JMD Leadworks LLC — Helios Platform
JMD Leadworks LLC ("we," "us," or "our") operates the Helios platform, a roofing operations platform available at rrservicesonline.com. This Privacy Policy describes how we collect, use, and protect information through our platform.
This policy applies to all users of the Helios platform, including roofing company owners, managers, supervisors, sales representatives, and accounting staff.
A. Account Information
When you create an account or are added by your company administrator, we collect:
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Full name
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Email address
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Phone number
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Role within your organization
B. Authentication
We use secure session cookies to maintain your login state. These cookies contain no personal information, are protected from client-side access, and expire automatically after a set period.
If you sign in via Google, we receive only your name and email address through Google's OAuth process. Google's own privacy policy governs data exchanged during that flow.
C. Appointment & Business Data
Through your use of the platform, we process:
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Homeowner names, phone numbers, addresses, and email addresses
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Appointment details (date, time, status, notes, assigned representative)
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Invoice and payment metadata
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Team assignment and territory information
D. Communication Data
We process:
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SMS message content (appointment reminders and confirmations sent to homeowners)
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Call metadata (duration, outcome, caller ID)
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Voicemail recordings
E. AI-Processed Data
We use AI services to classify inbound messages and generate performance reports. Only aggregated metrics and anonymized data are submitted for AI processing. No personally identifiable information about platform users is included.
We use the information we collect to:
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Authenticate your identity and maintain your session
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Display appointments, team data, and performance metrics
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Generate invoices and process payment confirmations
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Generate AI-powered performance reports and insights
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Send appointment reminders and confirmations to homeowners via SMS
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Route and classify inbound communications
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Display appointment locations on maps
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Provide customer support
Access to data within the platform is scoped by role. Users only see information relevant to their assigned responsibilities. Contractors cannot access lead lists, other contractors' data, or unreviewed appointments.
We share data with third-party service providers only as necessary to operate the platform. These services support functions such as:
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SMS delivery and call routing
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Payment processing
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Sign-in via Google (OAuth), appointment syncing, and address geocoding
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AI-powered message classification and reporting
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Internal operational notifications
We do not sell your personal information to any third party.
Your data is stored on secured servers located in the United States. We apply industry-standard security practices to protect your information, including access controls, encryption of credentials, and role-based data scoping.
We retain data according to the following general schedule:
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Account data: retained while active; removed upon account deletion
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Session tokens: expire automatically
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Appointment, SMS, and call records: retained for business records
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Performance reports: retained indefinitely and downloadable
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Support tickets: retained indefinitely
You have the right to:
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View and update your profile information
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Request deletion of your account
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Request an export of your data
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Contact us with questions about your data
To exercise any of these rights, contact us using the information below.
The Helios platform is not directed at individuals under the age of 18. We do not knowingly collect personal information from children.
We may update this Privacy Policy from time to time. When we do, we will update the "Last Updated" date above and notify affected users via email. Continued use of the platform after changes are posted constitutes acceptance of the updated policy.
If you have questions about this Privacy Policy or our data practices, please contact us:
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JMD Leadworks LLC
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Email: info@jmdleadworks.net
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