Skip to content
Start free trial

FAQ - How do I export job information for a specific customer?

Last updated:

You can export completed jobs for one property (and optionally limit by date) so you have a spreadsheet of job details, including work information. This is useful when you need the “work required” or “work done” text for a specific site over a period (e.g. two weeks).

This export covers completed jobs and the value of each one. If you instead want a list of all the properties for one client and the current prices you charge, open Properties, search the contact’s name, and click Export. See Can I download all my customer data?.

To check whether completed jobs still need invoicing, open Invoicing → Jobs pending invoicing. See Invoicing customers.

To export completed jobs for all properties at once, use Invoicing → ⋮ → Export completed jobs and leave Property blank.

Steps (one property)

  1. Go to the property (site) you want — open it from the property list or search.
  2. In the upper right of the property page, open the dropdown menu (the “more” or three-dots button).
  3. Choose Export completed jobs.
  4. In the modal that opens:
  • The property is usually already selected when you opened the export from that property’s page.
  • Set Completed between to your date range (e.g. the last 2 weeks). This filters on the date the job was marked complete, not the scheduled date.
  • Choose whether to Include invoiced jobs and / or skipped jobs.
  1. Click Export. A CSV file downloads with one row per completed job (and extra rows for expense items).

CSV columns

Useful columns in the download include:

  • Date — completion date
  • Property, Contact, Work done, Note
  • Note — logged hours with employee names when hours were recorded (for example, 2.5 hrs - John Smith). Those hours sit in one cell per job.
  • Est hours, Est value, Invoiced?, Invoice #
  • Requires invoicing? — true for billable jobs (time and materials or fixed price), false for non-billable jobs. Filter or sort on this column in Excel or Google Sheets when you need a list of non-billable completed jobs (for example, to check nothing was marked non-billable by mistake). Expense item rows use the parent job’s value.

For a complete export of every time block added to jobs (one row per entry, with Hours ID and Job ID), use Detail of hours on jobs under Reports. That is job hours on completed jobs, not timesheet hours.

Default filter

Unless you check Include invoiced jobs, the export only includes jobs not yet marked invoiced.

There is no separate crew column. For assigned crew and scheduled-week reporting, use Schedule → Tools → Export → Scheduled instead (How do I export all the jobs on my schedule?).

Tip

If you don’t set a date range, the export includes all completed jobs for that property (up to the system limit). Use the date range to get only the period you need (e.g. the last 2 weeks).

If your crews often complete last week’s scheduled work in the following week, jobs will not appear in a “completed last week” export until they are marked complete. Export the scheduled week from Schedule → Tools → Export → Scheduled instead, then filter in Excel on Resolution date or Resolved? (How do I export all the jobs on my schedule?).