ServicePilot Privacy Policy

Last updated: June 14, 2026

Overview

ServicePilot helps local service businesses answer inbound calls, collect service request details, create leads, store call transcripts, and send service-related notifications.

Information We Collect

We may collect customer name, phone number, service address, call transcript, call summary, service issue, urgency level, preferred service time, SMS consent, and related communication records.

How We Use Information

We use information to create and manage service requests, notify the business owner, send customer confirmations or service updates, support human follow-up, maintain audit records, and improve the service.

SMS Consent and Mobile Numbers

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be sold, rented, shared, or disclosed to third parties or affiliates for marketing or promotional purposes. Mobile phone numbers are used only to send service-related messages requested by the customer.

SMS Program Description

Customers may opt in verbally during an inbound service call. ServicePilot asks whether the customer agrees to receive text updates about the service request. If the customer says yes, SMS messages are limited to service-request confirmations, callback coordination, appointment coordination, and follow-up updates related to that request.

Message Frequency and Rates

Message frequency varies based on the customer's service request. Message and data rates may apply. Customers can reply STOP to opt out or HELP for help.

Service Providers

We may use service providers for voice, SMS, email, hosting, analytics, database storage, and AI processing. These providers are used only to operate and support ServicePilot.

Data Retention

Service request records, transcripts, summaries, and notification records are retained as needed for business operations, compliance, auditability, and customer support, unless deletion is requested or required by law.

Contact

Questions about this policy can be sent to shawn@wallyweb.com.