Contractor’s Smart Price™ Privacy Policy

Effective October 1, 2017


We at Callahan Roach understand that your privacy is important to you and it is to us as well. This Privacy Policy covers how we collect, use, disclose, transfer, and store your information. Please orient yourself as to our policy but we want you to know that we do not market to, sell, share, give, offer other products and services to or otherwise breach the ownership of the relationship you have with your customers.  Please let us know if you have any questions or comments about this policy or your customer information.


Collection and use of client and client’s customer information

Personal information is data that can be used to uniquely identify or contact a single person.

In order to deliver our application, Smart Price™, to you, Callahan Roach needs to collect information about you and your employees. The collection of much of this information is part and parcel to information you require to operate a service company. This information is intended to improve the scope of our services, or may be shared in an aggregated form for comparative purposes. Resulting information may be shared with manufacturers, distributors, other customers, or investors but in no way will your specific information be identified with you or your company, unless otherwise specified in the Privacy Policy. Callahan Roach and its affiliates may share this personal information with each other and use it consistent with this Privacy Policy. They may also combine it with other information to provide and improve our products, services, content, and advertising.

Here are some examples of the types of personal information Callahan Roach may collect and how we may use it.

What personal information we collect

  • We may collect your name, mailing address, phone number, email address, contact preferences, credit card and banking information. All credit card information will never reside in Callahan Roach’s paper files, computers or media, and is handled in a PCI compliant manner.
  • We collect information about the parameters of your company as pricing policies, labor price levels, parts markup levels, refrigerant price levels, labor costs, taxes charged and other private information in order to better serve our consultative relationship with you and to deliver a complete and usable application to you.
  • We will never ask for your Social Security number (SSN), and if asked, you should not give it to a Callahan Roach employee, representative, agent or anyone acting as or portending to be a representative of Callahan Roach.


How we use your personal information

The personal information we collect allows us to keep you posted on information Callahan Roach’s product announcements, software updates, and upcoming     events. It also helps us to improve our services, content, and advertising. If you don’t want to be on our mailing list, you can opt out anytime by updating your   preferences.

We also use personal information to help us develop, deliver, and improve our products, services, content, and advertising, or to offer compatible and service enhancement products and/or services.

From time to time, we may use your personal information to send important notices, such as communications about purchases and changes to our terms, conditions, and policies. Because this information is important to your interaction with Callahan Roach, you may not opt out of receiving these communications while a customer of Callahan Roach.

We may also use personal information for internal purposes such as auditing, data analysis, and research to improve Callahan Roach’s products, services, and customer communications.

Collection and use of non-personal Information

We also collect non-personal information − data in a form that does not permit direct association with any specific individual. We may collect, use, transfer, and disclose non-personal information for any purpose. The following are some examples of non-personal information that we collect and how we may use it:

  • We may collect information such as zip code, area code, unique device identifier, location, and the time zone where Callahan Roach’s Contractor’s Smart Price™ application is used so that we can better understand customer behavior and improve our products, services, and advertising.
  • We also may collect information regarding customer activities on our website and devices onto which Smart Price™ is installed.  This information is aggregated and used to help us provide more useful information to our customers and to understand which parts of our website, products, and services are of most interest. Aggregated data is considered non-personal information for the purposes of this Privacy Policy.

If we do combine non-personal information with personal information the combined information will be treated as personal information for as long as it remains combined.


Disclosure to third parties

Callahan Roach will improve features of Contractor’s Smart Price™, and in doing so may divulge the names of our users to third party companies. In doing so, Callahan Roach will only divulge company information, primary contact, phone number, email addresses, or street address but at no time will private credit card information, banking information, customer names or other customer information, or any other sensitive information be divulged.

Service providers

Callahan Roach may share personal information with companies who provide services such as information processing, extending credit, fulfilling customer orders, delivering products to you, managing and enhancing customer data, providing customer service, assessing your interest in our products and services, and conducting customer research or satisfaction surveys. These companies are obligated to protect your information and maintain privacy policies with us to assure your privacy.

Access to personal information

You can help ensure that your contact information and preferences are accurate, complete, and up to date by logging in to your company’s Customer Portal. You may make changes to pertinent information regarding the parameters of Smart Price™ and are solely responsible for its accuracy, whether inputted by a Callahan Roach employee, representative or assign. Credit card information is held in a separate merchant location and is not available to Callahan Roach’s staff, unless you authorize is to do so.  If you do not maintain a current and active credit card or other banking arrangement to pay for fees associated with the usage of Contractor’s Smart Price™, Callahan Roach reserves the right to turn off service to you after good faith efforts to contact you regarding payment. Other reasons to terminate service are covered in the End Users License Agreement and must be executed to receive service.



Aggregated company information

Your information that is gathered in the course of usage of Contractor’s Smart Price™ is kept on redundant servers which are backed up regularly. These servers are not housed at Callahan Roach facilities, rather by digital industry recognized enterprise server locations.

This information may include customer information, program parameters, company information and other data to facilitate usage of Contractor’s Smart Price™.  This information is used for the delivery of our services. Should you wish to retrieve this information, a written request must be made to Callahan Roach. We must be given ample time to deliver the information either on digital media or via email. There is a charge for this retrieval, based upon the size and complexity of the files.

Our company wide commitment to your privacy

To make sure your personal information is secure, we communicate our privacy and security guidelines to Callahan Roach employees and strictly enforce privacy safeguards within the company.

Privacy questions

If you have any questions or concerns about our Privacy Policy or data processing, please contact us.

Callahan Roach may update its Privacy Policy from time to time. When we change the policy in a material way, a notice will be posted on our website along with the updated Privacy Policy.

Callahan Roach Products & Publications Ltd.

dba Callahan Roach Business Solutions

©copyright 2017 Callahan Roach Products & Publications, Ltd.


800.528.0212 toll free

817.459.4500 main phone

817.299.0209 fax

Contractor’s Smart Price™ and Contractor’s Call Smart™ are registered trademarks of Callahan Roach Business Solutions. Copyright 2019, all rights reserved.