Ownership and reuse
HVAC software data ownership: who owns your service history
Updated
4 of the 8 HVAC platforms on the board give the contractor ownership in writing, and 6 keep an aggregated or anonymised copy for themselves.
Reuse rights, platform by platform
Owning the data and the vendor keeping a copy are different things, and both matter to a buyer. These are the reuse and training clauses as written.
Bluon: a perpetual licence that names AI training
Bluon's app terms take a licence over the equipment records, nameplate images and photographs you upload that names "developing, training, and improving Bluon’s proprietary database, algorithms, and artificial intelligence and machine learning models and tools".
Source: Bluon Mobile App Terms of Use
Zuper: AI training under its AI terms
Zuper's AI terms say: "Your User Data may be used to train and enhance our proprietary AI models to improve the functionality, accuracy, and security of our services."
Source: Zuper AI Terms of Use and Service
Sera: anonymous and aggregated Blind Data
Sera's terms let it own "Blind Data", statistics about how the software is used, provided it is used only in an anonymous and aggregated form.
Source: Sera Terms and Conditions of Service
XOi: aggregated and de-identified information
XOi's terms list "Aggregated, anonymized, or de-identified information derived from platform usage and analytics."
Source: XOi Terms
Successware: shares aggregate information
Successware's privacy policy says it may share aggregate, anonymized or de-identified information about users for any purpose.
Source: Successware Privacy Policy
Exporting HVAC jobs at the end of a contract
Zuper, Sera, XOi, RazorSync and FieldEdge's Flat Rate Mobile terms each name a 30-day window to export after termination. Export your service history before you give notice, not after.