Export appointment details and job records
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:
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Contact details
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Technician details
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Job description
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Administrative notes
These can be exported in CSV or PDF format.
Job records include:
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Contact details
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Technician details
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Job description
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Administrative notes
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Photos
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Signatures
There are two ways to export appointment details in Scheduler:
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From the Scheduler view
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From the Jobs tab
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In Scheduler view, click the job card that you want to export the details for.
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Click the three dots
.
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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:
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From the Scheduler view
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From the Jobs tab
Note
There is a limit of 20MB for job record PDF downloads.
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In Scheduler, click the job card that you want to export the job records.
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Click the three dots
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Either click Export job records as PDF, or, in the Job panel, click VIEW >
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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:
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Open the file with Excel and click the Data tab.
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In the Get & Transform Data group, click From Text/CSV.
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In the Import Data dialog box, locate and double-click the text file that you want to import, and then click Import.
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From the newly opened window, choose Delimited, and for the file origin choose Unicode (UTF-8).
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Click Next.
To export details for dispatched jobs as a CSV file:
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In Scheduler, go to Jobs
.
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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.
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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.