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Switching to TrackOver

Switching from Jobber to TrackOver

Download your lists from Jobber as CSV files and drop them into TrackOver. Columns are matched by their names (Client name, Service street, Job #, E-mails and so on), and you can fix any match with one dropdown.

What comes over

Your client listCustomers, with the service address kept in their notes
Your jobsJobs, keeping the job number, date, status and address
Your products and servicesYour price book, as services or materials
Your quotesEstimates on each customer's lead. Open ones are ready to send again; approved ones are already jobs, so they're left out
Your invoicesInvoice history on each customer, for reference only
Requests you're still chasingLeads in your sales pipeline, all starting as New

How it works

  1. 1
    Download your lists from Jobber
    Look for Export or Download on each list in Jobber. Its own help pages show exactly where. CSV or Excel both work.
  2. 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. 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. 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

  • A client with several emails or phone numbers in one cell comes in with the first of each.
  • A job's total from the old file is kept in its office notes for reference. It isn't turned into an invoice.
  • 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 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.

Common questions

What can I bring over from Jobber?

Your client list: Customers, with the service address kept in their notes. Your jobs: Jobs, keeping the job number, date, status and address. Your products and services: Your price book, as services or materials. Your quotes: Estimates on each customer's lead. Open ones are ready to send again; approved ones are already jobs, so they're left out. Your invoices: Invoice history on each customer, for reference only. Requests you're still chasing: Leads in your sales pipeline, all starting as New.

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. Email support@trackover.io with what you are trying to bring over and where you are stuck.

Still deciding?
Jobber and TrackOver side by side, including when to stay put. →
Start freeAlready on TrackOver? Import now

Questions about an export? Email support@trackover.io.