What your techs know in the field

The first thing service firms ask is whether homeowners are in the data. No, they do not. Names and addresses are turned into placeholders.

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Records that tell the story

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

Work orders from first call to close out
How dispatch and schedules shift through the day
Notes from techs and what they found on site
Quotes, estimates and maintenance agreements

The worry: our customers' 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. 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. Your originals stay where they are, and the office and the trucks keep working as they do now.

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. A buyer follows the diagnosis and the fix step by step, and the homeowner, address and tech all show as placeholders.

The usual fit

HVAC, plumbing, electrical, roofing and similar home service firms that have 20 or more full-time staff and hold 3 or more years of job records across field service tools, accounting and email. A smaller shop with a long history can qualify as well. The trades you cover do not change your range, and neither does how many trucks you run.

Worth knowing

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

How we build the copy

It starts with an NDA. License Your Data makes the de-identified copy, and a sample comes to you for approval before anything is shared. Any system, folder or period can be excluded. You pay nothing.

Wondering what your files could be worth?

Three questions are all it takes. License Your Data has a specialist phone you within minutes to arrange a 15-minute call.

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