Privacy Policy

Task Advanced LLC ("Task Advanced," "company," "we," "us," or "our") is committed to protecting the privacy and security of the personal information we collect from trade contractors, business partners, website visitors, and callers using our virtual front-office and dispatch services.

This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at taskadvanced.com, use our client portals, or interact with our virtual dispatch and phone services.

1. Information We Collect

We collect information directly from trade contractors (our clients), prospective clients, website users, and callers reaching out to our clients' trade businesses.

A. Information Provided Directly to Us

Account & Business Data: Name, company name, business address, email address, phone number, payment details, trade license information, and service area configurations provided when signing up for our services.

Caller & Customer Data: Names, physical addresses, phone numbers, email addresses, and service request details provided by callers during inbound or outbound dispatch calls.

Communications: Transcripts, call recordings, emails, and SMS messages exchanged with our virtual front-office team.

B. Information Collected Automatically

Log and Device Data: IP addresses, browser types, operating systems, referring URLs, device identifiers, and time stamps when accessing our website or client portal.

Cookies and Tracking Technologies: Standard cookies and similar technologies used to facilitate login sessions, measure website performance, and enhance user experience.

2. How We Use Your Information

We use the collected information solely for business operational purposes, including:

Service Delivery: Answering inbound calls, scheduling trade service appointments, routing technicians, and performing outbound estimate follow-ups on behalf of our client contractors.

Field Service Management (FSM) Integration: Syncing scheduling data directly into third-party software platforms (e.g., Jobber, Housecall Pro, ServiceTitan, FieldTask).

Account Administration: Managing billing, providing customer support, processing payments, and configuring dispatcher pod workflows.

Service Quality & Training: Monitoring and recording calls for quality assurance, dispatcher training, and performance tracking.

Marketing & Updates: Sending service notifications, updates, and promotional materials (you may opt out at any time).

3. Mobile & SMS Communications Compliance (A2P 10DLC)

Task Advanced LLC complies strictly with telecommunications carrier guidelines regarding Short Message Service (SMS) and text messaging:

Strict No-Sharing Policy for SMS Data: No mobile information or SMS opt-in consent will be shared, sold, rented, or leased to third parties or affiliates for marketing or promotional purposes.

Types of Text Messages: Text communications sent by Task Advanced include appointment confirmations, quote follow-up reminders, dispatcher alerts, and review invitations.

Opt-Out Rights: You or your callers can opt out of receiving text messages at any time by replying STOP to any text message. For help, reply HELP or contact [email protected]. Message and data rates may apply.

4. How We Share Information

We do not sell, rent, or trade personal data or caller information. We share information only under the following limited circumstances:

Service Providers & Subprocessors: We may share necessary data with trusted third-party technology providers that support our operations (e.g., CRM infrastructure, LC Phone/Twilio communication networks, Zoho Mail, payment processors, and web hosting platforms). These providers are contractually obligated to protect your data.

FSM Integrations: Sharing call and scheduling details with the specific Field Service Management software authorized by our client contractors.

Legal Requirements: If required by law, subpoena, court order, or governmental regulation, or to protect the rights, property, and safety of Task Advanced LLC, our clients, or others.

5. Data Security & Storage

We employ industry-standard administrative, technical, and physical security measures to protect personal data against unauthorized access, alteration, disclosure, or destruction.

US-Based Infrastructure: All virtual front-office operations and customer service data are managed by 100% US-based personnel using encrypted databases and secure access protocols.

Encrypted Communications: Data transferred between your web browser, our client portal, and connected software platforms is encrypted using Secure Sockets Layer (SSL/TLS) technology.

While we take rigorous steps to secure your information, no digital transmission or electronic storage method can be guaranteed to be 100% secure.

6. Data Retention

We retain personal information and call records only for as long as necessary to fulfill the operational purposes outlined in this Privacy Policy, comply with legal obligations, resolve disputes, and enforce our service agreements.

7. Your Privacy Rights & Choices

Depending on your jurisdiction, you have the following rights regarding your personal information:

Access & Correction: Request a copy of the personal information we hold about you or ask us to update inaccurate data.

Opt-Out of Communications: Unsubscribe from promotional emails via the "Unsubscribe" link or opt out of SMS messages by replying "STOP".

Data Deletion: Request the deletion of your personal information, subject to certain legal exceptions (such as tax compliance or active account requirements).

To exercise any of these rights, please email us at [email protected]

8. Third-Party Links & Software

Our website and portals may contain links to third-party tools or websites. Task Advanced LLC is not responsible for the privacy practices or content of third-party platforms. We encourage users to review the privacy policies of any external services they access.

9. Updates to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our operational practices, services, or legal obligations. When changes are made, we will update the "Last Updated" date at the top of this page. Continued use of our website or services constitutes acceptance of the updated policy.

10. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

Task Advanced LLC

Attention: Privacy & Compliance

Email: [email protected]

Website: taskadvanced.com