Migrate from Comarch Field Service Management to monday CRM

Comarch Work Orders map to Monday Deals because they represent billable service events with an associated customer, amount, status, and date. The Work Order number becomes the Deal name, current FSM status maps to a Monday Status column, and SLA fields migrate as custom Date and Number columns. Technicians assigned to the Work Order are linked via a Contact column pointing to their Monday Contact record.

Comarch Technicians — employees who perform field service — map directly to Monday Contacts. Standard fields (name, email, phone, mobile) migrate as direct column mappings. Technician certifications, territories, and skill sets map to custom columns in the Contacts board. Technicians who are not Monday users receive a Contact record; those who are Monday users get matched by email and assigned as Deal owners.

Comarch's Customer entity (the organization receiving service) maps 1:1 to Monday Company. Company name, address, industry, and account manager fields map to the equivalent Monday Company columns. Multi-site customers where each location is a separate Service Location link back to the primary Company record.

Comarch Service Locations represent physical addresses where technicians perform work — often multiple per Customer. If a Customer has one primary service location, that address maps to the Monday Company address fields. If there are multiple locations, a custom Locations board is created where each item is a location linked back to the Customer's Company record via a Relation column.

Comarch Assets (equipment covered by service contracts) have no direct Monday CRM equivalent — they become items in a custom Asset board. Asset name, model, serial number, installation date, and warranty status migrate as custom columns. Each Asset item is linked to its Customer (Company) via a Relation column and optionally to related Work Orders (Deals).

Comarch Parts Usage records the parts consumed per Work Order. Each part type becomes an item in a custom Parts board; the quantity used per work order is recorded on the corresponding Deal as a Number column or sub-item. Parts inventory levels from Comarch map to a separate Inventory board if stock tracking is required in Monday.

Comarch records timestamps, status changes, and technician notes on Work Orders as a history log. These are migrated as entries in Monday's Activity/Updates column on the corresponding Deal, preserving the original timestamp, author (Contact), and note text in chronological order.

Comarch SLA fields (response-time target, resolution-time target, SLA status) have no native Monday CRM equivalent and are migrated as custom columns on each Deal: SLA_Response_Hours__c (Number), SLA_Resolution_Hours__c (Number), and SLA_Status__c (Dropdown: Met, At Risk, Breached). SLA compliance reports must be built as Monday dashboards using these columns.

Comarch's automated scheduling engine — which matches technician availability, skill set, and geographic territory to open Work Orders — is FSM configuration logic, not data. This does not migrate. FlitStack exports the scheduling rules as a reference document; your Monday admin rebuilds the logic using Monday's Timeline view for scheduling and Automations for assignment triggers.

Comarch territory definitions (geographic zones, zip-code assignments, zone-specific SLAs) are FSM configuration data stored in the Comarch admin layer. Monday CRM has no native territory management. Service Locations with address data can be mapped to Monday's Location/GMap column type to approximate geographic grouping, but territory assignment rules require manual rebuild as Filter views or custom column logic.

Comarch generates invoices linked to Work Orders. If the invoice amount is the authoritative billing figure, it maps to the Monday Deal Amount column. If detailed invoice line items are needed, a custom Invoice Items board is created linked to the Deal. Monday's native Quotes and Invoices feature (Standard+ plans) can also be activated for formal billing.

Comarch Work Order attachments (photos, signed forms, equipment images) are downloaded from Comarch's file storage and re-uploaded to Monday's Files column on the corresponding Deal or Asset item. File size limits per Monday plan apply (20GB storage on Standard, 100GB on Pro).