Exporting All Data Before Cancellation

What you can export

• Customers — full contact list as a CSV file including all addresses, phone numbers and email addresses.
• Jobs — all jobs with status, dates, assigned engineer, job notes and linked records.
• Quotes — all quotes including line items, prices and approval status.
• Invoices — all invoices with amounts, payment status and dates.
• Expenses — expense records with amounts, categories and receipt references.
• Documents & certificates — uploaded files (Gas Safe certs, EICRs, photos) are available to download individually from each job or in bulk via Settings.

How to export your data

1. Go to Settings → Account → Data & privacy.
2. Click Export all data. Trade2Base will prepare a ZIP file containing CSV exports of all your records.
3. You'll receive an email when the export is ready (usually within a few minutes for most accounts).
4. Download the ZIP and store it somewhere safe — your hard drive, Google Drive or Dropbox.

Exporting specific sections

You can also export individual sections without waiting for a full data export:

• Customers → Customers page → Export CSV button in the top right.
• Invoices → Invoices page → Export → choose date range.
• Jobs → Jobs page → filter to the records you want → Export.

Cancelling your subscription

Once you've exported your data, go to Settings → Billing → Manage subscription and select Cancel subscription. You'll keep access until the end of your current billing period, then enter the 30-day read-only window.

If you're cancelling because something isn't working, please contact our support team first — we'd love the chance to fix it.