SiteVisit Privacy Policy

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 video-first site visit management platform 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?

A. Information You Provide to Us

When you sign up for SiteVisit, we may collect:

• Account information — your name, email address, and profile photo, sourced from the identity provider you sign in with (e.g., Google, Microsoft, LinkedIn, or email/password)
• Billing details for paid users — collected and stored by our payment processor (Stripe); we never receive or store full card numbers
• Site visit content — the videos, narration transcripts, photos, action items, and reports you create while using SiteVisit
• Property and contact data you enter — property names, addresses, and the names/emails of onsite team members you assign tasks to
• 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 data needed for those integrations to function.

3. How Do We Use Your Information?

We use your data to:

• Provide and improve SiteVisit — including running your video, audio, and transcript content through JoyAI to extract action items, draft summaries, pick evidence frames, and draft follow-up emails on your behalf
• Facilitate task assignment & reporting — including delivering the public report URL to your onsite team members
• Enhance customer support — responding to inquiries and resolving issues
• Analyze usage patterns — improving user experience and platform efficiency
• Send service-related updates — including the weekly engagement digest, follow-up email drafts, feature announcements, maintenance notices, and security alerts
• Comply with legal obligations — where required

We do not sell your personal information. We do not train AI models on your content. JoyAI uses your data to do her job on your behalf, not to learn from it.

4. How Do We Share Your Information?

We may share information with:

• Service providers we rely on to deliver SiteVisit, including:
•   • Clerk — identity and authentication
•   • Stripe — payment processing
•   • OpenAI — AI processing of audio transcription and action-item extraction (data is not used for model training under our agreement)
•   • Resend — transactional and digest email delivery
•   • Cloud infrastructure providers for hosting and storage
• Recipients you choose — when you send a report via email or share a public report link, the recipients you specify can view the report (and items they mark as complete)
• Other HappyCo products — if you connect SiteVisit with another HappyCo product, relevant data may be shared between them
• 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 sign-in and core functionality (set by us and by our authentication provider)
• Performance cookies — to analyze usage trends
• Marketing analytics tools — used on our marketing pages to measure campaign performance

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 in transit and at rest
• Access controls and authentication via Clerk
• Regular security review

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

© 2026 HappyCo