Privacy Policy

Working draft — October 27, 2026. This policy is under legal and operational review and is not final for customer subscriptions. Some details described below are still being confirmed.

1. Who this policy covers

Service Bro is a business-to-business AI front office for U.S. home service companies. This policy describes how information is handled for:

  • Customers and Users — home service companies that subscribe to Service Bro and the staff they authorize to use it.
  • End Users — homeowners and other people who call, chat with, or receive messages from a Customer through Service Bro.
  • Visitors and prospects — people who browse our website, join the waitlist, or request more information.

Service Bro is operated by Service Bro LLC. Our mailing and contact address is:

Service Bro LLC
2059 Camden Ave #410
San Jose, CA 95124

It covers our website, waitlist and contact inquiries, the Service Bro dashboard, AI voice calls, website chat, text messaging, business configuration, appointment booking, and integrations a Customer chooses to enable.

2. Our roles and Customer Data

Service Bro handles two broad kinds of information:

  • Our own business information — website, account, billing, sales, and support information that Service Bro uses to run its business.
  • Customer Data — calls, recordings, transcripts, chats, messages, imported customer records, and calendar or supported CRM data that we process on behalf of the Customer that uses Service Bro.

For Customer Data, the home service company generally decides what is collected and how it is used, and Service Bro processes it to provide the service. If you are an End User with a question or request about your records, please contact the company you did business with first. Where a Data Processing Addendum is executed with a Customer, it governs that Customer's data alongside this policy.

3. Information we collect

Depending on how Service Bro is used, we may collect or process:

  • Account and contact details — names, email addresses, phone numbers, company information, logins, and user roles.
  • Business setup — services, pricing, hours, service areas, policies, transfer numbers, and instructions a Customer gives its AI agent.
  • Call information — call metadata, recordings, transcripts, call outcomes, summaries, and sentiment indicators.
  • Caller details — name, phone number, service address, and problem or appointment details a caller chooses to share.
  • Chat and text messages — website chat conversations, SMS messages, and opt-in and opt-out records.
  • Customer records and connected data — customer lists a Customer imports and data from calendars or supported CRM integrations the Customer connects.
  • Subscription and billing status — plan, invoice, and payment status information.
  • Technical and usage information — logs, device and browser information, IP addresses, and cookies or similar technologies.
  • Support communications — emails and other messages you send us.

Sensitive information

Service Bro is not designed to request full payment card numbers, Social Security numbers, or protected medical records. Callers may still mention sensitive details on their own, and those details can appear in recordings or transcripts.

4. How we use information

  • Answer and route inbound calls and website chats for Customers.
  • Book appointments and communicate with End Users as the Customer has configured.
  • Generate AI replies, transcripts, and summaries.
  • Send text messages the Customer has configured and that are permitted by consent.
  • Provide the dashboard and Customer-enabled integrations.
  • Maintain, secure, support, and troubleshoot the service.
  • Send product, account, and billing notices to Users.
  • Meet legal obligations and protect the service.
  • Review aggregate or de-identified information to understand and improve performance, where permitted.

Service Bro does not market its own products to End Users. Outbound messages to End Users are sent by or for the Customer, only through supported features and subject to consent.

We do not intend to sell personal information or share it for cross-context behavioral advertising, and we do not intend to use Customer Data to train generalized AI models. The terms that apply to our service providers are still being confirmed as part of this review.

5. AI calls, recordings, and consent

Calls to a Customer may be answered by an AI agent, and call audio and transcripts are processed so the Customer can review the conversation. Recording and AI disclosure requirements depend on applicable law, including states such as California that require consent from all parties to a recorded call.

Customers are responsible for configuring their use of Service Bro lawfully, including required notices. Service Bro also has its own responsibilities as the provider of the platform, and this policy does not waive them.

Recording should not begin on a call in a jurisdiction that requires all-party consent unless lawful consent has been obtained, and callers should receive clear disclosure where the law requires it. A caller who does not want to be recorded may decline continued recording, for example by ending the call or asking to reach the company another way. Required notices and consent must be in place before enabling a recording feature where law requires it.

Not an emergency service

Service Bro is not an emergency response service. For emergencies, call 911 or your local utility directly.

6. Text messaging

Messages from Service Bro

If you join the waitlist or sign up, you may separately choose to receive texts from Service Bro about your inquiry, account, or onboarding. That consent is optional and is not a condition of purchase.

Messages sent on behalf of Customers

Customers may use Service Bro to send a one-time appointment confirmation text after a booking when that setting is enabled, and to run campaigns to their existing customers by SMS and ringless voicemail. Campaign messages require appropriate consent, and ringless voicemail is subject to the same consent rules as other calls.

An existing customer relationship alone does not automatically establish permission for promotional text messages or prerecorded ringless voicemail. Marketing campaigns require documented, legally adequate consent. Recipients may revoke consent by replying STOP or by other reasonable means, and opt-outs must be honored across channels and campaign lists as the law requires.

  • Message frequency varies.
  • Message and data rates may apply.
  • Reply STOP to opt out or HELP for help. Other reasonable ways of revoking consent are also honored.

Mobile phone numbers and text-messaging opt-in information collected through Service Bro messaging programs are not shared with third parties for their own marketing purposes. This does not cover the service providers that help deliver messages or the Customer that the messages are sent for.

See our SMS Messaging Terms.

7. Sharing, service providers, and integrations

We may share information with:

  • The Customer that a call, chat, or message relates to.
  • Service providers that help us operate the service, such as hosting, database, authentication, AI processing, telephone and messaging, email, payment, monitoring, and security providers.
  • Calendars and supported CRM integrations that a Customer chooses to connect.
  • Authorities or others when required by law or to protect rights and safety.
  • A successor in a merger, acquisition, financing, or reorganization.

A list of specific service providers is being confirmed and is not published in this draft.

8. Retention and deletion

We keep information for as long as reasonably needed to provide the service, meet legal obligations, resolve disputes, and enforce agreements. Customers may request export or deletion of Customer Data, subject to their configuration, active services, legal requirements, backups, and service provider processes.

Specific retention periods are still being confirmed and are not stated in this draft.

9. Security and incidents

We use measures intended to protect information appropriately and limit access to people who need it. No method of storage or transmission is completely secure, and we cannot guarantee absolute security. If an incident affects personal information, we will provide notices required by applicable law.

See Security & Privacy for the current public overview.

10. Privacy choices and rights

Depending on where you live, you may have rights to access, correct, or delete personal information, along with other rights under state law. These rights are subject to applicable law, identity verification, and legal exceptions.

If you are an End User of a home service company, please contact that company first. For other requests, or if you are not sure where to start, email info@servicebro.ai.

If you send a request to Service Bro about records a home service company controls, we will not simply refuse it. Depending on our role and applicable law, we will route the request to that company, assist it in responding, or respond directly.

11. Cookies and browser signals

Our website uses cookies and similar technologies needed for it to function and may use them for analytics and performance. Details about the specific tools in use, and how browser privacy signals are handled, are being confirmed and will be added before this policy is final.

12. Children, sensitive records, U.S. focus, updates, and contact

  • Children. Service Bro is a business service and is not directed to children under 13.
  • Health records. Service Bro is not designed as a system for storing protected health information.
  • U.S. focus. Service Bro is offered primarily to businesses in the United States.
  • Updates. We may update this policy and will post the revised version with its date. We will give notice of material changes as required by law.
  • Contact. Questions about privacy can be sent to info@servicebro.ai or by mail to:
Service Bro LLC
2059 Camden Ave #410
San Jose, CA 95124