Not a window cleaner? Where this guide says round, you'll see route. It works the same way. You can change the word in Settings, then Scheduling.
Before you start
The list follows what Customers is showing. To download only some customers, search or filter first, for example by tag, area or status.
- Open Customers. Leave every customer unticked.
- Choose Export CSV. It says Preparing… while it makes the file, then saves it to your computer.
- For one round, open Schedule, choose Rounds, open the round and choose Export CSV.
What's in it
One row for each service: the customer's name, email, phone and notes, the address and access notes, their reference, the service, how often, the next visit, the round and the price. It opens in Excel, Google Sheets and Numbers. Gate codes are never in it.
To print a round's list, download it and print the spreadsheet.
If you tick customers first, the button becomes Download handover file, for passing them to another business. See Hand customers to another business. For everything at once, use Download your data.
What happens next
Every download is kept in the audit log: who, when and how many rows.
If something goes wrong
- “The file couldn’t be made. Check your connection and try again.”: check your connection and choose Export CSV again.
- “It leaves out prices, because you don't have Money.”: ask the owner to download it if you need the prices.
Who can do this
The owner, and managers who can see and change customers. Prices are in the file only for the owner and managers with Money.
Still stuck? Send us a message.
