Can I download all my customer data?

SortScape allows you to download your customer data and your schedule as a CSV file. This format is compatible with Excel and other apps out there should be able to import your data using those files.

Administrators can also export:

• Customers (contacts)
• Properties
• Employees
• Quotes (from the Quotes screen — see How do I export quotes?)
• Visits (from the schedule)
• Issues

If you are looking for a way to download your customer data for backup purposes you can also use those CSV exports.