Migrate from Field Service Trakker to monday CRM

Monday CRM's native Company entity holds business name, domain, industry, employee count, and address fields. Field Service Trakker Customers with multiple Service Locations map to the primary Company record; secondary locations become linked Location Items or address fields on the Company record.

Field Service Trakker Locations carry site-specific address, contact name, access notes, and service schedule. Monday CRM has no native sub-location object — we map primary site address to the Company record and create a Locations board with Items representing each site, linked back to the parent Company via a Link column.

Work Orders are the central FSM object and map to Monday Deal Items on a Service Board. Each Work Order becomes an Item with columns for Work Order number, status, scheduled date, assigned technician, service type, and priority. Monday Deal fields (Name, Amount, Close Date) carry Work Order identifier, estimated revenue, and target completion date.

Work Order line items (labor, parts, travel charges) become Monday Subitems on the parent Deal Item. Each Subitem carries service description, quantity, unit price, and line-total. Monday Subitems have their own columns for granular tracking. Note: Monday API complexity counts Subitems differently than top-level Items.

Field Service Trakker Assets (equipment serial numbers, model, install date, warranty status, maintenance schedule) migrate to a dedicated Asset Board in Monday. Each Asset Item links to its parent Customer Company via a Link column. Asset status, last service date, and next service due become custom columns on the Asset Item.

Field Service Trakker Technicians with scheduling assignments map to Monday CRM Users. Email, name, phone, and skill certifications migrate to the User profile. If Technicians also appear as Customer contacts (e.g., subcontractors), they are created as CRM Contacts as well. Monday's User system handles board assignments and notification routing.

Field Service Trakker Invoices carry invoice number, amount, status (Paid, Pending, Overdue), payment method, and linked Work Order. Monday CRM records Invoice as an Activity entry on the linked Deal with invoice amount, status, and payment date in custom columns. Monday's native invoicing module can be enabled separately if the business needs full quote-to-cash tracking.

Field Service Trakker's real-time dispatch and scheduling engine has no Monday CRM equivalent. We preserve the scheduled date, assigned technician, and time window as custom columns on the Work Order Item. Automated scheduling and route optimization must be rebuilt in Monday Automations or a third-party routing integration — we provide a rebuild reference export.

Work Order completion notes, technician comments, and service history from Field Service Trakker migrate as Updates on the Monday Deal Item. Original timestamps and technician names are preserved in the update metadata. Monday's activity log captures the full sequence of field interactions per Work Order Item.

Field Service Trakker custom fields (skill requirements, work type codes, priority tiers, parts inventory references) require Monday custom columns. We create each custom field as a column on the relevant board, matching the field type to Monday's supported column types. Field-level mapping validation confirms all custom data lands in the correct column.

Bill-to and Ship-to contacts from Field Service Trakker become Monday CRM Contacts linked to the relevant Company. Primary contact flags, phone, email, and role (Site Manager, Accounts Payable) map to standard Contact fields. Multiple contacts per Company are supported natively in Monday CRM's Contact model.

Recurring service contracts and SLAs from Field Service Trakker become Items on a dedicated Contracts Board. Each contract Item links to its Customer Company and covered Asset Items. Contract start/end dates, billing frequency, and scope of work are stored in custom columns on the Contract Item.