Migrate from Assured JobCheck to Nutshell

Assured JobCheck stores contact records for policyholders, adjusters, and crew leads as standard Salesforce Contacts. These map directly to Nutshell Persons. Owner resolution by email match against Nutshell users. Records without an assigned owner attach to a fallback user flagged before migration.

Assured JobCheck's insurance carrier, subcontractor, and property‑owner company records (Salesforce Accounts) map 1:1 to Nutshell Companies. Parent‑company hierarchies in Salesforce map to Nutshell's parent‑company field. Multi‑contact companies collapse to one primary Nutshell Company with contact roles on related deals. During migration we match the company name and address fields to avoid duplicates, and we preserve the primary contact's role on each deal for future reference.

Prospective clients and referrals captured in Assured JobCheck's Salesforce Lead object migrate to Nutshell Leads. Lead status pick-list values map value‑by‑value to Nutshell's lead‑status taxonomy. Unconverted Salesforce Leads from before the migration date land as Nutshell Leads. We also preserve the original lead source and any custom fields so that your sales team can continue nurturing them without re‑entering data.

Each Assured JobCheck job record (Job__c) becomes a Nutshell Deal. Job name maps to Deal name. Job status pick-list values (e.g., 'Site Inspection Scheduled', 'Contents Listed', 'Work In Progress', 'Closed') map to Nutshell pipeline stage values. The job's estimated amount or insurance estimate maps to Deal value. Nutshell's single pipeline per account model means multi-property jobs under one account may split into separate Deals.

Assured JobCheck task records (Task__c) associated with a Job__c migrate as Nutshell Tasks. The task subject becomes the Task name. Assigned-to resolves by email to Nutshell user. Due date and status map directly. Tasks that were marked complete in Assured JobCheck carry a completed status into Nutshell. Tasks without a due date receive a default date flagged for review.

Assured JobCheck photo folders (Salesforce ContentDocument linked to Job__c) download from Salesforce and re-upload as file attachments on the corresponding Nutshell Deal. Photo folder names become descriptive labels. Nutshell's 25MB per-file limit applies — large photo files may need compression. Inline photos embedded in notes extract and re-attach separately.

Assured PackOut barcode-tagged inventory items (PackOut_Item__c custom object) split across two Nutshell targets: item name, room, condition grade, and replacement estimate migrate as line items on the Nutshell Deal. Item-level photos migrate as file attachments on the Deal. Barcode tag IDs preserve as a custom text field on the note for traceability.

Assured JobCheck's insurance claim reference object (claim number, adjuster name, carrier, policy number) has no native Nutshell equivalent. Migrates as a custom field group on the Deal record — Insurance_Claim_Number__c, Adjuster_Name__c, Insurance_Carrier__c, Policy_Number__c. Your Nutshell admin pre-creates these custom fields before migration.

Assured JobCheck's real‑time team feed entries (comments, status‑change log entries) migrate as Nutshell Activities on the related Deal. Original timestamp and posting user resolve by email match. Feed entries without a linked Deal attach to the primary Person record. Each activity retains the full comment text, and any @mentions are preserved as plain text for future reference.

Assured JobCheck's Salesforce users (estimators, project managers, crew leads) resolve against Nutshell users by email address. Active users with matching emails get their records assigned automatically. Users without a Nutshell counterpart are flagged — your team either creates the Nutshell user first or assigns their records to a fallback owner before the migration runs.

Assured JobCheck's custom fields on Job__c (e.g., loss_type__c, room_count__c, water_class__c) require pre-created custom fields in Nutshell on the Deal object. Field type mapping: pick-list → dropdown, number → number, currency → currency, date → date. Text fields map directly. We deliver a custom-field creation checklist as part of the migration plan.

Assured JobCheck's custom workflow engine (automated job-stage transitions, task assignment rules, notification triggers) has no native equivalent in Nutshell. We export workflow definitions as a structured JSON reference. Rebuild using Nutshell's sales email sequences and task automation tools. Workflow rebuild is outside migration scope.