Privacy Policy for SMS/MMS Messaging

Effective Date: 12/29/2025
Message Sender: [Customer Business Name]
Messaging Platform: RoofPilot (messages delivered via RoofPilot and Twilio)
Policy Location: /privacy-policy

1. Introduction

This Privacy Policy explains how [Customer Business Name] collects, uses, and shares the personal information you provide when you consent to receive SMS/MMS text messages. Messages are delivered via RoofPilot's messaging platform powered by Twilio. We are committed to protecting your information and complying with applicable messaging and privacy requirements, including Twilio A2P 10DLC, TCPA, and carrier standards.

2. Information We Collect

When you sign up to receive text messages from us, we collect the following:

  • Mobile phone number you provide on the opt-in form.
  • Full name for personalized service.
  • Consent details, including the date, time, and method of opt-in (web form).
  • Message interaction data (e.g., delivery status, opt-out requests, message responses).

We may also collect non-personal technical data (such as message delivery timestamps) purely to support message delivery operations and ensure service quality.

3. How We Use Your Information

We use your information strictly for the purposes you consented to, including:

  • Sending SMS/MMS messages about your roofing estimate, appointment confirmations, service updates, or other service-related communications.
  • Administering and maintaining your messaging preferences and opt-in/opt-out status.
  • Ensuring compliance with applicable messaging policies and legal requirements.
  • Responding to your customer service requests and inquiries.

Your phone number will only be used for these purposes unless you give additional explicit consent.

4. Disclosure to Third Parties

We do not sell your mobile phone number to third parties for marketing, lead generation, or any other commercial purpose. We may share your information only with:

  • Service providers who assist with sending or managing messages, including RoofPilot (the messaging platform) and Twilio (the telecommunications infrastructure provider).
  • Support and analytics partners, strictly as needed to support messaging operations, troubleshooting, and compliance monitoring.

These partners are bound by contractual obligations to protect your information and limit use strictly to the services we authorize. They do not have permission to use your data for their own marketing purposes.

5. Consent and Opt-In

By providing your phone number and checking the consent box on our form, you are explicitly consenting to receive automated text messages from [Customer Business Name] regarding your roofing estimate and related services. Message and data rates may apply based on your mobile carrier's plan.

You acknowledge that your consent is voluntarily provided and relates only to the messages you authorize at the time of opt-in. Consent is not a condition of purchase, and you may request services through alternative methods if you do not wish to receive text messages.

6. Message Frequency

Message frequency varies based on your interaction with our services. You may receive messages related to your estimate request, appointment scheduling, service updates, and follow-ups. Typically, you can expect 3-5 messages per service request.

7. Opt-Out / Revoking Consent

You may revoke your consent and stop receiving SMS/MMS messages at any time by:

  • Replying STOP to any message you receive from us. This will immediately opt you out of future messages.
  • After opting out, you will receive one final confirmation message confirming your opt-out request.
  • Replying HELP to any message will provide instructions for assistance and customer support contact information.

Once opted out, you will not receive further messages from us unless you re-opt-in by submitting a new consent request through our website.

8. Data Retention

We retain your phone number and opt-in records for as long as necessary to fulfill the purposes outlined in this policy and to comply with legal requirements. Specifically:

  • Active opt-in records are retained while you remain subscribed to receive messages.
  • Opt-out records are retained indefinitely to honor your opt-out preference and prevent accidental re-enrollment.
  • Consent documentation is retained for at least 4 years to comply with TCPA requirements.

9. Security and Data Protection

We implement administrative, technical, and physical safeguards to protect your personal information. These measures include encrypted data transmission, secure storage systems, access controls, and regular security audits. While we strive to protect your data, no method of transmission over the internet is 100% secure.

10. Your Rights and Choices

If you are located in a jurisdiction with data privacy rights (such as under GDPR, CCPA, or similar laws), you may have rights regarding your personal information, including:

  • Access: Request a copy of the personal information we hold about you.
  • Correction: Request corrections to inaccurate or incomplete information.
  • Deletion: Request deletion of your personal information (subject to legal retention requirements).
  • Opt-out: Withdraw consent to receive messages at any time (reply STOP).

To exercise these rights, please contact [Customer Business Name] using the contact information they provided, or reach out to RoofPilot support.

11. Changes to This Privacy Policy

We may update this policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. If we make material changes, we will update the Effective Date at the top of this policy and post the revised policy at the location listed above. Continued use of SMS/MMS services after updates constitutes acceptance of the updated policy.

12. Contact Us

If you have questions about this privacy policy, wish to exercise any privacy rights, or need assistance with messaging services, please contact:

[Customer Business Name]
[Contact information provided by the roofing professional]

RoofPilot Support:
For technical issues with the messaging platform, contact RoofPilot support through their website.

Compliance Notes for A2P 10DLC Campaign Approval

To satisfy Twilio A2P 10DLC, TCPA, and carrier campaign review requirements, this privacy policy:

  • ✓ Clearly identifies the message sender ([Customer Business Name]) and platform (RoofPilot/Twilio)
  • ✓ Details what data is collected (phone number, name, opt-in timestamp, message interaction data)
  • ✓ Explains how data is used (only for consented messaging purposes)
  • ✓ Discloses third-party sharing (service providers only, not sold for marketing)
  • ✓ Includes explicit opt-out instructions (STOP) and help command (HELP)
  • ✓ Specifies message frequency and applicable charges (msg & data rates)
  • ✓ Documents data retention practices (consent records kept 4+ years)
  • ✓ Is publicly accessible and linked from the opt-in form
  • ✓ Matches the use case described in the Twilio campaign registration