Privacy Policy

Effective October 9, 2026

SERVALO ("we", "us") provides an AI receptionist, intake, dispatch, booking, and reputation platform for residential HVAC businesses. This policy explains what information we collect, how we use it, and the choices you have. It covers our website, our demo phone line, and the platform we operate for our business customers.

Information we collect

From prospective customers: when you request a callback on our website, fill out a Servalo lead form on Facebook or Instagram, or message or comment on our Facebook or Instagram pages, we receive what you give us: your name, business name, phone number, email, city, and your answers or message. Meta sends us the answers from its lead forms. We use all of it only to respond to your request. We do not sell it or share it with anyone except the service providers listed below.

From our customers' callers (the platform):when an HVAC business runs SERVALO on its phone line, we process calls on that business's behalf: transcripts, the caller's name, phone number, service address, and the details of the service request needed to book the job. Calls are transcribed with disclosure at the start of the call. Call audio is processed only to produce that transcript and is not stored. The one exception is voicemail: when a business sets its line to take messages, the caller hears that the message is recorded, and the recording is kept with our phone provider (Twilio) so the business can play it back. This information belongs to the HVAC business you called; we process it as their service provider.

Usage data: standard technical logs (pages visited, approximate region, device type) used to operate and secure the service. We do not run third-party advertising trackers.

How you found us:on our public marketing pages only, we store a first-party cookie recording how you first arrived — the referring site and any campaign or click identifier on the link you followed. It lasts 90 days, it is set by us on our own domain, and it is not shared with an advertising network. We use it to understand which of our own marketing actually reaches HVAC owners. It is never set on the signed-in product, and nothing about your business’s calls, jobs, or customers is involved. Clearing your browser cookies removes it.

How we use information

To answer calls, schedule appointments, and send appointment-related messages for the HVAC business you contacted.
To respond when you ask us to contact you.
To operate, secure, troubleshoot, and improve the service.
To meet legal and carrier-compliance obligations.

We do not sell personal information.

Text messaging (SMS)

Callers may receive service-related text messages — for example a text-back after a missed call, an appointment confirmation, or a review request after a completed job. Message frequency varies with your service interaction; message and data rates may apply. Reply STOP at any time to opt out — opt-outs are honored immediately and automatically. Reply HELP for help. No mobile information or SMS opt-in consent is shared with third parties or affiliates for marketing or promotional purposes.

Texts from SERVALO to business owners:if you check “Text me about my setup” on our sign-up page, or give us your cell number on a call and ask us to text you, SERVALO texts you our demo line and follow-ups about getting your shop set up. Usually 1 to 4 texts. The box is never checked for you, and you never have to check it to book a call or buy anything. We keep a record of when you agreed and the number you gave. Msg & data rates may apply. Reply STOP to opt out and HELP for help. Full terms: servalo.io/terms#sms.

Sharing

We share information only with the service providers required to run the platform — telephony (Twilio), speech-to-text and the assistant's voice (Deepgram and ElevenLabs, through Twilio), AI processing (Anthropic), hosting and database infrastructure (Vercel, Railway, Supabase), payments (Stripe), maps and geocoding of service addresses (Google), error monitoring (Sentry), and email delivery (Resend, Google Workspace) — each bound to process it only on our instructions.

When a business connects an outside service to its SERVALO account — for example QuickBooks for accounting, Google Calendar for scheduling, or Stripe for taking payments — we send that service the information needed to do what the business asked (such as invoice details to QuickBooks or appointment details to a calendar). Those services handle that information under their own terms and privacy policies, and the business can disconnect them at any time.

The full list of those providers, what each one handles and where, is in our Data Processing Addendum. We never sell call data or use it to train AI models. Where we keep data with every personal detail removed (for example, a call described in our own words, or totals across shops), we do not try to re-identify anyone from it.

We may disclose information if required by law. Caller information is shared with the HVAC business the caller contacted; that is the point of the service.

Retention and security

Transcripts are kept while the business uses SERVALO, so it can review its calls, and are deleted when the business leaves. A caller can ask for theirs to be deleted sooner (see the data deletion page). Data is encrypted in transit, access is scoped per business (tenant-isolated at the database layer), and every consequential action in the platform is audit-logged.

Your choices

Reply STOP to any text to stop texts.
Ask the business you called — or us — to access or delete your information, and we will honor it as their processor.
Prospects can ask us to delete their contact request at any time.
To have your information deleted — including anything received through Facebook or Instagram — follow the steps on our data deletion page.

Children

The service is for businesses and their adult customers; we do not knowingly collect information from children under 13.

Changes and contact

We will post any changes to this policy on this page with a new effective date. Questions or requests: hello@servalo.io.