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
Export appointment details
There are two ways to export appointment details in Scheduler:
From the Scheduler view
From the Jobs tab
Scheduler view
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.
Jobs tab
Click the Jobs tab
.
Beside the appointment 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.
Export job records
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.
Scheduler view
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.
Jobs tab
Click the Jobs tab
Click the job card, and then 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.
Open a CSV with Excel
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.
Export details for multiple jobs
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.