// TRADIFY EXPORT DATA
Tradify export data: what comes out, and what you have to ask for
Most of a Tradify account exports itself, as CSV files, from inside the app. Two things do not. Tradify's help centre states that forms and compliance certificates cannot be exported in bulk. Job notes and files, which Tradify describes as including photos and attachments, are excluded from every one of those CSV exports, and Tradify's answer for a full copy of them is to contact its support team.
// WHAT TRADIFY GIVES YOU
What you can export from Tradify yourself
Tradify documents a proper set of CSV exports and puts them all on one help centre page, which it maintains. Every one is a manual run you start, and every one produces a spreadsheet rather than a package of files.
From the Jobs page: filter, tick the jobs you want, then Options and Export Jobs to File. Quotes, invoices, enquiries, purchase orders and bills each have their own export, run from their own page, and the control is not always the same one: the quotes export, for instance, runs from an Export icon rather than the Options menu.
Customers, customer sites, suppliers and supplier price lists each have their own export, and price list items can come out as a CSV of every item.
Timesheets are their own route rather than a column inside the job export, so a full picture of hours worked has to be pulled separately from the job history.
One warning from Tradify's own instructions is easy to skim past. On the jobs export it notes that "if none are selected it will export all jobs in the selected category including ones not on the current page". That is usually the behaviour you want when you are leaving. It is not the behaviour you want when you meant to pull a single month.
// THE FINE PRINT, FROM THE DOCS
What the exports leave behind
None of this is hidden and none of it is a scandal. Tradify states each of these plainly on its own help centre page, which was showing as updated 26 days earlier when we read it on 31 August 2026. The reason to spell them out is that all four land on the same day: the day you decide to leave.
"Forms and Certificates (such as gas safety certificates, electrical certificates, and other compliance documents) cannot be exported in bulk." Tradify adds that each one "needs to be downloaded individually from within the relevant job under the Forms & Certs tab". For a gas fitter or a sparkie with years of certificates behind them, that is the single biggest line item in a switch.
Source: Tradify Help Centre, "Exporting Or Deleting Your Data From Tradify"
"Job notes and files (like photos and attachments) aren't included in the exports above, which only cover job, quote, and invoice details." You can still get them. Tradify says you can "view and download notes and files individually in each job's Notes and Files tabs", and for the whole lot it says "For a full copy, please contact our support team". So this is a support request, not a dead end.
Source: Tradify Help Centre, "Exporting Or Deleting Your Data From Tradify"
"Service Reminders cannot be exported in bulk." Tradify points you to the Service Reminders section to view, filter and manage them instead. If recurring maintenance is a real part of your revenue, that list has to be rebuilt by hand on the other side.
Source: Tradify Help Centre, "Exporting Or Deleting Your Data From Tradify"
"Deleting data in Tradify is permanent and cannot be undone." Tradify pairs its export guidance with its deletion guidance on a single page for exactly this reason, and it recommends "exporting your data regularly using the options above to keep a backup of your information".
Source: Tradify Help Centre, "Exporting Or Deleting Your Data From Tradify"
The pattern is not unique to Tradify. The same shape shows up across trade software, which is why we wrote the equivalent page for the other platform we work in most: ServiceM8 export data walks the same ground, with a different set of documented limits.
// THE ROUTE MOST PEOPLE MISS
The support request, and how to make it count
One sentence on Tradify's help page does the heavy lifting here: "For a full copy, please contact our support team." That sentence is the difference between a history you can keep and a history you have to click through job by job. Treat it as a real step in the switch, with a date on it.
- Ask while the subscription is live. Your login and your support entitlement both end with the subscription, so lodge the request while you can still open the account and check the copy against it.
- Say what you want, in writing. Job notes and files across the full date range, not a sample. Naming the earliest job number and the latest removes the ambiguity.
- Ask what you will get and in what shape. The format, the delivery method, whether filenames carry the job number, and how long the download link stays alive.
- Ask for a timeframe, then diarise it. A copy that arrives after you have cancelled is worth less than one that arrives while you can still check it.
- Check the copy against your job count before you cancel anything. Open a handful of jobs you remember and confirm the files for those jobs are actually in there.
// DO IT YOURSELF
The routine before you switch or cancel
Plenty of trade businesses run this themselves over a couple of evenings and never need anyone's help. The order matters more than the effort.
- Run every CSV export first. Jobs, quotes, invoices, enquiries, purchase orders and bills, timesheets, customers, customer sites, suppliers and price lists. This is the fast part.
- Lodge the support request for the full copy of job notes and files. It has a queue in front of it, so it goes early rather than last.
- Work through the certificates job by job. Under each job's Forms and Certs tab. Do the trades-regulated ones first, because those are the documents you may be required to produce years later.
- Rebuild the service reminder list by hand. Filter the Service Reminders section and copy it out yourself, because there is no bulk export to lean on.
- File the lot in storage the business owns, such as a Google Drive on your own domain, then check a sample of jobs against the originals before you cancel a thing.
If the reason you are exporting is that you are weighing up a move, the numbers matter as much as the data. Our Tradify review covers the current AU plans and where the product is thin, the ServiceM8 versus Tradify comparison pulls together what tradies actually say about both, and if you are looking at the heavier end of the market, Simpro pricing and AroFlo pricing are both quote-only now, which changes how you should approach them.
// THE OTHER OPTION
When it is worth handing the job over
If the routine above covers you, run it and keep your money. Handing it over is worth it when the certificate pile is measured in years rather than months, when the switch has a hard date on it, or when the person who would otherwise do the clicking is the person quoting work. We run the exports, chase the support copy, download the certificates job by job, and land everything in a Google Drive your business owns, named by job number so it is findable in three years.
We build the same kind of archive for trade businesses staying put as for ones leaving. The version we run on the other platform is described on our ServiceM8 backup page, and it is the closest thing to a worked example of what you get.
// QUESTIONS
Straight answers before you ask
Not sure whether the CSV exports cover you, or how much of your job history is going to need a support request? Ask us directly and we'll give you a straight answer, no jargon, no pressure.
Get in touchCan I export all my data from Tradify?
Most of it, yourself, as CSV files: jobs, quotes, invoices, enquiries, purchase orders and bills, timesheets, customers, customer sites, suppliers and supplier price lists. Two things sit outside that. Tradify states that forms and compliance certificates cannot be exported in bulk and have to be downloaded one job at a time. Job notes and files, which Tradify describes as including photos and attachments, are not part of those exports either, and Tradify directs you to its support team for a full copy of them.
How do I export my Tradify jobs to a spreadsheet?
Open the Jobs page, filter the jobs you want, then tick either the specific jobs or all of them, then use Options and Export Jobs to File. Tradify adds one warning worth reading twice: if none are selected it will export all jobs in the selected category including ones not on the current page. Quotes, invoices, enquiries, purchase orders and bills each have their own export, run from their own page, so check the control on the page you are on rather than assuming it matches the jobs route.
How do I get my job photos out of Tradify?
There are two routes and neither is a bulk export. One job at a time, you can view and download notes and files from each job’s Notes and Files tabs. For the whole history, Tradify’s help centre says to contact its support team for a full copy. Make that request while your subscription is still live, not after you have closed the account.
Can I export my compliance certificates from Tradify in bulk?
No. Tradify states that forms and certificates, naming gas safety certificates, electrical certificates and other compliance documents, cannot be exported in bulk, and that each one needs to be downloaded individually from within the relevant job under the Forms and Certs tab. If you hold years of certificates, cost that time in before you set a switching date.
Should I export my data before I cancel Tradify?
Yes, and well before. Tradify states that deleting data in Tradify is permanent and cannot be undone, and a support request for a full copy of your job notes and files has to go in while the subscription is live, because your login and your support entitlement both end with it. Tradify says the same thing in its own words: it recommends exporting your data regularly to keep a backup of your information.
// READY WHEN YOU ARE
Get your Tradify history out before the account closes
Tell us roughly how many jobs are in your Tradify account and how far back the certificates go, and we'll come back with a fixed price to get the lot into storage you own. No pressure, no jargon.
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