party advertising, sell personal information or track you across apps and websites owned by other companies. RGT Software Ltd does not receive your Pane Planner customer, round, visit or proof-photo records for analytics.
Support emails
If you contact support, RGT Software Ltd receives your email address and anything you include in the message. We use it to answer your enquiry and keep it only as long as needed for support, security, legal or operational records.
Do not send passwords. Avoid sending customer records, proof photos or other personal information unless support asks for a specific item and you are satisfied it is safe and lawful to share.
Your responsibility for customer information
You decide what customer information to enter, why you need it, how long to keep it and who to share it with. You are responsible for following the data-protection, privacy and record-keeping rules that apply to your work, including responding to customer requests about their information.
RGT Software Ltd remains responsible for personal information it receives directly, such as a support email. This policy does not remove any responsibility that the law places on RGT Software Ltd.
Delete data from one device
Open Settings > Storage and exports on iPhone or iPad, or Settings > Archive & Sync on Mac. Choose Delete data from this device or Delete data from this Mac to remove the local Pane Planner records, drafts, business details and proof photos.
This does not delete private iCloud data. Records held in iCloud can return if you turn sync on again.
Delete all Pane Planner data from iCloud and connected devices
In the same settings area, choose Delete all Pane Planner data from iCloud and connected devices. The app explains what will be removed and asks you to type DELETE before permanent deletion can begin.
The device must be able to reach the Apple Account’s private iCloud storage. If iCloud cannot be reached before deletion starts, Pane Planner does not remove the local records. If the permanent request has started but cleanup is interrupted, the app keeps the request and offers Retry.
Pane Planner leaves a small marker containing no customer, round, visit or proof-photo information in private iCloud. Devices using a version of Pane Planner that supports this deletion check the marker and clear older local records before they can sync again. Update connected devices before deleting, and allow each one to connect afterwards.
Files you previously exported or shared are separate copies and must be deleted from the places where you saved or sent them. Apple may keep device or iCloud backups under its own retention rules.
Removing individual records
You can edit, archive or delete records where Pane Planner provides those controls. Some round and customer information is kept when it is needed to preserve visit history. The app explains the available choice before you confirm it.
Protecting your information
Pane Planner uses the storage and security protections provided by your Apple device and Apple Account. Protect the device with a passcode, keep its software up to date and review who can access shared files. No storage system can promise absolute security.
Your privacy questions and requests
RGT Software Ltd cannot see or remove records that exist only on your device or in your private iCloud account. Use the in-app deletion controls for those records.
For questions about this policy or personal information sent directly to RGT Software Ltd, email support@RGTSoftware.com.
RGT Software Ltd Privacy Policy
The general RGT Software Ltd Privacy Policy also applies unless this Pane Planner policy says something more specific.