Privacy Notice


CSI Mechanical LLC

Privacy Policy & SMS/Text Messaging Consent

Last Updated: June 2026 | A2P 10DLC Compliant


This Privacy Policy describes how CSI Mechanical LLC ("CSI Mechanical," "we," "us," or "our") collects, uses, and protects personal information obtained through our website, contact forms, phone calls, and text message communications. This policy applies to all customer interactions, including our SMS/text messaging program, and is designed to comply with applicable telecommunications regulations, including the Telephone Consumer Protection Act (TCPA) and A2P 10DLC requirements.



1. Information We Collect

We collect the following categories of personal information when you interact with us:


Contact Information: Name, phone number, email address, and service address

Service Information: Equipment details, service history, and job notes

Communication Records: Records of calls, texts, emails, and form submissions

Technical Data: IP address, browser type, and website usage data (via cookies)



2. SMS / Text Messaging Program & Consent

CSI Mechanical operates an A2P (Application-to-Person) SMS messaging program registered with The Campaign Registry (TCR) under 10DLC standards. By providing your mobile phone number and opting in, you consent to receive text messages from us.


What We Send

  • Appointment confirmations and reminders
  • Service updates and technician dispatch notifications
  • Quote follow-ups and estimate requests
  • Promotional offers, seasonal service reminders, and maintenance plan information
  • Review requests following completed service calls
  • Emergency service notifications


How to Opt In

  • Submitting a web form on our website (csimechanical.com)
  • Texting a keyword to our business number
  • Verbally providing consent during a phone call (recorded for compliance)
  • Checking the SMS consent box on any CSI Mechanical form or estimate


IMPORTANT: By providing your phone number and opting in to receive text messages from CSI Mechanical, you consent to receive automated and manually-sent SMS messages as described above. Consent is not a condition of purchase or service.


Message Frequency

Message frequency varies based on your service activity and preferences. You may receive up to 4-6 messages per month depending on active appointments and seasonal promotions. Message and data rates may apply.


How to Opt Out (STOP)

You may opt out of SMS messages at any time by replying STOP to any text message from CSI Mechanical. After opting out, you will receive one final confirmation message, and no further messages will be sent, except as required by law. You may re-opt in at any time by texting START to our number or contacting us directly.


How to Get Help

Reply HELP to any text message for assistance, or contact us directly at (704) 600-6267 or Office@csimechanical.com.


Carrier Disclaimer: Message and data rates may apply. CSI Mechanical is not responsible for any charges applied by your mobile carrier. For questions about your plan, contact your wireless provider.



3. How We Use Your Information

We use your personal information solely for the following purposes:

  • Scheduling and dispatching HVAC service calls and appointments
  • Responding to inquiries, quotes, and service requests
  • Sending appointment reminders, service updates, and follow-up communications
  • Processing payments and maintaining service records
  • Sending promotional communications about services, maintenance plans, and seasonal offers (with your consent)
  • Requesting reviews following completed service
  • Improving our website, services, and customer experience
  • Complying with legal obligations



4. Information Sharing & Third Parties

We do not sell, rent, or trade your personal information. We may share your information with trusted third-party service providers strictly to operate our business, including:


Service Provider

Purpose

Data Shared

GoHighLevel (CRM)

Lead management, SMS delivery, automation

Name, phone, email, service notes

ZipSolutions

Job scheduling & field service management

Name, phone, address, job details

Google Ads / Meta Ads

Advertising & lead generation

Anonymized ad performance data only

Payment Processors

Processing service payments

Billing information (encrypted)

Zapier

Workflow automation between platforms

Contact info for routing only


All third-party service providers are contractually required to protect your information and are prohibited from using it for any purpose other than providing services to CSI Mechanical.



5. Your Rights & Choices

You have the following rights regarding your personal information:

  • Access: Request a copy of the personal information we hold about you
  • Correction: Request correction of inaccurate or incomplete information
  • Deletion: Request deletion of your personal information (subject to legal retention requirements)
  • Opt-Out of SMS: Reply STOP to any text message at any time
  • Opt-Out of Marketing Emails: Click unsubscribe in any marketing email
  • Opt-Out of Marketing Calls: Contact us directly to be placed on our do-not-call list


To exercise any of these rights, contact us at:


CSI Mechanical LLC

Phone: (704) 600-6267

Email: Office@csimechanical.com

Website: csimechanical.com

Location: Shelby, North Carolina



6. Data Security

We implement industry-standard security measures to protect your personal information, including:

  • SSL/TLS encryption for all data transmitted through our website
  • Restricted employee access to personal information on a need-to-know basis
  • Secure, access-controlled storage for all customer records
  • Regular review of our data collection, storage, and processing practices


While we take all reasonable steps to protect your data, no method of electronic transmission or storage is 100% secure. If you believe your information has been compromised, contact us immediately at (704) 600-6267.



7. Cookies & Website Tracking

Our website uses cookies and similar tracking technologies to improve your browsing experience and analyze website traffic. Cookies are small data files stored on your device. We use cookies for:

  • Remembering your preferences and site settings
  • Analyzing website traffic and usage patterns (via Google Analytics)
  • Supporting advertising campaign performance tracking


You can control cookie settings through your browser settings. Disabling cookies may affect some website functionality. Our use of cookies does not grant us access to personally identifiable information unless you have provided it directly.



8. Retention of Information

We retain your personal information for as long as necessary to provide services, comply with legal obligations, resolve disputes, and enforce our agreements. Service records and communication logs are typically retained for a minimum of 3 years. SMS opt-out records are retained indefinitely as required by TCPA regulations.



9. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If you believe we have inadvertently collected information from a minor, please contact us immediately and we will delete it promptly.



10. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those sites. We encourage you to review the privacy policies of any external site before providing personal information.



11. Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or applicable law. When we make material changes, we will update the "Last Updated" date at the top of this document. Continued use of our services or SMS program after notification of changes constitutes acceptance of the updated policy.



12. Contact & Complaints

If you have questions about this Privacy Policy, wish to exercise your rights, or believe we are not complying with this policy, please contact us:


CSI Mechanical LLC

(704) 600-6267  |  Office@csimechanical.com

csimechanical.com  |  Shelby, North Carolina

We will respond to all inquiries within 2 business days.



SMS Quick Reference

To stop messages: Reply STOP

For help: Reply HELP or call (704) 600-6267

Msg & data rates may apply. Frequency varies.

Carrier: Supported by all major US carriers