Legal

Privacy Policy

Last updated: July 22, 2026

Template notice: this policy is a starting point written for a residential HVAC business that takes service requests online and by phone, and that runs Google Ads and Meta (Facebook/Instagram) tracking. It is not legal advice. Have a licensed attorney review and adapt it — especially the SMS/calling and California sections — for your specific states of operation before publishing.

This Privacy Policy explains how ("," "we," "us," or "our") collects, uses, shares, and protects information when you visit our website, call or text our office, or request heating and cooling service from us. By using our website or services, you agree to the practices described in this policy.

1. Information We Collect

We collect information in three ways:

Information you give us directly — your name, phone number, email address, service address, and details about the repair, installation, or maintenance you're requesting, whether submitted through our online form, by phone, by text, or by email.
Information collected automatically — when you visit our website, we (and the tools described in Section 3) automatically collect technical information such as your IP address, browser type, device type, pages viewed, and referring website, using cookies and similar technologies.
Information related to service at your property — if you schedule a technician visit, we collect the property address, equipment details (make, model, age, condition), and service/repair history necessary to perform the work and maintain accurate records.

2. How We Use Your Information

Scheduling, confirming, and following up on service appointments and estimates.
Communicating with you about your request, including quotes, technician arrival windows, and invoices.
Maintaining service history and equipment records for future visits and warranty claims.
Improving our website, offers, and customer experience.
Marketing our services to you, including by phone, text, email, or online advertising, where permitted and, where required, with your consent.
Complying with legal, licensing, insurance, and safety obligations.

3. Phone Calls & Text Messages

When you provide your phone number — through our website, over the phone, or in person — you agree that may call or text that number regarding your service request, including appointment confirmations, technician arrival updates, invoices, and satisfaction follow-ups. Message and data rates may apply, and message frequency varies based on your service activity.

If you separately opt in to promotional messages, you may receive occasional offers, seasonal maintenance reminders, or promotions by phone, text, or email. Consent to marketing messages is never a condition of purchasing service from us.

You can opt out of text messages at any time by replying STOP to any text we send, and you can ask to stop marketing calls or emails at any time by contacting us using the information in Section 13. Opting out of marketing communications does not opt you out of service-related messages tied to an appointment you've already scheduled.

4. Cookies & Tracking Technologies

Our website uses cookies and similar technologies from the following services to measure how visitors use our site and to show relevant ads:

Google Ads (gtag.js): helps us measure which ads led to a scheduled service request, so we can report on and improve our advertising.
Meta Pixel (Facebook/Instagram): helps us measure ad performance on Meta platforms and show our ads to people likely to be interested in our services.

You can control cookies through your browser settings, opt out of personalized Google ads at adssettings.google.com, and manage Meta ad preferences at facebook.com/adpreferences. Because there is no common industry standard yet, our website does not currently respond to browser "Do Not Track" signals.

We do not sell your personal information. We share information only with:

Service providers who help us run our business, such as scheduling and dispatch software, payment processors, SMS/email providers, and our CRM — each is only permitted to use your information to perform services for us.
Advertising platforms (Google, Meta) as described in Section 4, in aggregated or pseudonymized form used for ad measurement.
Manufacturers or warranty administrators, when needed to register or process an equipment warranty on your behalf.
Legal or safety authorities, when required by law, subpoena, or to protect the rights, property, or safety of our customers, employees, or the public.
A successor business, if is ever involved in a merger, acquisition, or sale of assets.

6. Data Retention

We keep customer and service records for as long as needed to provide service, honor warranties, meet our licensing and tax obligations, and resolve any disputes — typically for the life of the equipment we've serviced plus the period required by applicable recordkeeping law. Website analytics and advertising data are retained according to the applicable retention settings of Google and Meta.

7. Your Privacy Rights

Depending on where you live, you may have the right to request access to, correction of, or deletion of your personal information, and to opt out of certain uses of it. For example, California residents have the right under the California Consumer Privacy Act (CCPA) to know what personal information we hold about them, request its deletion, and opt out of its "sale" or "sharing" (we do not sell personal information) — without facing discrimination for exercising these rights. To make a request, contact us using the information in Section 13; we may need to verify your identity before responding.

8. Children's Privacy

Our website and services are intended for adults arranging home service and are not directed to children. We do not knowingly collect personal information from anyone under 13. If you believe a child has provided us information, contact us and we will delete it.

9. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect your information from unauthorized access, use, or disclosure. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.

10. Third-Party Links

Our website may link to third-party sites, such as manufacturer or financing partner pages. We are not responsible for the privacy practices of those sites, and we encourage you to review their policies before providing information.

11. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. We will post the revised policy on this page with an updated "Last updated" date, and encourage you to review it periodically.

12. Contact Us

Questions about this Privacy Policy or a request regarding your information can be directed to: