Manual CSV Template Guide

For owners who want to piece it together.

This page is for bookkeepers, accountants, and operators who already have clean spreadsheets or want to build the onboarding package one file at a time. Most owners should start with the main upload page instead.

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Season groups

Group services before you build templates.

Lawn Season

  • Mowing
  • Fertilizing
  • Weed treatment
  • Spring cleanup
  • Fall cleanup
  • Mulch
  • Irrigation check

Snow Season

  • Snow removal
  • Salt application
  • Ice management
  • Sidewalk clearing
  • Parking lot plowing

Year-Round and Other

  • Estimate
  • One-time job
  • Property inspection
  • Hauling
  • General service call

Piecemeal checklist

Use only what helps.

Required fields create usable records. Recommended fields make the system cleaner. Optional fields can wait.

01

Company Profile

Manual only

Required
  • Company name
  • Primary contact
  • Email
  • Phone
  • City
  • State
  • Primary service type
Recommended
  • Website
  • Logo
  • Mailing address
  • Customer service email
  • Default service radius
  • Timezone
Optional fields
  • Social links
  • Google Business Profile
  • Review link
  • Internal company notes
02

Billing Defaults

Manual only

Required
  • Default billing terms
  • Accepted payment methods
  • Customer-facing LSA Fee recovery percent
Recommended
  • Late reminder timing
  • Invoice delivery preference
  • Service-completed email setting
  • Corporate billing default
Optional fields
  • ACH instructions
  • Customer billing exceptions
  • Property billing exceptions
03

Service Types

Manual plus CSV

Required
  • Service name
  • Billing unit
  • Season
Recommended
  • Default price
  • Category
  • Description
Optional fields
  • Internal notes
  • Customer-facing description
  • Crew instructions
04

Customers

Manual plus CSV

Required
  • Customer name
  • Customer type
Recommended
  • Billing contact
  • Email
  • Phone
  • Billing address
  • Billing terms
  • PDF invoice setting
  • Corporate billing setting
Optional fields
  • Internal notes
  • Customer-visible notes
  • Preferred contact method
  • Special payment instructions
05

Properties

Manual plus CSV

Required
  • Customer
  • Property name
  • Address
  • City
  • State
  • ZIP
Recommended
  • Property type
  • Visible notes
  • Internal notes
  • Gate code
  • Travel surcharge override
Optional fields
  • Lot size
  • Driveway size
  • Pet notes
  • Irrigation notes
  • Preferred service window
  • Photos
06

Employees

Manual plus CSV

Required
  • First name
  • Last name
  • Role
  • Active status
Recommended
  • Email
  • Phone
  • 4-digit PIN
  • Home crew
  • Portal access
  • Invite status
Optional fields
  • Emergency contact
  • Start date
  • Certifications
  • Seasonal availability
07

Crews

Manual plus CSV

Required
  • Crew name
  • Active status
Recommended
  • Crew lead
  • Default service area
  • Crew notes
Optional fields
  • Backup crew lead
  • Default truck or equipment
  • Seasonal crew schedule
08

Crew Memberships

Manual plus CSV

Required
  • Crew name
  • Employee name
  • Membership role
Recommended
  • Start date
  • Active status
Optional fields
  • Temporary crew exceptions
  • Seasonal crew assignments
09

Equipment

Manual plus CSV

Required
  • Equipment name
  • Equipment type
  • Active status
Recommended
  • Make
  • Model
  • Serial number
  • Year
  • Assigned crew
  • Maintenance interval
  • Last maintenance date
Optional fields
  • Purchase date
  • Warranty expiration
  • Dealer contact
  • Photos
  • Internal notes
10

Service Plans

Manual plus CSV

Required
  • Customer
  • Property
  • Service type
  • Plan name
  • Frequency
  • Season
  • Active status
Recommended
  • Default price
  • Start date
  • Preferred service day
  • Assigned crew
  • End-of-season behavior
Optional fields
  • End date
  • Special instructions
  • Internal plan notes
  • Customer-facing notes
11

Jobs

Manual plus CSV

Required
  • Customer
  • Property
  • Service type
  • Job date
  • Job status
  • Price
Recommended
  • Assigned crew
  • Service plan
  • Customer-visible notes
  • Internal notes
  • Payment status
  • Invoice group key
Optional fields
  • Completed time
  • Completed by employee
  • Paid date
  • Weather notes
  • Blocked or delay reason
12

Customer Requests

Manual plus CSV

Required
  • Customer
  • Request type
  • Message
  • Request status
Recommended
  • Property
  • Requested date
  • Owner notes
  • Target job
  • Target service plan
  • Created date
Optional fields
  • Photos
  • Resolution notes
  • Internal follow-up notes
13

Customer Credits

Manual plus CSV

Required
  • Customer
  • Credit amount
  • Reason
  • Active status
Recommended
  • Created date
  • Expiration date
  • Notes
Optional fields
  • Related invoice
  • Related job
  • Internal approval note
14

Documents

Manual plus CSV

Required
  • Document title
  • Document category
  • File name or upload file
  • Active status
Recommended
  • Expiration date
  • Reminder days before expiration
  • Crew-visible setting
  • Applies to company, employee, equipment, or crew
Optional fields
  • Internal notes
  • Document owner
  • Renewal contact
  • Replacement needed flag
15

Maintenance Records

Manual plus CSV

Required
  • Equipment
  • Maintenance type
  • Maintenance status
Recommended
  • Maintenance date
  • Performed by employee
  • Cost
  • Notes
  • Next due date
  • Requires PIN completion
Optional fields
  • Receipt
  • Parts used
  • Dealer or shop name
  • Warranty claim info
  • Photo proof