Getting started
The complete guide to switching from spreadsheets to Serve
Jordan Twiggs12 min read
Spreadsheets are where most businesses start, and where many get stuck. This guide walks you through a clean switch in an afternoon.
Before you start
Gather three things: your customer list, your service/price list, and your upcoming bookings. That's everything.
You won't lose your data
Keep your spreadsheet — nothing is deleted. You're copying across, not cutting over blind.
Step 1 — Import your customers
Export your sheet to CSV and upload it. Map the columns once and you're done.
name,email,phone
J. Patel,jpatel@example.com,07700 900123
L. Reid,lreid@example.com,07700 900456Step 2 — Add your services
- Service · Duration · Price
- Standard clean · 2.5 hrs · £48
- Deep clean · 4 hrs · £95
- End of tenancy · 6 hrs · £160
Step 3 — Go live
Share your booking link, turn on reminders, and let the diary fill itself.