Backflow testing customer reminder spreadsheet
A clean, ready-to-use CSV for tracking who needs a test, when it is due, and how much repeat work is coming up. Use it in Excel, Google Sheets, or import it into DueLoop.
Download the free CSVWhat the template tracks
Customer details
Name, reminder email, and phone number stay together.
Next due date
Sort by date to see overdue tests and the next month of work.
Repeat value
Estimate the revenue represented by upcoming renewals.
A spreadsheet is a good starting point
The City of Raleigh, for example, requires testable assemblies in higher-risk services to be tested by a certified tester and publishes both a testing schedule and a certified-tester directory. Requirements vary by water authority, so verify every due date locally. The hard part for a service business is following up reliably once the customer list grows.
Ready to stop sorting the sheet?
Import the same CSV into DueLoop. It organizes upcoming work, sends reminders, and tracks the revenue you recover.
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