ContractorTools allows you to export cost item data from job estimates, job templates and custom costbooks to a spreadsheet.
One reason you may want to do this is so you can edit the cost amounts in the spreadsheet and then re-import the spreadsheet. This gives you a quick and easy way to update the costs without having to edit them in ContractorTools by selecting each item in the job estimate, template, or custom costbook .
To export from a job
To export cost items from a job, select "Jobs" in the main menu, select the job you want to export from, select "Estimate", then "Document", then "Export".
To export from a job template
To export from a job template, select "Job Templates" in the main menu, select the job template, select "Estimate", then then "Document", then "Export".
To export from a custom costbook
To export from a custom costbook , select "Custom Costbooks" in the main menu, select the costbook, then select "Export".
When you export item cost data from a job, job template, or custom costbook, the exported data is formatted - arranged in columns - so that it can be imported back into a job, job template or custom costbook in ContractorTools. Please see this article for information on importing item cost data into ContractorTools.
Important Information About Data Encoding
Please see this article for important information about data encoding in data imported into ContractorTools.