What your techs know in the field

The first thing service firms ask is whether homeowners are in the data. Not at all. Names and addresses become placeholders.

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Records with a story to tell

A job that took a second visit is the best record of real diagnosis. Years of them sit in your field software:

Every work order, from first call to completion
Changes to dispatch and scheduling over the day
Notes from techs and what they found on site
Quotes, estimates and maintenance agreements

The question of customer homes

Every homeowner name, address and account number is a placeholder in the copy, and payment details are taken out. What a buyer learns is how the issue was found and solved, not whose house it was or its location. Nobody receives your customer list through the copy.

Nothing changes in your software

No one logs in to your field service software or asks you for a password. The originals stay put, and both the office and the trucks keep running as usual.

What a buyer is shown

Imagine a warm air call on a hot afternoon. A tech goes out, swaps a part and leaves, the problem returns, and a second visit turns up a coil leak. A buyer sees that sequence of diagnosis and correction, with the homeowner, the address and the tech all replaced by placeholders.

How we build the copy

First comes 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.

Good to know

Do we need every system?: No. Your recent work orders and tech notes can be a good start.
Who should join the call?: Usually the owner or general manager, plus whoever runs your field service software and accounting.
What about our techs' names?: Placeholders replace them as well, just as for customers and office staff.

The usual fit

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 with a long history may qualify too. Neither your trades nor the size of your fleet has any effect on your range.

Wondering what your files could be worth?

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

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