Data export
Everything you put into Fieldly, back out again — complete, free, and without asking permission.
Why this page exists
Most field-service software makes leaving expensive. Your customer list becomes the reason you cannot switch, and everyone involved knows it. We would rather compete on the product being good.
So: export is free, complete, self-serve, and available even while an account is suspended for non-payment. There is no retention call, no "contact your account manager", and no export fee.
How to get it
Sign in as an owner or admin, then open Settings → Integrations & Keys → Exports. Each dataset can be downloaded immediately as CSV, or emailed to your company address as a secure link.
Emailed links work once and expire after 24 hours. That is deliberate — the link is a credential for your whole customer list, and email is not a private channel. If a link is used or lost, send yourself another.
What is in it
| Dataset | Contents |
|---|---|
| Customers | Account code, name, company, email, phone, service address, plan, status, annual value |
| Jobs | Date, time, customer, assigned technician, service, status |
| Invoices | Invoice code, customer, amount, issue and due dates, status, date paid |
| Chemical logs | Job date, product, EPA registration number, rate, total volume, target pest, treated areas |
The chemical log export is the one worth scheduling regularly. It is the record a regulator asks for, and it is yours to hold rather than ours to hold for you.
Photos, signatures, and everything else
Service photos and captured signatures are not in the CSVs — they are files and images rather than rows. Email us and we will produce a complete archive of them, keyed to the job records, at no charge. A self-serve version of this is on the roadmap; until it ships, a human does it and it takes about a day.
Formats
- CSV — one file per dataset, with a header row. Opens in Excel, Numbers, or Google Sheets; imports into every system we have tried.
- JSON — a full structured snapshot, on request. Useful if you are migrating to another system and want the relationships between records preserved rather than flattened.
If you are leaving
Take the exports first, confirm they contain what you expect, and then close the account. We delete account data within 30 days of a deletion request, and backups age out within a further 30 — so do not rely on us still having a copy afterwards.
If something is missing from an export, tell us. That is a bug, and we will treat it as one.
Questions
Email lou@fieldly.com. During the beta that reaches the founder directly, usually the same day.