This panel is the single place to download your PSS data as CSV files and to bulk-load data from CSV. Section 18 documents every export and import in detail, including the filter dialogs and the sample files; this is an orientation only.
Buttons are grouped by topic:
- Import Data — Invoice Templates, Clients, Properties, Routes, Catalog Items, Recurring Jobs and Recurring Charges. Each import opens a dialog with a Download Sample File link and a file chooser; pick your CSV and click Import.
- Clients & Properties — Clients, Client Payment Info and Properties (with a filter dialog for client status, property status, property type, route and job assignment, and recurring invoice).
- Invoicing & Payments — Invoices, Invoices Detailed, Invoice Payments, Invoice Templates, and the QBO/PSS Balance Diffs reconciliation report.
- Work Management — Routes and Jobs Summary.
- Visits & Service — Visits Detailed, Dosage Costs Per Pool Volume, Dosage Invoicing, Checklist Last Times, Filters Last Cleaned and Extra Items.
- Catalog & Inventory — Catalog and Shopping List.
- Financial Reports — Profit and Loss, and Profit and Loss ONLY JOBS.
- Payroll — Payroll Daily, Payroll by Type and Tech Pay Detailed.
- Recurring Work — Recurring Jobs and Recurring Charges.
Most exports open a small dialog first (date range, status, clients, technicians) and then download the file; a few download immediately. All CSV files open in Microsoft Excel, Google Sheets, Numbers and similar programs.
Note: Only members with the Admin role can open this panel.