Exporting your data
Your data is yours. Any time — during your trial, on the paid plan, or after cancelling — you can download it as CSV files for your accountant, your CRM, or a backup.
Open Settings → Data export and pick the data set you want:
- Customers — one row per customer with name, email, phone, address, postcode, Instagram handle and notes summary.
- Enquiries — every enquiry with status, source, contact details and raw message.
- Bookings — dates, statuses, linked customer and enquiry, notes.
- Quotes — every quote with reference, total, VAT, payment schedule, valid-until, status.
- Invoices — every stage invoice with reference, amount, paid method, timestamps.
- Jobs — every job with reference, scheduled date, status, linked quote.
Each download is a well-formed CSV, opens straight into Excel, Numbers or Google Sheets, and is guarded against formula-injection tricks so it's safe to open.
Frequency
You can export as often as you like. There's no rate limit for now, but if you're pulling every day for automation, drop a line to help@tradesops.uk — a proper API is on the roadmap and we'd rather help you access it that way.
After you cancel
If you cancel your subscription, your dashboard becomes read-only at the end of the billing period, and stays that way for 60 days. Data export works throughout that window. Set a reminder to download everything before the 60 days are up if you want a copy for your records.
See Cancelling your subscription for the full timeline.
Related
Stuck? Email help@tradesops.uk.