Migrate from Contractor+ to monday CRM

Contractor+ Clients carry both individual contact details (name, email, phone) and business information (company name, address). FlitStack splits each Client into a monday CRM Contact (individual) and an Organization (company), linking them via the native Contact-to-Organization relationship. Clients without a company name land as Contacts only.

Contractor+ Jobs have no direct CRM equivalent in Monday. FlitStack creates a CRM board in Monday and populates each Job as an Item, with the Job's status, budget, schedule dates, and client mapped to custom columns on the board. The Job's primary client becomes the Item's linked Contact.

Contractor+ job statuses (New, Scheduled, In Progress, Completed, etc.) map to monday CRM Status column values. Custom statuses require value-by-value mapping in the migration plan. FlitStack preserves the original status transition timestamps as a custom datetime column for reporting continuity.

Contractor+ Estimates contain line items with material costs, labor rates, optional add-ons, and tax calculations. Monday CRM's Quote module stores line items, discounts, and product/service categories. FlitStack maps each estimate line item to a Quote line item; material-cost and labor-cost fields are preserved as custom number columns since Monday Quotes lack a native cost-vs-price breakdown.

Contractor+ Invoices track payment status, amounts, and due dates. Monday CRM has no native invoice object beyond the basic Quote. FlitStack maps Invoice data to custom columns on the Job Item (Invoice Status, Amount Paid, Balance Due, Due Date) and preserves the full invoice record as a PDF attachment to the Item.

Contractor+ Team Members map directly to monday CRM users by email address match. Each Team Member's role (Admin, Technician, etc.) is preserved as a custom pick-list column on the CRM board so role visibility is retained after migration. This ensures consistent task assignment across all users.

Contractor+ job photos and attachments are re-uploaded to the corresponding monday CRM Item's file column. Monday CRM's 250MB file storage limit per account (Standard plan) or 5GB (Pro) is checked before migration; files exceeding limits are flagged for alternative storage (S3 bucket, SharePoint).

Contractor+ stores job site addresses and GPS coordinates on Jobs. FlitStack maps these to monday CRM's Location column (connected to Google Maps or Mapbox) on the Job Item and also populates the Contact's address fields for routing and follow-up purposes.

Contractor+ Client Portal feedback and comments have no native Monday CRM equivalent. FlitStack preserves this data as Item Updates with a custom 'Source: Client Portal' label so the client conversation history is not lost, even though it cannot be surfaced in the same client-facing way.

Contractor+ allows custom fields on Jobs and Estimates (e.g., permit number, insurance policy, work type). FlitStack creates matching custom columns in Monday CRM boards — text, number, date, or pick-list types set based on the source field's data type. Pro Team template fields that span multiple workspaces are consolidated into one board template with workspace-specific views.

Contractor+ Estimatic AI generates material pricing automatically using national average material cost databases. Monday CRM has no AI-assisted pricing engine. FlitStack exports the AI-generated line items as static values in the Quote; the AI pricing logic must be rebuilt using Monday's Formula column or an external pricing tool.