Switching to TrackOver
Don't start from an empty app
Download your lists from what you use now and drop them into TrackOver. You see every row before it's saved, and you can undo it for 24 hours.
From Jobber
client list, jobs, products and services, Requests or quotes you're still chasing
From Housecall Pro
customer list, jobs, price book, employee list
From ServiceTitan
customer list, A jobs report, pricebook, equipment or fleet list
From QuickBooks
customer list, products and services
From spreadsheets
Customers, Jobs, Prices, Leads, Equipment, Crew
See it before it's saved
Every row is checked first. Rows that can't come in say why, and you can download them to fix.
No duplicates, nothing overwritten
Anything already in TrackOver is skipped, never changed. Same name but different phone and email? You decide.
Undo for 24 hours
One tap takes an import back out. Anything your team has worked on since stays.
No automatic texts
Imported customers and leads aren't signed up for automatic texts like reminders and follow-ups until they've said yes.
No surprise seats
Imported team members come in switched off: no login, no invite, no charge until you turn them on.
Owners and managers only
Only the office can import, and everything stays inside your company's account.