Step A: Open the Customer List Report
- In Service Assistant (SA5), click Reports in the top navigation bar.
- Click Customer List Report. You'll see the report filter screen with all the dropdowns and fields.
💡 Path: Service Assistant → Reports → Customer List Report
Step B: Set Every Filter (match these exactly)
Configure each field on the report screen as follows:
| Field |
Set To |
| Branch | All Branches Selected |
| Route | Select all routes (e.g. 11 of 11 Routes Selected) |
| Territory Code | -No Territory- (leave default) |
| Zip Codes | Select all zip codes (e.g. 35 of 35 Zip Codes Selected) |
| Source Code | Select all sources (e.g. 41 of 41 Sources Selected) |
| Program/Job Billing Type | Select all billing types (e.g. 5 of 5 Billing Types Selected) |
| Bill To | All Customers |
| Property Inventory | -All- |
| Tax Code | Select all tax codes (e.g. 5 of 5 Tax Codes Selected) |
| ⚠️ Customer Status | All statuses selected (e.g. 11 of 11 Statuses Selected) — this is critical! Include cancelled customers for win-back campaigns. |
| Customer Type | Both (Residential and Commercial) |
| Year | Current year (e.g. 2026) |
| Since Date / Marketing Import Date | All |
| Customer Number | 0 to 999999999 (full range) |
| Map Code | (blank) to ZZ-ZZ-ZZZ (full range) |
| Size | 0 to 9999999.99 (full range) |
| Carrier Route | (blank) to ZZZZ (full range) |
| Group By | Ignore |
| Sub Group By | Ignore |
| ⚠️ Include Customers Without Services | Checked ✅ — don't miss this! Ensures you capture customers with no active programs. |
| Summary Only | Unchecked ☐ — you need the detail rows, not a summary. |
| Sort By | Status |
⚠️ The two most common mistakes:
1. Not selecting all 11 customer statuses — if you leave out cancelled/pending, Blaster can't build win-back campaigns.
2. Leaving "Include Customers Without Services" unchecked — you'll miss customers who cancelled all programs but are still in your database.
💡 In short: Select ALL for every multi-select dropdown (branches, routes, zips, sources, billing types, tax codes, statuses). Set all ranges to their maximum. Check "Include Customers Without Services." Leave "Summary Only" unchecked. This gives TurfDesk-AI the complete picture of your business.
Step C: What TurfDesk-AI Does With These 115 Columns
The Customer List Report exports 115 columns automatically — you don't pick individual fields. Here's what TurfDesk-AI uses them for:
CustomerNumber
Links multiple programs to one customer
FirstName, LastName
Personalizes direct mail letters
Address, City, State, ZipCode
Required for Blaster to mail letters via Lob
CustomerStatus
Active/Cancelled/Pending for campaign targeting
ProgramCode, ProgramName
Services breakdown for upsell campaigns
StandardPrice, AveragePrice
Revenue per customer for ROI analysis
CustomerSize
Lot size in thousands of sq ft — powers BidBot pricing
SinceDate, CustomerLastServiceDate
Tenure and recency for The Coach's AI insights
Latitude, Longitude
Maps and zone-based targeting
RouteCode, CarrierRoute
Route optimization and conquest mail targeting
EmailAddress, PreferredPhoneNumber
Contact info for follow-ups
SourceCD, decile
Lead source tracking and customer value ranking
💡 Multiple rows per customer is normal. If a customer has 3 programs (e.g. Lawn Care, Mosquito, Fertilizer), they'll appear as 3 rows in the CSV. TurfDesk-AI groups them by CustomerNumber automatically.
Step D: Export as CSV
- Click "Run Report" or "Generate" at the bottom of the filter screen.
- When the report loads, click the "Export" button → select "CSV" (not Excel, not PDF).
- Save the file somewhere easy to find (Desktop or Downloads folder).
- Come back here and drag the CSV file into the upload box below.
💡 Expected file: The file will be named something like CustomerList-JP34_8_2026.csv. Typical size is 5-30 MB depending on your customer count. TurfDesk-AI handles files up to 50 MB.