Migrate from Assured JobCheck to monday CRM

Assured JobCheck stores contacts in Salesforce's standard Contact object with name, email, phone, title, and address fields plus custom properties for restoration-source and lifecycle type. Monday CRM creates a Contact board where each contact is an item. Name, email, phone, and title map to Monday text columns. Custom fields become Monday custom columns. Original create dates are preserved as a custom date column since Monday sets item creation time at migration.

Assured JobCheck uses Salesforce Account records for companies with domain, industry, employee count, and annual revenue fields. These map to Monday's Account board as text, dropdown (industry), and number columns. Monday lacks a native parent-account hierarchy field — parent-company relationships are stored as a custom text column referencing the parent account name and managed through Monday connected boards for association.

The core Assured JobCheck job file is a Salesforce custom object with fields for job status, loss type, insurance carrier, claim number, job priority, estimated and actual amounts, start and end dates, assigned adjuster, job source, and team member list. These map to Monday's Job board as a mix of status columns, text columns, number columns, date columns, and dropdown columns. PackOut sub-items attach as Monday sub-items within each job item.

Assured JobCheck tracks job stage as a Salesforce picklist (New, Assigned, In Progress, Packout, Completed, Invoiced). Monday's Status column type maps each stage value to a corresponding Monday status group. We preserve the final status of each job item during migration; intermediate stage timestamps are stored as custom date columns for historical reference.

Assured JobCheck uses Salesforce Opportunity records linked to Job files for deal tracking with deal name, amount, stage, close date, and owner. These map to a Monday Pipeline board as items with Amount (numbers column), Stage (status column), Close Date (date column), and Owner (person column). The Pipeline board gives a visual deal view across all restoration jobs.

Assured JobCheck creates Salesforce Task records for job-related to-do items with subject, status, priority, due date, and owner. Tasks attach as sub-items under their parent job item in Monday's Job board. Sub-item columns replicate task fields: subject becomes sub-item name, status maps to a sub-item status column, and due dates transfer as date columns.

Assured JobCheck's N:N contact-to-account relationships (common in restoration where one contact works across multiple insurance carriers or properties) map to Monday's connected boards. The primary company per contact is stored as an Account column; additional associated companies are linked via Monday connected boards so the full relationship graph is preserved in Monday's data model.

Job photos, documents, and inspection reports stored as Salesforce Files or Attachments on Job or Contact records map to a Monday Files board. File names, types, and source URLs are stored as text columns. Files must be re-uploaded to Monday's native file storage or a linked platform; Monday stores the reference URL so the full document context is accessible from the Files board.

Salesforce User records for team members who own jobs, tasks, and accounts resolve by email match against Monday workspace users. Unmatched owners are flagged before migration so your Monday admin can invite them or assign a fallback owner. No record lands without a resolved owner in Monday.

Assured JobCheck's PackOut items (contents listing with room, item name, condition, barcode tag, and packer assignment) map to items in a separate PackOut board connected to the parent Job board via Monday's connected boards feature. PackOut board items preserve item name, room, condition, and barcode tag as text columns.

Every Assured JobCheck custom field — Insurance_Carrier__c, Loss_Type__c, Claim_Number__c, Job_Source__c, Restore_Type__c, and others — requires a corresponding Monday custom column. FlitStack creates these during the schema setup phase before data lands. Column type (text, number, date, dropdown, person) is chosen per field's Salesforce data type and validated in the sample migration.