Security & Privacy

Security & Privacy at Service Bro

See what information Service Bro handles, how your team reviews conversations, and what happens when you connect customer records, calendars or supported integrations.

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Scope

What Service Bro handles

Depending on how a contractor configures the platform, Service Bro may handle the following kinds of information.

Contact and customer records

Names, contact details, service history, memberships, and tags imported or created by the contractor.

Appointments

Booking details created through calls, website chat, or the calendar the contractor connects.

Calls, recordings, transcripts

Service Bro phone conversations, along with full audio and transcripts for recorded calls. Recording depends on setup and legally required notices and consent.

SMS and website chat

Messages sent through outbound campaigns and conversations held on the contractor's website.

Integration and import data

Data brought in from an exported customer list or a connected calendar.

Operational data

General usage and operational information generated while the platform runs.

Access

Customer data and access

Service Bro is used by contractors to manage customer interactions and front-office activity.

The contractor chooses what customer data to import and which supported calendar or CRM integrations to connect. Customers and their authorized teams use Service Bro to review relevant customer conversations, calls and appointment outcomes.

Recordings

Call recordings and transcripts

For calls that are recorded, your team can review full audio and transcript in the Control Center. Recording depends on whether it is enabled and on legally required notices and consent.

Disclosure and consent requirements vary. The contractor is responsible for configuring the notice and consent language appropriate for its business and the places it operates. You can see how recordings and transcripts are reviewed in the Control Center.

Outbound

SMS and outbound communications

Outbound campaigns are created by the contractor using its own customer database.

The contractor is responsible for the lawfulness of the customer lists it uses, the consent behind those contacts, and applicable opt-out requirements. Service Bro does not claim that using the platform automatically makes a campaign compliant. See the outbound campaigns page for the confirmed product capabilities.

Providers

Third-party services

Service Bro uses third-party infrastructure and service providers to operate parts of the platform.

Service Bro depends on outside technology providers for phone connectivity, AI processing, hosting, messaging and related services. What data they handle depends on the Service Bro features the business uses. For data policy details, see the Privacy Policy.

Policies

Privacy and service terms

Service Bro maintains separate privacy and terms pages for the website and service.

Read the Privacy Policy and Terms of Service.

Frequently asked questions

Your team can review full audio and transcripts for recorded calls, plus full website chat history in the Control Center. Recording depends on setup and legally required notices and consent.

Recording depends on whether it is enabled and on legally required notices and consent. For calls that are recorded, your team can review full audio and transcript in the Control Center. The contractor is responsible for the disclosure and consent requirements that apply to its business and locations.

The contractor is responsible for the lawfulness of the customer lists it uses, the consent behind those contacts, and applicable opt-out requirements.

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