Privacy and data use in the Lite experience.

YOUR PRELIMINARY PROJECT

The planner uses only the information needed to build your result.

The Lite experience may use the installation address, confirmed or edited home characteristics, current system information, utility-cost entries, equipment and loop preferences, and any preliminary loop locations you choose. These details support a preliminary load screen, equipment pathway, property concept, price screen and staff handoff.

Your in-progress quote and full Geo Pros project record are stored in your browser session. They are not a hosted customer database in this release. A project-record or GeoLink-packet file is created only when someone chooses its download button.

That local storage is separate from reference lookups. When you request address-based help, the address is sent to the U.S. Census Geocoder and the applicable official county source; the resulting coordinate may also be sent to the NLR Utility Rates API to identify a likely electric distribution territory. These lookups do not submit a lead to West Jefferson Plumbing and Heating.

COUNTY REFERENCE DATA

Public records are offered for confirmation—not silently accepted.

The address may be used to identify the county and query an official county auditor, parcel or GIS source. The Lite workflow returns only the building facts needed for this screen, such as living area, year built, parcel number, stories, property class, match status and source details where available.

Owner names, mailing addresses, tax balances and sale history are not requested for the quote. County information can be incomplete or different from conditioned square footage, so you must choose whether to use or edit a matching record.

AERIAL PLANNING

Address and map services supply context, not feasibility.

When the aerial planner opens, the U.S. Census result supplies its starting coordinate. The map may then request public U.S. Geological Survey or USDA imagery around that coordinate. If you reposition the aerial or loop concept, the selected coordinates remain part of the local quote record.

The map does not determine property lines, setbacks, easements, utilities, septic systems, roads, structures, geology, drilling conditions or final loop capacity.

CONTACT AND SCHEDULING

You choose whether to send the completed design for follow-up.

The Lite experience keeps the in-progress design in your browser session. If the installation city matches the published online service area, the final follow-up form can send your name, phone or email, installation address and concise geothermal design summary through a protected website relay to West Jefferson Plumbing and Heating’s ServiceTitan Geothermal Lead workflow. The form requires affirmative contact permission and does not opt you into marketing text messages.

The ServiceTitan scheduler remains a separate option for requesting an appointment time. Submitting the website follow-up form does not schedule an appointment, approve engineering, establish a final price or submit a financing application.

WEBSITE ANALYTICS

Usage measurements help us improve the site.

This site uses Google Analytics 4 to measure page views, active engagement time, general traffic sources, device categories and interactions such as quote starts, quote-step completion, scheduler openings, and call or text link clicks.

Microsoft Clarity is also used to create heatmaps and session replays from interaction data such as clicks, scrolling, page navigation, and technical session details. Clarity masks sensitive on-page content by default.

The site's custom analytics events are designed not to include names, phone numbers, email addresses, street addresses, quote answers or downloaded project records. A successful lead submission records only a general conversion event in analytics; the submitted contact and project details are relayed to ServiceTitan.

You can limit analytics through your browser's privacy, cookie or tracking-protection settings. The website host and linked services may also process ordinary technical request data under their own terms.

YOUR CHOICES

You can edit, reset or stop before submitting.

• Edit county-suggested year-built and living-area values before using them.
• Skip or reposition the optional aerial loop concept.
• Use the quote reset control to clear the saved browser-session draft.
• Leave utility-cost and optional preference fields blank.
• Review the contractor’s privacy policy and SMS terms before submitting contact information or opting into text messages.

The site does not use its quote fields to send personal or property information to Google Analytics or Microsoft Clarity. Advertising or additional behavior-analysis tools will be disclosed here before they are enabled.