Stepwise Privacy Policy

Effective Date: June 1, 2026

This Privacy Policy explains how Stepwise Electric, Inc. (“Stepwise,” “we,” “us,” or “our”) collects, uses, shares, and protects personal information in connection with our website at www.getstepwise.com, our online store at https://getstepwise.myshopify.com/, our web application at https://portal.getstepwiseapi.com/, our installer and homeowner tools, product registration and commissioning flows, customer support channels, Stepwise Tap™ devices, and any other online or offline services that link to this Privacy Policy (collectively, the “Services”).

This Privacy Policy applies to homeowners, installers, contractors, distributors, utility or program participants, website visitors, business contacts, job applicants, and other individuals who interact with Stepwise.

1. Updates to This Privacy Policy

We may update this Privacy Policy from time to time. If we make changes, we will post the updated Privacy Policy on our website and update the effective date above. We may also provide additional notice where required by law or where changes are material.

2. Personal Information We Collect

We collect personal information that you provide to us, information we collect automatically when you use the Services, information associated with Stepwise Tap devices and installations, and information we receive from third parties.

A. Information You Provide to Us

Account and Registration Information. When you create an account, register a Stepwise Tap device, use our webapp, or participate in a Stepwise program, we may collect information such as your name, email address, phone number, zip code, company name, account credentials, and other information associated with your account.

Homeowner and Customer Information. We may collect homeowner or customer contact information, including name, email address, phone number, zip code, project details, and information related to the requested installation, support issue, or program participation. Precise home address may be collected when you choose to provide it, when it is needed to fulfill a purchase or service request, or when it is necessary for installation, support, delivery, utility program participation, or similar purposes.

Installer and Contractor Information. If you are an installer, contractor, distributor, or trade partner, we may collect your name, contact information, company information, role, service territory, license or certification information where provided, order history, training participation, support requests, and information you submit through our website or commissioning workflows.

Installation and Commissioning Information. When a Stepwise Tap is installed, registered, or commissioned, we may collect information about the home, electrical system, connected appliance, installer, and installation. This may include service size, panel or breaker information, appliance type, appliance make/model, charger or equipment information, device serial number, installation photos, commissioning checklist responses, utility territory, program eligibility information, and related notes submitted by the homeowner, installer, or Stepwise team.

Purchases and Orders. If you purchase products or services from us, we and our service providers may collect information related to your order, billing, shipping, payment, fulfillment, returns, and customer support. Payments and store transactions may be processed through third-party services such as Shopify or other payment processors. We do not directly store full payment card information, but we may receive related transaction details such as billing information, shipping information, payment status, and order confirmation information.

Communications with Us. We may collect information you provide when you contact us by email, phone, text message, web form, customer support tool, social media, or other communication channels. This may include the contents of your messages, call notes, troubleshooting information, support history, and any files, photos, or other materials you choose to provide. We may use tools such as JustCall, Klaviyo, and Pipedrive to manage customer communications, sales activity, support follow-up, and business relationships.

Surveys, Events, and Programs. We may collect information when you participate in surveys, webinars, trainings, demonstrations, pilot programs, utility programs, trade shows, conferences, or other events.

Business Development and Partnerships. We may collect information from individuals and organizations in connection with business development, installer relationships, distributor relationships, utility programs, grant programs, and strategic partnerships.

Job Applications. If you apply for a job with Stepwise, we may collect information such as your name, contact information, resume, employment history, references, and other information you provide as part of the application process.

B. Information Collected Automatically

Website and Device Information. When you visit our website, store, webapp, or other online Services, we may automatically collect information such as your IP address, browser type, device type, operating system, referring URL, pages viewed, links clicked, approximate location derived from IP address, cookie identifiers, and other usage information.

Usage Information. We may collect information about how you interact with our website, store, webapp, emails, forms, and other Services, including pages visited, features used, content viewed, session activity, email opens and clicks, and other engagement data.

Cookies and Tracking Technologies. We and our service providers may use cookies, pixels, web beacons, tags, and similar technologies to operate our website, understand how users interact with the Services, improve our marketing, measure campaign performance, and personalize content or advertising.

Cookies are small text files stored on your browser or device. Pixels and web beacons are small pieces of code that help us understand whether users viewed a page, opened an email, clicked a link, or interacted with an advertisement.

We may use tools such as Google Analytics, Meta Pixel, Shopify, JustCall, and Pipedrive. These tools may help us operate our Services, process store transactions, manage customer relationships, analyze website activity, understand marketing performance, and communicate with homeowners, installers, and business contacts.

We may use cookies and similar technologies for purposes such as:

  • Website functionality and security;

  • Store functionality and order processing;

  • Analytics and performance measurement;

  • Marketing attribution;

  • Email, call, and customer relationship management;

  • Advertising and retargeting;

  • Understanding how visitors and potential customers interact with Stepwise content.

You can manage cookies through your browser settings. Blocking or deleting cookies may affect certain website, store, or webapp functionality. Where required by law, we will provide additional choices regarding cookies, targeted advertising, or similar tracking technologies.

C. Stepwise Tap Device and Energy-Related Information

When a Stepwise Tap device is installed, connected, commissioned, or used, we may collect information related to the device, installation, and connected electrical equipment. This may include:

  • Device serial number and hardware configuration;

  • Firmware version and connectivity status;

  • Commissioning status and settings;

  • Panel size, service size, breaker information, and controlled load configuration;

  • Appliance type and equipment information, such as EV charger, heat pump, water heater, or other connected load;

  • Energy usage, current, voltage, load measurements, interval data, or other electrical measurements;

  • Device events, alerts, relay or load-management activity, faults, logs, and diagnostics;

  • Wi-Fi or network connection status;

  • Troubleshooting and support data;

  • Program enrollment or utility participation status, where applicable.

Some energy-related information may be associated with a home, device, account, installer, utility program, or customer support case. We use this information to operate the Stepwise Tap, provide support, improve performance, verify installation and commissioning, support authorized utility or program participation, and develop or improve our products and services.

D. Information from Third Parties

We may receive personal information from third parties, including:

Installers, Contractors, and Distributors. Installers or trade partners may provide us with homeowner contact information, customer contact information, installation information, device serial numbers, photos, commissioning information, service details, or support information.

Utilities, Program Administrators, and Energy Partners. If you choose to participate in a utility, incentive, rebate, pilot, grid services, managed charging, demand response, or similar program, and you provide consent for data sharing, we may receive information from utilities, program administrators, implementers, energy service companies, or other program partners. This may include enrollment status, eligibility information, utility territory, program requirements, or data necessary to provide or verify the requested program.

Technology and Integration Partners. We may receive information from third-party services, connected equipment providers, EV charging platforms, appliance platforms, software integrations, or other technologies that you or your installer connect to the Services.

Marketing, Analytics, and Business Partners. We may receive contact, lead, company, or engagement information from marketing partners, referral partners, advertising platforms, data providers, events, and other business sources.

3. How We Use Personal Information

We use personal information for the following purposes.

A. To Provide and Operate the Services

We may use personal information to:

  • Provide, operate, and maintain the Stepwise website, store, webapp, installer tools, and related Services;

  • Register, commission, configure, monitor, and support Stepwise Tap devices;

  • Provide customer support, troubleshooting, warranty support, and technical assistance;

  • Process orders, payments, fulfillment, shipping, returns, and account administration;

  • Communicate with homeowners, installers, contractors, program participants, and partners;

  • Verify installation, device status, and commissioning information;

  • Provide access to certain features, accounts, portals, dashboards, or tools;

  • Send service-related messages, security notices, account updates, support communications, and program updates.

B. To Support Device Functionality, Safety, and Performance

We may use personal information and device-related information to:

  • Monitor device connectivity, status, performance, and operation;

  • Support load-management functionality;

  • Identify and troubleshoot installation or equipment issues;

  • Provide firmware, software, or configuration updates;

  • Detect, prevent, or respond to technical problems, safety issues, fraud, misuse, or unauthorized access;

  • Maintain logs and diagnostics related to device operation and support.

C. To Improve Products and Develop New Services

We may use personal information and device-related information to:

  • Improve, upgrade, and enhance our products and Services;

  • Develop new features, tools, analytics, dashboards, and integrations;

  • Analyze product performance and installation outcomes;

  • Improve installer workflows, commissioning tools, and customer support;

  • Create aggregated, anonymized, or de-identified information for research, product development, reporting, market analysis, grant reporting, utility program analysis, or business purposes.

If we create or use de-identified or aggregated information, we will not attempt to reidentify it except as permitted or required by applicable law.

D. To Support Utility, Incentive, Rebate, Pilot, or Grid Services Programs

If you choose to participate in a utility, rebate, grant, incentive, pilot, managed charging, demand response, grid services, or similar program, we may use personal information and device-related information to:

  • Determine eligibility;

  • Enroll or administer participation;

  • Verify installation or device operation;

  • Provide reports to utilities, program administrators, implementers, or other program partners;

  • Support program measurement and evaluation;

  • Enable program-related device control, monitoring, or data exchange where you have authorized such participation;

  • Comply with program rules, tariffs, contracts, or legal obligations.

We share data with utilities or program partners only where you have provided consent, where you have enrolled in a program that requires such sharing, or where otherwise permitted or required by law.

E. To Operate Our Business

We may use personal information to:

  • Conduct analytics, forecasting, reporting, and business planning;

  • Manage relationships with customers, installers, contractors, distributors, utilities, and partners;

  • Conduct marketing research and product research;

  • Maintain network and information security;

  • Prevent fraud, misuse, or unauthorized activity;

  • Enforce our agreements, terms, policies, and rights;

  • Comply with legal, regulatory, accounting, tax, and contractual obligations;

  • Process job applications and recruiting activities.

F. Marketing and Communications

We may use personal information to send marketing communications, newsletters, product updates, event invitations, training opportunities, promotional materials, or other information that may be of interest to you.

You may opt out of marketing emails by using the unsubscribe link in the email or by contacting us. Even if you opt out of marketing communications, we may still send non-promotional messages, such as account, transaction, support, safety, legal, or service-related communications.

Some of our marketing activities may be considered “targeted advertising,” “sharing,” or a “sale” under certain privacy laws. Where required, we will provide applicable choices.

G. With Your Consent or Direction

We may use personal information for other purposes that are disclosed to you at the time of collection, with your consent, or as otherwise directed by you.

4. How We Share Personal Information

We may share personal information as described below.

A. Service Providers

We may share personal information with service providers that help us operate our business and provide the Services. These may include providers of website hosting, cloud infrastructure, data storage, analytics, payment processing, shipping and fulfillment, customer support, communications, email, text messaging, CRM, marketing, advertising, IT, security, software development, and related services.

Service providers we use may include Google Analytics, Meta Pixel, Shopify, JustCall, Pipedrive, and other vendors that help us provide, operate, analyze, market, or improve the Services.

B. Installers, Contractors, Distributors, and Trade Partners

We may share information with installers, contractors, distributors, or other trade partners as needed to fulfill requests, support installation, provide technical support, process orders, verify commissioning, resolve troubleshooting issues, administer training, or support customer service.

For example, if a homeowner asks Stepwise to connect them with an installer, we may share contact and project information with an installer. If an installer commissions a Stepwise Tap, we may share relevant device, support, or installation information with that installer.

During troubleshooting or support calls, we may share relevant device, installation, or support information with the applicable installer, homeowner, customer, or contractor to help diagnose or resolve the issue.

C. Utilities, Program Administrators, and Energy Partners

We share personal information or device-related information with utilities, program administrators, implementers, energy service companies, evaluators, or other program partners only with your consent, where you choose to participate in a program that requires such sharing, or where otherwise permitted or required by law.

With your consent or program participation, shared information may include name, contact information, zip code or service location information, utility territory, device serial number, installation status, eligibility information, device status, energy usage or interval data, load-management activity, enrollment status, and other information necessary to administer, verify, evaluate, or operate the program.

D. Technology and Integration Partners

If you or your installer connect Stepwise with third-party equipment, platforms, software, or integrations, we may share information as needed to enable the requested integration, functionality, monitoring, control, or support. Information shared with third-party services may also be subject to those third parties’ privacy policies.

E. Advertising and Analytics Partners

We may share information with analytics and advertising partners to understand website usage, measure marketing performance, improve outreach, and deliver or measure advertising. These partners may use cookies, pixels, or similar technologies to collect information about your activity on our website and other websites.

F. Business Transfers

If Stepwise is involved in a merger, acquisition, financing, reorganization, bankruptcy, sale of assets, transition of service, or similar transaction, personal information may be disclosed or transferred as part of that transaction.

G. Legal, Safety, and Compliance

We may disclose personal information if we believe it is necessary or appropriate to:

  • Comply with applicable law, regulation, legal process, subpoena, court order, or government request;

  • Protect the rights, property, or safety of Stepwise, our customers, installers, partners, or others;

  • Enforce our agreements, terms, policies, or rights;

  • Investigate or prevent fraud, security incidents, unauthorized activity, or misuse of the Services;

  • Collect amounts owed to us or protect our business interests.

H. With Your Consent or Direction

We may share personal information with your consent or at your direction.

5. Your Privacy Choices and Rights

A. Account and Contact Information

You may update certain account or contact information by logging into your account, using available account features, or contacting us.

B. Email and Marketing Communications

You may opt out of marketing emails by using the unsubscribe link in our emails or by contacting us. We may still send service-related or transaction-related communications, such as account notices, support messages, device or safety notices, order confirmations, program updates, and legal notices.

C. Cookies and Tracking

You can manage cookies through your browser settings. You may also be able to limit certain online tracking through tools offered by your browser, device, or industry opt-out programs.

If we provide a cookie banner or preference tool, you may use that tool to manage cookie preferences where available. Your choices may be browser- or device-specific, and you may need to renew your choices if you clear cookies or use a different browser or device.

Blocking cookies may affect website, store, or webapp functionality.

D. Privacy Rights

Depending on where you live and subject to applicable law, you may have the right to:

  • Request access to personal information we maintain about you;

  • Request correction of inaccurate personal information;

  • Request deletion of personal information;

  • Request a copy or portability of certain personal information;

  • Opt out of certain processing activities, such as targeted advertising, sale, or sharing of personal information;

  • Limit certain uses or disclosures of sensitive personal information, where applicable;

  • Appeal a decision we make regarding a privacy rights request, where applicable.

To exercise privacy rights, contact us using the information in the “Contact Us” section below. We will respond to requests as required by applicable law.

We may need to verify your identity before fulfilling a request. Verification may require information such as your name, email address, phone number, zip code, account information, device serial number, company information, or other information reasonably necessary to confirm your identity or authority to act on behalf of another person.

Authorized agents may submit requests where permitted by law. We may require proof of authorization and may also require the individual to verify their identity directly with us.

6. Third-Party Websites and Services

The Services may link to third-party websites, applications, services, payment processors, equipment providers, utility programs, social media platforms, or other third-party services. We are not responsible for the privacy practices of third parties. Information you provide to or share with third parties is governed by their privacy policies and terms.

7. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

You are responsible for maintaining the confidentiality of your account credentials and for notifying us if you believe your account or device has been accessed without authorization.

8. Retention of Personal Information

We retain personal information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, including to provide the Services, support devices, maintain business records, comply with legal obligations, resolve disputes, enforce agreements, support safety and security, and operate our business.

The retention period may vary depending on the type of information, the purpose for which it was collected, legal or contractual requirements, program requirements, device support needs, and whether the information has been aggregated, anonymized, or de-identified.

9. International Transfers

Stepwise is based in the United States. Personal information may be processed and stored in the United States or other jurisdictions where we or our service providers operate. These jurisdictions may have data protection laws that differ from those in your location.

10. Children’s Privacy

The Services are not directed to children under 18, and we do not knowingly collect personal information from children under 18. If you believe a child has provided personal information to us, please contact us so we can take appropriate action.

11. Supplemental U.S. State Privacy Notice

Certain U.S. state privacy laws may provide residents with additional rights regarding their personal information. Where applicable, this section supplements the rest of our Privacy Policy.

Depending on the state and the circumstances, we may collect the following categories of personal information:

  • Identifiers, such as name, email address, phone number, mailing address if provided, zip code, IP address, account identifiers, and device identifiers;

  • Commercial information, such as order history, purchase history, product interest, and customer support history;

  • Internet or electronic network activity information, such as website usage, cookie identifiers, browsing activity on our Services, email engagement, and interactions with our webapp;

  • Geolocation information, such as approximate location derived from IP address, zip code, or location information you choose to provide;

  • Professional or employment-related information, such as installer company information, role, license or certification information, or job application information;

  • Audio, electronic, visual, or similar information, such as support call notes, voicemails, photos submitted for installation or support, or other communications;

  • Inferences, such as preferences, product interest, likely installer segment, or marketing engagement;

  • Energy, device, and installation-related information associated with a Stepwise Tap device, account, home, installer, customer, or program.

We may use these categories of information for the purposes described in this Privacy Policy, including to provide the Services, support Stepwise Tap devices, administer programs with your consent, improve our products, conduct analytics, market our products, comply with law, and operate our business.

We may disclose these categories of information to the categories of third parties described in this Privacy Policy, including service providers, installers, contractors, distributors, utility and program partners with consent, technology and integration partners, analytics and advertising partners, legal and compliance recipients, and parties involved in business transactions.

We do not knowingly sell personal information of individuals under 18. We may engage in activities that could be considered “targeted advertising,” “sharing,” or a “sale” under certain state privacy laws when we use advertising or analytics technologies. Where required, we will provide the ability to opt out.

To exercise state privacy rights, please contact us using the information in the “Contact Us” section.

12. Contact Us

If you have questions about this Privacy Policy or would like to exercise privacy rights, please contact us at:

Stepwise Electric, Inc.
2495 Main Street Suite 437, Buffalo, NY 14214
Email: support@getstepwise.com
Phone: 888-411-8460