Privacy Policy

Last updated: October 2026 (draft)

This Privacy Policy describes what information More Than Gates ("MTG", "we", "us") collects through the client portal, scheduling, estimating, and billing services (the "Services"), and how we use it.

1. Information we collect

• Contact info — name, phone number, email, and service address, provided when you request service or a general contractor sets up an account.
• Property and job details — the gate systems and equipment at your property, service history, photos taken during a visit (before/after, parts evidence), and notes tied to a job.
• Billing information — invoices, payment status, and — when you pay by card through our payment processor — payment confirmation. We do not store full card numbers ourselves.
• Communications — texts, calls, and portal messages between you and MTG, including call recordings where disclosed (see Section 4).
• Usage data — basic technical data (device/browser type, IP address) needed to operate the portal securely.

2. How we use it

We use your information to schedule and perform service, communicate about your jobs (arrival windows, parts approvals, invoices), bill and collect payment, honor warranty coverage, and improve our service.

3. Text messages (SMS)

We use texts for job and account messages such as scheduling, parts-approval requests, invoice notices and sign-in links. Promotional messages require a separate recorded opt-in. Reply STOP to opt out of texts, or use the consent control in your portal account. Current contact preferences apply when a message is sent. Message and data rates may apply.

4. Phone calls and recording

Calls and voice features may be recorded or transcribed when those features are enabled. Recording notices and any required permissions must be confirmed for the service in use before recording is activated. Tell our office if you prefer not to be recorded.

5. Who we share it with

Service features can use providers for calls, texts, email, accounting, payments, cloud storage and error monitoring. When enabled, AI services can process audio recordings, images and text to help transcribe voice notes, summarize information, draft work descriptions and search records. The information sent depends on the feature and provider in use.

Pages can also request map tiles and fonts from external services. Browser storage and cookies support sign-in, preferences and offline work, including pending photos and saved field information. When enabled, marketing attribution can retain campaign and referral information.

The providers in use, their processing terms, and MTG's sharing commitments must be confirmed before this draft is finalized. Contact our office for information about the features used for your service.

6. How long we keep it

We retain job history, warranty records, and billing records for as long as needed to honor warranty coverage, maintain accurate books, and meet legal/tax retention requirements. Other categories, including communications, recordings, uploaded files and technical logs, need their own retention periods. The applicable periods and exceptions must be confirmed before this draft is finalized.

Archiving a conversation or removing it from a screen does not necessarily erase the retained record. Copies may also exist on devices, with service providers or in backups. Contact our office to request access, correction or deletion; the request process must account for identity verification and records that need to be kept for a documented purpose.

7. Your choices

• Opt out of marketing texts anytime (reply STOP, or the portal consent control).
• Ask what information we have on file for you by contacting our office.
• Ask us to correct inaccurate contact or property information.

8. Security

We use industry-standard measures (encrypted connections, hashed credentials, access-scoped accounts) to protect the information in the Services. No system is perfectly secure, but we take reasonable steps to protect your data.

9. Changes to this Policy

We may update this Policy as the Services change. Material changes will be reflected here with an updated date.

10. Contact

Questions about this Policy or your information? Contact our office through the phone number or email on your invoice or portal account.

Reminder: this entire document is a draft pending attorney review and is not yet a final privacy commitment.