Switching from HeavyJob to TrackOver
Download your employee list and equipment list from HeavyJob as a CSV or Excel file and drop it into TrackOver. Columns are matched by name (First name, Last name, Phone, Email) and you can change any match with one dropdown. Not sure which export to use? Email us and we'll sort it out with you.
Most companies bring over customers, open jobs and prices in under an hour. Add the rest when you need it.
We'll move it for you, free
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.
What comes over
- Your employee listTeam members, switched off until you turn them on
- Your equipment listEquipment, with unit numbers, serials and hour meters
How it works
- 1
Download your lists from HeavyJob
Download your employee list as a CSV or Excel file from the tool's own export or reports. Export your equipment list the same way, if the tool keeps one. Save the files somewhere easy to find. Menus move, so the tool's own help pages show the current spot. CSV or Excel both work.
- 2
Drop the file into TrackOver
Sign in as the owner or a manager, go to trackover.io/import, pick what the file holds, and drop it in.
- 3
Check the columns and the rows
We match the columns for you and show every row. Fix a match with one dropdown if it's wrong.
- 4
Import, and undo if you need to
Rows are saved in batches while you watch. If it isn't what you wanted, Undo takes the whole import back out for 24 hours.
Good to know
- Column names in this tool's exports are not fixed, so columns are matched by name and any match can be changed with one dropdown.
- Pay rates and cost codes are not brought in by the importer. Set pay rates on the Team page and cost codes in Settings after the crew is in.
- CSV and Excel (.xlsx) files both work, up to 4 MB and 20,000 rows each. Split a bigger list into a few files.
- You see every row before anything is saved: what's ready, what's already in TrackOver, and what can't come in and why.
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.
Common questions
What can I bring over from HeavyJob?
Your employee list: Team members, switched off until you turn them on. Your equipment list: Equipment, with unit numbers, serials and hour meters.
How long does the import take?
Minutes per file. The longer part is deciding what to bring: start with customers, open jobs and your prices, then add the rest when you need it.
What if the import goes wrong?
Nothing is saved until you have seen every row. After it is saved, Undo takes the whole import back out for 24 hours, and anything your team has worked on since stays.
Will my imported customers get texts?
No. Imported customers and leads aren't signed up for automatic texts like reminders and follow-ups until they've said yes.
Is there a free trial?
Yes. The free plan needs no card and doesn't expire, and every paid plan starts with a 7-day free trial.
Can someone help me with the export?
Yes, and we'll do the move for you at no charge. Email your export files, or just where you are stuck, to support@trackover.io.
Every paid plan starts with a 7-day free trial. The free plan needs no card and doesn't expire.
Questions about an export? Email support@trackover.io.