Legal · TrueNotch Pro™

Privacy Policy

How TrueNotch Pro™ handles personal and business information.

Effective Date: June 29, 2026 · Last Updated: June 29, 2026 · Policy v1.0 · Terms v1.0

Beta: TrueNotch Pro™ is currently in beta. Some features may be tested with demo data before public launch. Payment processing, SMS messaging, call recording, automated dialing, and third-party phone integrations are not enabled.

1. What TrueNotch Pro™ is

TrueNotch Pro™ provides assisted front-office support for contractor businesses. It helps authorized users organize customer communication, maintain service continuity, and preserve visibility into business opportunities.

2. Information we may collect

  • Account information such as name, email, role, and login details
  • Contractor client business information
  • Authorized team member profile information
  • Customer and service-request information
  • Business communication records
  • Service continuity and activity records
  • Service area, business hours, service availability, and customer communication preferences
  • Usage data such as page visits, clicks, and feature activity
  • Device and browser information
  • Support messages or inquiries

3. How information is used

  • To provide the app
  • To support organized contractor service
  • To maintain customer communication continuity
  • To help authorized teams oversee service quality
  • To support role-based access
  • To improve the platform
  • To maintain security
  • To comply with legal obligations

4. Customer data entered during calls

Contractor clients and authorized agents are responsible for collecting, entering, and using customer information lawfully. TrueNotch Pro™ does not independently verify whether a contractor has permission to contact a customer or whether a customer consented to be contacted.

5. Call information

The current release stores call-related notes and outcomes entered by users. It does not currently perform live call recording, automated dialing, SMS messaging, or phone-provider integration. Call recording and live phone integrations are not enabled.

6. Data sharing

We do not sell personal information. Information may be shared with service providers needed to operate the app, to comply with law, to protect rights, or to support the user. Any new sharing relationships will be reflected in this policy before activation.

7. Role-based access

  • Admins may see platform-wide information.
  • Managers may see assigned team or contractor client information.
  • Agents may see assigned contractor client information.
  • Contractor clients may see their own business and customer workflow data.

8. Data security

We use reasonable safeguards including role-based access, server-side authentication, and database-level row security. No system is 100% secure. Users are responsible for keeping account credentials private.

9. Data retention

Information may be retained as long as needed to provide services, comply with law, resolve disputes, or maintain business records. Backups may briefly contain information that has been deleted from active systems.

10. User choices

  • Update account information
  • Request deletion
  • Request access
  • Request correction
  • Opt out of non-essential communications

Requests can be submitted on the Data Rights page.

11. Children's privacy

The app is not intended for children under 13 and should not be used to collect children's information.

12. State privacy rights

Depending on the state in which you live, you may have additional privacy rights, including the right to access, correct, delete, or opt out of certain uses of your information. To exercise these rights, use the Data Rights page.

13. Contact

Privacy questions can be sent to sophia@bhcsvc.com.

Not legal advice. The current release template language should be reviewed by a qualified attorney before public launch or pilot use.