Clear Estimates has implemented a new feature to complement the recently installed ‘Export Customer Data’, as well as made an update to include more information in the ‘Export Customer Data’.
You can find this export by heading to your Customers page and scrolling to the very bottom. Click Export Customer Data or Export Project Data and you’ll be able to download a spreadsheet of your customer and project data.
When clicked, a .csv file download will begin. Just open that file and you’ll be able to see a list of your customers, as well as contact information. Or, you’ll see a list of your project information, including actual cost and marked up cost.
Why is this useful to me?
It’s always helpful to have this kind of information in the same place. It’s something our customers have been asking about to help them better analyze data. Customer contact info is great for sending out communication and managing a database of their information for marketing and advertising. Estimate data is great for understanding your markup, how much estimate volume you process and what your goals should be.
We hope you enjoy this new/updated feature!
Thanks for reading!