Software that makes it hard to leave is software you should never have joined. Every TexPTO workspace has the full workbook export: one .xlsx file carrying everything your team has put into the record, downloadable any time, no support ticket, no waiting.
What's in the workbook
One file. A README explaining when it was generated and in whose timezone, then Jobs (one row per job), Permits, Interconnection, Requirements (your per-job checklist state), Inspections, Contacts, and Notes — every observation and every status the record holds. Dates come out as real date cells in your organization's timezone, so pivot tables and date math work without cleanup.
Two things are deliberately true about the file:
- It's your job data, complete. Every job, every status, every homeowner contact, every note your team wrote — the institutional memory belongs to you.
- Nothing in it executes. Every text cell is sanitized so a value that happens to start with a formula character can never run as a formula on your machine.
How to export
Open Settings, then Data (org owners and admins). Click Generate workbook — the file builds in a few seconds and downloads. The export history below the button keeps recent files re-downloadable, with row counts so you can see at a glance what each one carried.
Why the export is the point
The workbook is the same record the morning digest is built from: every observation TexPTO made at the city, at inspection and at the utility, and every status your team confirmed, with its timestamp. Hand it to a lender, a homeowner, or the next tool you use — it proves what happened and when, and it leaves with you.
FAQ
Do I need anything special to export? No. Every workspace has the full workbook export, and an org owner or admin can run it any time.
Is the export a backup? It's a snapshot — great for reporting, analysis, or your own archives. The live system of record stays in TexPTO, and a fresh export always reflects the current state.
Can I export just some jobs? The workbook is deliberately everything. For filtered views, the Pipeline's CSV export and the insights exports cover the narrower cuts.
What happens to my data if I cancel? Nothing is deleted when a subscription lapses, and the export existed precisely so you could take a complete copy with you at any point before that.
Sources
Your data was never the lock-in. The work TexPTO saves you is.