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Exporting Estimates & Invoices
Updated over a week ago

To export your estimates or invoices, select Estimates or Invoices in the left-side menu, then click Export. You will receive an email to your FieldPulse account email address with the report.

Click on Export

The spreadsheet will contain the following fields:

  • Number

  • Status

  • Team Member

  • Customer

  • Project

  • Job title

  • Sent date

  • Due date

  • Amount

For more detailed reporting on estimates and invoices, visit the Reporting Collection.

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