How do I export all the jobs on my schedule?

You can export visits 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.

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Export scheduled visits

Scheduled visits 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 visit scheduled in that period, for every crew, including skipped visits.
• For example:
  • Week view → exports that week only
  • Month view → exports that month only

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Export unscheduled visits

Unscheduled visits 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 visits, 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