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OrmiOrmi
Where Field Service Runs
OrmiOrmi

  • Platform

    • Download Ormi Field
      iOS, Android, desktop
    • Features
      Everything on one plan
    • Work Network
      Jobs near you, no lead fees
    • Post a Job
      Free homeowner requests
    • Services
      What Ormi does, top to bottom
    • Integrations
      14+ tools, no upcharge

    Insights

    • Analytics
      Real-time revenue + AR + mix
    • Use Cases
      Who uses Ormi, how

    Experience

    • Why Choose Us
    • Our Process
    • Demo
      See it in 3 minutes

    See it live

    3-minute product tour

    Dashboard, scheduling, mobile app — everything you need to run a shop in one walkthrough.

    Or start free — 15 days on us

  • By Trade

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    • All trades

    Custom fit

    Built for your trade

    Each trade page shows how Ormi fits that specific workflow — forms, pricebooks, and rhythm.

    Or start free — 15 days on us

  • Pricing & Savings

    • Pricing$25 per field tech, office free
    • Savings CalculatorRun the math in 30s
    • Migrate to OrmiFrom any platform

    vs Competitors

    • vs ServiceTitan
    • vs Housecall Pro
    • vs Jobber
    • vs FieldPulse
    • vs FieldRoutes
    • vs Buildertrend
    • All comparisons

    Pick your path

    • Start free — 15 days on usNo credit card
    • Book a 3-min demoSee the product fast
    • Talk to a humanReplies in 24h

    The Promise

    $25 / field technician

    Office staff are free. Your first 15 days are on us, with unlimited jobs.

    Or start free

  • Content

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    • All ResourcesFull content hub

    Help

    • Help CenterArticles + keyboard shortcuts
    • FAQ
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    Reading list

    Switching from ServiceTitan

    Our migration playbook walks through every step — export, import, and live in under an hour.

    Or browse the blog

  • Company

    • About OrmiWho we are + what we're building
    • Our ManifestoWhat we believe
    • CareersWe're hiring
    • Contact usSales, pricing, migration

    Careers

    Help build the next 10 years of field service software

    Small team, opinionated, remote-friendly. If shipping matters more than titles to you, we want to talk.

    See open roles

    Or read our manifesto
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Ormi

Menu

    • Download Ormi Field
    • Features
    • Work Network
    • Post a Job
    • Services
    • Integrations
    • Analytics
    • Use Cases
    • Why Choose Us
    • Our Process
    • Demo
    • HVAC
    • Plumbing
    • Electrical
    • Remodeling
    • Appliance Repair
    • Roofing
    • Lawn Care
    • Pool Service
    • Pest Control
    • Handyman
    • All trades
    • Pricing — $25 per field technician
    • Savings Calculator
    • Migrate to Ormi
    • vs ServiceTitan
    • vs Housecall Pro
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    • vs FieldRoutes
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Browse all topics›
  • Getting started
    • Set up your company: the owner guide
    • Invite your team
    • Connect payments (Stripe)
    • Keyboard shortcuts
  • Customers and locations
    • Add a customer
    • Add and manage service locations
    • Import customers from a spreadsheet
  • Jobs and scheduling
    • Create, dispatch, reschedule and reassign: the dispatcher guide
    • Create a job
    • Dispatch a job to a technician
    • Reschedule or reassign a job
    • Job statuses and what they mean
    • Texts and emails customers get about their job
    • Cancel or delete a job
  • Estimates, invoices and payments
    • From estimate to paid invoice: the office guide
    • Create and send an estimate
    • Turn an accepted estimate into a job or an invoice
    • Create and send an invoice
    • Record a cash, check or card payment
    • How customers pay an invoice online
    • Chase an unpaid invoice
    • Refund a payment
  • Technician mobile and offline
    • Install the Ormi Field app and sign in
    • Start and finish a job from your phone
    • Work offline and sync later
    • What a job needs before it can be completed
    • Take a payment in the field
    • Live location sharing: when it runs and how to stop it
  • Team and roles
    • Roles and permissions
    • Field access and billing
  • Integrations
    • Connect QuickBooks Online or Xero
    • See your Ormi schedule in Google Calendar
    • Export your data
  • Troubleshooting
    • A technician can't see a job on their phone
    • Changes made offline are not syncing
    • Can't sign in
  • Billing and plans
    • How Ormi billing works
    • Which technicians count on my bill?
    • The 15-day free trial
/

  • Getting started
    • Set up your company: the owner guide
    • Invite your team
    • Connect payments (Stripe)
    • Keyboard shortcuts
  • Customers and locations
    • Add a customer
    • Add and manage service locations
    • Import customers from a spreadsheet
  • Jobs and scheduling
    • Create, dispatch, reschedule and reassign: the dispatcher guide
    • Create a job
    • Dispatch a job to a technician
    • Reschedule or reassign a job
    • Job statuses and what they mean
    • Texts and emails customers get about their job
    • Cancel or delete a job
  • Estimates, invoices and payments
    • From estimate to paid invoice: the office guide
    • Create and send an estimate
    • Turn an accepted estimate into a job or an invoice
    • Create and send an invoice
    • Record a cash, check or card payment
    • How customers pay an invoice online
    • Chase an unpaid invoice
    • Refund a payment
  • Technician mobile and offline
    • Install the Ormi Field app and sign in
    • Start and finish a job from your phone
    • Work offline and sync later
    • What a job needs before it can be completed
    • Take a payment in the field
    • Live location sharing: when it runs and how to stop it
  • Team and roles
    • Roles and permissions
    • Field access and billing
  • Integrations
    • Connect QuickBooks Online or Xero
    • See your Ormi schedule in Google Calendar
    • Export your data
  • Troubleshooting
    • A technician can't see a job on their phone
    • Changes made offline are not syncing
    • Can't sign in
  • Billing and plans
    • How Ormi billing works
    • Which technicians count on my bill?
    • The 15-day free trial
  1. Help Center
  2. /Integrations
  3. /Export your data

Export your data

Download customers, jobs, invoices and reports as CSV, Excel or PDF whenever you want.

For
Owner, Admin, Office staff
Where
Web app
Updated
October 16, 2026

Before you start

  • Your role can view the list you want to export.

Export a list#

  1. Go to Customers, Jobs or Invoices.
  2. Open the More actions menu and click Export.
  3. Choose CSV or Excel, tick the Fields to Export (or Select All), and tick Export filtered results only to export just what you have filtered.
  4. Confirm. You will see "Export completed successfully".

Export a report#

  1. Under Reports, open the report, for example Jobs, Revenue or Technicians.
  2. Use its Export menu: Export as PDF, Export as Excel or Export as CSV.
  3. Past exports are listed under Reports, Export History.

What if this fails?

There is no export on the page I'm looking at.
Not every page has one yet (for example payment transactions). Export the related list or report instead, or contact us.

Related tasks

  • Import customers from a spreadsheetCustomers and locations
  • Connect QuickBooks Online or XeroIntegrations

Still stuck?

If you already use Ormi, the ? button in your dashboard sends a question to our team with your account attached. Otherwise:

Phone
(972) 944-0404
Email
[email protected]
Message
Contact page

On this page

  • Export a list
  • Export a report
  • What if this fails?
  • Related tasks
OrmiOrmi

Field service management software for HVAC, plumbing, electrical, remodeling, and every trade in between.

  • (972) 944-0404
  • [email protected]
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