Migrate from Field service software to monday CRM

Field service Customers map directly to Monday CRM Companies. Each Customer record — name, billing address, service address — becomes a Company Item in the Customers board. Service location addresses migrate as a text column; for multi-location customers, each location becomes a separate Company Item linked by a parent group.

Field service Contacts migrate as Monday People. Each Contact's name, email, phone, and role per location map to the corresponding Monday Person fields. Contacts linked to multiple service locations become separate Person Items for each location association, preserving the role at each site.

Work Orders become Items in a dedicated Service Board. The board's default group-by handles status; status pick-list values from field service become Status group names or a Dropdown column depending on board configuration. Original work order number is preserved in a text column for audit continuity.

Line items on a work order — labor hours, parts used, materials — migrate as Subitems attached to the parent Work Order Item in Monday. Subitems inherit the parent Item's link back to the Customer Company, preserving the billing relationship without duplicating the association.

Field service Technicians are resolved by email match against Monday workspace members. A matched technician becomes an Assignee (person column) on the Work Order Item, giving each job a direct owner. Unmatched technicians are flagged — those records receive a text column with the original technician name and a note that a Monday account must be created first.

Equipment and asset records become Items in a separate Asset Board. Serial numbers, model numbers, install dates, and warranty expiration migrate as text, number, and date columns. The asset's linked Customer (service location) becomes a Connect Column linking back to the corresponding Company Item.

Field service activity log entries — service performed, technician notes, status changes, parts installed — are written as Updates on the linked Work Order Item in Monday. Original timestamps and technician names are preserved in each update entry. This preserves narrative history without requiring a separate activity object.

Service contracts with SLA terms (response time, resolution time, coverage hours) migrate as Items in a Contracts Board linked to the Customer Company. Where field service stores SLA as fields on the customer, Monday maps those fields to a Status column with SLA tiers, a Date column for contract expiry, and a Number column for coverage hours.

Field service custom fields on work orders — such as service type codes, customer PO numbers, insurance claim references, or regional dispatch zones — require Monday custom columns. FlitStack identifies each custom field during discovery, creates the corresponding column in the Monday board, and maps values with type-aware conversion (text stays text, pick-lists become dropdowns).

Parts and inventory records from field service have no native Monday CRM equivalent — Monday does not include an inventory management module. We migrate parts as Items in a dedicated Inventory Board with stock levels, part numbers, and unit costs. Inventory transactions and stock adjustments do not migrate and must be rebuilt in Monday or handled via integration.

Field service scheduling boards and route optimization data do not transfer. We migrate the scheduled date and time as a Date column on Work Order Items — this enables Monday's Calendar view out of the box. Automated scheduling logic, route sequencing, and technician load balancing require Monday automation rebuild after migration.

Invoices created in field service migrate as Items in a separate Invoices board linked to the Customer Company and Work Order. If the field service system tracks invoice status as part of deal revenue, we can map paid invoices to the related Deal Item in Monday CRM's pipeline for revenue reporting continuity.