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Data Export & Backup

Download your data, export estimates, and backup your account

3 min read

Your Data, Your Control

FenceEstimatePro gives you complete control over your data. You can export everything at any time — no restrictions, no fees.

What you can export:

  • ✓ All fence estimates and proposals
  • ✓ Customer contact information
  • ✓ Material prices and settings
  • ✓ Organization branding and preferences
  • ✓ Job history and closeout data

Full Account Data Export

Export a complete copy of all your data in JSON format.

How to Export

  1. Navigate to Settings in the dashboard
  2. Scroll to Data & Privacy section
  3. Click "Export All Data"
  4. Wait 5-10 seconds while we package your data
  5. JSON file downloads automatically

What's Included

Organization Info: Company name, settings, branding
Estimates: All saved estimates with full input/output data
Customers: Names, addresses, contact info, project history
Materials: SKUs, prices, descriptions
Settings: Labor rates, waste percentages, calibration data

💡 Tip: The export is in JSON format — readable by any programming language or can be imported into spreadsheet software for analysis.

Exporting Individual Estimates

Export single estimates as PDFs for customer proposals or Excel files for internal use.

PDF Proposal

Professional customer-facing document with:

  • • Your company branding
  • • Project scope and pricing
  • • Installation timeline
  • • Terms and warranty

Excel BOM

Internal bill of materials with:

  • • Itemized material list
  • • Quantities and costs
  • • Labor breakdown
  • • Sortable/editable format

Export Steps

  1. Open the estimate from your dashboard
  2. Click "Generate Customer Proposal" or "Internal BOM"
  3. File downloads to your computer
  4. Email to customer or print for crew

Backup Best Practices

Monthly Full Export

On the first of each month, export all your data and save to:

  • Cloud storage (Dropbox, Google Drive, OneDrive)
  • External hard drive
  • Company backup server

Archive Completed Jobs

After job completion, export the final estimate and proposal PDFs to a local folder structure:

Completed Jobs/

├── 2026/

├── January/

└── Smith_Backyard_Privacy.pdf

├── February/

└── March/

Keep Offline Copies

Don't rely solely on cloud storage. Keep a local copy of critical data on an external drive or backup NAS in case of internet outages or cloud service issues.

Data Portability

Your data is yours. You can:

  • Export anytime: No restrictions, export hourly if needed
  • No lock-in: Standard JSON format works anywhere
  • Take it with you: If you leave FenceEstimatePro, your data comes too
  • Import elsewhere: JSON can be converted to CSV, Excel, database formats

This is part of our GDPR and CCPA compliance commitment — you have the right to data portability.

After Account Deletion

If you delete your account:

  1. 30-day grace period: Data is marked for deletion but still recoverable if you change your mind
  2. Export before deletion: We recommend exporting all data before initiating account deletion
  3. Permanent deletion: After 30 days, all data is permanently deleted and cannot be recovered
  4. No backups retained:We don't keep backups of deleted accounts

Learn more about account deletion →

Common Questions

Can I automate exports?

Not currently, but it's on the roadmap. For now, you'll need to manually trigger exports from the Settings page.

What format is the JSON export?

It's a single JSON file with top-level keys for each data type (estimates, customers, materials, etc.). Each key contains an array of records. Well-formatted and readable.

Is there a size limit on exports?

No. If you have 10,000 estimates, you can export all of them. Large exports may take 15-30 seconds to process.

Can I re-import exported data?

Not currently through the UI, but our support team can assist with bulk data imports if you're migrating back or need to restore from a backup. Contact support for help.

Next Steps

Need help with data export?

Our support team can assist with bulk exports, data migration, or backup strategies.

Contact Support