Migrating your data and upgrading your subscription 

Data Migration 

Once you have upgraded your subscription to Step Up Projects Project Management you will be able to migrate your data from Job Tracking and Pricing over to Project Management to continue pricing and tracking your projects. 

Watch this short video on how to migrate your data

Complete your upgrade

To use the new Step Up Projects you need to convert your Jobs to Projects.

Before you migrate

• Once the upgrade is complete you will not be able to use the old Step Up Projects or the old mobile app.
• If you use progress estimates, you will not be able to view previous estimates just yet. This will be added soon.
• Make sure your team have installed the new mobile app and know their worker codes or login details.
• Choose a time when no one in your company is using Step Up Projects.

This process can take a couple minutes to complete.

If you have any questions regarding this process, please contact our team.