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Privacy Policy
This Privacy Policy explains what information Serve Xpert LLC collects, how we use it, how we protect it, how long we may retain it, and the choices or rights you may have regarding your information.
By using our website, submitting a form, requesting service, communicating with Serve Xpert, approving an estimate, scheduling services, or providing project information, you agree to the practices described in this Privacy Policy.
Privacy Policy
Effective Date: July 7, 2026
Our Privacy Commitment
Serve Xpert values customer privacy and uses customer information only for legitimate business, service, communication, documentation, billing, scheduling, insurance-related, financing-related, legal, safety, and operational purposes.
We collect information needed to respond to service requests, evaluate property conditions, schedule service, document work, communicate with customers, prepare estimates, provide invoices, support project records, and complete authorized restoration, remediation, cleanup, drying, odor control, stabilization, and specialty cleaning services.
Serve Xpert does not sell customer personal information.
Serve Xpert does not sell, rent, or share mobile phone numbers for third-party marketing.
1. Information We Collect
Serve Xpert may collect information needed to provide restoration, remediation, inspection, documentation, cleanup, drying, odor control, stabilization, and specialty cleaning services.
Personal Information
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Name
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Email address
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Phone number
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Service address
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Billing address when applicable
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Property owner, tenant, landlord, property manager, or authorized representative information
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Details submitted through contact forms, estimate requests, or service requests
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Communication history related to service requests, estimates, scheduling, or active projects
Service-Related Information
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Property damage descriptions provided by customers
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Inspection notes and observed site conditions
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Photos or videos of affected property when needed for assessment, estimating, documentation, service records, insurance-related records, quality control, or project files
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Moisture readings, equipment notes, service logs, material condition notes, odor observations, and project notes when applicable
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Insurance information voluntarily provided by the customer
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Estimate, invoice, service agreement, inspection report, work authorization, and Certificate of Completion information
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Project documentation, recommendations, completion summaries, and service records when applicable
Automatically Collected Website Information
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IP address
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Browser type
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Device information
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Pages visited
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Website interaction data
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Cookie and analytics information
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General website performance information
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Form submission activity and website request details
Serve Xpert does not intentionally request Social Security numbers, medical information, banking login information, or full payment card details through the website contact form. Payment and financing details may be handled through third-party payment processors or financing providers.
2. Sensitive Information
Some restoration, remediation, biohazard, insurance-related, or property documentation situations may involve sensitive property conditions or personal circumstances.
This may include information related to sewage, trauma-related cleanup, biological contamination, mold concerns, fire damage, odor conditions, water intrusion, tenant conditions, real estate transactions, insurance claims, or property access needs.
Serve Xpert uses this information only as needed to evaluate the service request, perform authorized services, communicate with the customer, document the project, prepare records, support billing, or comply with legal and business obligations.
Serve Xpert does not request medical diagnoses, medical records, or private health information as part of normal website form submissions.
3. How We Use Your Information
Serve Xpert may use collected information to:
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Respond to service requests
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Provide estimates
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Schedule appointments
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Confirm property access
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Perform inspections, restoration, remediation, cleanup, drying, odor control, stabilization, and specialty cleaning services
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Communicate project updates
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Prepare documentation for customer records
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Prepare insurance-related documentation when authorized
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Generate estimates, invoices, reports, service records, and internal job files
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Provide Certificates of Completion when applicable
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Process payments
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Support financing-related communication when applicable
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Respond to documentation requests
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Review prior service history
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Support warranty review when applicable
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Improve website performance and user experience
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Support lawful business operations, recordkeeping, customer service, and dispute resolution
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Protect Serve Xpert’s legal, contractual, safety, and business interests
Serve Xpert does not sell customer personal information.
4. Photography, Documentation & Property Data
Serve Xpert may document site conditions using photos, videos, notes, readings, measurements, logs, forms, reports, and written records.
Documentation may be used for:
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Inspection records
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Assessment and estimating
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Progress tracking
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Service documentation
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Insurance-related documentation when authorized
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Quality control
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Internal review
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Training
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Verification of completed work
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Payment support
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Warranty review when applicable
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Project files
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Dispute resolution or legal recordkeeping when necessary
Photos or videos will not be publicly shared without written consent.
Customers may request in writing that project images not be used publicly. This does not prevent Serve Xpert from retaining project images for internal records, customer records, insurance-related documentation, payment support, legal compliance, or business recordkeeping.
5. How We Share Information
Serve Xpert may share customer information only when necessary for legitimate service, documentation, legal, payment, financing, scheduling, safety, or operational purposes.
Information may be shared with:
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Insurance carriers when authorized by the customer
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Adjusters, property managers, landlords, tenants, real estate professionals, or authorized representatives when requested or authorized
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Subcontractors, technicians, or service providers assisting with the project
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Payment processors
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Financing providers
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Website, form, hosting, CRM, scheduling, analytics, email, phone, text, or communication support providers
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Legal, regulatory, or government authorities when required by law
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Professional advisors when needed for lawful business purposes
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Collection, accounting, or dispute resolution support when necessary
Serve Xpert does not sell or trade customer information for third-party marketing.
6. Insurance, Financing & Third-Party Platforms
If a customer provides insurance information, Serve Xpert may use that information to prepare documentation, communicate with authorized parties, support customer records, or provide service-related information.
Serve Xpert does not control insurance carrier privacy practices, claim decisions, coverage decisions, approvals, payment timing, or claim outcomes.
If a customer uses third-party financing, payment processing, online forms, scheduling tools, email systems, text messaging tools, map services, or other third-party platforms, those providers may collect and process information under their own privacy policies and terms.
Customers should review third-party privacy policies before submitting sensitive information through those platforms.
7. Payments & Financing Information
Serve Xpert may collect billing details needed to prepare invoices, process payments, issue receipts, track balances, support financing communication, and maintain accounting records.
Credit card, debit card, electronic payment, and financing information may be processed by third-party payment processors or lenders. Serve Xpert does not intentionally collect banking login credentials through its website.
Financing through Wisetack or another financing provider is subject to that provider’s privacy policy, application process, approval criteria, terms, rates, and data handling practices.
8. Cookies & Tracking Technologies
Serve Xpert’s website may use cookies, analytics tools, tracking pixels, form tracking, and similar technologies to improve website performance and understand how visitors use the website.
Cookies and analytics may help us:
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Improve user experience
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Monitor website performance
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Understand traffic patterns
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Identify page usage
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Improve service request flow
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Review marketing or referral performance
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Detect website errors or security concerns
Customers may disable cookies through browser settings, but some website features may not function properly.
9. Marketing Communications & Text Messages
Serve Xpert may send service-related communications, scheduling updates, project notices, payment reminders, documentation updates, estimate follow-ups, and customer service messages.
Marketing messages may be sent only when permitted by law and applicable consent requirements.
Customers may opt out of marketing communications at any time.
Customers may opt out of text messages by replying STOP where applicable.
Opting out of marketing messages does not prevent Serve Xpert from sending necessary service-related, billing-related, scheduling-related, legal, or project-related communications.
10. Data Retention
Serve Xpert may retain customer information, project documentation, photos, videos, reports, estimates, invoices, notes, service records, inspection records, communication records, payment records, and internal records as needed for:
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Legal compliance
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Contractual records
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Warranty support
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Insurance-related documentation
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Customer service
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Accounting and billing
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Internal operational records
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Project history
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Dispute resolution
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Tax and business recordkeeping
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Safety documentation
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Quality control
Customers may request deletion of personal information, subject to legal, contractual, accounting, warranty, documentation, insurance-related, payment, dispute, and business record retention requirements.
Serve Xpert may be unable to delete information that must be retained for lawful business purposes, completed project records, accounting records, signed agreements, insurance-related records, or legal compliance.
11. Security Measures
Serve Xpert takes reasonable administrative, technical, and operational steps to protect customer information.
These steps may include limiting access to information, using business systems with security controls, maintaining project records in organized systems, reviewing vendor access where applicable, and retaining information only as needed for legitimate business purposes.
No website, communication system, storage system, or electronic transmission is completely secure. Serve Xpert cannot guarantee absolute protection from unauthorized access, loss, misuse, or disclosure.
12. Customer Responsibilities
Customers should avoid submitting unnecessary sensitive information through website forms, text messages, email, or voicemail.
Customers should not submit Social Security numbers, banking login credentials, medical records, passwords, or unrelated private information unless specifically requested through a secure and appropriate method.
Customers are responsible for making sure they have authority to submit information about a property, service address, insurance matter, tenant situation, real estate matter, or project request.
13. Your Privacy Choices & Rights
Customers may request:
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Access to personal information
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Correction of inaccurate information
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Deletion of personal information when legally permitted
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Clarification on how information is used
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Opt-out from marketing communications
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Communication preference updates
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Review of project contact information
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Limitations on public use of project images
Requests may be submitted by email or through the Contact page.
Serve Xpert may need to verify the request before making changes, releasing records, or deleting information.
14. State Privacy Rights
Privacy rights may vary depending on where a customer lives and which laws apply.
Serve Xpert services customers across Maryland, Pennsylvania, Delaware, and Northern Virginia. If state privacy laws provide additional rights, Serve Xpert will respond to valid requests as required by applicable law.
Requests may be denied or limited when Serve Xpert must retain information for legal compliance, contracts, accounting, warranty support, insurance-related documentation, project records, dispute resolution, safety records, or other lawful business purposes.
15. Children’s Privacy
Serve Xpert does not knowingly collect information from individuals under the age of 18.
Our website and services are intended for adults, property owners, authorized representatives, landlords, tenants, business owners, property managers, real estate professionals, and customers requesting property-related services.
16. External Links
Serve Xpert’s website may contain links to third-party websites, platforms, financing providers, payment processors, map services, social media sites, insurance resources, or other outside resources.
Serve Xpert is not responsible for the privacy practices, policies, security, content, or actions of third-party websites.
17. Updates to This Privacy Policy
Serve Xpert may update this Privacy Policy at any time.
The effective date or last updated date reflects the most recent revision. Continued use of the website or services after updates means you accept the revised Privacy Policy.
18. Contact Us
If you have questions or concerns about this Privacy Policy, contact Serve Xpert.
Address
210 W. Pennsylvania Avenue, Suite 100, Towson, MD 21204
Phone
(888) 338-0519
Email
support@servexpertpro.com
Website
www.servexpertpro.com