How do I export all the jobs on my schedule?

You can export jobs from the Schedule page as a CSV file for use in Excel or other spreadsheet apps.

Note:

• Exporting is only available on desktop (larger screens).
• Only administrators can export data.

Scheduled date vs completion date

This export filters by scheduled date — the date the job appears on your calendar — not by when it was marked complete.

• Use Schedule → Export → Scheduled when you want every job planned for a week (including incomplete, skipped, and late completions once marked done).
• Use Export completed jobs (from a property or from Invoicing) when you want jobs marked complete in a date range. See FAQ - How do I export job information for a specific customer?.

If your crews run a week behind, export the scheduled week the work was planned for, then filter in Excel on Resolution date or Resolved? to see when jobs were actually completed.

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Export scheduled jobs

Scheduled jobs are those assigned to a specific date on the calendar.

1. Open Schedule
2. Use the date controls to select the day, week, or month you want
3. Click Tools
4. Under Export, click Scheduled Your file will download as a CSV.

Important:

• This csv export includes every job scheduled in that period, for every crew, including skipped jobs.
• For example:
  • Week view → exports that week only
  • Month view → exports that month only

Columns useful for crew reporting

The scheduled export includes columns such as:

• Employees scheduled — crew members assigned to the job run
• Scheduled date — when the job was on the calendar
• Resolved?, Resolution status, Resolution date — completion status and when the job was marked done
• Time spent — logged hours with employee names (when day sheets are enabled). All time blocks for that job sit in one cell, so it is hard to match a single later-added block in Excel.

For a spreadsheet with one row per time block (Hours ID and Job ID), use Detail of hours on jobs on the Reports screen. See Running business reports. That export is hours logged on completed jobs, not timesheet hours.

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Export unscheduled jobs

Unscheduled jobs are those in the Unscheduled column (not yet assigned to a date).

1. Open Schedule
2. Click Tools
3. Under Export, click Unscheduled Your file will download as a CSV.

Important:

• This export includes all unscheduled jobs, regardless of the current date view

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Open the export file

You can open the CSV file in:

• Microsoft Excel
• Google Sheets
• Apple Numbers