Migrate from Field Service Trakker to HighLevel

Field Service Trakker stores customer name, company name, phone, email, and service address in a single Customer record. HighLevel requires Contacts (people) and Companies (businesses) as separate objects. We split the source record: Contact gets first name, last name, email, phone; Company gets the business name, domain, and address. If the source stores a personal contact with no company, we create a Company placeholder named after the contact for HighLevel's relational integrity.

Work orders in Field Service Trakker include job name, description, status, priority, scheduled date, assigned technician, service address, and line items. We map these to HighLevel Opportunities: Opportunity Name becomes the job name, stage maps from job status (Open, In Progress, Completed, Cancelled) to HighLevel pipeline stages, custom fields capture priority and scheduled date, and the assigned technician resolves by email match to a HighLevel user. Line items require either HighLevel Products or a custom line-items object if the source uses complex multi-service pricing.

Field Service Trakker links each job to a service address (street, city, state, zip). HighLevel has no native service-address object. We map address fields to custom text fields on the Contact record (Service_Street__c, Service_City__c, Service_State__c, Service_Zip__c). If your operation tracks multiple service locations per customer, we recommend a Location custom object with a relationship to Contact — we set this up during the schema-prep phase.

Technician records in Field Service Trakker include name, email, phone, vehicle, certifications, and status. HighLevel Users are CRM login accounts. We match technicians by email to existing HighLevel users; if no match, we create a User record and flag it for your admin to activate. If technicians do not need CRM login, we create a custom Staff custom object to preserve their profile data without granting platform access.

Field Service Trakker invoices include invoice number, date, customer link, line items, totals, and payment status. HighLevel has a native Invoice object that maps directly: Invoice Number to Name, Customer to ContactId lookup, Invoice Date to Date, line items to Products or custom fields, total amount to Amount, and status (Paid, Unpaid, Overdue) to Status. Complex pricing rules or discounts stored in Field Service Trakker require custom field mapping to preserve the intent.

Technician notes, job descriptions, and internal comments attached to work orders migrate as HighLevel Notes linked to the corresponding Opportunity. Original timestamps and the creating technician's name are preserved. HighLevel's Notes support rich text; plain-text notes transfer without transformation. After migration, you can search, tag, and filter notes directly within the Opportunity view, and any attachments embedded in the notes are preserved as linked files.

Scheduled appointments and job time slots map to HighLevel's Appointments object with the original start time, duration, assigned technician (linked by user), and customer (linked by contact) preserved. HighLevel appointments integrate with the calendar system; scheduling conflicts detected post-migration are flagged for manual resolution.

Field Service Trakker allows custom fields on work orders for industry-specific data (e.g., HVAC refrigerant type, equipment serial number). We create equivalent custom fields in HighLevel on the Opportunity object using the Custom Fields UI. Field type mapping: text to text, number to number, pick-list to pick-list with value-by-value translation.

Documents, images, and PDFs attached to jobs or customers are downloaded from Field Service Trakker and re-uploaded to HighLevel Files linked to the corresponding record. HighLevel's file storage has a 25MB per-file limit; files exceeding this are split or linked externally with a reference note.

Service-category tags, customer-type labels, and job-classification tags in Field Service Trakker map to HighLevel's native Tags on the Contact and Opportunity objects. Tags are preserved as-is; no value translation is required. You can apply these tags in HighLevel to segment contacts, trigger automations, and generate reports based on service type, helping maintain operational insights after the migration.