How we handle customer information.

Information we collect

We collect information people choose to send when requesting a quote, asking a question, requesting a callback, or uploading project photos.

• Name, phone number, email address, ZIP code, and job location.
• Project details, service type, and notes shared in chat or forms.
• Photos or files uploaded for estimate or repair review.
• Basic technical data such as browser, session identifiers, referral source, page URL, and ad attribution details.

How we use information

We use customer information to respond to real service requests, prepare estimates, schedule callbacks, and manage work inside our CRM.

• Answer questions about metal fabrication, repairs, and service areas.
• Review project photos and prepare quotes or next steps.
• Call, text, or email customers who request follow-up.
• Improve response quality, website performance, and lead organization for our team.

SMS consent and messaging privacy

If a customer asks Chicago Metal Works & Fencing to follow up by text message, we may send customer care SMS messages related to quote requests, project questions, scheduling, visit coordination, and service follow-up tied to that request.

• Message frequency varies based on the customer request and active job follow-up.
• Message and data rates may apply.
• Customers can reply STOP to opt out or HELP for help.
• Mobile opt-in data and consent are not shared with third parties or affiliates for marketing or promotional purposes.

Assistant, CRM, and integrations

Agustin 2.0 can capture conversation details, callback requests, and uploaded photos so our team can continue the conversation in an organized way inside the Chicago Metal Works CRM.

If we connect official third-party marketplace integrations, such as Thumbtack, information received through those official APIs may be stored in our CRM so we can respond to leads, messages, and job requests without asking customers to repeat the same information.

• Connected business accounts should use approved authorization flows such as OAuth.
• We do not ask customers or account owners to share marketplace passwords with us.
• Marketplace lead, message, request, and photo data is used only for real service intake, quoting, scheduling, follow-up, and internal recordkeeping.

Connected marketplace accounts and official API access

When a business account is connected through an approved partner flow, we may receive and process data made available by the connected platform, including lead details, customer messages, request metadata, project photos, negotiation history, and webhook event data related to real service requests.

We use that information only to help Chicago Metal Works & Fencing review opportunities, respond faster, avoid duplicate intake, and keep customer conversations organized inside our internal systems.

How we share information

We may share data with service providers that help us operate the website, CRM, hosting, messaging, file storage, analytics, and customer communications, only as needed to provide the service.

We do not sell personal information. We do not ask customers to share marketplace passwords with us. Official connected accounts should use approved authorization flows such as OAuth when available.

Retention and security

We keep information for as long as reasonably necessary to respond to requests, operate the business, document customer conversations, and maintain internal records. We use reasonable administrative and technical safeguards, but no internet transmission or storage system is guaranteed to be perfectly secure.

Access, correction, deletion, and revocation

If you want to request access to information we hold, correct inaccurate details, ask for deletion of information we control, or ask questions about a connected integration, contact us using the details on this page. If a connected platform supports account-level revocation, the account owner can also revoke authorization directly through that platform.