Privacy Policy and California Notice at Collection

Effective Date: May 14, 2026
Last Updated: May 14, 2026

Yancey Home Improvements, Inc. (“Yancey,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, retain, and protect personal information when you visit our website, request information, schedule an appointment, communicate with us, purchase our products or services, or otherwise interact with us.

This Privacy Policy applies to our website at https://www.yanceyhomeimprovements.com, related landing pages, online forms, advertising campaigns, phone calls,
emails, text messages, appointment-setting activities, customer service communications, and other interactions with current and prospective customers.

This Privacy Policy is intended to include a California Notice at Collection and disclosures required under applicable California privacy laws. Depending on our business size, data volume, and practices, some rights described below may apply only if Yancey is subject to the California Consumer Privacy Act, as amended by the California Privacy Rights Act (collectively, the “CCPA”).

1. Notice at Collection for California Residents

At or before the time we collect personal information, we provide this notice describing the categories of personal information we collect, the purposes for which we use it, whether we sell or share it, and how long we retain it.

Categories of Personal Information We May Collect

Category

Identifiers

Examples

Name, email address, phone number, mailing address, service address, IP address, online identifiers

Sources

You, website forms, phone calls, lead providers, advertising platforms, referral sources.

Purposes

Respond to inquiries, schedule appointments, provide estimates, communicate with you, market our services, verify leads, maintain records, improve services

Disclosed To

CRM providers, call center/ tools, email/SMS providers, appointment tools, advertising analytics providers, lead verification providers, contractors, professional advisors.

Sold or Shared?

We do not sell identifiers for money. We may share limited identifiers or online identifiers cross-context behavioral advertising unless you opt out.

Retention

Generally up to 7 years after last interaction; customer/project records may be retained longer for legal, tax, or business purposes.

Category

California Customer Records Information

Examples

Contact information, project information, transaction records, billing information, appointment details, communications

Sources

You, our representatives, service providers, lead sources

Purposes

Provide services, process transactions, manage projects, schedule appointments, customer support, legal compliance

Disclosed To

CRM, billing/accounting, payment processors, financing partners if applicable, service providers, professional advisors

Sold or Shared?

Not sold. Shared only as needed for business purposes, or as described in advertising/analytics sections.

Retention

Generally up to 7 years; project, contract, warranty, and legal records may be retained up to 10 years or longer if legally necessary.

Category

Commercial Information

Examples

Products or services requested, estimates, purchases, service history, product interests, lead source, appointment status, project type

Sources

Provide quotes, track leads, manage sales and service, improve marketing, analyze performance, follow up with prospects/customers

Purposes

Provide quotes, track leads, manage sales and service, improve marketing, analyze performance, follow up with prospects/customers

Disclosed To

CRM, marketing automation, analytics, advertising, lead management, appointment scheduling, professional advisors.

Sold or Shared?

May be shared in limited form for advertising/marketing attribution unless you opt out.

Retention

Generally up to 7 years after last interaction; longer for project, warranty, legal, or tax records.

Category

Internet or Other Electronic Network Activity

Examples

Browser type, device information, IP address, pages viewed, referring URLs, time spent on pages, cookie IDs, advertising IDs, interactions with ads or emails

Sources

Website, cookies, pixels, analytics tools, advertising platforms

Purposes

Operate the website, measure performance, prevent fraud, improve user experience, personalize advertising, retarget visitors, measure marketing effectiveness.

Disclosed To

Analytics providers, advertising platforms, website hosting providers, cookie/pixel providers, security providers

Sold or Shared?

We may share this information with advertising partners for cross-context behavioral advertising unless you opt out.

Retention

Typically retained according to tool settings, often up to 13–26 months, unless needed longer for security, analytics, legal, or business purposes.

Category

Geolocation Information

Examples

Approximate location from IP address; service/property address you provide

Sources

You, website/device data, lead sources

Purposes

Determine service area, schedule appointments, provide estimates, route representatives, analyze marketing by location

Disclosed To

CRM, appointment tools, mapping/routing tools, service providers

Sold or Shared?

Not sold. Approximate online location may be shared with analytics/advertising partners unless you opt out.

Retention

Generally up to 7 years for lead/customer records; web analytics data retained according to tool settings.

Category

Audio, Electronic, or Similar Information

Examples

Call recordings, voicemail, call notes, chat messages, emails, text messages, form submissions

Sources

You, phone systems, call tracking/dialer tools, email/SMS platforms, our representatives

Purposes

Customer service, training, quality control, dispute resolution, appointment setting, compliance, sales follow-up.

Disclosed To

Call tracking/dialer providers, CRM, quality control tools, service providers, professional advisors.

Sold or Shared?

Not sold.

Retention

Generally up to 2–4 years for call recordings unless connected to a customer/project record, dispute, legal need, or compliance obligation requiring longer retention.

Category

Inferences

Examples

Product interests, likely project type, lead quality, marketing preferences, likelihood of scheduling or purchasing

Sources

Derived from your interactions, lead source, website activity, CRM records, advertising platforms.

Purposes

Improve marketing, prioritize follow-up, personalize communications, improve customer experience, measure performance

Disclosed To

CRM, marketing automation, analytics, advertising platforms, service providers

Sold or Shared?

May be shared for advertising/marketing purposes unless you opt out.

Retention

Generally up to 7 years after last interaction, or shorter if tied only to cookie/advertising data.

Category

Sensitive Personal Information

Examples

We generally do not intentionally collect sensitive personal information through our website. If you voluntarily provide sensitive information, or if financing/payment information is collected through a third-party provider, it is used only for the specific purpose for which it was provided.

Sources

You or third-party financing/payment providers if applicable

Purposes

Process your request, financing application, payment, or other specific service need.

Disclosed To

Payment processors, financing partners, professional advisors, service providers as necessary

Sold or Shared?

Not sold or shared for cross-context behavioral advertising.

Retention

Retained only as necessary for the specific purpose, legal obligations, fraud prevention, accounting, or dispute resolution.

We do not use or disclose sensitive personal information for purposes that would require us to provide a separate “Limit the Use of My Sensitive Personal Information” link, unless we notify you otherwise.

2. Personal Information We Collect

We may collect personal information directly from you, automatically through our website and technology tools, from our service providers, from advertising platforms, and from third-party lead sources or referral partners.

Personal information we collect may include:

• Name, email address, phone number, mailing address, and service address;

• Information you submit through website forms, quote requests, appointment requests, contact forms, chat tools, or phone calls;

• Project-related information, such as the type of home improvement service you are interested in, property details, appointment preferences, product interests, and service history;

• Communications with us, including emails, texts, call recordings, voicemails, notes, and customer service records;

• Website usage information, such as IP address, browser type, device type, pages viewed, referring website, date/time of visit, cookies, pixels, and similar technologies;

• Marketing and lead information, such as lead source, campaign, advertising interaction, referral source, and whether you responded to a communication;

• Transaction, billing, payment, financing, or account information if you purchase services or apply for financing; and

• Other information you choose to provide.

3. How We Use Personal Information

We may use personal information for the following business and commercial purposes:

• To respond to your inquiries and requests;

• To provide estimates, consultations, appointments, products, and services;

• To schedule, confirm, manage, and follow up on appointments;

• To communicate with you by phone, email, text message, mail, or other channels;

• To provide customer service and support;

• To process transactions, billing, payments, financing, warranties, and service records;

• To operate, maintain, secure, and improve our website and business systems;

• To analyze website traffic, advertising performance, lead sources, campaign effectiveness, and customer interactions;

• To send marketing, promotional, or informational communications, subject to applicable consent and opt-out requirements;

• To retarget website visitors and show advertising on third-party platforms;

• To monitor, record, or review calls and communications for quality assurance, training, compliance, and dispute resolution;

• To prevent fraud, protect our rights and property, and maintain security;

• To comply with legal, regulatory, licensing, tax, accounting, insurance, warranty, and contractual obligations; and

• For other purposes disclosed to you at the time of collection or with your consent.

4. Cookies, Pixels, Analytics, and Advertising

We use cookies, pixels, tags, scripts, analytics tools, and similar technologies to operate our website, remember preferences, understand how visitors use our website, measure advertising performance, and market our services.

These technologies may collect information such as IP address, device information, browser type, pages visited, links clicked, time spent on pages, referring website, and interactions with our ads or emails.

We may use services such as Google Analytics, Google Ads, Microsoft/Bing Ads, Meta/Facebook advertising tools, and similar analytics or advertising platforms. These tools may use cookies, pixels, or similar technologies to collect or receive information from our website and elsewhere on the internet and use that information to provide measurement services, targeted advertising, and ad personalization.

You can control cookies through your browser settings. You may also be able to manage advertising preferences directly through the relevant advertising platforms. If we are subject to the CCPA, you may opt out of the sale or sharing of personal information for cross-context behavioral advertising as described in the “Your Privacy Choices” section below.

5. When We Disclose Personal Information

We may disclose personal information to the following categories of recipients:

• Website hosting, technology, security, and IT service providers;

• CRM, lead management, marketing automation, email, SMS, appointment scheduling, and customer communication providers;

• Call tracking, dialer, call recording, call analytics, and quality assurance providers;

• Analytics, cookie, pixel, and advertising partners;

• Lead providers, lead verification services, referral partners, or marketing vendors;

• Payment processors, financing partners, billing providers, and accounting tools, if applicable;

• Contractors, installers, inspectors, sales representatives, production teams, and other parties involved in providing requested services;

• Professional advisors, including attorneys, accountants, auditors, insurers, and consultants;

• Government agencies, regulators, courts, law enforcement, or other parties when required or permitted by law;

• Parties involved in a business transaction, such as a merger, acquisition, financing, reorganization, or sale of assets; and

• Other parties with your consent or at your direction.

We require service providers and contractors to use personal information only as necessary to perform services for us and to protect personal information appropriately.

6. Sale or Sharing of Personal Information

We do not sell personal information for money.

However, some California laws define “sale” and “sharing” broadly. If we use advertising cookies, pixels, remarketing tools, or similar technologies to show you ads based on your activity across different websites, that may be considered “sharing” personal information for cross-context behavioral advertising or, in some cases, a “sale” under California law.

The categories of personal information that may be sold or shared in this way include:

• Identifiers, such as IP address, online identifiers, cookie IDs, or hashed contact information;

• Internet or other electronic network activity information;

• Commercial information, such as product or service interests; and

• Inferences about preferences or interests.

The categories of third parties to whom this information may be sold or shared include advertising networks, social media platforms, analytics providers, and marketing technology providers.

You may opt out by clicking “Your Privacy Choices” or “Do Not Sell or Share My Personal Information” in our website footer, by using the request methods below, or by enabling a recognized opt-out preference signal such as Global Privacy Control where required by law.

7. Global Privacy Control and Opt-Out Preference Signals

If we are required by applicable law to honor opt-out preference signals, we will treat a recognized browser-based opt-out preference signal, such as Global Privacy Control, as a request to opt out of the sale or sharing of personal information for the browser or device that sends the signal.

Because these signals are browser- and device-specific, you may need to enable the signal on each browser and device you use. If you clear cookies or use a different browser or device, your opt-out preferences may not carry over unless you submit a separate request or use a persistent account-based preference where available.

8. Your Privacy Choices

Depending on where you live and whether applicable privacy laws apply to us, you may have the right to:

• Know what personal information we collect, use, disclose, sell, or share;

• Access the personal information we have collected about you;

• Request deletion of personal information, subject to legal exceptions;

• Request correction of inaccurate personal information;

• Opt out of the sale or sharing of personal information;

• Limit the use or disclosure of sensitive personal information, where applicable;

• Receive information about our data practices;

• Not be discriminated against for exercising privacy rights; and

• Use an authorized agent to submit a request on your behalf.

To exercise your rights, contact us using one of the methods below:

• Website: https://www.yanceyhomeimprovements.com
• Email: info@yanceyhomeimprovements.com
• Phone: (916) 573-4272
• Privacy Request Webform
• Your Privacy Choices / Do Not Sell or Share

We may need to verify your identity before fulfilling certain requests. Verification may require matching information you provide with information we already maintain. We will use information provided for verification only to verify and respond to your request, unless you provide it for another purpose.

If you use an authorized agent, we may require proof that you authorized the agent to act on your behalf, and we may also require you to verify your identity directly with us unless an exception applies.

9. Marketing Communications

We may contact you with marketing, promotional, or informational messages about our products and services, subject to applicable law.

You may opt out of marketing emails by using the unsubscribe link in the email or contacting us. You may opt out of text messages by replying STOP, if applicable. You may also ask us not to contact you for marketing by using the contact methods listed in this policy.

Even if you opt out of marketing communications, we may still send non-marketing messages, such as appointment confirmations, service updates, transaction notices, warranty information, account messages, legal notices, or responses to your requests.

Consent to receive marketing calls or text messages is not required as a condition of purchasing goods or services, unless separately disclosed and permitted by law.

10. Call Recording and Quality Assurance

We may monitor, record, transcribe, or review phone calls, voicemails, and other communications for quality assurance, training, customer service, compliance, dispute resolution, and business purposes. Where required by law, we will provide appropriate notice or obtain consent before recording calls.

11. Data Retention

We retain personal information only for as long as reasonably necessary for the purposes described in this Privacy Policy, unless a longer retention period is required or permitted by law.

Our retention periods are based on factors such as:

• The type and sensitivity of the information;

• The purpose for which it was collected;

• Whether you are a lead, prospect, customer, past customer, vendor, or other contact;

• Warranty, project, contract, tax, accounting, insurance, licensing, or legal requirements;

• The need to prevent fraud, resolve disputes, enforce agreements, and maintain business records; and

• Our legitimate business needs.

In general:

• Lead and inquiry records may be retained for up to 7 years after the last interaction;

• Customer, project, contract, warranty, and transaction records may be retained for up to 10 years or longer where necessary;

• Call recordings may be retained for 2–4 years unless needed longer for customer service, compliance, disputes, training, or legal purposes;

• Website analytics, cookie, and advertising data are generally retained according to the settings of the relevant tools, often up to 13–26 months; and

• Legal, tax, accounting, insurance, and compliance records may be retained for the period required by law or legitimate business needs.

12. Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information. However, no method of transmission over the internet or electronic storage is completely secure. We cannot guarantee absolute security.

13. Children’s Privacy

Our website and services are intended for adults and homeowners. We do not knowingly collect personal information from children under 16. We do not knowingly sell or share personal information of consumers under 16. If you believe a child has provided us with personal information, please contact us so we can take appropriate action.

14. Links to Third-Party Websites

Our website may contain links to websites, platforms, or services that we do not operate or control. We are not responsible for the privacy practices, content, or security of third-party websites or services. We encourage you to review their privacy policies before providing personal information.

15. Do Not Track

Some browsers offer “Do Not Track” signals. There is not yet a consistent industry standard for responding to Do Not Track signals. We do not currently respond to browser Do Not Track signals in a uniform way.

Where required by applicable law, we do honor recognized opt-out preference signals, such as Global Privacy Control, as described above.

16. California “Shine the Light” Rights

California Civil Code Section 1798.83 may allow California residents to request information about whether we have disclosed certain personal information to third parties for their direct marketing purposes. To make such a request, contact us at info@yanceyhomeimprovements.com and include “Shine the Light Request” in the subject line.

17. Financial Incentives

We do not currently offer financial incentives or price or service differences in exchange for the collection, retention, sale, or sharing of personal information. If we offer such a program in the future, we will provide any required notice and obtain any required consent.

18. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we update it, we will revise the “Last Updated” date above. If we make material changes, we may provide additional notice as required by law.

19. Contact Us

If you have questions about this Privacy Policy or our privacy practices, contact us:

Yancey Home Improvements, Inc.

Website: https://www.yanceyhomeimprovements.com

Email: info@yanceyhomeimprovements.com

Phone: (916) 573-4272

Privacy Request Webform

Your Privacy Choices / Do Not Sell or Share