You can download a list of your homeowners from the Members tab of the SmartAC Partner Dashboard as a CSV file. Downloading this list is helpful when you want to:
See which homeowners are on each plan so you can understand your plan mix or follow up with homeowners on a specific plan.
See which technicians have onboarded homeowners so you can track onboarding activity by technician.
Find homeowners who still need to be onboarded so your team can schedule visits and complete their setup.
How to download the list
Open the SmartAC Partner Dashboard.
Navigate to the Members tab.
Select the tab for the list you want to download:
All: all homeowners.
Completed Profile: onboarded homeowners whose nameplate photo has been processed and whose information has been added to their account.
Profile Pending: onboarding homeowners who do not have a nameplate photo uploaded, or whose nameplate photo has not been processed yet.
Canceled: homeowners who have canceled their membership and whose hardware has completed their minimum contract term.
Pending Onboard: homeowners who have been sold a membership but have not yet been onboarded. This tab is only supported through the ServiceTitan integration.
Pending Cancellation: homeowners who have canceled their membership but have not completed their minimum contract term.
Invited Prospects: homeowners who have been sent a text message inviting them to join a membership plan through SmartAC.
Select Export. A CSV file downloads to your computer, and you can open it in Excel or Google Sheets.
What's included in the export
Each row in the file is one homeowner. The file includes the following columns:
Column | What it shows |
NAME | The homeowner's name. |
PHONE | The homeowner's phone number. |
PLAN | The membership plan the homeowner is on, using your company's plan names. |
ADDRESS 1, ADDRESS 2, CITY, STATE, ZIP | The service address for the homeowner's system. ADDRESS 2 holds unit or apartment numbers and is blank when there isn't one. |
CREATED | The date and time the homeowner's account was created in SmartAC. |
ONBOARDED | The date and time the homeowner was onboarded. This is blank if the homeowner has not been onboarded yet. |
ONBOARD TECH | The technician who onboarded the homeowner. This is blank if the homeowner has not been onboarded or if no technician was recorded. |
BREAKDOWN RISK | The system's current breakdown risk: Low, Medium, or High. This is blank if the homeowner has not been onboarded. |
FILTER LIFE | The estimated filter life remaining, shown as a percentage. Homeowners without filter data, such as those who have not been onboarded, show 0%. |
PHOTO | The nameplate photo count for the account, shown as photos uploaded / HVAC systems (for example, 2/1). This is blank if no nameplate photos have been uploaded. |
ST CUSTOMER ID | The homeowner's ServiceTitan customer ID, if you use the ServiceTitan integration. |
BRANCH | The company or branch the homeowner is assigned to. |
Tips for using the list
Plan breakdown: filter or sort the PLAN column to count how many homeowners are on each plan.
Technician onboardings: filter the ONBOARD TECH column by a technician's name to see every homeowner they onboarded.
Who still needs onboarding: download the Pending Onboard or Profile Pending tab, or filter the All export for rows where ONBOARDED is blank.