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.
Most companies bring over customers, open jobs and prices in under an hour. Add the rest when you need it.
We'll move the data for you, free. Email your export files to support@trackover.io and we'll load them, check them with you, and tell you what came over. Every paid plan starts with a 7-day free trial. The free plan needs no card and doesn't expire.
- From Jobberclient list, jobs, products and services, quotes, invoices, Requests you're still chasingSee the guide →
- From Housecall Procustomer list, jobs, price book, estimates, invoices, employee listSee the guide →
- From ServiceTitancustomer list, A jobs report, pricebook, equipment or fleet listSee the guide →
- From Workizclient list, jobs, items and prices, leads, Estimates and invoicesSee the guide →
- From QuickBookscustomer list, products and servicesSee the guide →
- From Busybusyemployee list, equipment listSee the guide →
- From ClockSharkemployee listSee the guide →
- From Workyardemployee listSee the guide →
- From HeavyJobemployee list, equipment listSee the guide →
- From spreadsheets or paperCustomers, Jobs, Prices, Leads, Equipment, CrewSee the guide →
Safe by design
- See it before it's savedEvery row is checked first. Rows that can't come in say why, and you can download them to fix.
- No duplicates, nothing overwrittenAnything already in TrackOver is skipped, never changed. Same name but different phone and email? You decide.
- Undo for 24 hoursOne tap takes an import back out. Anything your team has worked on since stays.
- No automatic textsImported customers and leads aren't signed up for automatic texts like reminders and follow-ups until they've said yes.
- No surprise seatsImported team members come in switched off: no login, no invite, no charge until you turn them on.
- Owners and managers onlyOnly the office can import, and everything stays inside your company's account.