Triangle Test & Flow

Every customer who needs you again, in one place.

Use this with my list
RECOVERED THIS MONTH$720
DUE IN 30 DAYS8
OVERDUE2
30-DAY PIPELINE$2,410

Service schedule

142 records
CustomerServiceDueStatusLast reminderValueActions
Greenway Apartmentsmanager@greenway.exampleAnnual backflow testSep 8, 20264d leftSep 1$225
Cornerstone Cafeowner@cornerstone.exampleBackflow assembly testSep 14, 202610d leftAug 31$185
Booked
Martin Familysam@martin.exampleIrrigation backflow testAug 30, 20265d overdueAug 27$145
Oak & Main Officesfacilities@oakmain.exampleTwo-device annual testOct 2, 2026UpcomingSep 2$340

Your customer list can look like this in five minutes.

Import a CSV, then let DueLoop watch the dates.

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