Plan & Price

Privacy Policy

Effective October 22, 2026

The short version

We collect what you send us (contact details, project information, photos and messages) to prepare your documents, run your Free Quote Check and talk with you about your project.
We don’t sell your personal information, and we never share your quote or details with any contractor. Contractors’ prices and client information are never shared with other builders.
We keep Free Quote Check photos only as long as needed for your check and delete them within 90 days, or sooner if you ask.
Calls with our automated phone assistant may be recorded. Reply STOP to any text to stop texts.
Email jorge@planandprice.com to see or delete your information.

1. Who we are

Plan & Price LLC (“Plan & Price,” “we,” “us”), a Massachusetts limited liability company, prepares planning documents: kitchen and bath planning packages for homeowners, and estimates, proposals and planning drawings for contractors. We sell documents only; we don’t build, install or supervise work.

This policy covers planandprice.com and the other ways you reach us: website forms, phone calls, text messages, email, and Facebook Messenger and Instagram messages. Questions about your information go to jorge@planandprice.com or (877) 369-5137.

2. What we collect

Website forms. When you request a package, ask a question or book a free call, we collect your name, email, phone number, the room or service you’re interested in, and anything else you tell us, such as your town or ZIP code and project details. We also note which page the request came from and keep a scrambled (hashed) form of your IP address to block spam.
Booked calls. The time you choose and the notes we take during the call.
Messenger and Instagram messages. When you message our Facebook or Instagram accounts, we receive your messages and anything you send with them, such as photos of a contractor’s quote, photos of your space, measurements and PDFs, along with the name and username Meta shares with us. If you start the conversation from one of our ads, Meta also tells us which ad it was (the ad’s ID and title), so we know which ads work.
Facebook and Instagram lead forms. If you fill out a form in one of our ads, Meta sends us the answers you submit, such as your name, email, phone number and project details.
Text messages. When you text our toll-free number, (877) 369-5137, or we text you, we receive your phone number, your messages, any photos you send and delivery status. Texts are carried by Twilio.
Copies of the photos and files you send. When you send photos, PDFs or other files by Messenger, Instagram or text, we save a copy in our own private storage (Supabase), because the links Meta and Twilio give us stop working after a while. Only we can open these copies. Free Quote Check photos are deleted as described under “How long we keep it.”
Phone calls. Calls to our number may be answered by our automated phone assistant. These calls may be recorded and transcribed, and we keep a summary so we can follow up. If you’d rather not be recorded, please text or email us instead.
Payments. When you pay through a Stripe payment link, Stripe processes the card or bank payment on its own secure checkout page. Stripe tells us your name, email, phone number (if you give one at checkout), what you bought, the amount and whether the payment went through. We use those details to record your payment and reach you about your order. For homeowner orders, we also use that email and phone number to send the link to your private order page. We never see or store your full card number. We keep contractor invoice and payment records, including payments made through a Stripe link when offered.
Your private order page. The photos, measurements, plans and other files you upload there, and when the page’s link was last used. If you ask for a new link, the email or mobile number you enter (see “Your private order page” below).
Email. The messages and attachments you email us.
Website visits. Our hosting provider, Vercel, keeps standard server logs, such as IP address, browser type and the pages requested, so the site can run securely.
Website visitor chat. On public pages, our visitor chat records the public page paths you visit, the hostname of the website that referred you, your device type, and your approximate city, region and country when available. Locations are estimates and may be inaccurate. We also store messages exchanged in the chat in our private Supabase database so Jorge can reply. Private workspace and order-link pages are excluded from visitor chat tracking.

Cookies and analytics

We use Vercel Web Analytics to count visits to our public pages. Our visitor chat uses a random, first-party cookie to connect your public-page visits and messages to the same chat session; the session ends after 30 minutes of inactivity. We use this information to see visits to our site and respond to questions. We don’t use advertising pixels or track you across other websites. Links in our emails to contractors are tracked: when you click one, we record the click and set a cookie of our own so the site shows you our contractor pages on later visits.

3. How we use it

To prepare and deliver the documents and services you ask for.
To run your Free Quote Check.
To contact you about your project, order, booked call or questions, by email, phone, text or the channel you used to reach us.
To see activity on our public website and offer help through visitor chat.
To take payments, keep business records and meet legal and tax obligations.
To keep the site and our accounts secure and to stop spam and abuse.

4. Your private order page

After you pay the deposit for a planning package, we send you a private link to your order page (planandprice.com/p/…) by email, and by text to your mobile number (the one you gave at checkout, or earlier) unless you’ve replied STOP to our texts. On that page you can upload photos and measurements, follow each step, download your documents and pay the balance.

Anyone who has the link can open the page, without a password. It shows your first name, what you ordered, its status and dates, the amounts paid and due, the names and dates of the files you uploaded, and your finished documents to download. Its payment button opens the payment provider’s page with your email filled in. It doesn’t show your address.
Keep the link private, like a password: don’t forward it or post it. The page is kept out of search engines.
We store only a scrambled (hashed) form of each link, so it can’t be read back from our records. Links stop working after a year.
Files you upload go to private storage that only we can open. The download links on the page expire after 10 minutes and are made again each time you open it.
Lost your link? Ask for a new one at planandprice.com/order/link. We send it only to the email or mobile number on your order, and older links keep working. Ask us at any time to turn off every link to your order.

5. Free Quote Check photos

We keep Quote Check photos only as long as needed for your check and delete them within 90 days, or sooner if you ask. That includes our own saved copy and, for photos you texted us, the copy our texting provider keeps. We don’t use the photos or copies of quotes you send for anything else. Copies may remain in your own message thread with us on Facebook or Instagram, which Meta controls.

6. Contractors we work with

Plan & Price also does estimating for some contractors. We never share your quote or your details with any contractor. If the quote you send us comes from a contractor we work with, we’ll tell you before we review it.

If you are a contractor: the prices, client information, drawings and documents you send us, and the estimates and proposals we prepare for you, stay confidential. We never share them with other builders, we don’t use them for another builder’s jobs, and we never contact your client.

8. Google user data

If you have a Plan & Price account. Contractors and homeowners with a Plan & Price account sign in with Google, both when they connect Plan & Price to an AI assistant (Claude or ChatGPT) and when they open their workspace on planandprice.com. We ask Google for:

Your name, email address and profile photo (Google sign-in): only to confirm who you are and open your own Plan & Price account.
Gmail, send only, if you choose to connect it: so your assistant can send the emails you ask it to send, from your own address and with your signature. Each email is drafted first and sent only after you approve it. An account owner can also let the Plan & Price team send the emails it drafts for them, after the team reviews and approves each one. That setting is off by default, and only the owner can turn it on or off. This permission can’t read your inbox or any email in your Gmail account. We store it encrypted, and you can remove it at any time in your Google Account (Security, then Third-party connections) or by asking us.

We keep a record of the emails sent through your account (recipient, subject and text) so you can see them in your account. Your account’s information is only yours: other Plan & Price clients can’t see it.

Plan & Price’s own back office. Our back office also connects to the owner’s own Google account (only the owner signs in to it). Depending on the feature, it asks Google for permission to use:

Gmail (read and send): to show our business inbox, notice replies and bounced messages to emails we sent, and send email from our own address.
Google Calendar (events and free/busy times): to show open times for free calls and add booked calls to our calendar, with an invitation to you if you gave us your email.
Google Drive (read, and files the app creates): to open files people share with us, such as plans, and to keep our project folders and documents.
Google Docs and Google Sheets: to create and read our own documents and spreadsheets, such as proposals and price sheets.

How we use and protect it:

We use Google user data only to provide the features described above: signing you in to your own account and sending approved emails, and running Plan & Price’s own inbox, calendar and documents.
We never sell Google user data, and we never use it for advertising, including retargeting or interest-based ads.
We don’t transfer it to anyone except the service providers that run Plan & Price (Supabase and Vercel); the AI assistant you connect (Anthropic’s Claude or OpenAI’s ChatGPT), only when you ask it to work in your account; Anthropic when the owner asks our AI assistant about an email or document; and only as needed to provide those features, or when the law requires it.
Human access is limited. The Plan & Price team sees a client’s name, email address and the emails drafted or sent through Plan & Price to run and support their account, and can’t see anything in their Gmail. The owner reads back-office data only to run the business, such as reading an email you sent us. No one else reads Google user data unless you allow it, it’s needed for security or to investigate abuse, or the law requires it.
We don’t use Google user data to develop, improve or train generalized AI or machine-learning models.

Plan & Price’s use and transfer of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements.

9. Text messages (SMS)

We text from our toll-free number, (877) 369-5137, only in these cases:

After you book a call or send a request with your number. When you book a free call on our website, we text you a confirmation of the time. When you send a project request, order request or question with your phone number, we may text you about that request (for example, to confirm details or answer your question). The forms where you enter your number tell you this, with links to this policy and our Terms.
When you text us first. We reply about what you asked.
When you ask during a call with our phone assistant. If you book a call, leave a message or ask for a sample during the call, we text a confirmation or a link to our sample package to the number you give us, or the number you called from.
About your order. After you pay a deposit, we text the link to your private order page to your mobile number (the one you gave at checkout, or earlier; we email it too), and we may text you about that order, for example when your documents are ready and the balance is due.
When you ask for a new order page link. If you enter your mobile number at planandprice.com/order/link and it matches an order, we text the new link to that number. The form tells you this, with links to this policy and our Terms.

Message frequency varies. Msg & data rates may apply.
STOP: reply STOP at any time to opt out. Our texting provider, Twilio, then blocks texts from our number to yours, and we won’t text you again unless you reply START.
HELP: reply HELP for help, or contact us at jorge@planandprice.com or (877) 369-5137.
Opting out of texts doesn’t affect your order or request; we’ll reach you by email or phone instead.
We don’t sell or share your mobile number or your text opt-in data and consent with third parties or affiliates for their marketing or promotional purposes. We share them only with the service provider that delivers our messages (Twilio).
Carriers are not liable for delayed or undelivered messages.

10. How long we keep it

Free Quote Check photos and quotes: We keep Quote Check photos only as long as needed for your check and delete them within 90 days, or sooner if you ask.
Website visitor chat: visitor sessions and chat messages are deleted 90 days after the session’s last activity.
Requests, messages and call records: kept while we’re talking with you about a project and for a reasonable time afterward, so we can follow up and answer questions.
Orders and documents: kept so we can answer questions about your documents and send you copies, including the files you uploaded for your order. Payment records are kept as long as tax and accounting rules require.
Order page links: each link stops working after a year, or sooner if you ask us to turn it off. When you ask for a new link, we keep a scrambled (hashed) form of the email or phone number you entered and of your IP address only to limit repeated requests, and delete it within two days.

When we no longer need information, we delete it or remove the details that identify you.

11. How we protect it

We use reasonable safeguards to protect your information. Our site and services use encrypted (HTTPS) connections, access is limited to the people at Plan & Price who need it to do the work, and we store information with established service providers. No system is perfectly secure, so we can’t promise that information will never be accessed without permission.

12. Your choices

See, correct or delete your information: email jorge@planandprice.com. We’ll respond within 30 days. We may keep records the law requires us to keep, such as payment records.
Stop texts: reply STOP at any time.
Stop emails or calls: tell us by reply, text or email and we’ll stop.
Photos: ask us to delete the photos you sent at any time.
Plan & Price account: remove the Gmail connection in your Google Account at any time, or ask us to disconnect it or close your account. When we do, we delete the stored Gmail permission.

13. Children

Plan & Price is for adults. Our services are not directed to anyone under 18, and we don’t knowingly collect information from anyone under 18. If you believe a child has sent us information, contact us and we’ll delete it.

14. Massachusetts residents

We are based in Massachusetts. If a security breach affects the personal information of Massachusetts residents, we will notify the affected residents, the Massachusetts Attorney General and the Office of Consumer Affairs and Business Regulation as required by M.G.L. c. 93H.

15. Changes to this policy

If we change this policy, we’ll post the new version on this page with a new effective date. If a change significantly affects how we use information we already have, we’ll tell you before it applies.

16. Contact us

Plan & Price LLC · Jorge Betancur · Massachusetts
Email: jorge@planandprice.com
Phone and text: (877) 369-5137