Effective Date: February 20, 2026
Version: 2.0

Smart Tradesman Solutions (“we,” “us,” “our”) is committed to protecting your privacy.

This Privacy Policy explains how we collect, use, disclose, and safeguard personal information when you visit https://smarttradesman.tech, use our services, or interact with us as a potential or current client.

Our services include AI-powered automation for HVAC contractors, including call answering, customer reactivation, review requests, lead capture, job booking, SMS messaging, and mobile dashboard access.

In many cases, we act as a service provider (processor) on behalf of our clients.

By using our website or services, you agree to the practices described in this Policy.

1. Information We Collect

A. Information You Provide Directly

• Name
• Business name
• Email address
• Phone number
• Business address
• Billing information
• Customer contact lists (when provided for reactivation or review campaigns)
• Calendar integration details
• Google Business Profile information
• Communications and support messages

Payment information is processed securely through third-party providers. We do not store full credit card numbers.

B. Information Collected Automatically

• IP address
• Browser type
• Device information
• Usage data
• Pages visited
• Date and time of access

For clients using automation services:

• Call logs
• Voicemail transcripts (if enabled)
• SMS message logs
• Website chat interactions
• Form submissions

C. Information from Third Parties

We may receive data from:

• Google (Business Profile, reviews)
• Calendar integrations
• SMS and telecommunications providers
• CRM integrations
• Payment processors

We do not intentionally collect sensitive personal information unless necessary to perform contracted services.

2. How We Use Your Information

We use information to:

• Provide and manage our services
• Install and configure automation systems
• Send communications (when you opt in)
• Process payments
• Improve system performance
• Prevent fraud
• Comply with legal obligations

For client customer data:
We process this strictly as a service provider according to our agreement with the client.

3. Sharing Your Information

We do not sell personal information.

We may share data with:

• Cloud hosting providers
• SMS and telecom providers
• Payment processors
• CRM providers
• Analytics services
• Legal authorities when required

All third-party providers are contractually required to maintain confidentiality.

4. Cookies and Tracking Technologies

We use cookies and tracking technologies to:

• Improve functionality
• Analyze performance
• Enhance user experience

You may disable cookies through your browser settings.

5. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect information.

However, no online system is 100% secure. Use services at your own risk.

6. Your Rights and Choices

Depending on your location (e.g., California under CCPA/CPRA), you may have rights to:

• Access your personal information
• Correct inaccurate information
• Request deletion
• Opt-out of certain data sharing

To exercise your rights, contact:

Email: [email protected]

We respond within applicable legal timeframes.

For customer data processed on behalf of clients, requests must be directed to the business that collected your information.

7. Children's Privacy

Our services are not directed to individuals under 13.

We do not knowingly collect personal information from children.

8. International Data Transfers

Data may be processed in the United States or other countries where our providers operate.

We implement reasonable safeguards for cross-border data transfers.

9. Data Retention

We retain information only as long as necessary to:

• Provide services
• Comply with legal obligations
• Resolve disputes
• Enforce agreements

10. Changes to This Policy

We may update this Privacy Policy at any time.

Changes will be posted with an updated Effective Date.

Continued use of our services constitutes acceptance of changes.

11. SMS Communications Policy (Required for Carrier Compliance)

By providing your phone number and opting in, you consent to receive SMS messages from Smart Tradesman Solutions.

These messages may include:

• Appointment reminders
• Booking confirmations
• Customer reactivation messages
• Review requests
• Service notifications
• Account updates
• Marketing communications related to our services

Message frequency varies depending on your interaction with our services.

Message and data rates may apply depending on your mobile carrier and plan.

Consent to receive SMS messages is not a condition of purchase.

You may opt out at any time by replying:

STOP – to unsubscribe
HELP – for assistance

After opting out, you will no longer receive SMS messages unless you opt in again.

We do not sell, rent, or share your phone number with third parties for their marketing purposes.

We only share your phone number with service providers necessary to deliver SMS services (such as telecommunications providers), under strict confidentiality agreements.

12. Contact Information

Smart Tradesman Solutions
Website: https://smarttradesman.tech
Email: [email protected]