This draft describes the information the public estimate form and client portal are designed to handle. Confirm the final data flows and retention practices before launch.
The estimate form asks for your name, company, email, phone, facility location, facility type and size, requested frequency, and message. Client portal accounts may also contain appointment schedules, service locations, invoice amounts, dates, and statuses. Admin records may include internal service notes and operating expenses.
Lucent intends to use estimate details to respond to requests and portal information to coordinate cleaning service, share client-facing schedules and invoices, and manage business operations. Client users can only access information linked to their account; internal notes and expenses are reserved for the admin portal.
Business records are designed to be stored in Convex. WorkOS handles portal sign-in. The business must set and follow a retention period and review the final data flows before using the portals or estimate form with real clients.
For a privacy question, contact lucentfacilitycleaning@gmail.com.
This is draft website copy, not legal advice. Have the final privacy notice reviewed for the actual data flows and applicable requirements before publication.