Migrate from Fieldmagic to Nutshell

Fieldmagic Customers map directly to Nutshell Companies. Both represent the billing entity — the organization you invoice and manage contracts against. Customer name, phone, billing address, and tax ID transfer as Company fields. Fieldmagic's per-customer notes and credit terms map to custom fields on the Nutshell Company record.

Fieldmagic Contacts map to Nutshell People — individuals linked to a Company. Email, phone, mobile, job title, and role at site transfer as Person fields. Fieldmagic's Contact type (e.g., Primary, Site Manager) maps to a custom pick-list field (Contact_Role__c) on the Person record.

Fieldmagic Sites have no native Nutshell equivalent — Nutshell has no location object. Each Site becomes a set of custom fields on the associated Company: Site_Name__c, Site_Address__c, Site_Access_Notes__c, and Site_Primary_Contact__c linking to the relevant Person. For multi-site customers, each Site generates a separate Company record with a Parent_Company__c custom field linking back to the primary Company.

Fieldmagic Jobs are the core record — they link Customer, Site, assigned technician, schedule window, status, line items, and attachments. Each Job maps to a Nutshell Deal with Job_Number__c, Job_Type__c, Job_Status__c, Assigned_Technician__c, Scheduled_Start__c, and Scheduled_End__c stored as custom fields. The Deal's monetary value maps from the Job's total invoice amount or quoted value.

Fieldmagic job statuses (Booked, In Progress, On Hold, Completed, Invoiced, Cancelled) map to Nutshell Deal stages via value-by-value mapping. 'Completed' and 'Invoiced' both map to Won; 'Cancelled' maps to Lost; active statuses map to pipeline stages your team configures in Nutshell before migration.

Fieldmagic Quotes are proposals linked to a Customer with line items, pricing, and validity dates. Each Quote becomes a Nutshell Deal in a 'Proposal' stage with Quote_Number__c, Quote_Valid_Until__c, and line-item summary stored as custom fields. Full quote PDF attachments are re-uploaded to Nutshell Files and linked to the Deal record.

Fieldmagic Asset Types define categories of equipment (e.g., HVAC Unit, Elevator, Generator) with associated maintenance checklists. Asset Type names migrate as a custom pick-list field (Asset_Type__c) on a Nutshell custom object or as structured custom fields on the linked Company/Site record.

Each Fieldmagic Asset — with serial number, install date, make/model, warranty expiry, and linked Site — becomes a record in a Nutshell custom object (Fieldmagic_Asset__c) linked to the relevant Company via a lookup field. Maintenance history from Asset Service Records maps to a related Notes section on each Asset record.

Fieldmagic Job line items (labor, materials, sublet) cannot map to native Nutshell fields since Nutshell has no line-item model. A summary of line-item categories and totals (e.g., 'Labor: $450, Materials: $120') is stored in a custom text area field (Job_Line_Items_Summary__c) on the Deal record. Individual line-item detail is preserved in a linked Nutshell Note.

Fieldmagic contract pricing agreements (recurring billing rates,discount schedules) have no Nutshell equivalent. Contract terms and rates are stored in a custom field (Contract_Terms__c) and a linked Note on the Company record. Rebuilt pricing rules can be documented from this reference.

Fieldmagic file attachments on Jobs, Quotes, and Customers (photos, signed forms, invoices) are downloaded and re-uploaded to Nutshell Files linked to the corresponding Deal or Company record. Nutshell's file size limit (25 MB per file) applies; large files are flagged before migration.

Fieldmagic technicians and office users are resolved to Nutshell Users by matching email addresses. Unmatched users are flagged before migration — teams either create Nutshell user accounts for them or assign their records to a fallback Nutshell user. Nutshell does not have a field-technician scheduling model, so this mapping is for owner/reporter attribution only.

Fieldmagic job-level activity notes (site visit summaries, technician comments, customer communications logged in the job) are extracted as Activity records and linked to the corresponding Nutshell Deal. Original timestamps and author are preserved. Nutshell's Activity model supports notes, calls, and emails on Deals.

Fieldmagic checklists attached to Jobs or Assets (safety items, inspection steps, service requirements) have no Nutshell structural equivalent. Checklist content is preserved as a formatted Note attached to the relevant Deal or Asset record. The checklist structure — ordered steps with pass/fail status — is stored as plain text for manual rebuild reference.