Migrate from Dispatch Pro to Nutshell

Dispatch Pro stores customer data as a combined record with both person and company attributes. We split this into a Nutshell Person record (name, email, phone) and a Nutshell Company record (company name, address, industry). The link between them is preserved as a Nutshell Person-Company association.

Dispatch Pro locations include address details, latitude/longitude coordinates, site access notes, and location-specific tags. These migrate as standard address fields on the Nutshell Company record. Access instructions and site tags are stored as custom text fields on the Company record since Nutshell lacks a native location-notes object for site-specific details.

Dispatch Pro jobs map directly to Nutshell Deals. Job name becomes Deal name, job amount becomes Deal value, and job status maps to a Nutshell pipeline stage. Each job carries a customer link and a technician assignment — both resolved during migration.

Dispatch Pro supports up to eight priority buckets for algorithmic optimization. Nutshell has no native job-priority field. We create a custom pick-list field (Job_Priority__c) on Nutshell Deals and map Dispatch Pro priority values value-by-value so managers can filter by priority in Nutshell's list and board views.

Dispatch Pro technicians are matched to Nutshell users by email address. If a technician email does not match an existing Nutshell user, we flag the record for your admin to create the user or assign a fallback. Technician groups (teams, zones, trade licenses) are stored as custom fields on the Nutshell User record.

Dispatch Pro logs job status changes, technician check-ins, and work completion events with timestamps and the acting technician. These migrate as Nutshell Activities — status transitions become Note records with the original timestamp and technician as owner. Job completion events become completed Task records.

Dispatch Pro custom properties on jobs (e.g., equipment model, warranty type, service contract ID) map to Nutshell custom fields on the Deal object. We create each custom field in Nutshell before migration, inferring the field type (text, number, date, pick-list) from Dispatch Pro's property definition.

Customer-level custom properties in Dispatch Pro — such as customer tier classifications, billing preference settings, and contract expiry dates — migrate as Nutshell custom fields on either the Person or Company object, depending on whether the property applies to the individual contact or the organization as a whole.

Job photos, attached documents, and signed forms from Dispatch Pro are downloaded and re-uploaded to Nutshell Files, linked to the corresponding Deal record. File size limits apply (Nutshell's default upload ceiling per file). Inline images in notes are extracted and rehosted.

Dispatch Pro's priority buckets, technician skill mappings, zone assignments, and algorithmic optimization settings are platform configuration — not user data. These have no Nutshell equivalent and cannot be migrated. We export the full configuration as a JSON reference file for your team to manually recreate routing logic in Nutshell or a third-party scheduling tool.