FieldInsight only stores your data while you use our program. We are firm believers that it is your data and you can export it at any time, as many times as you like.
We have export options for the following area's of FieldInsight.
In the reports (Quotes, Invoices, Reports, Bills, Project Performance, timesheets) it will be Download CSV
There are three options for All, Found and Selected
Option 1) All
Select the Download CSV button
Select Download all
You will automatically be taken to the file being downloaded
The file will look like this
Option 2) Found
By using the search or advanced search you are able to download subsection of the reports you are looking for.
Invoices/Quotes/Reports in a specific state.
Customers you did service work for last winter
Invoices/Quotes/Reports that were done over a date range
Invoices/Quotes/Reports for a specific site
Select the search you want
I am going to search for invoices for a specific customer under the Advanced Search option
You can now Download them
Option 3) To export Selected groups, check the box beside each item you want to export. Click the 'Export' button and click 'Selected'.
Then you can export them
This advanced search under Invoices is a good way to know your margins and profitability for a customer.