DoneOnce › Help › How to leave DoneOnce, and take everything with you

How to leave DoneOnce, and take everything with you

Your clients, addresses, visits and payments are yours. You can download all of it whenever you like, and you can have every change sent to your own tools as it happens. Leaving costs nothing and needs no one's permission but your own.

Both live in Settings → Data, and both belong to the business owner: managers and crew do not see them.

Export everything

Settings → Data → Export → Export everything downloads one ZIP, named doneonce-export-<date>.zip:

The tables are your business profile, team, zones, clients, properties (with access notes), standing services, seasonal pauses, one-off jobs, visit history, estimates with their lines, and payments.

Webhooks

Settings → Data → Webhooks → Add endpoint. Each time something changes, DoneOnce sends a signed JSON request to an address you choose — Zapier, Make, a spreadsheet script, your developer.

How deliveries behave

Events

Every event is a JSON object with its type and a data object; amounts are integer cents.

EventWhen
client.created, client.updatedA client is added or changed (changed lists which fields moved)
client.deactivated, client.reactivatedA client is archived or brought back
property.created, property.updatedAn address is added or changed
visit.completed, visit.partially_completed, visit.skipped, visit.cancelledA visit is closed out, with its status and skip reason
estimate.acceptedA customer accepts an estimate (total and deposit in cents)
payment.succeeded, payment.failedA payment lands or fails (amount, surcharge, method, status)
webhook.testYou pressed Send a test event

What stays true

Updated 2026-10-26

Two months free, no card. Setup is done with you, in English or Spanish.

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