Instructions
- Head to the Jobs page.
- Filter or search for the jobs you want.
- Select the specific jobs you want to export or select all on the page.
(Note: if none are selected it will export all jobs in the selected category/filter including ones not on the current page, e.g. if the filter is set to all jobs, the export will include all jobs in the downloaded file). - Select Options in the top right corner, then select Export Jobs to File.
(See below for reference)
Note: The job export covers job details only. Job notes and files (such as photos and attachments) aren't included. You can view and download these individually from each job's Notes tabs.
Additional Information
For more info on Exporting from Tradify, see here: How To Export Invoices
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