Privacy Policy
Effective Date: 08/03/2026
At Local Roots Property Services LLC, we are committed to protecting the privacy of our North Carolina homeowners and small business clients. This policy explains how we handle your personal information in simple, clear terms.
This policy applies to information we collect through our website and customer portal, by phone, text message, or email, and in connection with providing our services (collectively, the “Services”). By using the Services, you agree to the collection and use of information as described in this policy and to our Terms of Service, which are incorporated by this reference and which govern any dispute arising in connection with this policy.
Information We Collect
We only collect information that is necessary to provide our HVAC and property services to you. This includes your name, service address, phone number, and email address. We may also collect details about your property's HVAC equipment to ensure we provide the most accurate repair and maintenance solutions.
When you pay by card or finance a project, your payment card and financing details are collected and processed by our payment processors and lending partners; we do not store full payment card numbers on our own systems. We also keep records of the services performed at your property, equipment condition, photographs of work areas taken for documentation purposes, and our communications with you.
Like most websites, we and our service providers automatically collect certain technical information when you visit our website — such as your IP address, browser and device type, the pages you view, and the date and time of your visit — through cookies and similar technologies, as described below. We may also receive information about you from third parties, such as financing partners, review platforms, and customers who refer you to us.
How We Use Your Information
Your details are used solely to schedule service visits, communicate about your HVAC systems, and process invoices. We use your contact information to send reminders for seasonal maintenance and to provide updates during active service calls.
We also use information about you to: provide, maintain, and improve the Services and our website; prepare estimates and process payments; send warranty, recall, and safety information; administer memberships, including any renewal notices required by law; respond to your requests, reviews, and feedback; send marketing communications, which you may opt out of at any time; maintain business records and insurance; investigate and prevent fraud or misuse; enforce our agreements; and comply with applicable law.
Sharing Your Data
Local Roots Property Services does not sell or rent your personal information to third parties. We only share necessary data with trusted service partners who assist us in our business operations—such as our scheduling software or payment processors—and only to the extent required to serve you. We may also share information: with professional advisors, such as accountants, insurers, and attorneys, under duties of confidentiality; to comply with applicable law, respond to subpoenas or other lawful requests, or protect the rights, property, or safety of Local Roots, our customers, our employees, or others; and in connection with a merger, acquisition, financing, reorganization, or sale of all or part of our business, in which case the commitments in this policy will continue to apply to your information in the hands of the successor. We do not share personal information with third parties for their own marketing purposes.
Cookies, Analytics & Do Not Track
Cookies are small data files stored by your browser when you visit a website. We use cookies and similar technologies to keep our website and customer portal working properly, remember your preferences, and understand how visitors use our website so we can improve it. We use analytics services (such as Google Analytics) to help us understand website usage; these providers may set their own cookies. You can learn how Google uses data at www.google.com/policies/privacy and opt out of Google Analytics at tools.google.com/dlpage/gaoptout.
You can also set your browser to refuse cookies or to alert you when cookies are being sent, although some features of our website may not function properly without them. Our website does not currently recognize or respond to browser “Do Not Track” signals.
Text Messages
If you provide your mobile number, we may send you service-related text messages (such as appointment confirmations and reminders, technician updates, and account notices) and, only with your consent, occasional marketing texts. Message frequency varies, and message and data rates may apply. You may opt out at any time by replying STOP, and you can reply HELP for help.
Consent to marketing texts is not a condition of purchasing any service. No mobile information will be shared with third parties or affiliates for their own marketing or promotional purposes, and text-messaging originator opt-in data and consent will not be shared with any third parties, except as necessary for our text-messaging service providers to deliver your messages.
Data Security
We take reasonable and appropriate measures to guard your personal information against loss, theft, or unauthorized access. We use secure systems to manage client records and financial transactions.
No method of transmission over the Internet or method of electronic storage is completely secure, however, and while we strive to use commercially reasonable means to protect your personal information, we cannot guarantee its absolute security. If a security breach involving your personal information occurs, we will notify you as required by applicable law, including the North Carolina Identity Theft Protection Act.
Children’s Privacy
Our Services are directed to homeowners and businesses, not to children. We do not knowingly collect personal information from children under thirteen (13) years of age. If you believe a child has provided us personal information, please contact us and we will take reasonable steps to delete it.
Links to Other Websites
Our website may contain links to other websites, including scheduling, payment, review, and financing platforms. Those sites operate independently of us and have their own privacy policies, which we encourage you to review. We are not responsible for the content, policies, or practices of other websites.
Your Rights
You may review, update, or request the deletion of your personal information at any time, and we will honor your request to the extent required by applicable law. Please note that we may retain information that we need to complete transactions, maintain required business, warranty, and safety records, comply with our legal obligations, resolve disputes, and enforce our agreements.
We may take reasonable steps to verify your identity before acting on a request, and we will not discriminate against you for making one. You may opt out of marketing communications at any time (reply STOP to texts, or use the unsubscribe link in our marketing emails); even if you opt out, we may still send you non-promotional, service-related communications about your account or scheduled work.
Depending on where you live, you may have additional privacy rights under applicable state laws, and we will honor valid requests as required by those laws. If you have questions about how your data is handled, please contact us directly at info@localrootsnc.com or call us at 336-269-3179.
Policy Updates
We may update this policy occasionally to reflect changes in our practices or for legal reasons. The current version will always be available on our website.
If we make material changes, we will update the effective date above and, where required by law, provide additional notice (such as by email or a prominent notice on our website). Your continued use of the Services after a change becomes effective constitutes your acceptance of the revised policy.
Contact Us
If you have questions or complaints about this policy or our privacy practices, or wish to exerciseany of the rights described above, please contact us at info@localrootsnc.com, call us at 336-269-3179, or write to us at Local Roots Property Services, 7400 Brooks Bridge Rd.,Gibsonville, NC 27249