Last updated 3 October 2026
These downloads are available in the app, subject to your plan and staff permissions. Reports needs Reports access; financial fields need the corresponding financial permissions. Items and material downloads need access to those screens. Time exports include your own entries unless you have permission to see the whole shop. File exports need permission to export shop files.
| What | Format | Where |
|---|---|---|
| Quotes | CSV · Excel | Reports → New report → choose the data → Run → Download |
| Jobs | CSV · Excel | Reports → New report → choose the data → Run → Download |
| Invoices | CSV · Excel | Reports → New report → choose the data → Run → Download |
| Purchase orders | CSV · Excel | Reports → New report → choose the data → Run → Download |
| Product report fields | CSV · Excel · PDF | Reports → New report → Products |
| Items | CSV | Catalogue → Items → select rows → Download CSV |
| Customer report fields (not a full contact backup) | CSV · Excel · PDF | Reports → New report → Customers |
| Materials and stock | CSV | Catalogue → Materials → select rows → Download CSV |
| Timesheets | CSV | Time → choose dates → Export CSV |
| Profit analytics | CSV | Reports → Profit analytics → Export CSV |
| Job and quote files (up to 500 MB per ZIP) | ZIP | Settings → Plan & billing → Your data |
| Quotes, invoices, POs as documents | On the record |
For reports, choose the data, fields and filters, run the report, then download the result. This exports the selected report fields, not a complete backup of every related record. For files, request a ZIP in Plan & billing and check its progress there. Downloads are limited to 500 MB per ZIP; we also try to email a link to the progress screen. If a download expires or your files exceed the limit, contact us.
No system is perfectly secure and we won't claim otherwise. Found something? Tell us.
Fair question for a small company. We won't claim we're too big to fail — we're a small Australian business and you can see that.
Yes, for most of it. Customers and suppliers currently need a request; that export is in development.
CSV and Excel for records, PDF for documents, a plain ZIP for files. Nothing proprietary.
Your job files and artwork are in Australia — held in one provider's Oceania region and backed up nightly to a second provider in Sydney. The database is currently hosted in Tokyo; moving it to Sydney is planned.
The database every night, with seven nights kept. Files nightly, to a second provider in Australia.
Yes — at the database level, using row-level security, not by filtering on screen.
We do not fine-tune models on your shop records or show your account in demonstrations. AI features send the relevant information to hosted providers for processing. Feedback, ratings and interaction context may be retained to evaluate improvements, without automatically training a shared model. Ask us to exclude your shop from the feedback set; see Privacy for details.
It's deleted automatically 30 days after your account closes, expired trials included. Staff logins that belonged only to your shop go with it; anyone who also belongs to another shop keeps their login there.
Yes. Email us and we'll remove your shop's data.
See also our Terms of Service and Privacy Policy. Questions about any of this, email [email protected].