Sectors
Records from HVAC and home service companies
Job records show the way your techs track down and solve problems. No homeowner name or address appears in the copy.
Check my estimateCommon record types
- Past work orders and service calls
- Dispatch and scheduling
- Technician job notes
- Estimates, proposals and service plans
- Customer service and call history
Your customers' homes
This is the worry most owners lead with. Placeholders or removal take care of homeowners, addresses and account details. The copy shows how a job went, not whose home it was.
It also means nobody gets your customer list from the copy. You pick the systems and periods, and you review a sample before anything is shared.
A good first scope
The natural place to begin is your field service system, because it already links the call, the dispatch, the tech's notes and the invoice for each job. Call recordings, photos and accounting can stay out, or come in later once a sample has made you comfortable.
The preparation steps are the same no matter what you include. Our partner, License Your Data, sticks to the scope you approve, puts placeholders in place of names and identifiers and gets your approval on a sample first. Your source records stay where they are, inside your systems.
Common questions
Will our customers notice anything?
Not at all. Your systems and customer relationships carry on as before.
Do we have to include job photos?
No. Any system, folder or record type can be left out.
Is exploring this free?
It is free, and it all starts under an NDA.
A few more points
- Nothing changes in how your field service software runs.
- Techs and office staff become placeholders too.
- You never share passwords, and your originals stay put.