The account owner can download your records as spreadsheets (CSV files) at any time while your account is open. The files are yours.
One list at a time
- Customers: Export gives name, phone, email, address, notes, whether and when they agreed to marketing, source and more.
- Inbox: Export gives your requests with their status and how they reached you.
- Jobs: Export gives your jobs with day, customer, status and amount.
- Invoices: Export gives invoice numbers, totals, tax, due and paid dates and how each was paid.
Everything
In Settings, under Download your data, press Download all. It includes jobs, estimates, reviews, calls and messages too.
Why export
Before you close your account, for your accountant, or for your own backups. See Export your data or close your account and How do I cancel, and what about refunds?.
Only the owner sees the Export buttons.