Your list of customers
Names and addresses of customers become placeholders, so your customer list is never handed over. You can also exclude any period or region you want to keep private.
Your field software
No passwords or logins are asked for. The originals remain in your systems, and your team works in them as usual.
Ground rules that never change
An NDA comes before anything else. There is no cost to you, and nothing goes out until you sign off on a sample.
Why it matters
Why labs want this
Service work is full of troubleshooting. Notes on what a tech checked, what they found and what solved it hold the hands-on reasoning that public text rarely teaches a model.
The process
What happens from here
Answer four questions to get an estimate. Within minutes, a License Your Data specialist calls to set up a 15-minute call. If you continue, License Your Data prepares a de-identified copy, you approve a sample, and buyers license the copy.
Questions from hvac and home services
Our customer terms talk about privacy. Is it still okay to ask?
Yes, asking costs nothing. What your terms allow is a question for your own counsel, and anything you are unsure about can stay out.
Are our technicians named?
Technician and office staff names also become placeholders.
Will our busy season get in the way?
No. The 15-minute call is booked at a time that suits you, and nothing moves until you approve a sample.
Records worth a look
Where your useful records sit
You do not need every one. One well kept system can be enough to begin.
Service history and work orders
How a problem gets reported, diagnosed, fixed and closed.
Scheduling and routing
How calls get assigned and reshuffled as the day changes.
Field notes
What experienced technicians check, find and note on the job.
Quotes and maintenance plans
How jobs get scoped, sold and renewed.