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Skilled trades

Job records from skilled trades businesses.

Specialty contractors, fabricators, and equipment field service teams make decisions in the field that rarely appear in a manual. Many of them are written down anyway, in job reports, test results, and change orders.

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Why it matters

What buyers learn from these records.

Trade work turns on judgment in the field: what to check first, when a part is the cause, when a job needs a change order. Records that capture those decisions, together with the outcome, are among the hardest for buyers to source.

Ownership and permissions

What we check first.

Before anything is licensed, we confirm the records are yours to license: that no software contract, franchise agreement, or privacy notice stands in the way. You do not need answers to these before the assessment.
  1. 1Do contracts with general contractors or customers claim ownership of project documentation?
  2. 2Do subcontracts include confidentiality clauses that cover job records?
  3. 3Do equipment manufacturer service agreements restrict how service data is used?
  4. 4Do customer sites impose security or non-disclosure terms?

Quality factors

What makes records more useful.

  • Field decisions documented at the time they were made
  • Parts and labor tied to the diagnosis
  • Inspection and test results with clear pass or fail outcomes
  • Consistent documentation across crews

Find out where your records stand. Privately, in about four minutes.

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No files, no customer data, no passwords.