Find and export
your Housecall Pro data.

1. 1Use an Admin account.
2. 2Open Jobs, remove date and status filters that would omit the history in scope, and choose Actions → Export.
3. 3Confirm the recipient email and select Send File.
4. 4Repeat for Customers and the relevant Estimates list, then count rows in each CSV.

Report in records, with jobs, estimates and customers listed separately. Mention invoice PDFs, equipment history and attached photos where retained.

Use the earliest relevant dates in the exports and count staff with logins, including field users.

1. 1Adjust the list columns and filters to cover the required fields and history.
2. 2Export the jobs, customers and estimates lists and download the emailed files.
3. 3Open each job or estimate's Attachments area and download the relevant files.
4. 4For a larger extraction, ask the administrator to check your plan's public API access and the records it supports.

Customer and job exports arrive by email as CSV files. Check spam or contact support if the expected export does not arrive.

Attachment downloads and invoice PDFs have separate scopes. Keep them linked to the originating records.

Job histories can connect scheduling and estimates with the work completed for a customer.

Technician notes and images can help explain the practical steps behind a service outcome.

Select the jobs, customers and files relevant to the proposed dataset, with personal and payment details 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.