Customer & Vehicle Record Sheet (CRM Export)
A customer and vehicle record sheet that matches DetailFlowPro's customer export format. Use it to track all customers, their vehicles, service history, and total spend. This is your detailing CRM in spreadsheet form.
Download the template
CSV format · Opens in Microsoft Excel, Google Sheets, Apple Numbers · Includes sample data
The download includes sample rows so you can see how to structure your data before adding your own.
Template columns & sample data
26 columns · 3 sample rows included
| Customer ID | First Name | Last Name | Phone | Address | City | State | ZIP | SMS Opt-In (Y/N) | Vehicle 1 Year | Vehicle 1 Make | Vehicle 1 Model | Vehicle 1 Color | Vehicle 1 VIN | Vehicle 2 Year | Vehicle 2 Make | Vehicle 2 Model | First Booking Date | Last Booking Date | Total Bookings | Total Revenue | Average Ticket | Preferred Service | Customer Tags | Notes | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CUST-001 | Marcus | Rivera | marcus.r@email.com | (813) 555-0192 | 4521 Main St | Tampa | FL | 33601 | Y | 2022 | Toyota | Tacoma | Midnight Black | — | — | — | — | 2026-03-15 | 2026-07-08 | 6 | 1,450.00 | 241.67 | Full Detail | Regular, Referral Source | Books every 6–8 weeks; prefers morning appointments |
| CUST-002 | Jennifer | Okafor | j.okafor@email.com | (407) 555-0344 | 88 Oak Ave | Orlando | FL | 32801 | Y | 2020 | BMW | X5 | Alpine White | W1N0G8EB4PF123456 | 2019 | MINI | Cooper S | 2026-05-22 | 2026-07-10 | 3 | 2,800.00 | 933.33 | Ceramic Coating | High Value, Referral Source | Referred 2 customers; interested in annual maintenance package |
| CUST-003 | David | Thornton | d.thornton@email.com | (954) 555-0087 | 110 Pine Dr | Fort Lauderdale | FL | 33301 | Y | 2019 | Ford | F-150 | Oxford White | — | — | — | — | 2026-04-01 | 2026-07-09 | 8 | 760.00 | 95.00 | Express Wash | Regular, Monthly | Monthly express wash customer; always on time; tipped $10 last 4 visits |
Scroll right to see all columns. Sample data is illustrative — replace with your own records.
How to use this template
DetailFlowPro's customer export matches these columns. Download monthly and paste into this spreadsheet for a growing master customer file.
Tag customers as: Regular, High Value, Referral Source, Ceramic Client, At-Risk (has not booked in 90+ days), New. This lets you filter for targeted follow-up campaigns.
Total Revenue ÷ Total Bookings = Average Ticket. Customers with a high average ticket who have not booked in 60+ days are your highest-priority re-engagement targets.
Filter for customers whose last booking was 60–90+ days ago and send a re-engagement message. For regular customers, this is your most cost-effective marketing channel.
This template covers Customer CRM with vehicle tracking. DetailFlowPro handles this automatically for active businesses — no spreadsheet required.
Start 14-day free trial →Frequently asked questions
DetailFlowPro supports customer data import. Contact support@dalitek.us for current import instructions and format requirements.
Use the Vehicle 1 and Vehicle 2 columns for customers with two vehicles. If a customer has three or more, add additional vehicle columns or track each vehicle as a separate row with a shared Customer ID.
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