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.
Note: 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.
How to Export All Data
- On the relevant search page, click reset to clear your search.
- Then click Search to search all data.
- Click the Export to Spreadsheet drop-down in the upper right of the search page frame.
- Click to select the relevant type of export. This will download the .csv file.
How to Export Select Data
- On the relevant search page, enter the search parimeters for your export.
- Then click Search to search the specific data.
- Click the Export to Spreadsheet drop-down in the upper right of the search page frame.
- Click to select the relevant type of export. This will download the .csv file.
Jobs Exports
To export Jobs data, navigate the the Jobs List Page and then follow these instructions. The following types of exports are available on the Jobs List Page:
- Jobs
- Jobs and Appointments
- Jobs and Clock Events
- Jobs and Job Items
- Jobs and Services
Appointments Exports
To export Appointments data, navigate the the Appointments List Page and then follow these instructions. The following types of exports are available on the Appointments List Page:
- Appointments
- Appointments with Services
Quotes Exports
To export Quotes data, navigate the the Quotes List Page and then follow these instructions. The following types of exports are available on the Quotes List Page:
- Quotes
- Quotes and Services
Deficiencies Exports
To export Deficiencies data, navigate the the Deficiencies List Page and then follow these instructions. The following types of exports are available on the Deficiencies List Page:
- Deficiencies
Invoices Exports
To export Invoices data, navigate the the Invoices List Page and then follow these instructions. The following types of exports are available on the Invoices List Page:
- Invoice Totals
- Invoice Details
Companies Exports
To export Companies data, navigate the the Companies List Page and then follow these instructions. The following types of exports are available on the Companies List Page:
- Companies
Locations Exports
To export Locations data, navigate the the Locations List Page and then follow these instructions. The following types of exports are available on the Locations List Page:
- Locations
- Locations and Recurring Services
- Locations and Assets
- Locations and Contacts
Assets Exports
To export Assets data, navigate the the Assets List Page and then follow these instructions. The following types of exports are available on the Assets List Page:
- Assets
- Assets with Details
- Assets and Deficiencies
Contacts Exports
To export Contact data, navigate the the Contacts List Page and then follow these instructions. The following types of exports are available on the Contacts List Page:
- Contacts
Contracts Exports(customer-specific pricing lists)
To export Contract data, navigate the the Contracts List Page and then follow these instructions. The following types of exports are available on the Contracts List Page:
- Contracts
Users Exports
To export User data, navigate the the Users List Page and then follow these instructions. The following types of exports are available on the Users List Page:
- Users
Vendors Exports
To export Vendor data, navigate the the Vendors List Page and then follow these instructions. The following types of exports are available on the Vendors List Page:
- Vendors
Items Exports
To export Item data, navigate the the Items List Page and then follow these instructions. The following types of exports are available on the Items List Page:
- Items
Google Calendar Exports
This extension allows you to export scheduled jobs for a given technician as a CSV to import into Google Calendar.
ServiceTrade Data Warehouse
ServiceTrade Customers with an Enterprise Subscription will have access to the ServiceTrade Data Warehouse.
Enterprise Customers can access the ServiceTrade Data Warehouse using Amazon QuickSight. By leveraging ServiceTrade's integration with QuickSight, managers, owners, and business analysts can run advanced reports and gain insights into customer service data.
If you are interested in using the ServiceTrade Data Warehouse please contact your ServiceTrade Account Manager.