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

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You can export completed visits for one property (and optionally limit by date) so you have a spreadsheet of visit 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 visits 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 visits still need invoicing, open Invoicing → Visits pending invoicing. See Invoicing customers.

To export completed visits for all properties at once, use Invoicing → ⋮ → Export completed visits 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 visits (or “Export completed jobs”, depending on your account wording).
  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 visit was marked complete, not the scheduled date.
  • Choose whether to Include invoiced visits and / or skipped visits.
  1. Click Export. A CSV file downloads with one row per completed visit (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)
  • Est hours, Est value, Invoiced?, Invoice #
  • Requires invoicing? — true for billable visits (time and materials or fixed price), false for non-billable visits. Filter or sort on this column in Excel or Google Sheets when you need a list of non-billable completed visits (for example, to check nothing was marked non-billable by mistake). Expense item rows use the parent visit’s value.

Default filter

Unless you check Include invoiced visits, the export only includes visits 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 visits 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, visits 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?).