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 in the export

Every scheduled export has these columns, in this order:

• Job ID
• Address, then the suburb and postcode (headed Suburb and Postcode in Australia and New Zealand, Town/City and Postcode in the UK)
• Contact, Email, Mobile, Phone: the property’s contact
• Repeating, Repeat frequency, Repeat interval: whether the job repeats, and how often
• Resolved?, Resolution status, Resolution date: completion status and when the job was marked done
• Due date
• Scheduled date: when the job was on the calendar
• Estimated time, Actual time
• Estimated value
• General instructions: the property’s general instructions
• Work required
• Employees scheduled: crew members assigned to the job run
• Job tags: the tags on each job, separated by commas. Exports made before October 2026 called this column Visit tags, so update any spreadsheet or formula that looks for the old name.

Some columns are added at the end, depending on how your account is set up:

• Hourly rate: when you set hourly rates on jobs.
• Requires invoicing? and Time and materials?, or on older accounts Invoicing basis and Fixed price details: when invoicing is turned on.
• Billing reference: when you create invoices in SortScape.
• Time spent: when day sheets are turned on. Each cell lists the logged hours with employee names. 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