Casework

Guides / Settings and team

Export your rates and your data

Your rates come back out as the same workbook you put in, and your client list comes out as a CSV. Nothing in Casework is a one-way door.

3 min read · checked against the product 19 September 2026

What you need first

  • The owner role, for the rates workbook

A shop should be able to take its own numbers somewhere else without asking anyone. By the end of this page you will have exported your rate sheet and a filtered client list, and know how to get the rest.

Open Settings, then Pricing, and find Import and export

The card moves your rates between Casework and a spreadsheet in both directions. It is the same card the import guide uses, and the second button on it is the way out.

The Import and export card on the Pricing tab of Settings, with the workbook download and the file picker that reads a shop's own rates back in
  1. 1Export current rates, as the workbook you imported

Click Export current rates

You get a spreadsheet of everything the engine prices from: your hourly rates, your tax, your uplift, the ballpark rungs and the detailed catalogue, a sheet each. It is the same shape as the template, so what comes out can go straight back in.

Open Follow-ups and build a client list

The Reactivation list builder filters who you want: past clients or lost leads, how long ago they were installed, which zone, and where they came from. Press Build the list and it counts and names them.

The reactivation list builder with its four filters, the list it built, and the button that downloads it as CSV
  1. 1Past clients or lost leads
  2. 2Build the list, which counts and names them
  3. 3Download as CSV, with the count on the button

Click Download as CSV

The button carries the count, so you know what you are about to get. The card says what it is for: build a list, then send it from the tool you already use. It is deliberately not a campaign tool.

Ask for the whole workspace if you ever leave

Everything else, every project, spec, document, video row, follow-up and event, comes out as one file on request. It is an operator command rather than a button on this page, and it is the first thing run for a shop that is leaving, before anything is removed.

What happens next

That is the whole of the knowledge base. Start again at Getting started if you are setting a shop up, or at Estimates if your rates are already in.