Privacy Policy
How solarOS collects, uses and protects personal information, and how to exercise your privacy rights.
Last updated September 24, 2026
Who we are
solarOS Inc. provides software for solar and home energy companies, their customers and people looking for service providers. This policy covers our websites, accounts, customer portals, communications and connected services.
When we handle customer information on a contractor’s behalf, we act as its service provider or processor under our agreement with that contractor. The contractor determines how that information is used for its business. We are responsible for the information we use for our own purposes, such as operating accounts, answering inquiries, provider discovery and services purchased directly from solarOS. Other companies’ services have their own privacy policies.
Information we collect
The information we handle depends on which services you use. We receive it from you, your company or service provider, connected services you authorize, and your use of solarOS.
- Contact and account information. Names, email addresses, phone numbers, company details, account identifiers, roles and preferences; information you send when requesting support or evaluating solarOS.
- Customer, property and service records. Property addresses and locations, equipment details, photos, documents, quotes, contracts, appointments, project and service history, and monitoring data such as energy production and device alerts.
- Communications and integrations. Email content and attachments, participants, delivery information, internal notes, text messages, call records, voicemail transcripts and summaries, and identifiers and credentials needed to maintain authorized connections.
- Transactions. Subscription, invoice, purchase and payment-status records. Payment processors such as Stripe handle payment credentials; solarOS does not store full card or bank account numbers.
- Technical and usage information. IP addresses, browser and device details, pages and features used, timestamps, diagnostic logs and cookie preferences. Optional website analytics depend on your consent settings.
How we use information
We use information to provide and support solarOS: maintain accounts, apply permissions, manage customer work, route communications, process transactions, display monitoring data and connect you with providers you request. We also use it to troubleshoot problems, measure and improve reliability, prevent fraud and misuse, comply with legal obligations, and respond to inquiries and privacy requests.
We send service notices and, where permitted, information about solarOS. You can opt out of promotional email without losing necessary account, security or transaction messages. Where applicable law requires a legal basis, we rely on providing contracted services, legitimate interests such as security and service improvement, legal obligations, or consent where required.
Connected email and phone services
Connecting a service authorizes solarOS to access the information and perform the actions shown during authorization. Your company’s settings and account permissions determine which features are available and who can see imported records.
- Gmail. We use authorized mailbox information, messages and attachments to sync, match, display and send customer communications. Shared inboxes follow company routing rules. Personal inboxes use configured import rules and deliberate sharing, including the solarOS label; connecting a personal mailbox does not make every email visible to the company. Attaching a thread to shared work makes its imported content available according to that work’s permissions.
- Google user data. Our use and transfer of information received from Google APIs is subject to the Google API Services User Data Policy, including its Limited Use requirements. We do not sell Google user data or use it for advertising.
- Phone calls and messaging. We process account and phone-line identifiers, participants, call activity, texts, voicemail transcripts and summaries when available through enabled integrations. Phone recordings remain with the connected phone provider and are streamed for authorized playback without saving a recording copy in solarOS. Recording availability depends on the connected account’s settings and permissions.
- Disconnecting. You can disconnect an integration in solarOS and revoke access with the provider. Disconnecting stops future access through that connection. Removing a connected phone system also queues deletion of its imported calls, messages, transcripts, summaries and copied attachments; unrelated customer records remain. Other integrations may retain previously imported records under the applicable retention requirements. Contact us to request access to or deletion of stored data.
AI-assisted features
When enabled, AI features process relevant customer records, messages, documents or transcripts to produce drafts, summaries, suggested matches and other assistance. This may involve sending the relevant content to an AI service provider, including Anthropic. Outputs and review history may be stored with your work. Review generated content before relying on it or sending it to others. Your company’s configuration and your permissions control access to these features.
Cookies and communication choices
Use Cookie settings on our website to review or change optional analytics preferences. Website analytics load only when permitted by those preferences. We treat browser Global Privacy Control and Do Not Track signals as a rejection of optional script categories. Required storage supports security, service operation and remembering your choice.
Use the unsubscribe link in promotional email to stop those messages. For messages sent by a contractor, contact that contractor about its communication preferences.
- Cookie Policy. Details about browser storage and changing your preferences.
Retention and security
We retain information for the period needed to provide services, maintain customer and property history, resolve disputes, meet legal and accounting obligations, and protect the service. The appropriate period depends on the type of record, the purpose of processing, contractual requirements and applicable law.
Ending a contractor subscription or disconnecting an integration does not erase all related records. Contractor data export and deletion follow the applicable agreement. Homeowner history, legally required records and backups may have different retention periods. Contact us for information about a specific record or to request deletion.
We use access controls, encrypted network connections and protected integration credentials to safeguard information. No system can guarantee absolute security. Information may be processed in the United States and other locations where our service providers operate; applicable contractual and legal safeguards govern that processing.
Your privacy rights
Depending on where you live and the law that applies, you may have rights to know what personal information we collect and disclose, access or obtain a portable copy, correct inaccuracies, request deletion, restrict or object to processing, withdraw consent, or appeal a decision about a request. You may also have the right to complain to your privacy regulator. These rights can be subject to exceptions, including records needed to meet legal obligations.
California residents may have rights to know, access, correct and delete personal information, and to receive equal service without unlawful discrimination for exercising privacy rights. Rights to opt out of sale or sharing and to limit certain uses of sensitive personal information apply where those activities occur. We do not sell or share personal information for cross-company targeted advertising.
How to make a privacy request
Email support@solaros.io with the subject “Privacy request.” Tell us what you are requesting and the email address or company associated with the information. Do not send passwords, access tokens or unnecessary identity documents.
We may ask for information reasonably needed to verify your identity and authority before providing or changing records. An authorized agent may submit a request; we may need proof of authorization and verification from you. We respond within the period required by applicable law and explain any exception that prevents us from fulfilling a request. To appeal a decision, reply to our response and ask for a privacy review.
If a contractor controls the information, you can contact it directly. We will help identify the appropriate contact or work with the contractor on a request we receive. You can also write to solarOS Inc., 1736 Corporate Circle, Petaluma, CA 94954, United States.
- Email a privacy request. Access, correction, deletion and other privacy questions.
Children’s information
solarOS is intended for businesses and adults arranging home energy services, not children under 13. If you believe a child has provided personal information to us, contact support@solaros.io so we can investigate and address it.
Changes to this policy
We may update this policy as our services or legal requirements change. The date at the top identifies the latest revision. We will provide additional notice or obtain consent when required by law.