What your techs learn on the job

Where the story lives

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

• 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
• Estimates, quotes and maintenance agreements

The worry: 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. Your customer list does not go anywhere with the copy.

Your software stays as it is

There is no login to your field service tools and no request for a password. The originals stay put, and both the office and the trucks keep running as usual.

What a buyer is shown

Picture a call about warm air on a hot afternoon. 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.

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?

Normally the owner or general manager, along with whoever runs your accounting and field service software.

And the names of our techs?

They become placeholders too, the same as customers and office staff.

A typical 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. 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.

How the copy is made

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