Roofing
$450,000
Roofing company
Exclusive · perpetual · full operating record
Your calls, work orders and callbacks show how a service visit really goes.
A service business repeats the same chain thousands of times a year: a call comes in, a visit is booked, a tech is sent, options are presented, the job closes, and sometimes the customer calls back. Each step lands in a different system, and the outcome is attached to all of it. AI built for the trades needs that chain linked together, and few companies outside the trades ever see it. We take an anonymized summary of yours to several buyers at once, and you choose the license.
Small commission on close. Nothing up front.
Usually held in
- ServiceTitan
- Housecall Pro
- Jobber
- FieldEdge
- JobNimbus
- Roofr
- AccuLynx
- DASH (restoration job management)
- CallRail
- Rilla
- CompanyCam
- QuickBooks
What buyers pay for in field services.
Buyers value records that show a decision and what came of it more than they value finished paperwork. These are the parts of your record they look for.
Calls and bookings
Inbound calls, booking scripts and follow-ups, matched to whether the call became a visit. Emergency calls during a heat wave or a freeze are where a booking agent gets tested hardest.
Work orders with outcomes
Diagnosis notes, parts used, time on site and whether the fix held. A work order that links to its callback, or to the absence of one, says more than a closed ticket.
Dispatch and scheduling
Who was sent where, in what order, and what got moved when an urgent job came in. Real schedules under real constraints are hard to simulate.
Estimates and options presented
The repair-or-replace options a tech laid out, the one the customer picked and the ones they turned down, tied to the job that followed.
Maintenance plans and warranty work
Memberships, renewals, tune-up visits and warranty claims, which show how a service relationship holds up over years.
Job photos and equipment records
Nameplates, before-and-after shots and install photos, tied to the job and the equipment. Faces and house numbers are handled as set in the license, and you approve it before anything moves.
Systems that hold it and what to watch for.
This is where the record usually lives. Where we've written a data guide for a system, its card links to it, with steps to find out how much you have.
- ServiceTitanCRM and job managementRead the data guide
- Housecall ProCRM and job management
- JobberCRM and job management
- FieldEdgeCRM and job management
- JobNimbusCRM and job managementRead the data guide
- RoofrCRM and job managementRead the data guide
- AccuLynxCRM and job managementRead the data guide
- DASH (restoration job management)CRM and job managementRead the data guide
- CallRailCalls, texts and contact centerCallRail automatically deletes call recordings and other communication records after 25 months, so older calls may already be gone. Export what you have now.Read the data guide
- RillaSales call recordings
- CompanyCamPhotos and site captureRead the data guide
- QuickBooksAccounting and payablesRead the data guide
Who buys it and what they do with it.
We describe buyers by category and don't publish their names. Each one is qualified and under NDA before seeing your summary, and when they bid you see every offer side by side, with exclusivity, term and payment next to the price.
Voice and booking agents for home services
Companies building AI that answers the phone, books the visit and follows up. Real calls matched to what happened next teach them how customers describe a problem and when they commit.
Dispatch and scheduling optimization
Teams building tools that assign techs and re-plan the day. Historical schedules with drive times, job lengths and interruptions are what they test against.
Estimating and sales tools for the trades
Products that suggest options and prices on site. Presented options paired with what the customer chose show them what actually sells.
AI labs building agents for small businesses
Labs that want realistic multi-system work: a phone system, a job-management tool, an inbox and a schedule, all touching the same customer visit.
What a package looks like to a buyer.
Before anyone signs, a buyer sees a summary shaped like this one. It is built from rounded ranges: no name, no website, no people, no addresses.
The numbers in this example are made up. Yours come from your intake and the review call, and you read the summary before any buyer does.
See the full processExample package · Field services
Illustrative- Sector
- Residential HVAC and plumbing
- Region
- Mid-Atlantic US
- History
- 7+ years, continuous
- Record
- ~30K work orders, ~11K estimates with outcome, ~1.5K call hours
- Mix
- ~55% repair, ~30% maintenance visits, ~15% replacement
- In scope
- Work orders, dispatch history, estimates, call transcripts
- Left out
- Customer identifiers, card and financing data, technician HR files
What stays out by default.
Some records aren't yours to license, and some shouldn't leave the building. Intake and the review call bring these up early. The main ones for this industry are below.
Customer identifiers and home details
Names, street addresses, phone numbers, emails and gate or alarm codes are removed before delivery under the license. How photos that show a face, a house number or the inside of a home are treated is set in the license.
Card and financing data
Card numbers fall under the card industry's security standard (PCI DSS) and never come into scope. Consumer financing applications are excluded by default; if you arrange financing, the Gramm-Leach-Bliley Act (15 U.S.C. 6801–6809) can apply to them.
Call audio without the right consent
Some states require everyone on a call to agree to a recording, such as California (Penal Code §632), and Illinois regulates voiceprints (740 ILCS 14). Where your disclosures don't cover this use, a license can use redacted transcripts instead of audio.
Technician HR and tracking data
HR files, background checks, pay records and GPS trails tied to individual technicians are excluded by default. Route and drive-time patterns can be kept once they no longer point to a person.
This is not legal advice. Whether a record can be licensed depends on your contracts, your software terms and how it was collected, and your counsel should review any license before you sign. The rules named on this page are linked under Sources.
Licenses in our network closed by buyers, not by us.
Recent licenses of operating records, closed by buyers in our network. A roofing company is among them.
Construction
$300,000
General contractor
Exclusive · 24-month term · full operating record
Solar
$275,000
Solar company
Exclusive · 18-month term · full operating record
Marketing
$110,000
Agency with global clients
Exclusive · 24-month term · full operating record
Licenses closed by buyers in our network, shown to describe the market. They are not deals thedata.broker brokered and not a forecast of what your record will bring. Every record is priced on its own.
Field services questions worth settling early.
More in Answers, or ask us on a call after your intake.
Most likely. Restoration, pest control, landscaping, pool service and cleaning crews run on the same chain of calls, dispatch and work orders. Roofing fits too, and it also has its own page covering claim files, supplements and photos in more detail. The intake is the same either way: you tell us which systems you run and how many years they cover.
The linked chain: the call, the booking, the dispatch, the visit, the options presented, the invoice and any callback. A single work order on its own is a receipt. The same work order connected to the call before it and the callback after it is a lesson.
Often, but it depends on how callers were told about recording. All-party consent laws such as California Penal Code §632 and voiceprint laws such as Illinois' 740 ILCS 14 apply no matter how small the business is. Intake asks whether you record calls and how callers are told, and a license can be limited to redacted transcripts. This is not legal advice; have counsel look at your notices.
Not necessarily. Some buyers prefer larger teams, and others care mostly about how many years of linked records you have. If your record isn't a fit, we say so early.
Often you own the job data you entered, but platform terms can limit exports or certain uses. We check your software terms during review and leave out anything you can't relicense. This is not legal advice.
We are paid a small commission out of a deal that closes. If nothing closes, you owe nothing. You keep ownership of your records and keep using them.
Sources
Primary sources for the rules this page names. Summaries above are not legal advice.
Not quite your business?
See every industry we take on, the business functions buyers ask for, and which records need special handling.