You can export completed visits for one property (and optionally limit by date) so you have a spreadsheet of visit details, including work information. This is useful when you need the “work required” or “work done” text for a specific site over a period (e.g. two weeks).
Steps
Go to the property (site) you want — open it from the property list or search.
In the upper right of the property page, open the dropdown menu (the “more” or three-dots button).
Choose Export completed visits (or “Export completed jobs”, depending on your account wording).
In the modal that opens:
The property is usually already selected when you opened the export from that property’s page.
Set Completed between to your date range (e.g. the last 2 weeks).
Choose whether to Include invoiced visits.
Click Export. A CSV file downloads with one row per completed visit (and extra rows for expense items). Columns include date, property, contact, work done, notes, and other visit details.
Tip
If you don’t set a date range, the export includes all completed visits for that property (up to the system limit). Use the date range to get only the period you need (e.g. the last 2 weeks).