Privacy Policy

1. Who we are

Heartsez provides professional property stewardship services, including Monthly W.A.S. Visits, property documentation, Property Health tracking, Property Timeline records, and Heart Intelligence recommendations.

If you have privacy questions, contact us at hello@heartsez.com.

2. Information we collect

We may collect:

• Contact information — name, email address, phone number, and property address when you request a plan, Startup Visit, or otherwise contact us.
• Property information — property details, systems and equipment notes, photos, visit documentation, service history, Property Health data, recommendations, and related records created through Heartsez services.
• Account and portal information — login details and activity if you use a Heartsez customer portal.
• Website usage information — basic technical data such as browser type, device information, pages visited, and approximate location, which helps us operate and improve the site.

3. How we use information

We use information to:

• respond to inquiries and schedule Startup Visits;
• provide Monthly W.A.S. Visits and related stewardship services;
• maintain Property Profile, Property Timeline, Property Health, and Heart Intelligence records;
• communicate service updates, visit summaries, and recommendations;
• improve our platform, documentation quality, and customer experience;
• comply with legal obligations and protect the security of our systems.

4. How we share information

We do not sell personal information. We may share information with trusted service providers who help us operate the business (for example hosting, communications, or scheduling tools), when required by law, or with your direction and consent.

Technicians and authorized Heartsez team members may access property records as needed to perform visits and provide recommendations.

5. Property photos and documentation

Photos, notes, checklists, and related visit documentation are collected to create and maintain your property record. These materials are used for stewardship, documentation, Property Health measurement, and recommendations — not for public listing or advertising without your permission.

6. Data retention

We retain information for as long as needed to provide services, maintain your property record, meet legal or accounting requirements, and resolve disputes. If you close your account or request deletion, we will review and handle the request according to applicable law and operational needs.

7. Security

We use reasonable administrative, technical, and organizational safeguards to protect information. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

8. Cookies and similar technologies

Our website may use cookies or similar technologies to support basic site functionality and understand how the site is used. You can control cookies through your browser settings.

9. Your choices

Depending on applicable law, you may request to:

• access the personal information we hold about you;
• correct inaccurate information;
• delete certain information;
• limit certain processing or marketing communications.

To make a request, email hello@heartsez.com.

10. Children’s privacy

Heartsez services are intended for property owners, managers, and authorized adults. We do not knowingly collect personal information from children under 13.

11. Updates

We may update this Privacy Policy from time to time. The “Last updated” date at the top of this page will reflect the most recent version.

12. Contact

Questions about this Privacy Policy can be sent to hello@heartsez.com.