Your privacy

Privacy Policy

How we collect, use, and protect the information you share when you request a free estimate-recovery audit or book a consultation. Last updated: October 22, 2026.

Draft for owner review. This policy is a working draft. The legal business name, contact email, mailing address, data-retention period, and any third-party tools listed below are marked with [requires confirmation] and must be confirmed by the owner before this page is published. We have not invented any legal or business details.

Who we are

This privacy policy applies to the Contractor Estimate Recovery System, a done-for-you estimate follow-up service for small construction and remodeling contractors. The service is operated by [legal business name — requires confirmation], located at [business address — requires confirmation].

In this policy, “we”, “us”, and “our” refer to that business, and “you” refers to the contractor or business representative submitting a request.

What information we collect

When you request a free estimate-recovery audit, you may share the following information:

  • Your name and business name
  • Email address and, if you choose to share it, a phone number
  • Your outstanding-estimate volume and current follow-up process
  • Any additional details you choose to add about what’s slipping through the cracks
  • Your consent to be contacted about the audit
  • An optional, separate consent to receive occasional promotional tips and updates by email or text

When you book a consultation call through this site, we also collect the booking details you confirm — the date and time you select, your time zone, and the contact details required to schedule the call.

We also automatically collect limited technical information when you visit the site, such as the page URL, browser type, approximate device type, and an analytics session identifier, so your submission can be associated with your visit.

How we use your information

We use the information you share to:

  • Prepare your free estimate-recovery audit and recommendations
  • Schedule and confirm your consultation call
  • Respond to your questions and requests
  • Improve and maintain the service
  • Send occasional tips and updates by email or text only if you have separately opted in, and only until you opt out

We do not use your consultation request details for promotional outreach. Promotional messaging is governed entirely by the separate, optional consent described below and is not activated automatically.

Consent

Consultation consent (required). To submit an audit request, you must agree to be contacted about your free estimate-recovery audit and consultation. This consent is required, and the date and time it was given are recorded.

Promotional consent (optional and separate). You may separately choose to receive occasional contractor follow-up tips and updates by email or text. This is optional, is recorded separately with a timestamp, and can be withdrawn at any time. Granting this consent does not affect your audit or consultation. No promotional outreach is activated until and unless the owner approves it.

You can withdraw either consent at any time by contacting us at [contact email — requires confirmation].

How we share your information

We do not sell your information. We share your information only as needed to operate the service — for example, with the customer-relationship and calendar tools we use to store your request and schedule your consultation [specific third-party tools — requires confirmation] — or when required by law.

We will seek your permission before sharing your information for any other purpose.

How long we keep your information

We keep your information only as long as we need it to provide the service and respond to your requests. The specific retention period for audit and booking records is [retention period — requires confirmation]. You can request earlier deletion at any time.

Security

We take reasonable measures to protect your information against unauthorized access, alteration, or disclosure. No method of transmission or electronic storage is completely secure, so we cannot guarantee absolute security.

Your rights

You may ask to access, correct, or delete the information you have shared with us, and you may withdraw your consent at any time. To exercise any of these rights, contact us at [contact email — requires confirmation]. We will respond within a reasonable time.

Children’s privacy

This service is intended for business use by adults. We do not knowingly collect information from anyone under 18. If you believe we have, please contact us so we can remove it.

Changes to this policy

We may update this policy as the service evolves. We will post changes on this page and update the “last updated” date above. We will not make material changes that affect how we use information you have already shared without your consent where required.

Contact

If you have questions about this policy or how we handle your information, contact us at [contact email — requires confirmation] or by mail at [business address — requires confirmation].