How to find and export your Housecall Pro data.

Housecall Pro does not show a total data size. Count records by exporting the Jobs, Estimates and Customers lists, which Admin users can send to themselves as CSV files. Report the combined rows as records.

At a glance

Report in: records
Category: Field operations
Checked: September 2026

Check your data

Where Housecall Pro shows how much you have.

Sign in as an Admin. Only Admin users can export the Customers and Jobs lists.
Open Jobs in the left navigation bar. Clear any filters so the list covers every job created in your account.
Click Actions > Export, confirm your email address and click Send File. A CSV arrives from notifications@housecallpro.com.
Repeat from Estimates and Customers in the left navigation bar.
Count the rows in each file and add them together.

Plan and role. List exports require an Admin user. The Housecall Pro help center does not tie list exports to a plan, while API access is limited to the MAX plan.

What to report on the Polyshares intake.

Report Housecall Pro in records. The intake also asks how many years the company has used it and how many seats it has.

Enter the combined rows from the jobs, estimates and customers files as records. Note in the intake which lists you included.

For years in use, sort the jobs file by created or scheduled date and take the oldest date. That is usually close to when your company started on Housecall Pro.

For seats, count the employees on your account who log in, including office staff and field technicians who use the mobile app.

Export the full history.

As an Admin, export the Jobs list with Actions > Export > Send File and no filters applied. Use Edit columns first to include the fields you want.
Export the Estimates list and the Customers list the same way.
For attachments, open a job or estimate, go to the Attachments card, select files with the checkboxes and click the Download icon.
On the MAX plan, an Admin can create a read only key at My Apps > All Apps > API Key Management > Generate API Key so a developer can pull full records through the Housecall Pro public API.

List exports are CSV files sent by email, not downloaded in the browser. If the email does not arrive within an hour, check spam and then contact Housecall Pro support through in app chat.

Invoices download one at a time as PDFs from the job page, and attachments download per job or estimate. The help center does not describe a bulk download of every photo in the account.

API access is only on the MAX plan and only Admins can create or delete keys. A key can reach all data in the account, so choose Read-only when you create it.

Plan names as of this writing are Basic, Essentials and MAX.

The intake only needs the size, so you do not have to run an export to fill it in. You also do not need to clean or scrub an export. Polyshares handles anonymization before anything moves.

Why Housecall Pro data has value for AI training.

Housecall Pro jobs record what a home service visit actually was: the job type, who went, when it was scheduled and completed, and what it earned. Estimates marked won or lost show which offers customers accepted.

Joined together, estimates, jobs, attachments and customer history show how small trade businesses quote, schedule and close work over years.

What stays private.

Customer payment card details are not needed, and your company decides which lists and attachments are shared.

We anonymize identifying details before anything moves. Polyshares does that work, so your team does not have to scrub records first.

Your company keeps ownership of its data. The license is bounded to defined material and a defined use.

Polyshares is the buyer and pays your company directly. There is no fee or commission, and Polyshares reviews the record before it makes any offer.

Common questions about Housecall Pro data.

Why don't I see Export under Actions?

Only employees set as Admins can export the Customers and Jobs lists. Ask the account owner to change your role or run the export for you.

Does the export include photos?

No. List exports are CSV files of fields. Photos and documents are downloaded from the Attachments card on each job or estimate.

Which plan includes API access?

The Housecall Pro API is available only on the MAX plan. An Admin generates the key under My Apps, All Apps, API Key Management.

How long does an export take?

Housecall Pro sends the file by email shortly after you click Send File. If nothing arrives within an hour, check spam and contact support through the chat in your account.

Source: How to Import & Export Jobs and Customers, Customers - Job & Estimate List Reporting, API Overview, Attachments: Send Customers Photos & Documents. Checked September 2026.

Put your numbers on the intake.

List your systems, their sizes and your headcount in one intake. Polyshares reviews the record and prices it. There is no fee or commission to your company.