SiteVisit Privacy Policy

Last Updated: June 16, 2023

Welcome to SiteVisit, a solution powered by HappyCo. We are committed to protecting your privacy and ensuring transparency in how we collect, use, and share your information. This Privacy Policy explains how we handle data when you use SiteVisit and its related services.

By using SiteVisit, you agree to the terms outlined in this Privacy Policy.

1. Introduction

SiteVisit is a property inspection and site visit management tool designed for Asset Managers and property management teams in the multifamily real estate industry. This Privacy Policy applies to:
‍•Users: Asset Managers, Property Managers, or other professionals using SiteVisit.
‍• Visitors: Individuals who browse the SiteVisit website or interact with marketing content.

This policy does not cover tenants or residents, as SiteVisit is intended for business use by property management professionals.

2. What Information Do We Collect?

We collect information in the following ways:

A. Information You Provide to Us

When you sign up for SiteVisit, we may collect:
Account Information (name, email, company, role, phone number)
Billing Details (for paid users, we may collect payment information via third-party processors)
Support Requests (when you contact us for assistance)

B. Information Collected Automatically

Like many digital platforms, SiteVisit collects usage data to improve functionality, including:
Device & Browser Information (IP address, browser type, operating system)
Usage Metrics (features used, time spent on the platform, navigation behavior)
Cookies & Tracking Technologies (see the “Cookies” section below)

C. Information from Third-Party Integrations

If you connect SiteVisit with other HappyCo products or third-party tools, we may collect relevant data needed for integration purposes.

3. How Do We Use Your Information?

We use your data to:
Provide and improve SiteVisit – Ensuring optimal performance and new feature development.
Facilitate task assignment & reporting – Allowing users to assign site visit tasks and track progress.
Enhance customer support – Responding to inquiries and resolving issues.
Analyze usage patterns – Improving user experience and platform efficiency.
Send service-related updates – Including feature announcements, maintenance notices, and security alerts.
Comply with legal obligations – Ensuring regulatory compliance where required.
We do not sell your personal information to third parties.

4. How Do We Share Your Information?

We may share information with:
Service Providers – Cloud hosting, customer support, and analytics providers.
Third-Party Integrations – If you connect SiteVisit with external platforms (e.g., property management systems).
Legal & Compliance Requirements – If required by law, to enforce policies, or protect rights.

5. Cookies & Tracking Technologies

SiteVisit uses cookies and tracking technologies to improve user experience. These may include:
Essential Cookies – Required for core functionality.
Performance Cookies – To analyze usage trends.
Marketing & Remarketing Tools – Such as Google Analytics and Facebook Pixel.

You can manage cookie preferences through your browser settings.

6. Your Privacy Choices & Rights

Depending on your location, you may have the right to:✔ Access or update your information
Request data deletion (subject to legal limitations)
Opt out of marketing communications
Restrict data processing in certain circumstances

To exercise your rights, contact us at legal@happy.co.

7. Data Security

We take appropriate security measures to protect your data, including:
Encryption & Secure Storage
Access Controls & Authentication
Regular Security Audits

While we implement strong safeguards, no system can be 100% secure. Users should follow best practices (e.g., strong passwords) to protect their accounts.

8. Data Retention Policy

We retain user data as long as necessary for providing services, legal compliance, and operational requirements. If you delete your account, we will securely delete or anonymize your data, except where retention is required by law.

9. International Data Transfers

If you access SiteVisit from outside the United States, please note that your data may be transferred to and processed in the U.S. We use appropriate safeguards to ensure compliance with international privacy laws.

10. Changes to This Policy

We may update this Privacy Policy as SiteVisit evolves. Significant changes will be communicated via email or in-app notifications.

11. Contact Us

For privacy-related questions or requests, contact us at:

HappyCo
5857 Owens Avenue, Suite 300
Carlsbad, CA 92008

Email: legal@happy.co