Migrate from Assured JobCheck to HighLevel

Standard Contact fields map directly to HighLevel Contacts. First name, last name, email, phone, address, and job title transfer with no transformation. Owner resolution by email match against HighLevel users before migration. Any unmapped required fields default to placeholders until your admin supplies valid values.

Assured JobCheck Company records (policyholders, insurance carriers, vendors) map to HighLevel Companies. Company name, domain, industry, employee count, and billing address fields migrate directly. Parent-child company hierarchies preserved via HighLevel's company relationship fields. Industry values that don't match HighLevel pick-lists default to 'Other'.

Assured JobCheck's Job is the primary work unit and maps to HighLevel Opportunities. Job name becomes Opportunity name, job amount maps to Opportunity value, and job stage (Estimating, In Progress, Completed) maps to HighLevel pipeline stages. Custom insurance fields (adjuster, loss type, policy number) migrate as Opportunity Custom Fields. Original Job create dates are preserved in a custom datetime field.

Assured JobCheck job stages (New Claim, Site Inspection, Estimate Submitted, Work Ordered, Completed) map value-by-value to HighLevel pipeline stages. Each stage gets its probability weight and forecast category applied in HighLevel based on your stage configuration. Stages without a HighLevel match are flagged for your admin to resolve before migration.

Assured JobCheck Tasks (field assignments, crew notifications, adjuster follow-ups) map directly to HighLevel Tasks. Original due dates, owners, and task status preserve during migration. Tasks linked to specific Jobs carry the Opportunity ID reference in HighLevel. Recurring tasks generate individual task records in HighLevel per recurrence pattern.

Photos and documents attached to Jobs in Assured JobCheck (stored in Salesforce Files) re-upload to HighLevel's file storage linked to the corresponding Opportunity or Contact. Photo folders in Assured JobCheck become separate file groups in HighLevel. Very large photo sets may require batching due to HighLevel's upload size limits.

Assured JobCheck stores adjuster name, phone, and email as custom fields on Job. These migrate as text Custom Fields on HighLevel Opportunities. Your admin can optionally link the adjuster as a Contact record and reference it via a lookup custom field. Field types and names must match the migration plan exactly.

Loss type (Water Damage, Fire, Mold) and loss description from Assured JobCheck migrate as pick-list and text Custom Fields on HighLevel Opportunities. Pick-list values are preserved exactly from the source; description fields map as long-text fields. Any new loss types in HighLevel need admin approval before migration.

Policy number and coverage amount fields from Assured JobCheck migrate as text and currency Custom Fields on HighLevel Opportunities. Currency formatting adjusts to your HighLevel account's locale settings during migration. Amount fields with invalid currency symbols are flagged for manual review.

Assured JobCheck job owners (Salesforce users) resolve by email match against HighLevel users. Unmatched owners are flagged before migration — your team either creates HighLevel accounts for them or reassigns their jobs to a fallback owner before the run. Owner resolution failures block the full migration until resolved.

Assured JobCheck's custom workflow engine, task-trigger sequences, and notification rules have no HighLevel equivalent. We export your workflow definitions as JSON and documentation for your HighLevel admin to rebuild using HighLevel's Workflows builder — the exported definitions serve as a functional specification.

If Assured JobCheck includes PackOut contents data (inventory lists linked to jobs), those migrate as Custom Fields on the Opportunity or as a separate Custom Object in HighLevel. N:N relationships between jobs and contents items map to HighLevel custom object associations.