Sell job records to AI? First read what your field service software keeps

It can license what it owns, and the field service system it runs on shapes that. On this board 9 of 17 vendors say in their terms that the job data stays with the firm, while 12 keep their own right to use it once it is pooled or anonymised. Read your vendor's row before a buyer asks for an export. (Field service software data terms: every row, with its source)

2 of 17 vendors on the board say they may: Housecall Pro says user data may be used to train its own AI models, and FieldHub may use anonymized customer data for AI training. ServiceTitan's terms of use, quoted on our ServiceTitan page, let it train, tune and improve AI models solely to provide the service to that customer and rule out training for any third party. The other vendors' documents we read say nothing either way. (Field service software data terms: every row, with its source)

It differs by vendor. Joblogic's agreement offers a copy for download for up to thirty days after the end, if you ask at least thirty days before; Fieldmotion keeps data for 90 days and then deletes it; ServiceTitan exports on request, says fees may apply and need not keep the data past 60 days; Workiz puts the backing up on you and may delete. Export first, then talk to a buyer. (Field service software data terms: every row, with its source)

Check the franchise agreement before anything else. ServiceTitan's terms say that where an instance is part of a franchise, the franchisor and not the franchisee owns all customer data, unless the franchise agreement says otherwise, and that the franchisor may be given access to it. (Field service software data terms: every row, with its source)

In the US, section 608 records on refrigerant service and disposal are kept for three years; in the UK, a landlord's gas safety record is kept until two further checks have been made and F-gas leak check records for five years. Our record-keeping page lists each rule by trade, from the regulation's own text. (Field service software data terms: every row, with its source)

The working record, not the customer list. Most of the buyers on our board name job records, work orders or other operating records among what they take, and the ones that state it remove names and contact details before anything reaches an AI lab. A firm still trading licenses its history and keeps it; a closing firm's records are sold by its directors or its insolvency office-holder. (Field service software data terms: every row, with its source)