You can export your Housecall Pro customer list to an Excel or Google Sheets file at any point in time.
***NOTE: Only employees that are listed as Admins will have the ability to download the customer list.***
1. Click the 'Customers' icon in your navigation bar
2. Click the 'More' icon (3 horizontal dots)
3. Select 'Download customer list'
4. Check the email address and click 'Send Me The File' in the 'Download customer list' pop up window
5. You will receive an email from firstname.lastname@example.org shortly after with the CSV file of your customer list.
NOTE: If you do not receive the email within an hour, check your spam folder. If it's not in your spam, please reach out to us through the blue chat bubble.
Check out our tips on how to better connect with your customers.