How to Export Your Data and Run Year-End Reports in PestPro CRM

Year-end is the moment your CRM either pays off or fails you. If your data is clean and complete, pulling reports takes minutes. If not, it is a scramble through a year's worth of jobs trying to reconstruct your revenue.

Here is how to use PestPro CRM to make year-end clean and fast.

What you can get from PestPro at year-end

Depending on how consistently you have logged jobs and payments throughout the year, PestPro can give you:

• Total revenue by month, quarter, or full year.
• Revenue by service type (general pest, rodent, termite, one-time, recurring).
• Jobs completed by count and value.
• Outstanding invoices — money you are owed that has not been collected.
• Customer count and active recurring account list.
• Payment method breakdown (cash, check, card, etc.).

Step 1: Run your revenue report

Navigate to Reports in PestPro (or the equivalent reports or analytics section in your account).

Filter by date range: set January 1 through December 31 of the year you are reviewing.

This gives you your total collected revenue for the year. This is the number your accountant or tax preparer will ask for first.

Step 2: Check outstanding invoices

Before you finalize anything, check your unpaid invoices list. Any jobs that were completed but never invoiced, or invoiced but never paid, will affect your numbers.

• Follow up on any outstanding balances you can still collect.
• Note any invoices that are genuinely uncollectible as bad debt for your accountant.

Step 3: Review by service type

Filter your jobs report by service type to see which parts of your business generated the most revenue:

• Which service type had the highest total revenue?
• Which had the most jobs?
• Where are your margins strongest?

This is business intelligence that shapes your pricing and marketing decisions for next year.

Step 4: Export your data

PestPro allows you to export your customer and job data. Look for an Export option in your customer list, job list, or reports section. Common export formats include CSV, which opens cleanly in Excel or Google Sheets.

Export at minimum:

• Customer list with contact information.
• Job history with dates, service types, and amounts.
• Payment records.

Keep a copy of these exports in a folder labeled by year. This is your backup record independent of any software subscription.

Step 5: Hand off to your accountant

With your revenue report and exported data in hand, you can give your accountant or tax preparer exactly what they need without spending hours reconstructing your records. The data is already organized by date, service type, and payment status.

What to do differently next year

Year-end is also the best time to audit your data hygiene. Look at your records and ask:

• Are all jobs logged with the correct service type and price?
• Are all payments recorded accurately?
• Are there any incomplete customer records (missing addresses, no phone numbers)?

Clean these up in January so next year's year-end takes even less time.

Pro tip: Run a mini version of this quarterly

Do not wait until December to look at your revenue data. A quick monthly or quarterly pull — ten minutes, same process — tells you whether your business is on track and where you need to push harder before the year is over.