An employee listed as an Admin signs in on the web, selects Customers in the left navigation bar, clicks the Actions button on the right of the screen, selects Export, confirms the email address in the export window and clicks Send file. Housecall Pro emails a CSV of the customer list from notifications@housecallpro.com. The job list comes out the same way: Jobs in the left navigation, then Actions, then Export, then Send File. Only employees listed as Admins can export the Customers and Jobs lists.
What it holds
Customer records with contact details and service addresses, and job records with their schedule, line items and status.
Find the size
Housecall Pro prints no storage figure or record total on the export screen. Count the rows of the emailed customer CSV and the emailed jobs CSV.
What to enter on the form
Housecall Pro in records, and the year your company started using it. Seller form