FAQ
Straight answers
Short and honest. For pricing see Pricing.
Is this tax advice?
No. This is a quoting tool, not accountancy or tax advice. If you need that, speak to an accountant.
Does it store customer data on a server?
Quotes, drafts and business details stay in this browser (or your JSON backup). We do not upload quote contents. If you sign in, we store your identity and — if you buy Pro — a licence keyed to your account and the Stripe session id. No card numbers.
Do I need an account?
Not for free quotes. Those stay in this browser. Pro requires sign-in so the licence can follow the account across devices. Quotes still do not sync to the server.
Is Pro unlocked everywhere after I pay?
Yes on that signed-in account, on any browser you sign into. Quotes stay local unless you download a JSON backup. Backup does not include Pro. Clearing site data without a backup loses quotes; it does not remove a Pro licence on the account.
How do I move to a new phone?
Sign in on the new phone to keep Pro. For quotes: on the old phone (Pro) use Pricing → Download backup, then Restore from backup on the new phone. There is no cloud sync of quote contents — the file is the transfer. Pro is not in the file.
Can I put my logo on it?
Yes on Pro — add a logo in the quote builder (Your details). The file stays in this browser and shows on the live preview and PDF. Free stays text-only. Workshop is still a fully branded version built for you if you want more than a logo and colour.
Refunds
7 days if Pro did not unlock after a successful payment — email ratecarduk@proton.me from the signup address with your Stripe receipt. If Pro unlocked and you’re using it, no refund for change of mind. It is a one-off account licence, not a subscription.
What if I clear this phone’s browser data?
Drafts and the free-quote count in that browser go with it. Pro stays on the signed-in account. Quote drafts are not restored from an account — only from a backup file. On Pro, download a JSON backup first if you may clear data or change phones.
Can I back up my quotes?
Yes on Pro. Use Download backup or Email me a backup on Pricing (or in the quote builder). That saves a JSON file of your profiles, draft and settings. Pro is NOT in the file. Attach it yourself if you email it — we don’t upload your data. Restore from backup on Pricing. A large logo may be left out of the email-sized file; re-add it after you restore.
How do I delete my account?
Email ratecarduk@proton.me from the address you signed up with and ask us to delete the account.
How do I put this on my Home Screen?
iPhone / iPad (Safari): Share → Add to Home Screen → Add. Android (Chrome): menu ⋮ → Install app or Add to Home screen. That gives you an icon; it does not sync quotes to other phones — use backup / restore on Pricing for quotes, and sign in for Pro.
Add to Home Screen
Put Ratecard on your home screen so it opens like an app. Free quotes stay in this browser — no account needed. Sign in to keep Pro.
Add Ratecard to your Home Screen (iPhone / iPad)
In Safari, tap Share → Add to Home Screen → Add. You’ll get an icon like an app. Open it from there — same quotes, still only on this phone.
Add Ratecard to your Home Screen (Android)
In Chrome, tap the menu (⋮) → Install app or Add to Home screen → Install. Or use the install bar if Chrome shows one. Opens full-screen from your home screen.
Installing does not sync data across phones. To move quotes, use backup / restore on Pricing. Pro follows your signed-in account.