Established trades companies sit on years of dispatch logs, job notes, estimates, call recordings and technician write-ups. It's a detailed record of how real problems get diagnosed, priced and fixed, and almost nobody counts it as an asset.
Which home services and trades companies records could matter
- Field-service software history: jobs, dispatch, technician notes
- Estimates, invoices and pricing decisions
- Call notes and customer communication
- Training materials, checklists and safety procedures
- Scheduling and route history
Why AI builders care about home services and trades companies
AI tools for dispatch, estimating and customer service need real examples of how jobs unfold, from the first call to the final invoice. Trades companies with years of structured job history have exactly that.
Check these before you go further
- Customer names, addresses and phone numbers must be de-identified or excluded. Ask how.
- Call recordings may carry consent rules that vary by state. Ask counsel.
- Check your field-service software's terms about exporting data.
Signs your firm may be a fit
- Several years of jobs in your systems
- A real team, often with office and field staff (minimum team size is set by the program)
- Work across field-service software, phones, email and accounting
- You own and control your records
Eligibility rules are set by the program; see the owner FAQ.
What could it be worth?
The program's published range is $100K–$5M for a license to a company's operating records. That's a range, not an offer or a guarantee; any amount is set by the program's review and a written agreement.
Questions to ask before you say yes
- Which systems are in scope, and how is the export done?
- How are customer addresses and phone numbers removed?
- What is the exclusivity period, and what can we still do with our own data?
- How much office time does this take?
How the process works, step by step, is on the company overview.
Free guide for home services and trades companies
Includes a data inventory checklist and questions to ask before signing. Educational only.
FAQ
Could this be an alternative to a loan or an investor?
A license payment isn't a loan, and you don't give up ownership of the company. But no amount is promised, and deals take time. Treat it as a possibility to check, not a plan to count on.
Will this change how we run the business?
A license covers an agreed copy of records. You keep your originals and keep operating. The details are in the written agreement.
How much could a trades company be paid?
No one can say before review. The program's published range is $100K–$5M for a license to a company's operating records. That's a range, not an offer or a guarantee; any amount is set by the program's review and a written agreement.
Advise home services and trades companies? See how referral partners work.