1. About Us
HomeShield Roofing & Insulation is a roofing and insulation contractor operating across Dorset and Hampshire, United Kingdom. We provide residential and commercial roofing, insulation installation, guttering, fascia and soffit services, and associated property maintenance work.
For the purposes of this Privacy Policy, 'HomeShield', 'we', 'us', or 'our' refers to HomeShield Roofing & Insulation.
Contact details:
Email: harrison.homeshield@gmail.com
Phone: 07767 779836
Service area: Dorset and Hampshire, United Kingdom
2. Who This Policy Applies To
This Privacy Policy applies to all individuals whose personal data we collect and process, including:
- Prospective customers who contact us for quotes or enquiries
- Customers who engage our services
- Visitors to our website and social media profiles
- Individuals who communicate with us by phone, email, or text message
- Contractors, suppliers, and business contacts
3. What Personal Data We Collect
3.1 Information You Provide Directly
We collect personal data that you voluntarily provide to us, including:
- Full name
- Home or property address (for survey and service delivery)
- Email address
- Phone number and/or mobile number
- Details of the work required at your property
- Payment information (processed securely via third-party payment providers)
- Any other information you provide in correspondence with us
3.2 Information We Collect Automatically
When you visit our website or interact with our digital platforms, we may collect:
- IP address and browser type
- Pages visited and time spent on site
- Referral source (how you found our website)
- Device type and operating system
- Cookie data (see Section 8 for details)
3.3 Information From Third Parties
We may receive personal data about you from:
- Google Business Profile (reviews and messages)
- Social media platforms (Facebook, Instagram) if you contact or follow us
- Referrals from existing customers
- Lead generation platforms used for marketing
4. How We Use Your Personal Data
We use your personal data for the following purposes, and only where we have a lawful basis to do so:
4.1 Providing Our Services (Contractual Necessity)
- Processing your enquiry and preparing quotations
- Arranging site visits and surveys
- Delivering roofing, insulation, or related work at your property
- Communicating updates on your job or appointment
- Processing payment and issuing invoices and receipts
4.2 Legitimate Business Interests
- Maintaining accurate records of completed work and warranties
- Responding to complaints or disputes
- Improving the quality of our services based on customer feedback
- Verifying identity and preventing fraud
4.3 Marketing (With Your Consent)
- Sending you information about our services, promotions, or seasonal offers where you have opted in
- Requesting reviews or testimonials following completed work
You may withdraw your consent to marketing communications at any time by contacting us at the details in Section 1.
4.4 Legal Obligations
- Complying with applicable laws, regulations, and legal proceedings
- Maintaining records required by tax and accounting regulations
5. Legal Basis for Processing (UK GDPR)
We process your personal data under the following lawful bases as defined by the UK General Data Protection Regulation (UK GDPR):
- Contract: Processing is necessary to fulfil a contract you have entered into with us, or to take steps at your request prior to entering a contract.
- Legitimate Interests: Processing is necessary for our legitimate business interests, such as maintaining business records, improving our services, and preventing fraud, where these interests are not overridden by your rights.
- Consent: Where you have given us explicit consent to process your data for a specific purpose, such as receiving marketing communications.
- Legal Obligation: Where we are required to process your data to comply with a legal obligation.
6. Data Retention
We retain your personal data only for as long as necessary for the purposes outlined in this policy, or as required by law. Our standard retention periods are:
- Customer contact records and job details: 7 years (in line with HMRC and tax requirements)
- Warranty and guarantee records: Duration of the warranty period plus 2 years
- Marketing contact data: Until you withdraw consent or for 2 years of inactivity
- CCTV or site photography: 30 days unless needed for dispute purposes
After the applicable retention period, your data will be securely deleted or anonymised.
7. Sharing Your Personal Data
We do not sell your personal data to third parties. We may share your data with:
- Subcontractors or specialist tradespeople engaged to assist with your job (limited to what is necessary)
- Third-party payment processors for secure payment handling
- Accountants and bookkeeping services for financial record management
- IT and software providers used to manage our business operations
- Google and Meta platforms for the operation of our business profiles and marketing
- Legal or regulatory authorities where required by law
Where we share data with third parties, we ensure that appropriate data protection agreements are in place.
8. Cookies
Our website may use cookies to improve your experience. Cookies are small text files placed on your device. We use:
- Essential cookies: Required for the website to function properly
- Analytics cookies: To understand how visitors use our website (e.g. Google Analytics)
- Marketing cookies: To measure the effectiveness of advertising campaigns
You can control or disable cookies through your browser settings. Disabling certain cookies may affect website functionality.
9. Your Rights Under UK GDPR
As a data subject, you have the following rights:
- Right of Access: Request a copy of the personal data we hold about you.
- Right to Rectification: Request correction of any inaccurate or incomplete data.
- Right to Erasure: Request deletion of your data in certain circumstances.
- Right to Restrict Processing: Ask us to limit how we use your data.
- Right to Data Portability: Receive your data in a structured, commonly used format.
- Right to Object: Object to our processing of your data based on legitimate interests or for direct marketing.
- Rights Related to Automated Decision-Making: We do not use automated decision-making or profiling that produces legal or similarly significant effects.
To exercise any of these rights, please contact us using the details in Section 1. We will respond within one calendar month.
10. Data Security
We take appropriate technical and organisational measures to protect your personal data against unauthorised access, loss, or disclosure. These include:
- Password-protected systems and devices
- Secure email communication
- Limited access to personal data on a need-to-know basis
- Use of reputable, GDPR-compliant software providers
In the event of a data breach that poses a risk to your rights and freedoms, we will notify the Information Commissioner's Office (ICO) within 72 hours and, where required, inform you directly.
11. Transfers Outside the UK
Where any of our service providers or software platforms are based outside the United Kingdom, we ensure that appropriate safeguards are in place to protect your data, such as Standard Contractual Clauses or equivalent protections approved under UK law.
12. Complaints
If you are unhappy with how we have handled your personal data, please contact us in the first instance using the details in Section 1. You also have the right to lodge a complaint with the Information Commissioner's Office (ICO):
Website: www.ico.org.uk
Phone: 0303 123 1113
Post: ICO, Wycliffe House, Water Lane, Wilmslow, SK9 5AF
13. Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. The updated version will be published on our website with a revised effective date. We encourage you to review this policy periodically.
HomeShield Roofing & Insulation | Dorset & Hampshire
harrison.homeshield@gmail.com | 07767 779836