- 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.
How to Export a Parts List to Excel
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