Import Your Old Service Records
All your past jobs and customers, in one upload.
Bring in every customer at once. One spreadsheet, one upload. The app creates the jobs, adds the service history, and can email every customer an invite.
4 steps
- Download the template and open it in Excel or Google Sheets.
Download the template - Fill it in with your past work (or paste it from your shop software). Save it as CSV.
- In the app, open your mechanic dashboard, tap ⋮ (top right) → Import past jobs → Pick CSV File → Import.
- Tap Email Invites to Customers. That's it.
When a customer joins using the email you entered and adds their car, their full service history is already there.
Filling in the spreadsheet
One row per item on the invoice (each part, labor charge, or fee). Rows with the same date, customer, car, and job are grouped into one job.
| Column | What to put | Example |
|---|---|---|
| Date | Date of the work | 3/4/2025 |
| Customer | Customer's name | Maria Lopez |
| Year, Make, Model | The car | 2018 Honda Civic |
| Job | Short name for the visit | Front brakes |
| Type | Labor, Part, or Fee | Part |
| Item | What it was | Brake pads |
| Qty | How many (hours, for labor) | 1.5 |
| Price | Price each (hourly rate, for labor) | 120 |
| Email (optional) | Customer's email, needed to invite them | maria@example.com |
| VIN (optional) | Helps match the right car | 1FTEW1EF5FKD12345 |
| Mileage (optional) | Odometer at the visit | 48200 |
Email, VIN, and mileage only need to be on one row of each job.
Shortcuts
- Only have the invoice total? Use one row per visit: Type
Fee, Qty1, Price = the total. - Dates can be
3/4/2025or2025-03-04. Prices can include$and commas. - Up to 500 jobs per file. More than that? Split it into a few files.
- If a row has a problem, the app lists it by row number and imports nothing until it's fixed, so you never end up with half an import.
Only have paper invoices?
Create a job for the customer (tap + on your dashboard, include their email), open it, tap the upload icon next to Service Logs, and choose AI Scan. Snap a photo of the invoice and the app fills in the records for you to check.
Forgot an email?
Open the job and tap Add Email (or the pencil next to the email to fix a typo) on the Invite to App card, then Send Invite. The history moves over to their car once they join with that email.
Need help?
Stuck on an export from your shop software? Email paul@thecooconsultant.com and we'll help you get it in.