Migrate from Assured JobCheck to Freshsales

Assured JobCheck stores contacts as Salesforce Contacts with custom fields for restoration roles (Adjuster, Property Owner, Contractor). Direct map to Freshsales Contacts preserves name, email, phone, address, and custom role fields. Owner resolved by email match against Freshsales users. The restoration_role__c custom field maps to a Freshsales custom pick-list field to maintain role categorization for adjusters, property owners, and contractors.

Insurance carrier, property management company, and vendor records stored as Companies in Assured JobCheck map to Accounts in Freshsales. Company type, industry, and address fields carry over directly. Multi-location accounts require parent-child mapping if Freshsales territory management is in use. The Account Type pick-list maps insurance carriers, property management firms, vendors, and contractors to Freshsales account types.

Every Assured JobCheck Job record becomes a Freshsales Deal. Job name maps to Deal name, job status maps to Deal stage, total job value maps to Deal amount, and close date maps to Expected Close. All restoration-specific metadata (loss type, claim number, policy holder, reserve amount, deductible) migrates as custom fields on the Deal record to preserve complete job context.

Assured JobCheck job stages (Intake, Scope, PackOut, Restoration, Closeout) map to Freshsales Deal stage values through value-by-value mapping so reporting continuity is preserved. Each stage name and probability gets explicitly mapped. Stage-entry timestamps become custom datetime fields on the Deal to maintain historical progression records.

PackOut items have no Freshsales native equivalent, so we create a Custom Module called 'PackOut Items' linked to the parent Deal via a lookup field. Each item's description, condition, room, barcode ID, and crew-assigned values map to custom fields on the module record, preserving the one-to-many relationship between jobs and PackOut items.

Insurance metadata—claim number, carrier name, policy number, deductible, reserve amount, and adjuster contact—merges into custom fields on the Deal record rather than a separate object. The adjuster contact field creates a linked Contact record if that adjuster is not already present in Freshsales, ensuring complete insurance claim context within the Deal.

Crew member assignments and crew leader info map to a custom multi-select or text field on the Deal (Crew_Members__c). If crew members are also system users in Assured JobCheck, they resolve to Freshsales User records and populate Owner or Deal Team fields based on email matching to maintain accountability.

Photos attached to Job records in Assured JobCheck download and re-upload to the corresponding Freshsales Deal as Files. Freshsales caps file uploads at 25MB per file; larger files require splitting. Inline images embedded in job notes extract and attach separately to the Deal record to preserve visual documentation.

Job-related tasks and notes map to Freshsales Tasks with original timestamps, owners, and subject lines preserved for audit continuity. Tasks linked to a specific Job/Deal carry the Deal lookup for association. Team-wide job feed entries convert to internal Tasks to maintain the complete activity history within Freshsales.

Assured JobCheck workflows—job-stage auto-advancement, adjuster notification triggers, crew assignment rules—have no direct Freshsales equivalent. We export workflow definitions as a reference document for your admin to rebuild in Freshsales Workflows or Freshsales Suite's automation tools, documenting each trigger, condition, and action for reconstruction.

PackOut barcode scan history (item scanned, timestamp, crew member) has no native Freshsales analogue. Scan logs migrate as structured text in a custom Notes field on the PackOut Item Custom Module record, or as a separate Custom Module if the log volume justifies separate storage for reporting and audit trail purposes.