Migrate from Dispatch to Freshsales

Dispatch customer records (name, email, phone, address) map directly to Freshsales Contact. Business-type customers with a company name map to Contact with Account lookup instead of a standalone contact.

When Dispatch customer type is 'Business' or 'Company', the record maps to Freshsales Account. Account.Name pulls from the Dispatch company name field; industry and employee count map as custom fields or use Freshsales standard Industry pick-list.

Dispatch work orders become Freshsales Deals. The job number, service type, and priority level migrate as custom fields on the Deal. Deal.Name is generated from the Dispatch job description or job number for traceability.

Dispatch work-order statuses (Pending, Scheduled, In Progress, Completed, Cancelled) map to Freshsales deal stage values. Each status maps to the corresponding stage name in your Freshsales pipeline; probability values are applied per stage from the Freshsales stage configuration.

If Dispatch tracks a service fee or quoted amount on the work order, that value maps directly to Freshsales Deal.Amount. If no amount exists, the field is left blank.

Dispatch jobs carry a service location address that may differ from the customer primary address. Freshsales Deal object does not have a native service-address field — we create a custom multi-line address field on the Deal and populate it from Dispatch's job address data.

Dispatch drivers are internal users who complete jobs. If the same people appear as sales reps in Freshsales, FlitStack resolves them by email match to the Freshsales user record. Unmatched drivers preserve as a custom Driver_Assigned__c pick-list on the Deal.

Dispatch job notes migrate as Freshsales Note records, linked to the parent Deal or Contact. Original timestamps are preserved as a custom datetime field since Freshsales Note does not track creation date separately from system CreatedDate.

Dispatch captures scheduled date, start time, and completion time per job. Freshsales Deal has a CloseDate field only. We create Scheduled_Date__c, Start_Time__c, and Completed_Time__c custom datetime fields on Deal to preserve the full service timeline.

Dispatch job types (repair, installation, inspection, delivery) do not have a Freshsales standard equivalent. A custom pick-list field Service_Type__c is created on Deal, and Dispatch type values are mapped one-to-one into the pick-list options.

Dispatch priority levels (Low, Medium, High, Urgent) map to a Freshsales custom pick-list Priority__c on the Deal object. Freshsales does not have a native priority concept on deals.

Dispatch files attached to jobs are downloaded and re-uploaded to Freshsales Files, linked to the corresponding Deal or Contact record. File size limits from Freshsales apply — files over 25MB are flagged for manual handling.