Privacy Policy

This Privacy Policy explains how Ensite Services (“Ensite,” “we,” “us,” or “our”) collects, uses, discloses, and safeguards information when you visit our website, use our portals, request services, communicate with us, or when we perform on-site services such as solar site surveys and inspections.

This document is provided as a compliance and operational template. You should review it with qualified counsel to confirm it matches your specific practices, vendors, and data flows.

1. Scope

This Privacy Policy applies to:

  • Website visitors and users of our online portals and forms

  • Business customers such as solar installers, EPCs, and related partners

  • Property owners or occupants whose sites are surveyed or inspected

  • Field technicians, contractors, and job applicants interacting with Ensite

  • Any individual whose information is included in survey deliverables (photos, notes, measurements, or reports

2. Information We Collect

2.1 Information you provide to us

  • Identifiers: name, email address, phone number, and company name

  • Account information: login credentials, role, and preferences (if you create an account)

  • Communications: messages, emails, call notes, and support requests

  • Business information: job title, team details, service requirements, and billing-related information (as applicable)

  • Payment and Financial Information: Bank account numbers and routing numbers added by Technicians to their Ensite profile for ACH transfers. These are stored in
    masked form — the account number is hidden by default and only revealed when the Technician explicitly taps the info (i) icon within the app. Full account data is encrypted in transit and at rest.

  • Instant Payment Handles: Zelle phone number/email, Cash App $cashtag, or Venmo username that a Technician associates with their Ensite profile to receive payments. We store only the identifier — never your password or credentials for those platforms.

2.2 Information collected from clients or partners

  • Work order details (scope, property address, site contact details, and special instructions) provided by a Client

  • Project identifiers or internal reference numbers shared for coordination and delivery

2.3 Information collected during on-site services (survey and inspection data)

  • Depending on the work order and Client requirements, Ensite may collect and generate site and equipment data, including:

  • Property address and site identifiers used to schedule and fulfill work orders

  • Roof measurements, roof material/condition observations, and obstruction notes

  • Photos and videos of the property exterior, roof, attic/structure areas (when authorized), and equipment

  • Electrical equipment details (for example: main service panel ratings, breakers, labels, and wiring observations)

  • Structural observations (for example: attic access measurements, rafter sizing and span details when required)

  • Field notes, survey forms, and standardized checklists

  • Deliverables such as CAD-ready outputs, reports, measurements, and structured datasets

2.4 Information collected automatically

  • Device and usage data: IP address, device identifiers, browser type, operating system, and referring URLs

  • Website activity: pages viewed, clicks, time on page, and error logs

  • Cookies and similar technologies used for analytics, security, and site functionality

2.5 Technician, contractor, and applicant information

  • Contact information and profile details submitted to become a technician or contractor

  • Qualifications, licensing information, insurance details, and background screening results (where permitted)

  • Work order history, performance/quality metrics, and communications

  • Location information used for dispatch and job execution (for example: assignment routing and timestamp verification)

3. How We Use Information

We use information for the following purposes:

·        Provide, operate, and improve our services, including scheduling, dispatch, survey execution, and report delivery

·        Validate and quality-check captured data to meet Client requirements

·        Communicate with Clients, property contacts (when provided), and technicians about work orders and service updates

·        Maintain the security and integrity of our website, portals, and systems

·        Process payments and manage invoicing where applicable

·       Process payments between Ensite and Technicians using payment methods enabled in a Technician’s account profile, including ACH bank transfers and third-party instant payment services (Zelle, Cash App, and Venmo)

·       Display masked payment details (e.g., last 4 digits of a bank account or a payment handle) to confirm the payment method on file before a transaction is initiated

·        Train, onboard, and manage technician network operations

·        Comply with legal obligations, respond to lawful requests, and enforce our agreements

4. How We Disclose Information

We may disclose information in the following scenarios:

·        To Clients: deliverables and related project information are shared with the Client who ordered the work

·        To service providers: vendors who help us operate our business (hosting, analytics, communications, payments, security, and support)

·        To technicians and operational partners: information needed to schedule and complete work orders (for example: address and scope)

·       To payment networks and instant transfer platforms: Limited payment identifiers necessary to route and complete a transaction a Technician has authorized. For ACH transfers, this may include sharing account and routing information with our banking partner or payment processor. For Zelle, Cash App, and Venmo, we share only the Technician’s handle/identifier with the relevant platform to initiate the transfer.

·        For legal and safety reasons: to comply with law, respond to legal process, protect rights and safety, or investigate fraud

·        Business transfers: in connection with a merger, acquisition, financing, or sale of assets (subject to appropriate protections)

We do not knowingly sell personal information. If we use third-party analytics or advertising tools, certain transfers of data may be considered “sharing” under some privacy laws. Where required, we provide opt-out mechanisms.

 

5. Our Role When Processing Client Work Orders

In many cases, Ensite processes information on behalf of a business Client (such as a solar installer or EPC) to fulfill a Work Order. In those cases, the Client may determine the purpose of processing and required deliverables. If you have questions about how a Client uses deliverables, please contact the Client directly.

6. Cookies, Analytics, and Tracking

We may use cookies and similar technologies to operate the site, understand usage, prevent fraud, and improve performance. You can control cookies through your browser settings. If we enable a cookie banner or preference center, you may use it to manage choices.

Do Not Track: some browsers offer “Do Not Track” signals. There is no universally accepted standard for responding to these signals. We respond to Global Privacy Control (GPC) signals as described below where required by law.

7. Data Retention

We retain information only as long as reasonably necessary for the purposes described in this Policy, including to fulfill Work Orders, maintain business records, comply with legal requirements, resolve disputes, and enforce agreements. We may retain and use de-identified or aggregated data for analytics and improvement.

8. Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect information. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

8.1 Mobile Application — Payment Features

The Ensite mobile application (available on iOS and Android) includes features that allow Technicians to receive payments via ACH bank transfer or instant payment services including Zelle, Cash App, and Venmo. By enabling any of these payment methods in their account profile, Technicians:
• Consent to their payment information (bank details or payment handles) being stored in their Ensite profile and used to facilitate payments from Ensite
• Acknowledge that bank account and routing numbers are stored in masked form — the account number is hidden by default and only revealed when the Technician explicitly taps the info (i) icon in the app — and are only transmitted in full when necessary to execute an authorized transaction using encryption in transit
• Understand that Zelle, Cash App, and Venmo are operated by independent third parties subject to their own terms and privacy policies — Ensite is not a bank or licensed money transmitter
• Retain the right to update their instant payment handles (Zelle, Cash App, and Venmo) directly through the app’s account settings; updates to bank account details for ACH can be made by contacting Ensite support

The Ensite mobile application is designed to comply with Apple App Store and Google Play Store guidelines regarding the handling of financial and sensitive user data.

9. International Access and Cross-Border Processing

Ensite operates in the United States and may use service providers or operational teams that access information from other locations. Where information is transferred or accessed across borders, we take reasonable steps to protect it consistent with this Policy and applicable law.

10. Third-Party Links and Integrations

Our site may contain links to third-party sites or integrations. Their privacy practices are governed by their own policies. We are not responsible for third-party privacy practices.

11. Your Privacy Choices and Rights

Depending on your location and relationship to Ensite, you may have rights to:

·        Access information we hold about you

·        Request correction of inaccurate information

·        Request deletion of certain information

·        Object to or restrict certain processing (where applicable)

·        Opt out of certain data transfers that qualify as “sale” or “sharing” under applicable law

To exercise these rights, contact us using the details in the Contact section. We may need to verify your identity before completing requests.

12. California Privacy Notice (CCPA/CPRA)

This section applies to California residents and describes rights under the California Consumer Privacy Act (as amended by the CPRA).

12.1 Categories of personal information we collect

In the last 12 months, we may have collected the following categories (depending on services used):

·        Identifiers (name, email, phone number, IP address)

·        Commercial information (service requests and transaction details, where applicable)

·       Financial information: bank account numbers (stored in masked form, revealed only via in-app tap) and third-party payment service handles (Zelle, Cash App, and Venmo identifiers) provided by Technicians to receive payment

·        Internet or other electronic network activity information (site usage, logs, analytics)

·        Geolocation data (approximate location from IP; and job-location dispatch data for technicians when applicable)

·        Professional or employment-related information (for technician onboarding and management)

·        Audio, electronic, visual information (photos, videos, and survey documentation)

12.2 Purposes, sources, and retention

·        Purposes: provide and improve services; security; quality control; communications; compliance (see Sections 3 and 4).

·        Sources: directly from you; from Clients (work orders); from devices/cookies; from technicians and partners.

 

·        Retention: retained as long as needed for the purposes above and consistent with Section 7.

12.3 Sale, sharing, and sensitive personal information

We do not knowingly sell personal information. If Ensite engages certain analytics or advertising tools, some transfers may be considered “sharing” under CPRA. If we collect sensitive personal information as defined by CPRA, we use it only as permitted by law and provide a mechanism to limit use where applicable.

12.4 Your California rights

·        Right to know: request information about collection, use, and disclosure of personal information

·        Right to delete: request deletion of personal information (subject to legal exceptions)

·        Right to correct: request correction of inaccurate personal information

·        Right to opt out of sale or sharing: opt out of the sale or sharing of personal information, if applicable

·        Right to limit use of sensitive personal information: where applicable

·        Right to non-discrimination: you will not be discriminated against for exercising your rights

12.5 How to submit a CCPA request

You can submit requests by:

·        Email: info@ensiteservices.com

·        Web form: Contact Us

Authorized agents may submit requests on your behalf. We will require verification of identity and proof of authorization as permitted by law.

12.6 Global Privacy Control (GPC)

If your browser sends a Global Privacy Control (GPC) signal, we will treat it as a request to opt out of sale/sharing where required by law.

12.7 Financial incentives

Ensite does not offer financial incentives for the collection, sale, or sharing of personal information unless we state otherwise at the point of offer.

13. Accessibility

If you need this Privacy Policy in an alternative format, please contact us using the information below.

14. Changes to This Policy

 We may update this Privacy Policy from time to time. We will post the updated version with a revised “Last Updated” date.

15. Contact Us

Privacy questions and requests:

·        Email: info@ensiteservices.com

·        Website: https://ensiteservices.com/