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You can export all of your customer information from FieldPulse as a .CSV. To perform an export, click on Customers in the left side menu. On the Customers page, click Export at the top right. Permission required: Only users with an Admin role can export customers. Untitled step As soon as you click the Export button it will initiate the export and you’ll see the first (top) message pop up at the bottom right of the screen. After the export has completed, the second message will appear on your screen. Untitled step You will receive an email similar to the one below to the email address registered with FieldPulse. Click the attachment to view and save it to your computer. Untitled step
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Data Imports & ExportsExporting Estimates & InvoicesImporting CustomersFranchise: Roll-Up ReportingFieldPulse Payments