What your techs know in the field

Service companies ask whether homeowners appear in the data. No, they do not. Names and addresses are turned into placeholders.

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Records that tell the story

The best record of real diagnosis is a job that needed a second visit. Your field software holds years of them:

Work orders from first call to close out
Changes to dispatch and scheduling over the day
Tech notes and what was found on site
Quotes, estimates and maintenance agreements

The question of customer homes

In the copy, every homeowner name, address and account number becomes a placeholder, and payment details are removed. A buyer sees how a problem was found and fixed, never whose home it was or where it is. Your customer list does not go anywhere with the copy.

Your software stays as it is

Nobody logs in to your field service software, and nobody asks for a password. Your originals never move, and the office and crews carry on as they do today.

What a buyer is shown

Say a customer calls about warm air on a hot day. The tech replaces a part and heads off, the issue comes back, and the return visit finds the coil is leaking. The buyer sees that chain of diagnosis and correction, with placeholders for the homeowner, the address and the tech.

Who tends to qualify

HVAC, plumbing, electrical, roofing and other home service companies with 20 or more full-time staff and 3 or more years of job history in field service software, accounting and email. Smaller shops may also qualify if their history goes back years. The trades you cover do not change your range, and neither does how many trucks you run.

How the copy is made

It starts with an NDA. License Your Data prepares the de-identified copy, and you approve a sample before anything goes out. Leave out whatever system, folder or period you choose. There is no cost to you.

Worth knowing

Do we need every system?: No. To begin, a few years of tech notes and work orders may be enough.
Who should join the call?: Most often the general manager or owner, plus the person who manages accounting and your field service tools.
What about our techs' names?: Like customers and office staff, they become placeholders.

Wondering what your files could be worth?

Just answer three questions. A License Your Data specialist calls within minutes to book a 15-minute call.

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