Finding and exporting your Housecall Pro data

What it holds

Customer details, jobs and estimates retain service history and operational fields. Job invoices and files attached to jobs or estimates remain separate assets from the list exports.

Where Housecall Pro shows the size

1. As an Admin, open Jobs and remove all filters.
2. Use Actions > Export, confirm the destination address and Send File.
3. Repeat for Estimates and Customers, then total data rows across the emailed CSVs.

Plan and admin role. Only Admins export Jobs and Customers or manage API keys. List-export plan restrictions are not specified; the public API requires MAX.

Exporting the full history

1. Use Edit columns before exporting each unrestricted Jobs, Estimates and Customers list through Actions > Export > Send File.
2. For each job or estimate, select files on the Attachments card and use the Download icon.
3. Save required invoice PDFs from their individual job pages.
4. On MAX, create a Read-only key through My Apps > All Apps > API Key Management > Generate API Key for developer retrieval.

List files arrive by email rather than browser download. If missing after an hour, inspect spam and contact in-app support.

Attachments are retrieved per record and invoices individually; no documented account-wide photo download is supplied.

Keys can access the whole account, making Read-only the appropriate scope for extraction. Current listed plans are Basic, Essentials and MAX.

You don't need to run an export to talk to us, and there's no need to clean it first — removing personal data is part of our work.