You can download the list of products and labor items in a project to a CSV and a PDF file. These files can help you go through the Bill of Materials (BoM) and order products required for the project, if you are not using the Purchase Order functionality on Cloud. You can also send these files to installers and other team members to prepare to execute the project.
CSV vs PDF
The downloaded CSV file contains products and labor items along with the following details:
Name, brand, part number, and supplier
Category, location, system, and phase
Quantity, pricing details, discount, and labor hours and price
Change order details and purchase order details if the products are part of any change order or purchase order
Current order status and install status
You can use the native capabilities of Microsoft Excel to analyze the data in the CSV file.
The downloaded PDF file, named "Installer Report," contains product quantity and labor hours, and labor items in the project.
Export all products
To export all products, go to the Project Details view, click the 3-dot menu, and click "Export items to CSV" or "Download installer report," depending on what you want to download.
For the installer report, you can click "Settings" and download the report with products grouped by a selected grouping. You can also select just products, just labor, or both.
Download selected products
You can export a list of selected products for installers if:
You want to use different installers for different systems
You want to share the product list by phase.
You want to share the product list by the order status or the install status of the product.
Go to the "Item Status" tab in the Project Details view.
Here, you can use the following to filter the list of products:
Phase selector dropdown
Ordering or Scheduling view
Filters
Once you have filtered the products, select them and click "Download" under the "Order" or "Schedule" view.
