Privacy Policy.

Effective Date July 1, 2022

Credit For “Site”).

The “Service” is a proposal management system that allows a home services provider, contractor dealer, salesperson, consultant, technician, or other users (referred to as a “Customer”) to create a custom, digital proposal for the sale of HVAC equipment, accessories, installation, and related products or services to a consumer (“User”).

This page informs you (“you,” “your,” or the “Customer”) of our policies regarding the collection, use, and disclosure of personally identifiable information we receive from users of the Site (“Personal Information”).

Personally identifiable information may include but is not limited to your name, phone number, email address, billing address, telephone number, credit card information, or your organization’s (“Personal Information”).

We use your Personal Information only for providing and improving the Site.

By using the Site, you agree to the collection and use of information per this Policy.

Information Collection

While using our Site, we may ask you to provide us with certain Personal Information that can be used to contact or identify you.

We only have access to/collect the information you voluntarily give us via email or other direct contacts. We will not sell or rent this information to anyone.

Unless you ask us not to, we may contact you via email in the future to tell you about specials, new products or services, or changes to this privacy policy.

Use of Information Collected

We use your information, including your Personal Information, for the following purposes:

  • To provide our Services to you, to communicate with you about your use of our Services, to respond to your inquiries, to fulfill your requests, and for other customer service purposes.
  • To tailor the content and information, we may send or display to you, offer location customization, personalized help, and instructions, and otherwise personalize your experiences while using the Site or our Services.
  • For marketing and promotional purposes. For example, we may use your information, such as your email address, to send you news and newsletters, special offers, and promotions or to contact you about products or information we think may interest you. We may also use the information we learn about you to assist us in advertising our Services on third-party websites.
  • To better understand how Customers access and use our Site and Services, both on an aggregated and individualized basis, to improve our Site and Services and respond to Customer desires and preferences, and for other research and analytical purposes.

How We Share Your Information

We may share Personal Information as follows:

  • We may disclose the information we collect from you to third-party vendors, service providers, contractors, or agents who perform functions on our behalf.
  • If we are acquired by or merged with another company, if substantially all of our assets are transferred to another company, or as part of a bankruptcy proceeding, we may share the information we have collected from you with the other Company.
  • We also may disclose the information we collect from you to comply with the law, a judicial proceeding, a court order, or another legal process, such as in response to a court order or a subpoena.
  • We also may disclose the information we collect from you where we believe it is necessary to investigate, prevent, or take action regarding illegal activities, suspected fraud, situations involving potential threats to the safety of any person, violations of our Terms of Use, or this Policy, or as evidence in litigation in which Company is involved.
  • We may use and analyze aggregate system activity data associated with you and other Customers or Users to optimize, improve or enhance the Service’s operations, and to create new features and functionality in connection with the Service at the Company’s sole discretion.
  • We may share aggregate or de-identified information about users with third parties for marketing, advertising, research, or similar purposes.


To use the services promoted on this Site, a customer must complete the registration form.

A user must give certain information (such as name and email address) during registration. This information is used to contact you about the products/services on our Site in which you have expressed interest.

Log Data

Like many site operators, we collect information your browser sends whenever you visit our Site (“Log Data”).

This Log Data may include information such as your computer’s Internet Protocol (“IP”) address, browser type, browser version, the pages of our Site that you visit, the time and date of your visit, the time spent on those pages, and other statistics.

In addition, we may use third-party services such as Google Analytics that collect, monitor, and analyze site usage and performance.


Cookies are files with a small amount of data, which may include a unique anonymous identifier.

Cookies are sent to your browser from a website and stored on your computer’s hard drive.

Like many sites, we use “cookies” to collect information. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our Site.


The security of your Personal and Company Information is important to us, but remember that no method of transmission over the Internet or electronic storage method is 100% secure.

While we strive to use commercially acceptable means to protect your Personal Information, we cannot guarantee its absolute security.

Changes To This Privacy Policy

This Privacy Policy will remain in effect except concerning any changes in its provisions in the future, which will be in effect immediately after being posted on this page.

We reserve the right to update or change our Privacy Policy at any time, and you should check this Privacy Policy periodically.

Your continued use of the Service after we post any modifications to the Privacy Policy on this page will constitute your acknowledgment of the modifications and your consent to abide by and be bound by the modified Privacy Policy.

Suppose we make any material changes to this Privacy Policy. In that case, we will notify you through the email address you provided or by placing a prominent notice on our website.

Contact Us

If you have any questions about this Privacy Policy, please contact