Setup
Export customers to a spreadsheet
Owners and admins can download the whole customer list at any time — for a mailing, a backup, or to bring into another system.
How
- On the office web page, open Customers.
- Press Export CSV at the top.
- The file downloads as (your company) customers (date).csv. Open it in Excel, Google Sheets or Numbers.
What's in it
One row per contact. A customer with no contacts still gets one row.
Columns: customer, type, site address, account, billing name and address, parking, entry notes, lead source, referred by, tax-exempt, archived, then the contact's name, role, phone, email, and whether they're the decision maker, billing contact or service contact, and the customer ID.
What's left out
- Door, lock-box and garage codes are never exported.
- Estimates, prices, photos and floor plans aren't in this file.
More in Setup
Start here: setup checklistCreate your company accountApp Lock and Face IDCompany profile and logoYour account: name, password, email, deleteManaging your team on the office web pageServices offeredThe office web pageRate sets: standard and contract ratesPrice one surface the same as anotherSquare-foot pricing: bands or tiersService minimumStairs pricingUpholstery pricingAdd-ons and extra chargesPayment terms and card feesSales tax by stateTravel and mileageBranches, franchises and state licensesProposal wordingLead sourcesPromo codes and employee perk codesBluetooth laser measuresW-9 and insurance certificate for commercial customersPrice sheets to print or exportConnect QuickBooks OnlineEmails when a customer answersWebhooks — send data to Zapier, Make or your CRMInvite your team and choose rolesPrice changes on site — as needed, within a limit, or lockedPermission to scan and photographRequired before sending ("stupid proofing")Screenshots, the security log, and people who leaveTraining coursesCondition charges — wool, woven, soil, petsWalls, countertops and bathroom fixturesPlan & BillingBooking accepted proposals in ZRWare (Zerorez)Automatic follow-ups on proposalsOnline booking, deposits and cancellationsTeam chat — one on one, groups, photos and videosBring your customers in from QuickBooksBring customers in from a spreadsheetPayments — use your own processorWhat you do — setting up your servicesDepartmentsLate fees on overdue invoicesRefunds — card payments and QuickBooksReports and sharingSwitching companiesMonthly goals