ServiceTrade currently offers rich exports of most of your data. These exports are .csv files, which may be opened in Excel, LibreOffice, Google Sheets, Apple Numbers, or similar software. They may also be printed once opened in a spreadsheet program. Printing exports/reports directly from ServiceTrade is not supported.
Exports are generally found wherever you can search. Below we cover which exports are available and where. On each given search page, you will want to, in most cases, search first to narrow down what you are looking for, then choose "Export to Spreadsheet" in the upper right of the search page frame.
Data Types Available for Export
- Jobs and Appointments
- Jobs and Clock Events
- Jobs and Job Items
- Jobs and Services
- Appointments with Services
- Quotes and Services
- Invoice Totals
- Invoice Details
- Locations and Recurring Services
- Locations and Assets
- Locations and Contacts
- Assets with Details
- Assets and Deficiencies
Contracts (customer-specific pricing lists)
- This extension allows you to export scheduled jobs for a given technician as a CSV to import into Google Calendar.