Terms of Service & Privacy Policy

Last Updated: February 18, 2026

1. About This Service

This appointment booking system is provided by CFCRM (Customer First CRM), a customer relationship management platform. When you submit a request, your information is collected by the service provider (the business you are requesting services from) through the CFCRM platform.

2. Information Collected

When you request an appointment, the following information is collected:

• Contact Information: Your name, email address, and phone number
• Service Address: The physical location where you need services
• Service Details: Information about the type of service requested, preferred dates, times, and any additional notes you provide
• Location Data: Geographic coordinates (latitude/longitude) to help schedule appointments efficiently and provide accurate service routing
• Consent Record: Documentation that you agreed to these terms and consented to communications

3. How Your Information Is Used

The service provider uses your information exclusively for:

• Service Delivery: To schedule, confirm, and complete your requested appointment
• Communication: To contact you via phone, email, or SMS regarding your appointment, service updates, scheduling changes, or follow-ups
• Route Optimization: To plan efficient routes and provide accurate arrival time estimates
• Service History: To maintain records of services provided for warranty, safety, quality assurance, and ongoing maintenance purposes
• Customer Support: To respond to your questions, concerns, or service-related inquiries

4. Communication Consent

By submitting an appointment request and checking the consent box, you expressly agree to receive communications from the service provider, including:

• Appointment Confirmations: Email and SMS notifications confirming your scheduled service
• Service Reminders: Notifications about upcoming appointments
• Status Updates: Real-time updates including "on the way" notifications with estimated arrival times
• Follow-up Communications: Post-service surveys, feedback requests, or maintenance reminders
• Important Service Notices: Safety alerts, recalls, or urgent service-related information

Opt-Out: You may opt out of non-essential communications at any time by:

• Replying "STOP" to SMS text messages
• Clicking "unsubscribe" links in email communications
• Contacting the service provider directly

5. Information Sharing & Third Parties

The service provider does not sell, rent, or trade your personal information to third parties for marketing purposes. Your information may be shared only in the following limited circumstances:

• CFCRM Platform: Your data is processed through the CFCRM platform infrastructure to deliver booking and scheduling functionality
• Service Providers: With trusted technology partners who help deliver services (e.g., email/SMS delivery, mapping services) who are contractually obligated to protect your data
• Legal Requirements: When required by law, court order, government regulation, or legal process
• Business Transfers: In the event of a merger, acquisition, or sale of business assets, your information may be transferred to the acquiring entity

6. CFCRM Platform Role

CFCRM acts as a data processor on behalf of service providers. CFCRM:

• Provides the technical infrastructure for appointment booking and customer management
• Does not use your personal information for its own marketing purposes
• Implements security measures to protect data transmitted through the platform
• May access your data only for technical support, system maintenance, or as required by law

7. Data Security

Both CFCRM and the service provider implement reasonable security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. These measures include:

• Encrypted data transmission (HTTPS/TLS)
• Secure database storage
• Access controls and authentication
• Regular security assessments

However, no method of transmission over the internet or electronic storage is 100% secure, and absolute security cannot be guaranteed.

8. Data Retention

Your personal information is retained for as long as necessary to:

• Provide ongoing services to you
• Comply with legal, regulatory, or contractual obligations
• Maintain service history records for warranty, safety, and quality purposes

Service history and maintenance records may be kept indefinitely for safety and compliance purposes.

9. Your Rights

You have the following rights regarding your personal information:

• Access: Request a copy of the personal information held about you
• Correction: Request correction of inaccurate or incomplete information
• Deletion: Request deletion of your personal information, subject to legal retention requirements
• Portability: Request a copy of your data in a commonly used format
• Opt-Out: Unsubscribe from marketing or non-essential communications
• Object: Object to certain types of data processing

To exercise these rights, contact the service provider directly using the contact information provided in their appointment form or communications.

10. SMS/Text Message Terms

By providing your phone number and consenting to communications (via online form, phone, or in-person), you agree to receive automated SMS/text messages from the service provider through the CFCRM platform. These messages are transactional and informational — they relate to services you have requested or received.

Types of Messages

You may receive the following types of text messages:

• Appointment confirmations confirming your scheduled service
• Appointment reminders about upcoming appointments
• Technician ETA notifications when a technician is on the way, including estimated arrival time
• Estimate and invoice links to view, approve, or pay for services
• Service completion notices confirming work has been completed

No marketing, promotional, or advertising messages will be sent through this system.

Message Frequency and Rates

• Message frequency varies based on your appointment status and service activity
• Standard message and data rates may apply as determined by your mobile carrier

Opt-Out

You can opt out of SMS messages at any time by:

• Replying STOP to any text message you receive (additional keywords accepted: STOPALL, UNSUBSCRIBE, CANCEL, END, QUIT, OPTOUT, REVOKE)
• Contacting the service provider directly

After opting out, you will receive a single confirmation message and will not receive further SMS messages from that number. To re-subscribe, reply START.

Help

For assistance with text messages, reply HELP or INFO to any message, or contact the service provider directly.

SMS Delivery

Messages are sent through the CFCRM platform using Twilio as the delivery provider. Your phone number is shared with Twilio solely for message delivery. For more details, see our Privacy Policy, Section 14.

11. Cookies & Tracking Technologies

This booking form may use the following technologies:

• Google Maps API: For address autocomplete and geocoding functionality, subject to Google's Privacy Policy
• Essential Cookies: To maintain your session and booking form state
• No Advertising Tracking: This form does not use tracking cookies for advertising or marketing purposes

12. Children's Privacy

These services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you are under 18, please have a parent or guardian submit appointment requests on your behalf.

13. International Users

This service may be used internationally. By submitting an appointment request, you consent to the transfer and processing of your information in the United States or other countries where CFCRM or the service provider operates.

14. Changes to This Policy

This Terms of Service and Privacy Policy may be updated periodically. The "Last Updated" date at the top indicates when changes were last made. Continued use of the appointment booking service after updates constitutes acceptance of the revised policy.

15. Contact Information

To contact the service provider: Use the contact information provided in the appointment form or in communications you receive from them.

To contact CFCRM (the platform provider):

• Platform: CFCRM - Customer First CRM
• Website: https://cfcrm.app

16. Specific State Regulations

California Residents (CCPA/CPRA)

If you are a California resident, you have additional rights under the California Consumer Privacy Act:

• Right to know what personal information is collected and how it's used
• Right to delete personal information
• Right to opt-out of the sale of personal information (Note: We do not sell personal information)
• Right to non-discrimination for exercising your privacy rights

European Union Residents (GDPR)

If you are in the EU, you have rights under the General Data Protection Regulation including the right to access, rectification, erasure, restriction of processing, data portability, and to lodge a complaint with a supervisory authority.

17. Governing Law

These terms are governed by applicable federal and state laws of the United States, and the laws of the state where the service provider operates, without regard to conflict of law provisions.

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