Privacy Policy

1. Introduction

FieldIntake ("we", "our", or "us") operates the FieldIntake platform, an AI-powered answering service for home service contractors. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our service.

2. Information We Collect

Account Information

When you register, we collect your name, email address, phone number, business name, and industry type.

Call Data

When customers call your FieldIntake number, we collect: caller phone number, call recordings, AI-generated transcripts, and service request details (name, address, problem description, etc.) provided by the caller.

Usage Data

We collect information about how you use the dashboard, including login times, pages viewed, and features used.

3. How We Use Your Information

• To provide and maintain the FieldIntake service, including answering calls, generating transcripts, and creating service orders.
• To send you SMS and email notifications with service order details.
• To process payments and manage your subscription.
• To improve our AI assistant and service quality.
• To communicate with you about your account and service updates.

4. Call Recordings

All incoming calls are recorded for quality assurance and to provide accurate service orders. Recordings are stored securely and are accessible only to the account owner through the dashboard. Callers are not explicitly notified of recording at this time; account owners are responsible for compliance with local recording laws in their jurisdiction.

5. Data Sharing

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

• Service providers: Telnyx (telephony), Google (AI processing), SendGrid (email), and Stripe (payments) — only as necessary to provide the service.
• Legal requirements: When required by law, subpoena, or court order.

6. Data Security

We use industry-standard security measures to protect your data, including encrypted connections (HTTPS/TLS), secure database hosting, and hashed passwords. However, no method of transmission over the Internet is 100% secure.

7. Data Retention

We retain your account data and call records for as long as your account is active. Call recordings are retained for 90 days unless you request earlier deletion. Upon account cancellation, we delete your data within 30 days.

8. Your Rights

You have the right to:

• Access your personal data.
• Request correction of inaccurate data.
• Request deletion of your data.
• Export your data in a standard format.
• Opt out of marketing communications.

9. SMS Communications

By providing your phone number and enabling SMS notifications, you consent to receive transactional SMS messages with service order details. You can opt out at any time by replying STOP or disabling SMS in your notification settings. Message and data rates may apply.

10. Contact Us

For questions about this Privacy Policy or to exercise your data rights, contact us at: info@fieldintake.com