YOUR ANNUAL ROUND, MADE SIMPLE.
Your first round
starts here.
A simple, ready-to-fill spreadsheet with the instructions at the top. Open it in Excel, Numbers or Google Sheets, add your customers and upload it to your map.
Download the Excel template ↓Prefer a plain CSV? Download it here.
Four straightforward columns
| Customer name | The name you recognise. For example, John Smith. |
|---|---|
| Postcode | A full UK postcode, or just an area like HP9. Area pins show an approximate centre. |
| Month | Pick September, October or any month from the dropdown. |
| Completed this year | Choose Yes or No, or use a tick in your own file. A blank means not completed for a new customer and leaves an existing completion status unchanged. |
Keep the year in the completion heading so older ticks stay in that year. In the app, tick completed services directly and filter by completed, not completed or all customers. A new calendar year starts unticked without deleting your history.
A little more detail? Entirely optional.
booked? — enter Yes or No to show whether this year’s service is arranged. Booked is separate from completed. A blank leaves an existing booking unchanged. You can also toggle it from the customer list or map popup; last year’s bookings do not carry over.
There’s room for an address, Notes 2025, Notes 2026 and Notes 2027. Leave them blank if you don’t need them. Notes can be as simple as “Worcester 4000. Annual service. Allow 60 minutes” or “Strip-down next year — check gasket kit”.
Yearly notes are notes, not a service schedule. A note under 2027 does not create a booking or tick the customer as completed.
Fuel and engineer
Add Fuel type to filter gas, oil or other work. Use Service engineer if you have a team. These columns are optional. Older completed-year and date columns can still be matched under More options when importing.
Already have a spreadsheet?
Keep it. Match the name, postcode and service-month columns when you upload. Every extra column and note remains available in the customer details. We don’t alter your original file.
Your imported customers are saved after you review them. You can also add and edit customers directly in My list. Export a backup at any time. Sign in with your verified email to reopen your list on another device.
Open my service map