Privacy Policy | Powerlily

Powerlily Inc. ("Powerlily," "we," "us," or "our") is committed to protecting the privacy of its users. This Privacy Policy applies to our website at powerlily.io, the Powerlily web application and client portals, and the Powerlily mobile app for iOS and Android (together, our "services"). It outlines the types of personal information we collect, how we use it, who we share it with, the choices available to users regarding their information, and our practices regarding the protection and disclosure of your information.

Powerlily is business software for solar installation companies. Solar companies use it to design systems, prepare quotes, manage customers and leads, send emails and text messages to their customers, share client portals with homeowners, send invoices, run door-to-door canvassing, and complete site safety forms. Our customers are solar companies. If you are a homeowner, your installer uses Powerlily to manage your project and may give you access to a client portal.

1. Information We Collect

1.1 Personal Information

When you sign up for Powerlily or are invited by your company or installer, we may collect personal information such as:

Name
Email address
Phone number
Company details
Login credentials (passwords are stored only in hashed form)
Profile photo, if you choose to add one

1.2 Customer Data

Our services are designed for solar companies to manage their customers and projects. As part of this service, we process and store information provided by solar companies and their team members, including:

Customer names, email addresses, and phone numbers
Addresses and property details, including aerial imagery and parcel information for the property
Project-related details, such as system designs, quotes, invoices, photos, and documents
Comments, emails, and text messages exchanged with customers
Text message consent and opt-out status
Canvassing records, such as leads and door knocks
Site safety forms and signatures

The solar company decides what customer information it enters into Powerlily and how it is used, and we process that information on the solar company's behalf to provide our services. If you are a homeowner with questions about your information, you can contact your installer or contact us at support@powerlily.io.

1.3 Usage Information

We may collect information about how you interact with our website and services, including:

Log files
IP addresses
Browser type and settings
Device information
Date and time of access
Browsing activity and interactions with our site

1.4 Mobile App Information

If you use the Powerlily mobile app, we also collect the information described in Section 5, such as photos you take or choose, your location while you are using location features, voice recordings you make to dictate messages, and a push notification token for your device. The app only accesses your camera, photos, location, and microphone after you grant permission.

1.5 AI Assistant Information

If you use Pericles, our AI assistant, we collect the messages, design requests, and attachments you send to it and the responses it generates. Section 4 explains how this information is processed.

2. How We Use Your Information

Service Provision

We use the information collected to:

Provide, personalize, and improve our services
Generate and send web quotes, invoices, and client portal invitations on behalf of solar companies
Send emails, text messages, and push notifications on behalf of solar companies and about activity in your account
Show maps and property imagery, estimate solar production, and create system designs
Provide AI features through Pericles when you choose to use them
Process payments made on our website
Facilitate account management and customer support

Communication

We may use your contact information to:

Communicate with you about our services, updates, and important notices
Respond to your inquiries and provide customer support
Send promotional materials, if you have opted-in to receive them

Analytics

We may use aggregated and anonymized data for analytics purposes to:

Understand how our services are used
Improve our website and services
Develop new features and functionality

Our website uses Google Analytics. We also use server monitoring to detect errors and keep our services running reliably. The Powerlily mobile app does not include any analytics, advertising, or crash-reporting tools.

Third-Party Service Providers

We share personal information with the following third-party service providers, only as needed for them to provide their service to us:

Hosting and databases: Render, which hosts our servers, PostgreSQL database, and Redis in the United States
File storage: Google Cloud Storage, for photos, documents, and other uploaded files
Email delivery: SendGrid
Text messaging: Twilio
Push notifications: the Expo push notification service, which delivers notifications through Apple Push Notification service and Firebase Cloud Messaging
Payments: Stripe, for payments made on our website. The mobile app does not offer purchases.
Maps, addresses, and property imagery: Google Maps Platform (geocoding, place search, static maps, and the Solar API), Apple Maps in the iOS app, aerial imagery from Nearmap, EagleView, and Azure Maps, and parcel data from Regrid
Solar and weather data: NREL PVWatts, Open-Meteo, and OpenEI utility rate data
AI features: OpenAI, Tavily, ElevenLabs, AssemblyAI, and Roboflow, as described in Section 4
Server monitoring: AppSignal
Website analytics: Google Analytics, on our website only

These service providers are bound by contractual obligations to keep personal information confidential, use it only for the purposes for which we disclose it to them, and protect it with the same or equal protection described in this Privacy Policy.

Within Your Company

Information in a solar company's account is available to that company's team members based on the roles and permissions the company sets. Homeowners see the information their installer shares with them in their client portal.

No Sale, Advertising, or Tracking

We do not sell personal information, share it for advertising, or use it to track you across apps and websites owned by other companies.

Legal Compliance

We may disclose information when:

Required by law, regulation, legal process, or government request
Necessary to enforce our terms of service
Necessary to protect the rights, property, or safety of Powerlily, our users, or others

Connected Google Accounts

Access and Purpose

Google sign-in, Drive, Gmail sending, and Calendar are separately authorized features. Signing in with Google does not by itself authorize access to your files, email, or calendar. Google handles your authentication; Powerlily does not receive your Google password.

Sign-in: we use your Google account identifier, email address, and available profile and organization information to identify you, link your account, and apply your company's sign-in and membership rules.
Google Drive: with your permission, we access file and folder information to display and search your Drive and shared drives. The read-only permission allows access to existing files available to your Google account, not just files already selected for import. We download or export the files you select to import into Powerlily. This connection does not edit or delete the originals in Google Drive.
Gmail sending: we send messages and attachments you choose to send through your connected account and retain delivery information for your company records. This connection does not read your Gmail inbox.
Calendar: when enabled, we create, update, and remove Powerlily-related calendar events and read availability to identify scheduling conflicts. Availability records store busy time intervals rather than the titles or descriptions of your private events.

We store connected-account details and encrypted authorization tokens needed to maintain the connections you enable. Imported Drive files become independent copies in your company's Powerlily records, stored with our hosting and file-storage providers, Render and Google Cloud Storage. We also retain file names, source identifiers and links, import status, and generated previews. Later changes or deletion of an original in Google Drive do not update or remove its Powerlily copy.

Imported copies follow the permissions and sharing settings of the destination in Powerlily, rather than the original Google Drive permissions. Depending on those settings and your company's actions, copies may be available to authorized staff, clients, or other recipients. Choose the appropriate destination and visibility before importing.

Optional AI Processing

Importing a Drive file and generating its preview do not send its contents to an AI model. If you or an authorized member of your company use an imported document with Pericles or another AI document feature, relevant content and record context may be sent to OpenAI to provide that feature. Related search requests may be sent to Tavily. Section 4 describes our AI features and processors. Google account data is not used to train general-purpose AI models.

Google API Services and Limited Use

We follow the Google API Services User Data Policy, including its Limited Use requirements, when accessing, using, or sharing Google account data. These restrictions also apply to retained copies and information derived from that data and take precedence over broader descriptions of data use elsewhere in this policy.

We use Google account data to provide the connected features you authorize. We do not sell it or use it for advertising, credit decisions, or general-purpose AI training. Service providers may process it only to deliver those features, subject to these restrictions. Access by Powerlily staff or processors to the contents of your files or messages is limited to specific content you authorize us to review, necessary security investigations, or legal requirements.

Disconnection, Retention, and Deletion

You can disconnect Google Drive from the file browser and Gmail sending from email settings. This removes the saved credentials for that connection from Powerlily. You can also revoke Powerlily's access through your Google Account connections settings; revoking the Google grant may affect other Powerlily Google connections. Calendar disconnection also attempts to remove events Powerlily created and revoke its Google authorization.

Disconnecting or revoking access does not delete imported files, previews, sent-message records, or company business records already created in Powerlily. Deleting your Powerlily user account removes its saved connection credentials but may leave company records available to the company, as explained in Section 7. We retain those records for the purposes and obligations described under Data Retention. To remove imported copies, use the document deletion controls if you have permission, ask your company administrator, or request deletion at support@powerlily.io. Deleting a Powerlily copy does not delete the Google original.

4. AI Features (Pericles)

What Is Shared

Powerlily includes an optional AI assistant called Pericles. When you use Pericles and related AI features:

Your chat messages, design requests, and attachments, along with the project and customer information needed to answer them, are sent to OpenAI to generate a response
Web searches Pericles runs to answer your question are sent to Tavily
When Pericles replies out loud, the reply text is sent to ElevenLabs to convert it to speech
When you dictate a message, your voice recording is sent to AssemblyAI to be transcribed into text
Product spec sheets you upload to import products are processed by OpenAI to extract product details
Roof detection in our web design tool uses Roboflow and OpenAI to analyze imagery of the property

These providers process this data only to provide the requested feature.

For content obtained through a connected Google account, the additional restrictions in Google API Services and Limited Use apply to AI processing as well.

The Powerlily iOS app asks for your explicit permission before you use Pericles for the first time. Pericles is optional, and you can stop using it at any time.

5. Powerlily Mobile App

Device Permissions

The mobile app asks for your permission before using the features below. You can change these permissions at any time in your device settings. If you turn one off, only the related feature stops working.

Camera: to take photos for leads, door knocks, and product spec sheets
Photos: to choose existing photos through the system photo picker. The app only receives the photos you select.
Location (while using the app): to show your position on the canvassing map, record where door knocks are logged, and record where site safety forms are signed
Microphone: to record voice dictation for messages to Pericles
Notifications: to send push notifications about activity in your account

No Tracking or Advertising

The mobile app does not track you, show advertising, sell your data, or include third-party analytics or crash-reporting tools. It does not offer in-app purchases.

Deleting Your Account in the App

You can delete your account directly in the app by going to Profile → Account settings → Delete my account. See Section 7 for what happens when you delete your account.

6. Your Choices

Opt-Out

You may opt-out of receiving promotional communications from us by:

Following the instructions in the emails
Contacting us directly at support@powerlily.io

Text Messages

Solar companies may send text messages to their customers through Powerlily. We record consent and opt-out status for each company and phone number. Reply STOP to any message to stop receiving text messages from that company.

Access and Correction

You have the right to:

Access your personal information
Correct any inaccuracies
Request deletion of your personal information, subject to certain legal restrictions

7. Account and Data Deletion

Deleting Your Account

You can delete your own account at any time:

In the mobile app: Profile → Account settings → Delete my account
On the web: open your account settings, choose Account, then Delete my account

Deleting your account removes your user profile and signs you out immediately, and you will not be able to log in again. Comments you posted remain visible to your team as coming from a "Deleted User." Projects and other business records belong to your company and remain available to your team. If you use a client portal, your portal access and profile are removed, but project records already shared with your solar company may remain in their records.

If you are the only remaining user in your company's account, contact support@powerlily.io and we will remove your account and company data. Company administrators can also remove users from their team.

Requesting Deletion

You can also ask us to delete your personal information, including information a solar company has stored about you, by emailing support@powerlily.io or using our contact form. If you are a homeowner, we may work with your solar company to complete your request. We may keep some information where we are required to by law, to resolve disputes, or to enforce our agreements.

Security

We take reasonable measures to protect personal information from unauthorized access, disclosure, alteration, and destruction. These measures include:

Encryption of sensitive data
Regular security assessments
Implementation of access controls

However, no method of transmission over the Internet or electronic storage is completely secure, so we cannot guarantee absolute security.

Data Retention

We retain personal information for as long as necessary to fulfill the purposes for which it was collected, comply with legal obligations, resolve disputes, and enforce our agreements. When you delete your account, we delete your user profile as described in Section 7.

International Data Transfers

If you are accessing our services from outside the United States, please be aware that your information may be transferred to, stored, and processed in the United States where our servers are located and our central database is operated. By using our services, you consent to the transfer of your information to the United States.

Children's Privacy

Our services are not intended for individuals under the age of 13. We do not knowingly collect personal information from children under 13. If we become aware that we have inadvertently received personal information from a child under 13, we will delete such information from our records.

12. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. We will notify you of any significant changes by posting the new Privacy Policy on our website and updating the "Last Updated" date at the top of this page. Your continued use of our services after any changes indicates your acceptance of the updated Privacy Policy.

Contact Us

If you have any questions about this Privacy Policy or our practices, please contact us at:

Email: support@powerlily.io

Contact form: powerlily.io/contact-us

Address: 14456 Evangeline Trail, Wilmot, NS

Privacy Policy forPowerlily.io