Privacy Policy

Effective date: March 20, 2026

Field Forge AI (“Field Forge AI,” “we,” “us,” or “our”) provides software for home-service and field-service businesses to manage leads, scheduling, dispatch, customer communications, jobs, invoices, payments, and related workflows. This Privacy Policy explains what information we collect, how we use it, when we may share it, and the choices available to you when you visit our website, create an account, use our software, or interact with us.

1. Information we collect

We may collect the following categories of information:

• Account and business information: names, company name, email address, phone number, login credentials, billing details, service-area information, and business profile details.
• Customer and operational data: customer names, phone numbers, email addresses, addresses, appointment details, job notes, quotes, invoices, payments, and communication history that our business customers choose to store or send through the platform.
• Website and device data: IP address, browser type, device identifiers, pages viewed, referring URLs, and analytics or diagnostic information used to operate and improve the service.
• Support and communication data: demo requests, feedback, support inquiries, and other messages sent to us.

2. How we use information

We may use information to:

• Provide, maintain, secure, and improve the website and software platform.
• Create and manage accounts, authenticate users, and protect against fraud, abuse, and unauthorized access.
• Support field-service workflows such as lead handling, scheduling, dispatch, messaging, quoting, invoicing, and payment collection.
• Send service-related notices, billing notices, security alerts, transactional messages, and customer support responses.
• Monitor usage, troubleshoot issues, analyze performance, and enforce our agreements.
• Comply with legal obligations and respond to lawful requests.

3. SMS, calling, and messaging privacy

If you or your business use communications features made available through Field Forge AI, those tools are intended for transactional and operational use, including appointment confirmations, reminders, dispatch updates, service notifications, invoice-related notices, and customer support interactions.

• Message frequency varies based on customer activity and business workflows.
• Message and data rates may apply depending on the recipient’s mobile carrier plan.
• Recipients may reply STOP to opt out of SMS messages and HELP for assistance where supported.
• Businesses using Field Forge AI are responsible for obtaining any consent required by law before sending SMS or similar communications.
• We do not sell or share mobile opt-in data with third parties for their own marketing purposes.

4. How we share information

We may share information with:

• Service providers and infrastructure partners that help us host the platform, process payments, deliver email or SMS, provide analytics, or support security and operations.
• Authorized users and account administrators within a customer’s organization, based on account permissions.
• Legal or regulatory authorities when required by law, subpoena, court order, or when reasonably necessary to protect rights, safety, and security.
• Successors or affiliates in connection with a merger, financing, acquisition, restructuring, or sale of assets, subject to applicable law.

5. Data retention

We retain information for as long as reasonably necessary to provide the service, comply with legal obligations, resolve disputes, enforce agreements, and support legitimate business operations. Retention periods may vary depending on the type of information and how the platform is used.

6. Security

We use reasonable administrative, technical, and organizational safeguards designed to protect information from unauthorized access, loss, misuse, or alteration. No method of transmission over the internet or method of electronic storage is completely secure, so we cannot guarantee absolute security.

7. Your choices

• You may contact us to request access to, correction of, or deletion of certain personal information, subject to legal and contractual limits.
• You may opt out of marketing emails by following the unsubscribe instructions in those messages.
• Transactional communications related to accounts, billing, security, or active service workflows may still be sent when necessary.

8. Children’s privacy

Field Forge AI is not directed to children under 13, and we do not knowingly collect personal information from children under 13.

9. International transfers

If you access the platform from outside the country where our systems or service providers operate, your information may be transferred to and processed in other jurisdictions.

10. Changes to this policy

We may update this Privacy Policy from time to time. If we make material changes, we may revise the effective date above and provide additional notice when appropriate.

11. Contact us

For privacy questions or requests, contact:
Field Forge AI
info@fieldforgeai.com
[Replace with company mailing address]
[Replace with final production website URL]