Export your list
From your CRM or practice software, export customers or jobs with a name or ID, a phone or email, and a visit or job date. Add amounts if you can.
Free tool / For service businesses and clinics
Who hasn't come back?
Find them in your own export.
Drop a customer or patient export from your CRM or practice software. See who is overdue for service, what they have spent with you, an estimate of what winning some back is worth, and a call list to work from. Nothing is uploaded.
Open the finderFinder
Your overdue list,
in a minute.
Not ready to export? Try the synthetic sample first and see exactly what you will get.
Your list never leaves this browser. The file is read and analysed on your device. Nothing from it is uploaded, stored or sent to analytics. You can check: open your browser's developer tools, go to the Network tab, then drop a file. No request carries your data.
1. Your business and export
Step 1 of 3Matches common column names from any CRM or spreadsheet. Column names change between versions, so check the mapping in step 2.
One maintenance visit a year. ENERGY STAR recommends a pre-season check-up for cooling in spring and heating in fall, so many contractors sell a yearly plan.
Drop your customer or patient export hereCSV or XLSX · one row per customer or one row per job/visit · or tap to choose a file
The sample is synthetic: invented names, 555-01xx phone numbers and example.com emails.
How it works
Four steps,
all on your device.
Drop it in
The file is read here, in your browser. Columns are matched automatically and you can change any of them.
See who is overdue
Everyone is placed in a segment by how long it has been since their visit was due, with lifetime value and an estimated reactivation value.
Download the list
A clean CSV, freshest overdue first, with phones formatted, duplicates merged and a suggested text for each person.
Export styles
Presets for common
software.
These are best-effort: column names change between versions and reports, so the mapper always lets you choose.
ServiceTitan
Best-effort match for customer or job report exports (Customer Name, Completed On, Total).
Housecall Pro
Best-effort match for customer and job list exports (First Name, Last Name, Mobile Number).
Jobber
Best-effort match for client and visit exports (Display Name, Main Phone, Visit Date).
Dentrix
Best-effort match for patient list and recall reports (Patient Name, Last Visit Date, Chart #).
Open Dental
Best-effort match for patient query exports (PatNum, LName, FName, WirelessPhone, DateLastVisit).
Anything else
Spreadsheets and other CRMs work too. You need a header row, a date column and a name, phone, email or ID column.
By industry
Worked examples
for your business.
Each page runs a synthetic list for one industry, with its own interval, values and export notes.
Where the defaults come from
Sources and
estimates.
Each default either links to its source or is marked as our estimate. Change any of them in the tool. Your own prices and recall rules beat any default.
| Business | Interval | Value of a visit |
|---|---|---|
| HVAC | 12 months. ENERGY STAR, Maintaining your heating and cooling equipment | $150, used only when your file has no amounts. MoxiSync estimate. Change it to your own price. |
| Plumbing | 12 months. MoxiSync estimate based on common manufacturer guidance. Set your own interval. | $250, used only when your file has no amounts. MoxiSync estimate. Change it to your own price. |
| Pest control | 3 months. MoxiSync estimate based on common quarterly plans. Set your own interval. | $125, used only when your file has no amounts. MoxiSync estimate. Change it to your own price. |
| Dental | 6 months. Common recall interval; the ADA says visit frequency should be set by the dentist for each patient | $200, used only when your file has no amounts. MoxiSync estimate. Change it to your own price. |
| Med spa | 4 months. ASPS: Botox results typically last 3 to 4 months | $435, used only when your file has no amounts. ASPS 2023 average neurotoxin fee |
| Response rate | 8% of overdue people booking again. This is a deliberately low MoxiSync estimate, not a published benchmark. Vendor case studies report a wide range, and your result depends on consent, list age and follow-up speed. | |
Common questions
About the
finder.
Is my customer list uploaded?
No. The file is opened and analysed in your browser with JavaScript, and nothing from it is sent to MoxiSync or anyone else. You can check this in your browser's developer tools (Network tab). For .xlsx files, the browser downloads the spreadsheet reader's code once, but your file never leaves the device.
What does 'overdue' mean here?
A person's visit is due one interval after their last visit, for example 12 months for an HVAC tune-up. Anyone past that date is overdue. Anyone due within 30 days is listed as a reminder but not counted in the value.
How is the reactivation value estimated?
Overdue people × the share you expect to book again × the value of one visit. The visit value is the median per-visit amount in your file, or a default you can change. The share starts at 8%, our deliberately low estimate.
Which exports work?
Any CSV or XLSX with a header row. The ServiceTitan, Housecall Pro, Jobber, Dentrix and Open Dental presets are best-effort guesses at common column names, because exports differ by version and report. Always check the column mapping.
Can I text everyone on the list?
Only people who have agreed to receive texts from you, with an opt-out in every message. Call or email the rest. Rules vary by state and country, so check with your own adviser.
More free tools
Related.
The finder gives an estimate from the file and numbers you choose. It does not predict how many customers any campaign will win back.
Want this list worked for you?
We run consented reactivation campaigns and make sure replies and callbacks reach your team. Start with a free 20-minute call.