Industries / HVAC and home services
All the service calls your techs have logged
Dispatch history, work orders and tech notes show how real jobs are diagnosed and repaired. That record is what labs look for. Before anything goes out, homeowner names and addresses are replaced.
Check my estimateUseful records
What usually qualifies
You choose which of these to include. It is always fine to leave any out.
- Tech notesWhat experienced techs check, find and write down on site.
- Maintenance plans and estimatesThe way work gets scoped, sold and renewed.
- Work orders and service historyHow a problem is reported, diagnosed, repaired and closed out.
- Dispatch and schedulingHow jobs get prioritized, routed and reshuffled when the day changes.
The question we hear most: our customer list
Your customer list is your business, and it should not leave your hands. Homeowner names, addresses and account details become placeholders in the de-identified copy, so your list is not handed to anyone.
You also pick the systems and periods that go in, and you can leave out any inbox, tool or folder.
How the copy is made
It all begins under an NDA. Your techs and office staff are replaced with placeholders too. A sample needs your approval before anything goes out, and your field service software keeps running just as it does today.
In brief
What owners usually ask
Does any of this cost us?
No. There is no cost to you, and asking for an estimate does not commit you to anything.
Does this get in the way of the office?
No. Nobody needs a login, and your team keeps its usual tools.
Must we include photos and notes?
No. Work orders and dispatch history alone can be enough.