Updated 24th April 2025
Smart HVAC, LLC respects your privacy and is committed to protecting your personal data. This privacy policy explains how we handle your personal data when you use our services or visit our website and outlines your rights under Colorado law, particularly relevant to the Colorado Privacy Act (CPA) and other applicable U.S. privacy laws.
Contents of this Policy
Important information and who we are
The data we collect about you
How is your personal data collected?
How we use your personal data
Disclosures of your personal data
International transfers
Data security
Data retention
Your legal rights

1. Important Information and Who We Are
Purpose of this Privacy Policy
This privacy policy provides information on how Smart HVAC, LLC collects and processes your personal data when you use our services or visit our website, including any data provided when signing up for services, purchasing services, or interacting with our support team.
It supplements other notices and is not intended to override them.
Controller
Smart HVAC, LLC (referred to as “Precision Plan”, “we”, “us”, or “our” in this privacy policy) is the controller responsible for your personal data.
Contact Details
Full legal entity name: Smart HVAC, LLC
Operating name: Precision Plan
Email address: Tom.Walton@PrecisionPlan.Ai
Postal address: 7887 E. Belleview Avenue, Suite 1100, Denver, CO 80111
You have the right to make a complaint to the Colorado Attorney General’s Office under the Colorado Privacy Act (CPA). However, we would appreciate the chance to address your concerns directly, so please contact us first.
Changes to the Privacy Policy
We regularly review our privacy policy. This version was last updated on 19th November 2024. Please inform us if your personal data changes during your relationship with us.
Third-Party Links
This website may include links to third-party websites, plug-ins, and applications. Clicking on those links or enabling those connections may allow third parties to collect or share data about you. We do not control these third-party websites and are not responsible for their privacy statements. When you leave our website, we encourage you to read the privacy policy of every website you visit.
2. The Data We Collect About You
Personal data means any information about an individual from which that person can be identified. It does not include data where the identity has been removed (anonymous data).
We may collect, use, store, and transfer different kinds of personal data about you which we have grouped together as follows:
Identity Data: Name, username, title, date of birth
Contact Data: Email address, telephone number
Transaction Data: Details of payments and services purchased
Technical Data: IP address, browser type, operating system
Profile Data: Username, preferences, feedback
Usage Data: Website interaction and services usage
Marketing Data: Communication preferences
We also collect, use, and share Aggregated Data such as statistical or demographic data for any purpose. Aggregated Data may be derived from your personal data but is not considered personal data in law as this data will not directly or indirectly reveal your identity. If we combine or connect Aggregated Data with your personal data, we treat the combined data as personal data which will be used in accordance with this privacy policy.
We do not collect special categories of data, such as race, ethnicity, or health data.
 
3. How Is Your Personal Data Collected?
Data is collected via:
Direct Interactions: You may provide us with your Identity, Contact, and Transaction Data by filling in forms or corresponding with us by post, phone, email, or otherwise. This includes personal data you provide when you:
Register for our services
Download one of our publications.
Request a demonstration, including booking a specific time for a demonstration
Request marketing to be sent to you
Provide feedback or contact us
Automated Technologies or Interactions: As you interact with our website, we may automatically collect Technical Data about your equipment, browsing actions, and patterns using cookies, server logs, and other similar technologies.
Third Parties or Publicly Available Sources: We may receive personal data about you from various third parties as set out below:
Technical Data from analytics providers such as Google
Contact, Financial, and Transaction Data from providers of payment and delivery services such as Stripe
Identity and Contact Data from publicly available sources such as Companies House and Charities Commission.
 
4. How We Use Your Personal Data
We have set out below a description of all the ways we plan to use your personal data, and the legal bases we rely on to do so.
Purpose/Activity
Type of Data
Lawful Basis for Processing
To register you as a new engineer/user
 
Identity, Contact
Performance of a contract with you
To process and manage your payments, fees, and charges
Identity, Contact, Transaction
Performance of a contract with you; Necessary for our legitimate interests (to recover debts due to us)
To manage our relationship with you, including notifying you about changes to our terms or privacy policy
Identity, Contact, Marketing and Communications
Performance of a contract with you; Necessary to comply with a legal obligation; Necessary for our legitimate interests (to keep our records updated)
To administer and protect our business, including troubleshooting, data analysis, testing, system maintenance, and support
Identity, Contact, Technical
Necessary for our legitimate interests (for running our business, IT services, and network security); Necessary to comply with a legal obligation
To deliver relevant content and advertisements to you and measure the effectiveness of the advertising
 
Identity, Contact, Profile, Usage, Marketing and Communications, Technical
Necessary for our legitimate interests (to develop our products/services and grow our business)
To use data analytics to improve our website, products/services, and marketing
 
Technical, Usage
Necessary for our legitimate interests (to define customers, to keep our website updated, to develop our business)
To make suggestions and recommendations to you about services that may be of interest to you
 
Identity, Contact, Transaction, Marketing and Communications
Necessary for our legitimate interests (to develop our products/services and grow our business)
 
We rely on contractual obligations, legitimate interests, and consent as legal bases for processing.
Promotional Offers from Us
We may use your Identity, Contact, and Transaction Data to determine what services and offers may be relevant to you. You will receive marketing communications from us if you have requested information or purchased services and have not opted out of receiving such communications.
Third-Party Marketing
We will get your express consent before sharing your personal data with any third party for marketing purposes.
Opting Out
You can ask us or third parties to stop sending you marketing messages at any time by following the opt-out links on any marketing message sent to you or by contacting us at any time.
Cookies
You can set your browser to refuse all or some browser cookies, or to alert you when websites set or access cookies. If you disable or refuse cookies, some parts of our website may become inaccessible or not function properly. For more information about the cookies we use, please see our cookie policy.
Change of Purpose
We will only use your personal data for the purposes for which we collected it unless we reasonably consider we need to use it for another reason compatible with the original purpose.
 
5. Disclosures of Your Personal Data
We may share your personal data with the following parties, who process your data on our behalf or act as independent controllers:
Service Providers: Including payment processors, cloud storage services, and IT support services.
Professional Advisers: Including lawyers, bankers, auditors, and insurers.
Regulatory Authorities: Including HMRC and other regulators who require reporting of processing activities in certain circumstances.
Third Parties in the Event of Business Sale: In case of a business transfer, merger, or acquisition.
We require all third parties to respect the security of your personal data and to treat it in accordance with the law. We do not allow third-party service providers to use your personal data for their own purposes, only for specific purposes and in accordance with our instructions.
 
6. International Transfers
While we primarily operate in the U.S., some of our service providers may process data outside the country. In such cases, we ensure appropriate protections are in place to safeguard your information.
 
7. Data Security
We have put in place appropriate security measures to prevent your personal data from being accidentally lost, used, or accessed in an unauthorized way, altered, or disclosed. In addition, we limit access to your personal data to those employees, agents, contractors, and other third parties with a business need to know. They will only process your personal data on our instructions and are subject to a duty of confidentiality.
We have procedures in place to deal with any suspected data breach and will notify you and any applicable regulator of a breach where we are legally required to do so.
 
8. Data Retention
We will only retain your personal data for as long as necessary to fulfil the purposes we collected it for, including satisfying any legal, regulatory, tax, accounting, or reporting requirements.
To determine the appropriate retention period, we consider the amount, nature, and sensitivity of the personal data, the potential risk of harm from unauthorized use or disclosure, and the purposes for processing your data.
In some circumstances, you can ask us to delete your data. In certain cases, we may anonymize your personal data for research or statistical purposes, in which case we may use this information indefinitely without further notice to you.
 
9. Your Legal Rights
Under the Colorado Privacy Act (CPA), you may have the right to:
Request access to your data
Request corrections to inaccurate data
Request deletion of personal data
Opt out of data sharing or sale
Request data portability
To exercise any of these rights, contact us at tom.walton@precisionplan.ai

No Fee Required: There is no fee to access your data unless your request is repetitive or excessive.
Response Time: We aim to respond to all legitimate requests within 30 days.