What your techs learn on the job

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

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Where the story lives

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

Work orders from the first call through to close out
Dispatch and scheduling changes through the day
Tech notes on what was found at each job
Quotes, estimates and maintenance agreements

The concern: our customers' homes

Every homeowner name, address and account number is a placeholder in the copy, and payment details are taken out. A buyer sees how a problem was found and fixed, never whose home it was or where it is. The copy does not hand anyone your customer list.

Nothing changes in your software

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 actually sees

Say a customer calls about warm air on a hot day. A tech is dispatched, replaces a part and leaves, then the problem comes back and a second visit finds a leak in the coil. A buyer follows the diagnosis and the fix step by step, and the homeowner, address and tech all show as placeholders.

How we build the copy

An NDA comes first. License Your Data prepares the de-identified copy, and you approve a sample before anything goes out. You can exclude any system, folder or period. It costs you nothing.

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. Your range is the same whichever trades you cover and however many trucks you run.

Worth knowing

Do we need every system?: No. To begin, a few years of tech notes and work orders may be enough.
Who needs to take part?: Normally the owner or general manager, along with whoever runs your accounting and field service software.
And the names of our techs?: 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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