Find and export
your FieldEdge data.

1. 1Open the customer, work-order and invoice reports available to your account.
2. 2Expand each date range to cover the retained years and remove filters that would omit relevant work.
3. 3Record detail-row counts for each type, excluding report headers and summary rows.
4. 4Ask the administrator or FieldEdge support to confirm a complete count when a report is limited.

Report in records, separating customers, work orders, invoices and quotes. Describe equipment records and job photos where available.

Give the oldest included service date and staff account count. Identify any limited report window or sampled estimate.

1. 1Ask FieldEdge support for the supported export of the required customer and work-order history.
2. 2Specify the invoice, quote and equipment data needed, along with the full date range.
3. 3Confirm the format, columns and whether a long history should be split into yearly batches.
4. 4Arrange a separate download of work-order photos and keep their record identifiers.

Public product pages describe reporting features but do not establish every account's export format or limit. Confirm those details through support.

A list export and attached field files can cover different parts of the account.

Work orders can connect equipment symptoms with the service performed and the resulting invoice.

Dispatch and technician history can provide examples of how a service business organizes and completes jobs.

Choose the service records and files in scope, with payment, customer and personnel fields reviewed separately.

Telegraph Lab reviews the proposed material with you and agrees how sensitive information will be handled. Preparation can include excluding material, redacting details and replacing personal identifiers. Your company keeps ownership; the licensing agreement defines the material, permitted uses and authorized recipients.