This article describes how to:
In Scheduler, you can export appointment details and job records to share with your technicians, colleagues, or customers to account for work that has been carried out.
Appointment details include:
-
Contact details
-
Technician details
-
Job description
-
Administrative notes
These can be exported in CSV or PDF format.
Job records include:
-
Contact details
-
Technician details
-
Job description
-
Administrative notes
-
Photos
-
Signatures
There are two ways to export appointment details in Scheduler:
-
From the Scheduler view
-
From the Jobs tab
-
In Scheduler view, click the job card that you want to export the details for.
-
Click the three dots
.
-
Select either Export details as CSV or Export details as PDF.
When the document is ready for download, a message is displayed, asking you to click DOWNLOAD.
There are two ways to export job records for saved jobs in Scheduler:
-
From the Scheduler view
-
From the Jobs tab
Note
There is a limit of 20MB for job record PDF downloads.
-
In Scheduler, click the job card that you want to export the job records.
-
Click the three dots
-
Either click Export job records as PDF, or, in the Job panel, click VIEW >
-
When the document is ready for download, a message is displayed, asking you to click DOWNLOAD.
To ensure that all information displays correctly when exporting a CSV file with Excel:
-
Open the file with Excel and click the Data tab.
-
In the Get & Transform Data group, click From Text/CSV.
-
In the Import Data dialog box, locate and double-click the text file that you want to import, and then click Import.
-
From the newly opened window, choose Delimited, and for the file origin choose Unicode (UTF-8).
-
Click Next.
To export details for dispatched jobs as a CSV file:
-
In Scheduler, go to Jobs
.
-
Select the jobs you want to export. To select all dispatched jobs on the current page, open the drop-down menu and choose "Ready for export".
Note
You can only do this for one page at a time.
-
Choose EXPORT CSV.
-
In the confirmation dialog box, choose Export.
Learn how to Run a Scheduler technician report.
Learn how to Run a technician status report.