How to Export a Parts List to Excel

WeSuite

September 30, 2020 15:55

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.