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Switching to TrackOver

Switching from ServiceTitan to TrackOver

Excel exports work as they are: no need to re-save them as CSV. Dates stay dates, and title rows above the column headers are skipped.

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.

Email support@trackover.ioStart your 7-day free trial

What comes over

  • Your customer list
    Customers, tagged "Imported from ServiceTitan", with the address kept
  • A jobs report
    Jobs, keeping the job number, job type and date. Completed and canceled jobs come in closed
  • Your pricebook
    Price book items, as services or materials
  • Your equipment or fleet list
    Equipment, with unit numbers, VINs and hour meters

How it works

  1. 1

    Download your lists from ServiceTitan

    Customers: run the Customer List report and export it to Excel. Add the Customer ID column so a customer with several locations stays one customer. Run a Jobs report with Job Status and Completion Date added, and export it. Export the pricebook from Pricebook, Import/Export. Save the files somewhere easy to find. If a menu has moved, ServiceTitan's help pages show the current spot. 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

  • If an export has more than one sheet, the first visible sheet is read. Move the one you want to the front, or save it on its own.
  • 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 ServiceTitan?

Your customer list: Customers, tagged "Imported from ServiceTitan", with the address kept. A jobs report: Jobs, keeping the job number, job type and date. Completed and canceled jobs come in closed. Your pricebook: Price book items, as services or materials. Your equipment or fleet list: Equipment, with unit numbers, VINs 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.

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

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.