Does Voksha store customer payment information securely if we take deposits over the phone?

For HVAC Companies

If your HVAC company collects deposits or payment information over the phone, for example a deposit to secure a scheduled install or a card on file for a maintenance plan, that data needs to be handled in a way that meets PCI DSS (Payment Card Industry Data Security Standard) requirements, which apply to any business that accepts, processes, or stores card payment information, regardless of whether a human or an AI system is involved in collecting it. The safer and more common practice, and the one most HVAC companies already use with human staff, is to avoid having the phone conversation itself directly capture and store raw card numbers, and instead route actual payment collection through a dedicated, PCI-compliant payment processor, a secure payment link sent via text after the call, or your field service platform's built-in payment collection tool at time of service, rather than having card details spoken aloud and recorded as part of a general call recording. If deposit collection is part of your booking flow, it's worth reviewing during setup exactly how that step is handled for your specific configuration and connected payment tools, since the goal is keeping cardholder data out of general call transcripts and recordings entirely, consistent with how PCI compliance works for any business regardless of who or what answers the phone. This is a genuine, applicable compliance area for HVAC companies that take phone payments or deposits, unlike some other regulatory frameworks that simply don't apply to a typical residential or commercial HVAC contractor's day-to-day call handling.