Privacy Policy
Effective August 2, 2026
1. Overview
This Privacy Policy explains how Cory Farrell Electric, LLC ("Company," "we," "us," or "our") collects, uses, and protects information in connection with the CFE CRM application (the "Application"). CFE CRM is a private business operations tool we use to manage our clients, jobs, estimates, invoices, and related field-service work.
By using the Application, you agree to the practices described in this policy.
2. Information We Collect
Business records you provide: client and customer details such as name, business name, phone number, email address, service and billing addresses, job descriptions, notes, estimates, invoices, and payment status.
Data from connected services: when we connect the Application to a third-party account (for example, QuickBooks Online or Google), we receive information from that service necessary to provide the relevant feature, such as customer and invoice records, calendar events, email, or files.
Operational data: basic logs and technical information generated when the Application is used, such as timestamps and error information, used to keep the Application working and secure.
3. How We Use Information
We use information to operate the Application and run our business — for example, to schedule and manage jobs, prepare and send estimates and invoices, communicate with clients, process payments, keep accounting records in sync, and maintain the security and reliability of the Application.
We do not sell personal information, and we do not use it for third-party advertising.
4. QuickBooks Online (Intuit) Data
When connected to QuickBooks Online, the Application accesses Intuit data through Intuit’s official APIs and only with the authorization granted during the QuickBooks connection process.
We use QuickBooks data solely to provide the Application’s accounting and invoicing features — such as matching customers, creating and sending invoices, and keeping records consistent between the Application and QuickBooks. We do not sell QuickBooks data, share it with unauthorized parties, or use it for advertising. You can disconnect the QuickBooks connection at any time, which stops further access.
5. Connected Services and Service Providers
We rely on trusted third-party providers to deliver the Application’s features. These may include Intuit QuickBooks Online (accounting and invoicing), Google (calendar, email, and file storage), Twilio (messaging and voice calls), Stripe (payment processing), email delivery providers, cloud hosting and database providers, and AI service providers used to assist with drafting and analysis.
These providers process information only to perform services for us and are expected to protect it consistent with this policy and their own terms.
6. Text Messaging (SMS) Program
Cory Farrell Electric, LLC sends and receives text messages with customers for business purposes such as appointment scheduling and reminders, service and job updates, estimates and invoices, review requests, and replies to customer inquiries.
Customers opt in to receive text messages from us by (a) initiating a text message conversation with our business phone number, (512) 567-8875, or (b) providing their mobile phone number when requesting or scheduling electrical service and agreeing to be contacted by text message. Message frequency varies based on your service activity. Message and data rates may apply.
You may opt out of text messages at any time by replying STOP to any message from us. Reply HELP for help, or contact us at info@coryfarrellelectric.com or (512) 567-8875.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties, except as necessary to deliver messages through our messaging service providers.
7. How We Share Information
We share information only as needed to operate the Application and our business: with the service providers described above; when required by law or to respond to lawful requests; to protect the rights, safety, or property of the Company, our clients, or others; or in connection with a business transfer such as a merger or sale of assets. We do not sell personal information.
8. Data Retention
We retain business records for as long as needed to operate our business, meet legal, tax, and accounting obligations, and resolve disputes. When information is no longer needed, we take reasonable steps to delete or de-identify it.
9. Data Security
We use reasonable administrative, technical, and organizational measures to protect information, including access controls and encrypted connections. No method of transmission or storage is completely secure, however, and we cannot guarantee absolute security.
10. Your Choices and Rights
If you are a client of Cory Farrell Electric, LLC and would like to know what information we hold about you, or would like to correct or delete it, contact us using the details below and we will respond consistent with applicable law.
11. Children’s Privacy
The Application is a business tool and is not directed to children, and we do not knowingly collect personal information from children under 13.
12. Changes to this Policy
We may update this Privacy Policy from time to time. The updated version will be posted on this page with a revised effective date. Continued use of the Application after changes take effect constitutes acceptance of the revised policy.
13. Contact
Questions about this Privacy Policy or our data practices may be directed to Cory Farrell Electric, LLC at info@coryfarrellelectric.com or (512) 567-8875.