Maintenance plan information
When you activate reminders, we store the information needed to operate your schedule, including the plan manager’s email, optional additional reminder recipients, first names, a home name, U.S. ZIP code, ZIP-area city and state, assigned climate zone, home-profile selections, selected tasks and due dates. An account may manage more than one saved home and may also list homes where that email address receives shared reminders. Reminder schedules use the site's Netlify infrastructure and email is delivered through Resend.
Climate-zone and location processing
The planner uses the five-digit ZIP code to look up approximate ZIP-area coordinates and a county-based IECC climate-zone classification derived from U.S. Department of Energy and Pacific Northwest National Laboratory data. This determines the temperature zone and moisture regime used by the planner's fixed rule table. We do not ask for a street address or precise device location for climate assignment or weather alerts.
Home Hub records and document uploads
If you use the secure Home Hub, we may store maintenance-history entries, equipment or system details, saved-provider records and documents you intentionally upload, such as receipts, warranties, manuals, inspection reports or photos. Uploaded files are associated with the saved home and are intended to be accessed through the secure home link. If you create a read-only maintenance-history share link, anyone who has that temporary link can view the report and the documents included with it until the link expires. Do not upload sensitive documents you do not want stored with the home record.
My Projects
If you use My Projects, we store the project type, name, stage, goals, area of the home, optional budget and dates, notes, any earlier checklist progress, quote or contact updates, document references, and your email preference with the saved home. Your project details are available through the secure home dashboard link and to authorized HomePlanza administrators for operations and support. Businesses shown as local options receive none of your private project notes, goals, budget, or documents from HomePlanza. Matching uses the project's selected service category and the home's general service location. A separately labeled featured placement may appear when an approved paid campaign matches that category and area.
Project emails are off by default. If you opt in for a specific project, we use its stage or selected revisit date to send occasional guidance to the plan's primary email recipient; a matching paid local option may appear in a quote-stage message. You can turn off these messages for each project in the dashboard or through that project's email link. Deleting a project removes its project record from the home, but does not automatically delete general documents you uploaded elsewhere in the Home Hub.
Remembered dashboard access on this device
After you open a secure Home Maintenance Dashboard, this browser may store the secure dashboard URL locally so HomePlanza can show a convenient My dashboard shortcut on public pages and, when appropriate, associate a provider you save with the most recently opened home. This is a device/browser convenience, not a password-based login. Anyone who can use that browser profile may be able to use the remembered shortcut. You can remove it at any time from Home Settings using Forget dashboard access on this device; removing the browser shortcut does not delete the online home record.
Saved providers
The directory uses browser storage to remember businesses you save or compare. When you open a secure Home Hub, saved providers from that browser may be copied into the home record so they can stay with the rest of the home information. You can remove saved providers from the Home Hub.
We do not sell your personal information
Email addresses and home-plan details are used to create and manage the services you request, including reminder emails, optional weather-aware alerts, confirmations, account links and recipient invitations. HomePlanza does not sell or rent homeowner email addresses or personal information to advertisers, contractors or data brokers.
Maintenance emails and local provider options
Maintenance emails always keep the home-care content first. Relevant local help can appear afterward for free homeowner plans nationwide. A matching professional-selected provider appears first when the plan uses one; otherwise an eligible claimed HomePlanza profile or clearly labeled featured advertisement may appear, followed by a link to live provider search for the task and home location. You can stop the maintenance email schedule at any time using the secure plan-management or unsubscribe link in each message.
Plans prepared for another homeowner
A real estate agent, home inspector, property manager or other home professional may use the planner to prepare a draft for a homeowner. In that case, we collect the preparer's first name, business or organization name, business email and role along with the homeowner information needed for the proposed plan. The homeowner receives a one-time invitation and recurring reminders do not begin until the homeowner accepts. After acceptance, the homeowner's email is the primary account email and controls the plan. The preparer does not receive homeowner account-editing access.
Professional accounts and subscriptions
Professional accounts are separate from homeowner maintenance dashboards. We store the professional's email address, required first name, optional last name, business, profession, phone number, profile image, private provider names and contact details, optional provider notes, client-plan identifiers, plan-specific recommendation selections, authentication records and subscription status. A password is required to create a professional account, but only a salted password hash is stored. Password-reset links are time limited and single use. Stripe processes subscription payments and provides HomePlanza with identifiers, status and billing dates; HomePlanza does not store full payment-card numbers.
Affiliate applications and accounts
An Affiliate application may include your name, email, phone number, separate choices about whether HomePlanza may text or call you about the application and account, company or professional brand, applicant category, website, promotion plan, optional sales background, public social-account links, approximate follower count and an optional résumé. HomePlanza uses this information to review the application, contact the applicant, document the review decision and manage an approved Affiliate relationship. Choosing not to receive texts or calls does not affect approval. Message and data rates may apply to texts. You may change either contact choice by emailing hello@homeplanza.com. Résumés are kept in private storage and are available only through authenticated HomePlanza Admin review tools; they are not placed on public Affiliate pages or leaderboards.
Affiliate sample outreach
An approved Affiliate may send a prospective professional, with that person’s permission, up to one copy of each available HomePlanza sample email. For delivery, duplicate prevention, consent records, unsubscribe enforcement and Affiliate/Admin history, HomePlanza stores the recipient’s email address, the profile details entered for the sample, the Affiliate that initiated it, the selected sample types, send dates and any unsubscribe request. A small tracking image may record that an email was opened; because email programs can block or automatically load images, an “open recorded” status is approximate and is not proof that a person read the message.
Sample-outreach contact records do not create a HomePlanza account, reserve an email address, create referral attribution or prevent that person from later registering. Each sample identifies itself as an advertisement, includes the Affiliate relationship disclosure and provides an unsubscribe link. An unsubscribe request blocks future Affiliate sample emails to that address but does not delete or change a separate HomePlanza account, subscription or maintenance plan.
Business listing accounts and featured placement
Businesses may create a separate Business Account to manage a free directory listing and request paid featured placement. We store the business contact email, contact name, role, business name, phone, website, listing drafts, selected services, service-area information, profile media links, review status, promotion requests and account-security records. Business passwords are stored only as salted password hashes, and email-verification and password-reset links are time limited. When a featured-placement offer is accepted, Stripe processes the subscription and provides HomePlanza with billing identifiers, subscription status, invoice status, paid totals and renewal dates; HomePlanza does not store full payment-card numbers. Featured-placement performance may include HomePlanza first-party counts such as directory/search impressions, appearances in relevant maintenance, weather or opted-in project emails, project-board appearances, and tracked website clicks.
Client privacy and preferred providers
A professional dashboard shows only the limited status information needed to manage invitations the professional prepared, such as the home label, homeowner name or email, invitation status and created date. It does not give the professional access to the homeowner's private dashboard, maintenance history, documents, equipment records, later edits or completed-task records. While a professional subscription is active, the professional can select up to three saved contacts for each matching maintenance reminder or supported weather-alert type. Those selected recommendations can appear regardless of the client's location. If no professional recommendation is selected, the ordinary nationwide local-help section can link to eligible HomePlanza profiles and live provider search for the home.
A professional may privately enter a company name, individual contact, phone number, email address, website and a short note. Setup can also search Google Places by provider type and location. Selecting a result retrieves public business details to prefill the form, but the provider is not stored until the professional reviews and explicitly saves it. Saved details are visible only inside that Professional account and in relevant recommendation emails sent to clients whose plans use that contact. They do not create or modify a public directory profile and are not shared with other Professional accounts.
Professional profile images
A professional may upload a JPG, PNG or WebP image for the branded card shown in client emails. The image is stored with the professional account and can be replaced or removed from the professional dashboard. Do not upload an image you do not have permission to use.
Business, quote-matching and homeowner forms
Information submitted through profile claims, quote-matching requests, advertising-interest forms and directory city requests is used to review and respond to those requests. A directory city request includes the email you provide, any optional name, and the city or cities you ask us to consider so we can evaluate demand and contact you if coverage is added. A quote-matching request can include your contact information, project description, timing, budget information you choose to provide and the directory businesses you selected for consideration. Public business profile information may be published after review.
Google Places searches and public business information
When you search the nationwide provider directory, HomePlanza sends the selected service and the ZIP code or city and state you enter to Google Places and displays the returned public business information as a separate live-results group. HomePlanza does not copy those live results into its public directory. During Professional setup, a selected result can be retrieved again to prefill public business details; only the contact the professional explicitly saves is retained in that private account. HomePlanza may retain a Google Place ID for a saved or matched business where needed to identify the place, but does not permanently store live search-result lists. Google content remains subject to the Google Privacy Policy and the Google Maps Platform Terms.
A Business Account may submit a public Google Business Profile link with its listing. The link remains part of the pending listing request until HomePlanza reviews it. After approval, HomePlanza may send the approved company name, website, phone number and location details to Google Places to confirm the correct place and display current Google rating and review content on that company’s permanent profile. HomePlanza stores the submitted link, the matched Google Place ID and a fingerprint of the approved identity details, but does not permanently store the live rating, review total or review text. Removing the link through an approved listing update disables the connection.
Contact
Questions may be sent to hello@homeplanza.com.