Privacy Policy | Legacy Heating, Cooling, Plumbing & Electrical

What Our Privacy Policy Includes

Welcome to our website. This Privacy Policy describes how we collect, use, disclose, and protect personal information from or about you, including information we collect through the website. We value your privacy and have developed this Privacy Policy to describe how we collect, use, protect, share, and disclose Personal Information in connection with the operation of our HVAC, plumbing, and electrical business (the “Services”). PLEASE READ THIS PRIVACY POLICY CAREFULLY.

YOUR STATE PRIVACY RIGHTS: IF YOU ARE A RESIDENT OF CALIFORNIA, COLORADO, CONNECTICUT, DELAWARE, INDIANA, IOWA, KENTUCKY, MARYLAND, MINNESOTA, MONTANA, NEBRASKA, NEW HAMPSHIRE, NEW JERSEY, OREGON, RHODE ISLAND, TENNESSEE, TEXAS, UTAH, OR VIRGINIA YOU HAVE CERTAIN PRIVACY RIGHTS UNDER YOUR STATE CONSUMER PRIVACY LAWS. PLEASE SEE SECTION 16 OF THIS PRIVACY POLICY FOR ADDITIONAL TERMS THAT MAY APPLY TO YOU.

1. What is Personal Information?

“Personal Information” or “Personal Data” means information that alone or in combination identifies, relates to, describes, is reasonably capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular consumer or household. Personal Information excludes publicly available information and aggregated or deidentified information that does not include personal identifiers.

2. Categories of Personal Information We Collect

We collect the categories of Personal Information described below when operating our business, along with examples of the types of Personal Information we collect in each category:

Identifiers: Full name; mailing address; billing address; Internet Protocol Address (“IP Address”); email address; and telephone number.
Customer Records: Name; address; and telephone number. Note: When you make a purchase using a credit or debit card, that information is provided directly to our third-party Payment Processor (as defined in Section 4). The Payment Processor will send us the last 4 digits of your credit or debit card to facilitate future transactions. If a customer provides credit card information to us verbally, we will input that information directly into our Payment Processor’s platform.
Commercial Information: Records of estimates you received; products or services you purchased, received, or considered; purchasing history; invoices; warranty records; and content of texts, emails, or survey answers you send to us.
Internet Activity: Internet or other electronic network activity information including browsing history, search history, and information regarding your interaction with our Site, such as your IP address, time zone, referring links, the websites you visit before and after visiting the Site, mouse movements, cookie ID, browser type, internet service provider, device ID, operating system, and the date and time of your visit.
Imprecise Geolocation Data: City, state, zip code, and country (based on your IP Address).
Audio and Video Recordings: We may use a third-party software tool to take pictures and make video and/or audio recordings in or outside your home or property to aid in preparing an estimate, performing repairs or remodeling services, to consult with third-party service providers, or to collect information necessary for us to perform the Services and demonstrate that we have completed the Services. We record customer service calls (as disclosed on inbound calls via prompts) using a third-party software tool. We maintain security videos in our business locations where tools and supplies are maintained. We use cameras in our trucks for safety purposes.
Professional or Employment Information: Professional or employment-related information that you provide when you apply for a job with us or when you are hired for a position with us.
Educational Information: Education-related information, including information you provide when you apply for a position with us.
Inferences: Inferences drawn from other categories of Personal Information we collect are used to create a profile about your consumer preferences and purchasing tendencies.
Sensitive Personal Information (Precise Geolocation Data): We may collect precise location data, such as GPS coordinates, cell tower logs, or Wi-Fi access points, to determine your physical location with high accuracy in order to perform the Services.

3. Sources of Personal Information We Collect

We collect Personal Information from or about you from the following sources:

Directly from You: For example, we collect Personal Information from you when you request a quote on our Site and when we communicate with you by phone, text or email.
Electronically: For example, we collect Personal Information electronically through placement of Cookies (as defined in Section 6 of this Privacy Policy) when you use our Site.
From Third Parties: We collect Personal Information from third parties, including our parent company, affiliated companies, business partners, service providers, and advertising and analytics partners. We may combine data from these third-party sources with Personal Information or other data we collect. This enhances our existing information about our customers (e.g., adding address data), improves our ability to contact you, and enhances our marketing capabilities.

4. Purpose for Collecting and Using Your Personal Information

We collect your Personal Information for the purposes described below, along with examples and the categories of Personal Information collected for each purpose:

Customer Communications and Support: To answer your questions; provide customer service; respond to your request for an estimate; manage appointments; follow up on services; handle concerns and feedback; and communicate with you about your account or our Services. Categories: Identifiers, Customer Records, Commercial Information, Internet Activity, Audio and Video Recordings, and Inferences.
Facilitating Purchases: We may collect certain payment information when you make a purchase. However, we use a third-party, PCI-compliant, payment processor (“Payment Processor”) to facilitate payments. When you make a purchase your payment information is sent directly to our Payment Processor. Categories: Identifiers, Customer Records, and Commercial Information.
Providing, Scheduling, and Administering Services and Transactions: To schedule and perform our Services; to confirm a service location; to coordinate technician arrival windows; to prepare estimates; to process payments; to complete your purchases; to send invoices; and to maintain product, service, warranty and transaction records. Categories: Identifiers, Customer Records, Commercial Information, Internet Activity, Audio and Video Recordings, and Imprecise and Precise Geolocation Data.
Operating and Improving Our Business: To run our day-to-day operations; manage our customer and vendor relationships; handle our accounting and reporting obligations; maintain our records; support our audits; evaluate our service quality; improve our training; refine our pricing and offerings; and better understand demand for our Services. Categories: Identifiers, Customer Records, Commercial Information, Internet Activity, Audio and Video Recordings, and Inferences.
Marketing and Targeted Advertising: To send you promotions, newsletters, membership offers, third-party financing offers, promotions, and information about our Services that may interest you and to serve you targeted advertising. Categories: Identifiers, Commercial Information, Internet Activity, Imprecise Geolocation Data, and Inferences.
Operating Our Site and Performing Analytics: To operate, maintain, secure, and improve our Site; to analyze the operation and usage of our Site; and to understand how visitors use our Site. Categories: Identifiers, Internet Activity, and Imprecise Geolocation Data.
Security and Monitoring: To protect our IT systems, offices, property, vehicles, and data; to investigate security incidents; to prevent fraud, theft, and unauthorized access to our IT systems; to support safety measures; to monitor office locations or service interactions where allowed by law; and to support employee, customer, and workforce safety and security. Categories: Identifiers, Customer Records, Internet Activity, Imprecise Geolocation Data, Audio and Video Recordings, and Professional or Employment Information.
Recruiting and Employment Purposes: To receive and review applications, communicate with candidates, verify qualifications, schedule interviews, manage recruiting and onboarding, administer payroll and benefits, provide training, confirm licensing and certifications, perform background checks, drug screening, and other employment-related processes, subject to applicable law. Categories: Identifiers, Professional or Employment Information, and Educational Information.
Legal Purposes and Protection of Rights: To comply with our legal obligations; respond to subpoenas, court orders, or regulatory requests; enforce or apply our Terms of Use or other agreements; to protect our rights, property, and safety and those of others; to obtain legal or business advice; and to investigate, bring or defend claims. Categories: Identifiers, Customer Records, Commercial Information, Internet Activity, Audio and Video Recordings, Imprecise Geolocation Data, Professional or Employment Information, Educational Information, and Inferences.
Business Transactions: To evaluate, negotiate, and complete a merger, acquisition, change of control, financing, reorganization, bankruptcy, sale of assets, or other similar business transaction (a “Business Transaction”); to share relevant records for due diligence and transition planning in connection with a Business Transaction; and to transfer Personal Information in connection with a Business Transaction. Categories: Identifiers, Customer Records, Commercial Information, Internet Activity, Imprecise Geolocation Data, Audio and Video Recordings, Professional or Employment Information, Educational Information, and Inferences.

5. Categories of Third Parties with Whom We Share or to Whom We Disclose Your Personal Information

We may share your Personal Information with, or disclose your Personal Information to, the following categories of third parties:

Our Parent Company: We may disclose your Personal Information to our parent company to support our business operations, provide services to us and assist us with our marketing and advertising activities.
Service Providers: We may disclose your Personal Information to third-party service providers to assist us with the operation of our business, such as technicians, subcontractors, technical support providers, platform providers, software service providers, and marketing service providers. These service providers are required to protect your Personal Information and to use it only to provide services for us.
Professional Advisors: We may share your Personal Information with our professional advisors, such as attorneys, accountants, financial advisors, insurance brokers, and business advisors, in their capacity as advisors to us in our business, tax, and legal obligations.
Advertising and Analytics Partners: We may share your Personal Information with certain third-party analytics and advertising partners to send you targeted advertising and to analyze the operation and usage of our Site. These advertising and analytics partners may use Personal Information to assist us and may also use your Personal Information for their own advertising, marketing, and business purposes.
Social Media Platforms: If you follow us on social media, we may share Personal Information you post on our social media pages with our advertising and analytics partners.
Governmental Entities and Law Enforcement: We may disclose Personal Information about you to governmental authorities or law enforcement if required by law or if we reasonably believe that disclosing the Personal Information is needed to comply with any valid legal process, governmental request, or applicable law, rule, or regulation; to protect the Company’s rights, property, and safety and those of our customers, employees, and/or others; or to detect and resolve fraud or security concerns.
Parties to Business Transactions: In the event we are involved in a Business Transaction, we may disclose or share your Personal Information as part of a due diligence process in connection with the proposed or completed Business Transaction. We may sell and transfer your Personal Information to the subsequent owner(s) or successor entity as part of the Business Transaction.

6. Cookies and Other Tracking Technologies

We use cookies, pixels, web beacons, script tags, and certain other tracking technologies on our Site. In this Privacy Policy, we refer to all of these technologies as “Cookies.”

What We Collect Using Cookies: We use Cookies to collect information about your device and how you use our Site as further described in Section 2 and Section 4 above. For instance, we collect information about your Internet Activity using Cookies. We may combine information collected through the use of Cookies with other Personal Information we collect from or about you.

A Cookie can either be a “session” Cookie or a “persistent” Cookie. Session Cookies exist only as long as you are visiting the Site and are typically deleted when you exit your web browser. Persistent Cookies remain active until their predetermined expiration date. Each time you visit a site that has implemented a persistent Cookie, the persistent Cookie is renewed. You can manually delete persistent Cookies through your browser settings.

Why We Use Cookies: We use Cookies to operate and secure our Site, to help improve the performance of the Site, to remember your preferences when you visit the Site, to understand how visitors use our Site, and to support our marketing, targeted advertising, and analytics activities. We use the following categories of Cookies on our Site:

Essential Cookies: These Cookies are necessary for the Site to function, support security features, and enable core services. Without these Essential Cookies, our Site would not perform properly, and you would not be able to use certain services. For example, we use Google’s reCAPTCHA Enterprise product for security purposes: reCAPTCHA Enterprise is a tool provided by Google that helps us secure the Site and prevent spam accounts. To enable this feature, reCAPTCHA places a Cookie on your computer or mobile device. reCAPTCHA may collect hardware and software information, such as device and application data, and send that information to Google for analysis to determine whether your interactions with the Site are from a legitimate user. Google’s processing of this information is governed by Google’s applicable terms of use and privacy disclosures.
Preference and Performance Cookies: These Cookies help remember your preferences and settings, improve how the Site functions, and help us understand how visitors interact with the Site so we can improve Site performance and user experience.
Targeted Advertising Cookies: We use third-party advertising and marketing companies to serve targeted advertising on our behalf. These advertisements are customized based on your past visits to our website. The data collected may be associated with your Personal Information. These advertisements may appear on the Site or on other websites and may be sent to you via email. For example, we use Google Ads, Meta Pixel, and Microsoft Ads and Microsoft Clarity to serve and measure advertising and to understand how visitors interact with the Site. We obtain your explicit consent for personalized advertising where legally required, and you can manage your consent and ad settings through each provider’s own controls, such as Google’s My Ad Center or Meta’s ad preferences page.
Analytics Cookies: We use certain third-party Cookies on our Site from companies that provide us with analytics data about how you use the Site, such as Google Analytics, which places Cookies on your device and transmits information we select about your use of the Site. You can opt out via Google’s opt-out page or by downloading the Google Analytics Opt-out Browser Add-on.

Social Media: We have social media accounts on Facebook, X, TikTok, Instagram, LinkedIn, YouTube, and other social media services. If you select those links on our Site, you will be transferred to those third-party social media websites. When you visit those social media websites, the privacy and data processing practices are governed by the privacy policies on those websites. We also use the YouTube API to allow you to access YouTube content from our Site; your use of YouTube is governed by YouTube’s own terms of service and privacy policy.

7. SMS/TEXT MESSAGING

With your express prior written consent we will send text messages. We will send you text messages about appointments and service reminders and similar information which are transactional in nature. We may also send texts for marketing purposes which are referred to as promotional texts.

When you sign up for text messages, we receive and store the information you provide, including your mobile phone number, the message category you selected, the consent language presented to you at opt-in, the date and time of such consent, the source and method of consent, and your messaging interaction records, such as delivery status, replies, help requests, and opt-out status.

We use this information to provide the text messages you request, including appointment and service communications, customer support, marketing communications you separately agree to receive, preference management, operational administration, compliance monitoring, and recordkeeping.

No mobile opt-in data, text messaging originator opt-in data, or consent records will be shared with third parties or affiliates for their own marketing or promotional purposes.

We may share limited messaging-related information with vendors or service providers that help us operate our messaging program, such as messaging platform providers, CRM providers, scheduling systems, customer support providers, and compliance service providers, but only as needed to provide services on our behalf and not for their own marketing use.

You may opt out of receiving promotional text messages at any time by replying “STOP,” “END,” “CANCEL,” “UNSUBSCRIBE,” or “QUIT” as directed by our messaging platform, or by contacting us at 1-855-216-1006 or privacy@homeservicesprivacy.com. For help, reply “HELP.” Message frequency varies. Message and data rates may apply. If you opt out of promotional texts, you will still receive transactional texts.

For more information about text messages, see our SMS Terms and Conditions found in our Terms of Use.

8. Your Privacy Choices

We recognize that you may want to limit how your Personal Information is collected, used and shared. We currently offer the following choices and options for you to limit the use of your Personal Information when visiting our Site:

8.1 Update your Personal Information: You may update your Personal Information by contacting us using the information in the “Contact Us” section below.

8.2 Opt-Out of Marketing Communications: We may send you marketing and other promotional materials and notifications by email, text message, phone and mail with your consent. Your options for managing your marketing preferences are:

Email: You can opt out of marketing or advertising emails by clicking the unsubscribe button in the email or contacting us at privacy@homeservicesprivacy.com with “Unsubscribe” in the subject line.
Text Messages: See Section 7 above.
To Opt-Out of Other Communications (e.g., telemarketing), please contact us as set forth in the “Contact Us” section below. Opting out of marketing communications does not prevent you from receiving non-marketing communications, such as notifications of changes to our Site or policies, or information about your purchases or orders.

8.3 Opt-Out of Targeted Advertising: If you wish to limit or opt out of third-party targeted advertising, you can do one or more of the following:

Change your Browser Settings: The Options or Settings section of most internet browsers will tell you how to manage Cookies and how to disable Cookies. You can disable some Cookies through your browser settings, but please note, disabling Cookies may impact some of the features of our Site and prevent the Site from operating as intended.
Change your Preferences with respect to interest-based advertising by utilizing the opt-out mechanism provided by the Digital Advertising Alliance (“DAA”) (YourAdChoices for browsers, or the AppChoices tool for app-based opt-outs), or by utilizing the tool provided by The Network Advertising Initiative (“NAI”) that allows consumers to opt out of certain interest-based ads delivered by NAI members’ ad networks.
State Privacy Law Opt Out Rights and Global Privacy Controls: If you are a resident of certain states, you may opt out of the sale or sharing of your Personal Information for targeted advertising or for sale of your Personal Information. For the full list of states, methods, and instructions, see the “State Privacy Rights” list in Section 16 “Your State Consumer Privacy Rights” below.

Please note that even if you opt out of receiving interest-based advertising, you may still receive advertisements, but they will be more general in nature. In addition, you will need to change the Cookie settings on each of the browsers you use to visit our Site. Finally, the electronic device you use to visit our Site may offer relevant privacy settings; please see the device settings for details.

9. How We Secure Your Personal Information

We use commercially reasonable physical, technical, administrative, and organizational measures designed to help secure Personal Information we collect against loss, misuse, alteration, or unauthorized access or acquisition, appropriate to the type of Personal Information processed. WHILE WE STRIVE TO PROTECT PERSONAL INFORMATION, WE CANNOT GUARANTEE THE SECURITY OF PERSONAL INFORMATION.

10. Protection of Children’s Personal Information

This Site is not directed at children under 18 years of age. We do not knowingly collect, use, or share Personal Information from children under 18. If a parent or legal guardian learns that their child provided us with Personal Information without their consent, please contact us and we will make commercially reasonable attempts to delete such Personal Information.

11. Deidentified and Aggregated Information

We may create and use deidentified or aggregated information derived from Personal Information in a manner that does not reasonably identify an individual. We take reasonable measures to ensure that such information cannot be associated with an identifiable individual, publicly commit to maintaining and using the information only in deidentified form, and contractually require any recipients of deidentified information to comply with these requirements. Deidentified or aggregated information is not Personal Information for purposes of this Privacy Policy or applicable law and may be used for any lawful purpose.

12. Third-Party Links

The Site contains links to websites not owned or controlled by us, or our parent company. Their privacy practices are governed by their own privacy policies, not this Privacy Policy. We encourage you to review the privacy policy of each website you visit.

13. Access from Outside the United States

This Site is intended only for U.S. residents. If you access the Site from outside the United States, please be aware that Personal Information may be transferred to, stored in, and processed in the United States. Certain governmental authorities may not consider the level of protection of Personal Information in the United States to be equivalent to that required by other jurisdictions. If you share your Personal Information when visiting the Site, you consent to the processing of that Personal Information in the United States.

14. Data Retention

We will retain your Personal Information only for as long as necessary to fulfill the purposes for which it was collected. We also retain Personal Information to honor warranty periods, maintain our ongoing business relationship with you, meet our legal, accounting, administrative, or operational requirements, meet our reporting obligations, and improve our Services, our business, and our customer service efforts. When Personal Information is no longer needed, we will delete, deidentify, or aggregate it in accordance with applicable law and our retention practices.

15. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The effective date of the most current version will be posted at the top of this Privacy Policy.

If we make material changes to this Privacy Policy, we will provide notice of such updates by posting an updated Privacy Policy on our Site, at the top of this Privacy Policy, or using other means of communication, such as email communication. We encourage you to review this Privacy Policy periodically to remain informed about our privacy practices.

16. Your State Consumer Privacy Rights

Your California Privacy Rights: California residents have certain specific privacy and disclosure rights with regards to their Personal Information. We have included a description of those rights below.

Selling or Sharing Personal Information: We do not sell your Personal Information. We may share your Personal Information for purposes of targeted advertising and analytics, including cross-context behavioral advertising. This includes the disclosure of identifiers, internet or other electronic network activity information, and inferences to advertising and analytics partners.

These partners may use Personal Information to help deliver advertisements for our Services that are tailored based on interactions with our Site and other websites, applications, or online services. Such disclosures may constitute “selling” or “sharing” Personal Information under California law, including the California Consumer Privacy Act (the “CCPA”).

California residents have the right to opt-out of the sale or sharing of their Personal Information, as described below, through the link found at homeservicesprivacy.com/privacy-request.

California Disclosures:

Categories of Personal Information Sold: In the last 12 months, we have not sold your Personal Information to a third party for monetary compensation.
Personal Information We Have Shared: In the last 12 months, we have shared the following categories of Personal Information with third parties for the purpose of serving targeted advertising and performing data analytics on the Site: Identifiers; Commercial Information; Internet Activity; Imprecise Geolocation Data; and Inferences.
Categories of Personal Information Disclosed for a Business Purpose: In the last 12 months, we have disclosed the following categories of Personal Information to service providers for business purposes: Identifiers; Customer Records; Commercial Information; Internet Activity; Imprecise Geolocation Data; Audio and Video Recordings; Professional or Employment Information; and Educational Information.
Financial Incentive Offerings: We may offer discounts and giveaways from time to time. In exchange, we will collect, use, share, and retain certain Personal Information from you. We will also maintain and utilize the Personal Information you provide for future marketing purposes. These discounts and giveaways may be considered a financial incentive under the CCPA. These financial incentives are reasonably related to the value of the Personal Information you provide. We make a reasonable, good-faith determination of the estimated value such information provides to our business, taking into consideration the value of the offer itself and the anticipated revenue generation from brand loyalty and repeat purchases. We calculate the value of the offer and financial incentive by using the expense related to the offer.

In the event of a conflict between this Section 16 and the remainder of this Privacy Policy, this section shall take precedence for residents of the applicable state.

Other State Specific Consumer Privacy Rights: In addition to the rights of California consumers described above, certain other states have consumer privacy laws that provide their residents with the ability to exercise certain privacy rights related to their Personal Information. Currently, those states are: California, Colorado, Connecticut, Delaware, Indiana, Iowa, Kentucky, Maryland, Minnesota, Montana, Nebraska, New Hampshire, New Jersey, Oregon, Rhode Island, Tennessee, Texas, Utah, and Virginia.

Subject to certain limitations such as (a) exceptions permitted by applicable law and (b) verification of your identity, consumers living in the states which have a consumer privacy law listed above may exercise the following state consumer privacy rights with regard to their Personal Information. These rights are generally similar, but there are slight variations depending on your state of residency:

Right to Access and Know: You have the right to request access to the Personal Information we have collected about you, including the categories and specific pieces of Personal Information we have collected about you, the sources of that information, and the purposes for which it