| Housecall Pro | - Customer list
- Jobs
- Estimates
| - A customer keeps its name, how to reach it, its addresses and its labels.
- Notes and activity history do not come across.
- Photos, signed forms and attachments do not come across.
- Your download does not carry the files themselves.
- A file of jobs holds one row per visit and repeats the customer on every row of theirs.
- Line items, checklists, time on site and the crew who attended do not come across.
- An estimate keeps its name, its customer, its dates, its money and its lines.
- The way out here is three separate files rather than one: the customer list, the jobs and the estimates.
- Each of the three is sent to you by email rather than downloaded on the spot, so give it a few minutes before you go looking.
- If a report will not run across your whole history, ask for it a year at a time and drop the pieces in together.
- Turn on every column the report offers before you save it.
- A photo library of tens of thousands of pictures is bigger than one move.
- Photos and files come over on their own.
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| JobNimbus | - Report you build yourself
| - A customer keeps its name, how to reach it, its addresses and its labels.
- Notes and activity history do not come across.
- There is no way to send your whole account out of this one, and the people who make it say so themselves.
- Attachments come down one record at a time.
- Photos, signed forms and attachments do not come across.
- Your download does not carry the files themselves.
- Build a report with every column it will let you add, save it out, and drop it in here.
- Jobs live in a report of their own here.
- A photo library of tens of thousands of pictures is bigger than one move.
- Photos and files come over on their own.
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| Jobber | | - A customer keeps its name, how to reach it, its addresses and its labels.
- Notes and activity history do not come across.
- The client list is the whole of the documented way out.
- Photos, signed forms and attachments do not come across.
- Your download does not carry the files themselves.
- A file of jobs holds one row per visit and repeats the customer on every row of theirs.
- Line items, checklists, time on site and the crew who attended do not come across.
- The client list comes out 1,500 rows at a time.
- Only an owner or an administrator can send the client list out, so ask one of them if you cannot find the option.
- A jobs report saved out of the reporting screen is one row per visit rather than one row per customer.
- A photo library of tens of thousands of pictures is bigger than one move.
- Photos and files come over on their own.
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| ServiceTitan | - Customer list saved out of a search
| - A customer keeps its name, how to reach it, its addresses and its labels.
- Notes and activity history do not come across.
- We read the customer list and nothing else.
- Photos, signed forms and attachments do not come across.
- Your download does not carry the files themselves.
- Filter your customers to the ones you want, then save the result out of the search.
- Most of what this one can send out goes to a ledger rather than to you, so the customer list is the part worth taking.
- Cancelling here is a conversation with your account contact and there is no step in it that hands you your data.
- A photo library of tens of thousands of pictures is bigger than one move.
- Photos and files come over on their own.
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| Service Fusion | - Custom reports only, on the published account of a competitor who went and checked.
| - Anything nobody can build a report for stays where it is.
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| Swept | - No download of your customers, your locations or your work orders is published. What exists is reports.
| - Your customers and your work orders, because no download of either is offered.
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| Janitorial Manager | - Nothing about taking your own records out appears anywhere on the public site.
| - Nothing is published, so nobody can tell you what a download would leave behind.
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| CleanGuru | - Nothing about taking your own records out appears anywhere on the public site.
| - Nothing is published, so nobody can tell you what a download would leave behind.
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| Buildertrend | - Unknown. The published help centre could not be reached at all, so treat this as unanswered rather than as a no.
| - Unknown, and we will not guess. Ask them for a download and send us whatever comes out.
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