How To Export Jobs

Who can use this?

Platform: Web        Plan: Lite | Pro | Plus        Staff Permission: Scheduling and Dispatch

Instructions

To get started:

  1. Head to the 'Jobs' page.
  2. Then select how you want to filter your jobs for this export.
  3. then either select the specific jobs you want to export or select all.
    (Note: if none are selected it will export all jobs in the selected category including ones not on the current page).
  4. Now Click 'Options' in the top right corner, then 'Export Jobs to File'
    (See below for reference)

    Screenshot 2024-01-08 at 12.30.08 PM.png

 

Additional Information

For more info on Exporting from Tradify, see here: How To Export Invoices

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