Export appointment details and job records

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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

Exporting appointment details

There are two ways to export appointment details in Scheduler, from the scheduler view and from the All jobs tab.

Scheduler view

  1. In the scheduler view, click the job card that you want the details for.

  2. Click the three dots menu three_dots.png
  3. Select either Export details as CSV or Export details as PDF.

When the document is ready for download, a message will appear asking you to click DOWNLOAD.

All jobs tab

  1. Click the All jobs tab all_jobs_tab.JPG
  2. Beside the appointment that you want the details for, click the three dots menu.
  3. Select either Export details as CSV or Export details as PDF.

When the document is ready for download, a message will appear asking you to click DOWNLOAD.

Exporting job records

There are two ways to export job records for saved jobs in Scheduler, from the scheduler view and from the All jobs tab.

Scheduler view

  1. In Scheduler, click the job card that you want the details for.
  2. Click the three dots menu.
  3. Click Export job records as PDF.
  4. Or, in the job panel, click VIEW, then click the three dots menu, and select Export job records as PDF.
  5. When the document is ready for download, a message will appear asking you to click DOWNLOAD.

All jobs tab

  1. Click the All jobs tab.
  2. Click the job card, then click the three dots menu. Select Export job records as PDF.
  3. Or, in the job panel, click VIEW, then click the three dots menu, and select Export job records as PDF.
  4. When the document is ready for download, a message will appear asking you to click DOWNLOAD.

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There is a limit of 20MB for job record PDF downloads.

Opening a CSV with Excel

To ensure that all information displays correctly when exporting a CSV file with Excel, follow these steps:

  1. Open the file with Excel and click the Data tab.

  2. In the Get & Transform Data group, click From Text/CSV.

  3. In the Import Data dialog box, locate and double-click the text file that you want to import, and click Import.

  4. From the newly opened window, choose Delimited, and for the file origin choose Unicode (UTF-8). Then click Next.

Exporting details for multiple jobs

To export details for dispatched jobs as a CSV file, follow these steps:

  • In Scheduler, go to All Jobs.jobtab.png
  • 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.

Bulk_action_drop-down_menu.png

You can only do this for one page at a time.

  • Choose Export CSV.

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  • In the confirmation dialog box, choose Export.

Learn how to Run a Scheduler technician report.

Learn how to Run a technician status report.


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