Privacy Policy

This Privacy Policy explains how Plumb Air CRM (“Plumb Air CRM,” “we,” “us,” or “our”) collects, uses, discloses, and safeguards your information when you visit plumbaircrm.com, request a demo, or use our field-service CRM software (collectively, the “Service”). By using the Service you agree to the practices described here.

1. Information we collect

Information you provide

When you request a demo, create an account, or contact us, we collect information such as your name, business name, email address, phone number, and any details you choose to share. If you are a customer, we also process the business data you enter into the Service, which may include customer records, job and appointment details, estimates, invoices, notes, and related field-service information.

Payment information

Card payments are processed by Stripe. Raw card details are entered directly into Stripe and never pass through or are stored on our servers. We retain only non-sensitive references (such as a payment confirmation and the last few digits or card brand) needed to reconcile a transaction.

Information collected automatically

Like most websites and applications, we automatically collect certain technical data such as your IP address, browser type, device information, pages viewed, and usage activity. We use cookies and similar technologies to operate the Service, remember your session, and understand how the Service is used.

2. How we use your information

• Provide, operate, maintain, and improve the Service.
• Respond to demo requests, support inquiries, and other communications.
• Process payments and prevent fraud.
• Send service-related notices and, where permitted, product updates.
• Monitor usage, diagnose problems, and ensure security.
• Comply with legal obligations and enforce our terms.

3. Integrations and third parties

The Service may connect to third-party systems you authorize, such as ServiceTitan, to sync customers, jobs, and related records. When you enable an integration, data is exchanged with that provider under their own terms and privacy policies. We also rely on trusted service providers (for example, hosting, payment processing, and analytics) that process data on our behalf and are bound by confidentiality and data-protection obligations.

4. How we share information

We do not sell your personal information. We share information only as needed to operate the Service: with service providers acting on our behalf, with integrations you authorize, to comply with the law or valid legal process, to protect our rights and the safety of others, and in connection with a merger, acquisition, or sale of assets where information may be transferred subject to this Policy.

5. Data retention

We retain information for as long as your account is active or as needed to provide the Service, comply with legal obligations, resolve disputes, and enforce our agreements. Customer business data is retained according to your agreement with us and is deleted or returned on request following account termination, subject to legal retention requirements.

6. Security

We use administrative, technical, and physical safeguards designed to protect your information, including encryption of sensitive credentials at rest and in transit. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.

7. Your choices and rights

Depending on your location, you may have the right to access, correct, delete, or export your personal information, or to object to or restrict certain processing. You can also opt out of non-essential marketing emails at any time using the unsubscribe link. To exercise a right, contact us at hello@plumbaircrm.com. If you are a customer’s end user, please direct requests to the business that uses our Service.

8. Children’s privacy

The Service is intended for businesses and is not directed to children under 13. We do not knowingly collect personal information from children.

9. Changes to this Policy

We may update this Privacy Policy from time to time. When we do, we will revise the “Last updated” date above. Material changes will be communicated through the Service or by email where appropriate.

10. Contact us

If you have questions about this Privacy Policy or our practices, contact us at hello@plumbaircrm.com.