The industries we serve

Each page covers the records that tend to count in that industry and the concern owners there raise first.

Firms that sell expertise keep much of it in writing: how work is scoped, how problems are solved and how projects are handed over. This group covers professional services and software businesses. Insurance and finance companies can include their operating routines, with customer account and policyholder data removed or de-identified.

Coordination between plants, warehouses, carriers and customers leaves a detailed trail of problems and fixes. Manufacturing and logistics are covered on their own pages above. Distributors hold similar records, such as order revisions, backorders, returns and supplier terms.

Healthcare organizations, law firms and accounting practices hold records owned by their patients and clients. Each practice settles scope with its counsel, and data on clients and patients never goes in. We do not advise on whether licensing is permitted for any practice. See accounting practices and law practices.

A field business keeps detailed notes on how every job was won and closed out, frequently spread over several tools. On-site decisions live in quotes, dispatch notes and callbacks, and they rarely appear in public text. This group includes construction, HVAC and home services, two of which are covered above.

Select Other when you fill in the form. Nothing changes about how either one works. Most qualifying companies employ 20 or more people full time, have operated for three years or longer and keep records in business software. Smaller teams with years of history may still qualify, so it is worth asking.