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Privacy Policy




Privacy Policy

Heritage Systems, Inc.
Effective Date: January 1, 2025
Last Updated: January 7, 2025

Heritage Systems, Inc. (“we,” “us,” “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and protect your information when you interact with our websites, services, SMS communications, applications, and other offerings (the “Services”).

1. Information We Collect

A. Personal Information

  • Name, address, phone number, email address, and job title
  • Account credentials and authentication data
  • Project-related or service-specific information you provide
  • Payment, billing, and tax information (if applicable)

B. Technical Information

  • Device type, operating system, browser type, IP address
  • Log files, cookies, and analytics data
  • Location data where applicable (e.g., jobsite verification, service area validation)

C. Communication Information

  • Call logs, voicemail, and text message correspondence
  • Form submissions, email communications, and chat transcripts
  • Photos, videos, or documents submitted for project purposes

2. How We Use Your Information

  • Deliver, maintain, and improve our Services
  • Process payments and manage billing
  • Communicate about projects, appointments, and support requests
  • Send administrative notifications, service updates, and promotional communications (where permitted)
  • Enforce contracts and comply with legal obligations
  • Analyze performance and user interaction to improve user experience

3. SMS and Messaging Policy

We may use SMS or other text-based communications to confirm appointments, provide updates, and share important information about our services.

We will not share your opt-in to an SMS campaign with any third party for purposes unrelated to providing you with the services of that campaign. We may share your Personal Data, including your SMS opt-in or consent status, with third parties that help us provide our messaging services, including but not limited to platform providers, phone companies, and any other vendors who assist us in the delivery of text messages.

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

You may opt out of SMS communications at any time by replying STOP or following the instructions included in each message. Message and data rates may apply.

4. Cookies and Tracking

We use cookies, pixels, and analytics tools (such as Google Analytics or Zoho PageSense) to understand how users interact with our site. You can modify your browser settings to reject cookies, though this may impact functionality.

5. How We Share Information

  • Service providers and vendors that support our operations (e.g., hosting, CRM, payment processors)
  • Professional advisors, auditors, and legal representatives
  • Law enforcement or government agencies when legally required
  • Successors or affiliates in the event of a business merger or acquisition

We do not sell personal information or SMS consent data to third parties.

6. Data Retention

We retain personal information for as long as necessary to fulfill the purposes described in this policy, including compliance with legal, tax, and contractual obligations.

7. Data Security

We implement industry-standard measures to protect your data, including encryption, access controls, and secure storage systems. Despite our efforts, no system can be 100% secure; users share data at their own risk.

8. Your Rights

Depending on your jurisdiction, you may have the right to:

  • Access or request a copy of your data
  • Correct or update inaccurate information
  • Request deletion of personal data
  • Withdraw consent or object to processing

To exercise these rights, contact us using the details below.

9. Third-Party Links and Integrations

Our Services may contain links to third-party websites or integrate with platforms such as Zoho, Vimeo, or Google Workspace. We are not responsible for the privacy practices or content of third parties. Please review their respective policies before sharing your data.

10. Changes to This Policy

We may update this Privacy Policy periodically. Any changes will be posted on our website with an updated effective date. Continued use of our Services constitutes your acceptance of the revised terms.

11. Contact Us