Privacy and SMS Communication Policy

1. General Information

At ROOTWISE HOLDINGS LLC, we work hard to earn and maintain your trust. A key part of that commitment is clearly explaining how we collect, use, protect, and manage your personal and contact information.

This policy describes the personal information we collect, how we use it, how we protect it, and the choices available to you regarding communications from ROOTWISE HOLDINGS LLC.

How We Collect Your Information

• Directly from you: when you contact us, submit a website form, request information, request an estimate, schedule an appointment, or request our services.
• Through our website: when you voluntarily provide your contact information through one of our online forms.
• From other authorized sources: when property owners, property managers, or other authorized parties assign us service requests involving a property you own or occupy.

Data We Collect

Depending on your interaction with us, we may collect:

• First and last name.
• Phone number.
• Email address.
• Mailing or service address.
• Information related to your inquiry or service request.
• Communication preferences and consent records.

How We Use Your Information

We may use your contact information to:

• Coordinate appointments and inspections.
• Schedule, confirm, or reschedule services.
• Provide estimates, quotes, or requested consultations.
• Provide service updates and status notifications.
• Respond to questions or inquiries.
• Provide follow-up before or after an appointment or service.
• Provide information about available or related services.
• Send promotions, discounts, or special offers related to ROOTWISE HOLDINGS LLC services when the customer has expressly consented to receive such communications.

ROOTWISE HOLDINGS LLC does not sell or rent personal information. We do not share personal information with third parties for their own marketing or promotional purposes.

2. SMS Communication Policy

SMS Consent

ROOTWISE HOLDINGS LLC sends SMS text messages only to individuals who have provided consent to receive such communications.

SMS consent is optional and is not a condition of purchasing goods or services from ROOTWISE HOLDINGS LLC.

Customers may submit a service request, request information, request an estimate, or schedule a service without agreeing to receive SMS marketing communications.

Consent Mechanisms

SMS consent may be obtained through the following methods:

• Website form: Customers voluntarily provide their mobile phone number and select a separate SMS consent checkbox before submitting the form. The SMS consent checkbox is unchecked by default.
• SMS keyword: Customers may initiate SMS communication by sending the keyword “CITA” through an SMS communication channel designated by ROOTWISE HOLDINGS LLC.
• Verbal consent: When applicable, consent may be obtained during a direct conversation after the customer is informed about the nature of the communications, message frequency, possible message and data charges, and the ability to opt out.

Example SMS Consent Disclosure

Message Content

SMS communications from ROOTWISE HOLDINGS LLC may include:

• Appointment scheduling.
• Appointment confirmations and reminders.
• Appointment rescheduling.
• Estimates and quotes.
• Requested consultations.
• Service updates.
• Status notifications.
• Follow-up regarding a service request or inquiry.
• Responses to customer questions or requests.
• Post-service follow-up.
• Information about available or related services.
• Promotions, discounts, and special offers related to ROOTWISE HOLDINGS LLC services.

Message Frequency

Message frequency varies depending on the customer's request and interaction with ROOTWISE HOLDINGS LLC and will not exceed 4 SMS messages per week.

Message and data rates may apply depending on the customer's wireless carrier and mobile service plan.

Opt-Out and Help

• STOP – Reply STOP at any time to opt out and stop receiving SMS messages.
• HELP – Reply HELP to receive assistance or additional contact information.

Opt-out requests will be honored in accordance with applicable messaging requirements.

Sending Hours

SMS messages are sent between 9:00 a.m. and 7:00 p.m. Central Time (CT).

SMS Data Protection

ROOTWISE HOLDINGS LLC takes reasonable measures to protect customer information and uses SMS-related information only for legitimate communications with customers who have provided consent.

Mobile information, SMS opt-in data, and consent will not be sold, rented, or shared with third parties or affiliates for their own marketing or promotional purposes.

All the above categories exclude text messaging originator opt-in data and consent; this information won’t be shared with any third parties.

3. Phone and Email Communications

Customers may separately consent to receive phone calls and email communications from ROOTWISE HOLDINGS LLC and its authorized personnel.

These communications may include:

• Appointment scheduling, confirmations, reminders, and rescheduling.
• Follow-up regarding inquiries or service requests.
• Estimates, quotes, and requested consultations.
• Service updates and status notifications.
• Responses to questions or requests.
• Follow-up before or after an appointment or service.
• Information about available or related services.
• Promotions, discounts, and special offers related to ROOTWISE HOLDINGS LLC services.

Consent to receive phone calls or emails is not a condition of purchasing goods or services.

Customers may request at any time to stop receiving phone calls and may unsubscribe from marketing emails using the unsubscribe option provided in those emails.

4. Privacy and Information Sharing

ROOTWISE HOLDINGS LLC does not sell or rent customer personal information.

Personal information will not be shared with third parties for their own advertising, marketing, or promotional purposes.

We may use service providers when reasonably necessary to operate our website, communications systems, or business services. Such providers may process information only as necessary to provide services on behalf of ROOTWISE HOLDINGS LLC and subject to applicable privacy and confidentiality requirements.

All the above categories exclude text messaging originator opt-in data and consent; this information won’t be shared with any third parties.

5. Changes to This Policy

ROOTWISE HOLDINGS LLC may update this policy periodically to reflect changes in our services, communication practices, or applicable requirements.

The most recent version will be posted on this page with the updated revision date.