How HVAC Flowtomat handles lead and contact data.

Who we are

HVAC Flowtomat is an HVAC workflow and operations offer run by Phai Tech LLC. We help residential-heavy HVAC companies identify and reduce revenue leakage across booking, dispatch, follow-up, service agreements, and office-to-field handoffs.

What we collect

Depending on how you interact with us, we may collect:

• contact details such as name, work email, phone number, company, and job title
• company profile details such as company size and role
• responses you submit in lead forms, including stated workflow problems or interests
• messages you send us directly by email or booking form
• basic website analytics and traffic information if site analytics tools are enabled

How we use information

• to send the HVAC Workflow Scorecard or related requested materials
• to follow up about workflow reviews, discovery calls, or related service discussions
• to understand what problems HVAC operators are trying to solve
• to improve our messaging, offers, and website experience
• to maintain records of business inquiries and customer communications

How lead form data is handled

If you submit a LinkedIn Lead Gen Form, LinkedIn provides the information you choose to share through that form. We use that information to deliver the requested asset, evaluate fit, and follow up about the workflow issues you indicated.

We do not sell your personal information. We may store lead information in internal business systems used to manage outreach, scheduling, and customer communication.

Sharing and service providers

We may use trusted service providers to host this site, schedule meetings, manage email, and support business operations. Those providers may process information on our behalf only as needed to provide those services.

Retention

We retain inquiry and lead information for as long as reasonably necessary to respond to the request, maintain business records, and continue legitimate business follow-up unless you ask us to delete it where applicable.

Your choices

• you can choose not to submit lead forms or website inquiries
• you can ask us to stop contacting you
• you can request access, correction, or deletion of information you previously shared