Using the Export Button on Fieldwork lists will generate a CSV file for you to copy and paste data (like email addresses) or create Mail Merge documents for letters, postcards, and mailing labels.
- SALES > ESTIMATES
- SALES > WORK ORDERS
- SALES > INVOICES
- SALES > PAYMENTS
Use any one of the lists on the pages outlined above to export the data you need. You are also able to filter the displayed data by date, status, technician, or service type on most of the lists, so it will only export the specific data you seek.
In addition to the Fieldwork Lists export feature, every report in the system has an Export Button that allows you to view the desired information in a PDF format to print or send it to a CSV file to use as a mail merge document, copy and paste emails into your BCC: line of a Mass Email, or analyze the report data in greater detail.