Privacy Policy

Effective date: March 30, 2026

PoolSurf provides field service management software for pool service companies. This page explains what information we collect, how we use it, and the choices available to our customers and website visitors.

1. Scope

This Privacy Policy describes how PoolSurf collects, uses, shares, and protects personal information when you visit our website, sign up for an account, request a demo, communicate with us, or use our field service management software and related services.

PoolSurf is designed for pool service businesses that use our platform to manage customers, routes, schedules, estimates, invoices, communications, payments, and technician workflows. This policy applies to information processed through our website and hosted SaaS application.

2. Information We Collect

We collect information you provide directly to us, including business contact details, account credentials, billing details, support requests, sales inquiries, and any information you choose to upload into PoolSurf.

We also collect service data generated through use of the platform, such as customer records, service addresses, visit history, route plans, technician assignments, notes, photos, forms, communications metadata, and operational preferences.

In addition, we may collect device, browser, log, analytics, and approximate location information to operate, secure, and improve the service.

  • Account and company details such as name, business name, email address, phone number, and login information
  • Customer and job data that your team chooses to store in PoolSurf
  • Payment and transaction details processed through third-party payment providers
  • Support, sales, and onboarding communications
  • Usage data such as pages viewed, session activity, feature interactions, IP address, browser type, and diagnostic logs

3. How We Use Information

We use personal information to provide and maintain the service, authenticate users, process transactions, deliver support, communicate about your account, monitor performance, and improve our products and customer experience.

  • Provision, administer, and secure the PoolSurf platform
  • Process subscriptions, invoices, and account-related transactions
  • Enable scheduling, dispatch, customer communications, and field workflows
  • Respond to inquiries, troubleshooting requests, and onboarding needs
  • Analyze trends, prevent misuse, and improve functionality, reliability, and performance
  • Send service updates, security notices, and marketing communications where permitted by law

4. How We Share Information

We do not sell personal information. We may share information with trusted service providers and partners that help us operate PoolSurf, including infrastructure, analytics, communications, authentication, customer support, and payment processing vendors.

We may also disclose information when required by law, to protect rights and safety, in connection with a business transaction, or at your direction when you choose to use integrations or third-party services.

  • Cloud hosting, database, and security providers
  • Email, SMS, voice, and customer communication vendors
  • Authentication, billing, and payment processors
  • Analytics, product performance, and support tooling
  • Professional advisers, regulators, law enforcement, or other parties when legally required

5. Cookies and Similar Technologies

We use cookies and similar technologies to keep you signed in, remember preferences, understand usage patterns, measure campaign effectiveness, and improve site and application performance.

Most browsers allow you to control cookies through their settings. Disabling certain cookies may affect functionality.

6. Data Retention

We retain information for as long as needed to provide the service, comply with legal obligations, resolve disputes, enforce agreements, and maintain legitimate business records. Retention periods may vary depending on the type of information and the context in which it was collected.

7. Security

We use administrative, technical, and organizational safeguards designed to protect personal information from unauthorized access, disclosure, alteration, and destruction. No method of transmission or storage is completely secure, but we work to maintain reasonable safeguards appropriate for a modern SaaS platform.

8. Your Choices and Rights

Depending on your location, you may have rights to access, correct, delete, or restrict certain personal information, or to object to certain processing. You may also opt out of marketing emails by using the unsubscribe link in those messages.

If you are a customer of a business that uses PoolSurf, we may act as a service provider or processor on behalf of that business. In those cases, requests relating to customer records may need to be directed to the business that controls the data.

9. Children's Privacy

PoolSurf is intended for business use and is not directed to children under 13. We do not knowingly collect personal information from children under 13.

10. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or service offerings. When we do, we will update the effective date on this page and, where appropriate, provide additional notice.

11. Contact Us

If you have questions about this Privacy Policy or our privacy practices, contact us at hello@poolsurf.com.