Migrate your Bella FSM data

Customer records include standard fields (name, contact info, address) plus user-defined custom data fields (text, checkbox, dropdown) that can appear on Work Order PDFs. We map all standard fields directly and handle custom field schema translation to the destination CRM's equivalent custom field structure.

Vendor records contain contact and billing information used for supply chain and subcontractor management. These export cleanly via Bella FSM's report engine and map to the vendor or supplier object in most destination platforms.

Work Orders are the core transactional record in Bella FSM, tracking status (from estimate through payment), inspection checklists, attached images and files, parts used, and linked custom data fields. We preserve the full lifecycle status history and all attachments during migration.

Jobs are linked to Customers and Work Orders and can carry their own set of custom data fields distinct from the Work Order. We cross-reference Job-to-Customer relationships and map any job-level custom fields to the destination's equivalent object structure.

Equipment records are tracked as an add-on module ($10/month) and linked to customers or job sites. Equipment type, maintenance history, and service schedules require field-level mapping to the destination platform's asset or equipment object.

Inventory tracking is built-in but with an Advanced Inventory add-on tier. Parts assigned to Work Orders, warehouse stock levels, and truck inventory need careful mapping since stock-on-hand figures are point-in-time snapshots that may not transfer meaningfully without a reconciliation step.

Invoices are generated from Work Orders and include line items for labor, parts, and fees. We preserve invoice amounts, payment status, and linked customer records. Open invoice balances require attention during migration to maintain AR accuracy.

Estimates and quotes are distinct from Work Orders in Bella FSM's data model. We map estimate records with their line items, status (accepted/pending/rejected), and conversion linkage to the resulting Work Order or Invoice.

Recurring visit schedules define periodic service agreements linked to customers. We extract the recurrence rules and linked customer and Work Order templates to reconstruct recurring jobs in the destination system.

Bella FSM supports Admin User Roles, Standard User Roles, and multiple Admin Users with configurable access levels. We map these to the destination platform's role structure, noting that permission granularity may differ and require manual review post-migration.

Time entries linked to Jobs and Work Orders capture labor hours and costs. We preserve technician assignments, time-in/time-out, and associated labor costs for accurate payroll or billing reconstruction.

Contract records store service agreement terms and link to Customers and Equipment. Contract body text and linked entities require field-level mapping, as destination platforms vary widely in how they store contract data.