WylieOS Privacy Policy

This summary is here to help you read the policy. It is not a substitute for it.

1. We collect what we need to run WylieOS: contact details, account details, and the records our customers keep in it.
2. Contractors who use WylieOS own their customers' records. If you call or text a business that uses WylieOS, that business decides how your information is used, and we handle it for them.
3. We do not sell personal information, and we do not share it for targeted advertising. Our websites do not use advertising trackers.
4. Calls answered by the WylieOS AI assistant are recorded and transcribed. The assistant says so at the start of every call.
5. We never share mobile numbers or texting consent with anyone for their own marketing.
6. We do not use your information to train AI for other companies, and the AI providers we use may not train on it.
7. You can ask to see, correct or delete your information by writing to info@wylieos.com.

1.1 Who we are. WylieOS is software that runs the work of contracting businesses: answering calls and texts, estimates, scheduling, jobs, billing and records. Our address is 1679 Oak Park Dr E, Clearwater, FL 33764.

1.2 Our own information. For information about visitors to wylieos.com, people who ask about WylieOS, the people who use WylieOS accounts, and our billing contacts, we decide how the information is used. This policy governs it in full.

1.3 Information we handle for contractors. Contractors and other businesses that subscribe to WylieOS ("Customers") put information into WylieOS about their own customers, employees, suppliers and jobs. That includes the details people give when they call or text a Customer whose phones WylieOS answers. For this information, the Customer decides how it is used, and we act as the Customer's service provider under our Terms of Service. The Customer's own privacy policy applies to it. If you are a customer of a contractor that uses WylieOS and you have a question or request about your information, please contact that contractor first. We will help them respond.

2.1 Information you give us. This includes your name, business name, job title, email address, phone number and mailing address; messages you send us; demo and contact requests; the company website address you enter on wylieos.com; your login details; and billing information. Card and bank details are collected by our payment processor. We do not store full card numbers.

2.2 Information in WylieOS accounts. When a Customer uses WylieOS, we store the records the Customer and its users put in or create, such as customer lists, plans, drawings and photos, estimates, schedules, invoices, job notes and messages. We also store profiles for each user on the account.

2.3 Calls and texts handled by WylieOS. When WylieOS answers a call or text for a Customer, we collect the caller's phone number, the call recording, a written transcript and summary, the details the caller gives (such as name, address, the service needed and appointment times), the text messages exchanged, and whether the person agreed to receive texts or asked to stop them.

2.4 Information collected automatically. When you visit wylieos.com or use the WylieOS apps, our hosting providers record technical information such as your internet address, browser and device type, the pages requested and the time of each request. wylieos.com keeps a small amount of information in your browser for the length of your visit so the presentation remembers where you are. wylieestimates.com records each page you visit once per visit, along with the site that sent you there (without its search details) and any campaign label in the link, so we can see how people find us. It keeps a small note in your browser for the length of your visit so a page is not counted twice. The WylieOS apps record how features are used and when errors happen, so we can fix problems. If a Customer turns on job location features and you allow it on your device, the mobile apps record your location while a job feature that needs it is in use, as the WylieOS End User License Agreement describes.

2.5 No advertising trackers. wylieos.com and wylieestimates.com do not use advertising cookies, advertising pixels or tracking tools from advertising networks. If we add a website analytics tool, we will update this policy first and name what it collects.

2.6 Information from other sources. When you enter a company website on wylieos.com, we read that company's public web pages to build a presentation tailored to it. WylieOS also reads public records, such as building permit records, and public business listings to provide its features. A Customer may give us information about you, for example when it imports its customer list. Our payment processor tells us whether a payment went through.

We use personal information to:

(a) provide WylieOS, including answering calls, booking appointments, sending the messages a Customer sets up, preparing estimates and keeping job records;

(b) build tailored presentations and answer demo and contact requests;

(c) set up and support accounts, send account, security and billing notices, and collect payment;

(d) keep WylieOS secure, prevent fraud and abuse, and enforce our Terms of Service;

(e) improve WylieOS, as described in Section 6.3 of our Terms of Service: tuning WylieOS for a Customer's own account, and using combined records with names and other identifying details removed to measure and improve accuracy, unless the Customer opts out;

(f) send business contacts emails about WylieOS, which you can stop at any time with the unsubscribe link, and send marketing text messages only to people who have agreed in writing to receive them; and

(g) comply with the law and respond to lawful requests.

We do not use personal information to make decisions about a person's credit, employment, housing or insurance.

We may also create information that has been de-identified, meaning it no longer identifies any person, and use it for any lawful purpose, such as measuring how WylieOS performs. We will not try to re-identify it.

4.1 How AI is used. WylieOS uses artificial intelligence (AI), software that writes, measures and answers on its own, to answer calls, transcribe and summarize conversations, draft messages and estimates, read plans and answer questions in Ask WylieOS.

4.2 AI providers. Some of this AI is run by outside companies. They process personal information only to provide WylieOS, under business terms that do not allow them to train their own AI models on it. We do not use your information to train AI models that we offer to other Customers.

4.3 Calls with the AI assistant. When the WylieOS AI assistant answers a call, it tells the caller at the start that it is an AI assistant and that the call is recorded. A caller who does not want to continue can hang up or, where the Customer offers it, ask to reach a person.

4.4 No voice identification. We do not use call recordings to create voiceprints or to identify people by the sound of their voice.

4.5 People who may review. Authorized WylieOS staff may review recordings, transcripts and AI results to fix problems, check quality for the Customer, or when the Customer asks. Access is limited to staff who need it, and it is logged.

We share personal information only in these ways:

(a) With the Customer. If you call, text or do business with a Customer that uses WylieOS, your information goes to that Customer.

(b) With service providers. We use other companies to run parts of WylieOS, such as cloud hosting, databases, AI model providers, phone and text carriers, email delivery and payment processing. They may use personal information only to provide their service to us, under written contracts. We will give you a current list on request.

(c) With connected services a Customer turns on, such as a calendar or email account, as the Customer directs.

(d) For legal reasons, when we believe in good faith that the law, a court order or a government request requires it, or to protect the rights, safety or property of our Customers, the public or WylieOS.

(e) In a business transfer, such as a merger or sale of all or part of our business, in which case the information stays protected by this policy.

(f) With your consent.

What we do not do: we do not sell personal information. We do not share it for targeted advertising across other companies' websites and apps. We do not share mobile phone numbers, or the records of anyone's agreement to receive text messages, with any third party or affiliate for their marketing or promotional purposes. Those records go only to the service providers that deliver the messages.

Our Texting Terms at wylieestimates.com/legal/texting explain the text messages WylieOS sends and the messages Customers send through WylieOS, including how often they are sent, what they cost and how to stop them. You can stop texts at any time by replying STOP, and get help by replying HELP. Your choice to stop texts is recorded and honored.

We keep personal information only as long as we need it for the purposes in this policy:

(a) Account and business contact information: while the account is open, and for three years after it closes, for our business records and legal claims.

(b) Customer records: as the Customer directs while its subscription is active. After a subscription ends, the Customer has 30 days to export its records, and we delete them from our active systems within 90 days, as our Terms of Service describe.

(c) Call recordings and transcripts: for as long as the Customer's account settings say, and by default for 12 months after the call.

(d) Website request logs kept by our hosting providers: for up to 30 days, unless needed to look into a security problem.

(e) Requests to stop texts or calls: for as long as needed to keep honoring them.

(f) Billing records: for as long as tax and accounting laws require.

Copies in backups are deleted as the backups cycle out and stay protected until then.

We use administrative, technical and physical safeguards designed to protect personal information, including encryption when information travels over the internet, access limited to staff who need it, and logged access to the systems that hold it. No system is perfectly secure. If a breach affects your personal information, we will notify you and the Customers affected as the law requires.

9.1 Your requests. You may ask us to tell you what personal information we hold about you, give you a copy, correct it, or delete it. We honor these requests from anyone in the United States, whether or not your state's law requires it, except where we must keep information to provide a service you asked for, to comply with the law, or to protect against fraud or legal claims.

9.2 How to ask. Email info@wylieos.com or write to the address in Section 14. We will confirm your identity before acting, usually by checking information we already have. You may use an authorized agent, who must show us your written permission. We will respond within 45 days, and tell you if we need more time.

9.3 Information we hold for a Customer. If your request is about information a Customer keeps in WylieOS, such as a recording of your call to a contractor, we will pass the request to that Customer and help it respond.

9.4 Marketing. You can stop marketing emails with the unsubscribe link in any of them, and stop texts by replying STOP.

9.5 State privacy laws. Depending on where you live, state law may give you additional rights, such as the right to appeal our response to a request. We provide those rights as the law requires. To appeal, reply to our response and explain why. If we deny your appeal, you may contact your state attorney general.

9.6 Equal treatment. We will not treat you differently for using any of these rights.

9.7 Browser privacy signals. Because we do not sell personal information or share it for targeted advertising, there is nothing for a browser opt out signal to turn off. Where the law requires it, we treat a Global Privacy Control signal as a request to opt out of any sale or sharing.

WylieOS is a tool for businesses. It is not directed to children, and the WylieOS apps require users to be at least 18. We do not knowingly collect personal information from children under 13. If we learn that we have, we will delete it.

WylieOS is not designed to hold health information, Social Security numbers or financial account numbers outside the payment fields we provide. We ask Customers and callers not to share them in calls, messages or notes.

WylieOS serves businesses in the United States, and we store and process personal information in the United States.

We may update this policy. We will post the new version at wylieestimates.com/legal/privacy with the date at the top. If a change materially affects how we use personal information, we will notify Customers by email or in the app before it takes effect.

WDC Holdings, doing business as WylieOS
1679 Oak Park Dr E
Clearwater, FL 33764
Privacy questions and requests: info@wylieos.com