Whatever you use today, most systems can export lists as spreadsheets (CSV or Excel). Look for an Export, Download or Reports menu. You want a few lists, not a full backup.
What to export
- Customers and their locations (sites), with addresses.
- Contacts: who gets certificates and invoices.
- Recurring schedules: which site, how often, which day.
- Containers at each site.
- Customer-specific prices or rate sheets.
- Unpaid invoices, so you know who still owes you after the switch.
How each one comes into Trakro
- Customers and sites: the Everything in one spreadsheet import, or Customers and sites.
- Contacts, containers, schedules and prices each have their own import type too, if your system exports them separately.
- An Excel file with several tabs works: Trakro picks the tab that fits and lets you choose another.
- Unpaid invoices: keep collecting those in your old system or in QuickBooks; start invoicing in Trakro from your switch date.
Keep old certificates where they are
Certificates you already issued stay valid. Keep your old system's records (or a download of them) so you can answer audit questions about past work.
A safe switch date
Pick a quiet week, import everything, and compare next week's schedule in Trakro to your old system before drivers rely on it. Every import can be undone for 7 days if something looks wrong.
Let Trakro handle the paperwork.
Certificates, chain of custody and invoices, built from every stop.