How to Export a Parts List to Excel

  • Navigate to the estimate screen of the Job.
  • On the bottom of the screen, go to the Equipment tab
  • Right click on equipment window
  • This should export to the default location.  If the default location is not set or is invalid, change it in Tools > My Settings
  • Click on the Options tab.  In Options, double click on the box below “Default Export Location” to edit the path.
  • The exported excel document should open after you click export.  If not, the file will be located in the default export location.
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