Migrate from Handyman to HubSpot

Handyman customer records map 1:1 to HubSpot Contacts. Each contact carries name, email, phone, address, and property associations. HubSpot's lifecycle_stage field defaults to 'Lead' for new imports; original customer type preserved as a custom field. We also preserve the original customer ID as a custom property for future cross-referencing.

Handyman Properties have no direct HubSpot equivalent — we create a Property custom object in HubSpot with fields for address, property type, year built, and square footage. Properties link to the Contact who owns them via a custom association. This setup supports property-level reporting and service history tracking.

Equipment and systems tracked as Assets in Handyman migrate to a HubSpot Asset custom object. Each asset links to its parent Property via a custom relationship field. Equipment make, model, serial number, install date, and last service date migrate as custom fields.

Handyman jobs contain labor, materials, line items, and technician assignment — HubSpot Deals lack this depth. We create a Job custom object for job details and link it to a HubSpot Deal representing the estimate or project. Job status maps to Deal Stage via value mapping.

Handyman job statuses (Scheduled, In Progress, Completed, Invoiced, On Hold) map to HubSpot Deal stages. We preserve original status-change timestamps as custom datetime fields so reporting reflects historical workflow. This preserves the full lifecycle of each job and enables accurate pipeline analysis.

Handyman estimates with line items convert to HubSpot Deals with line items. Estimate approval status maps to Deal Stage progression (Proposal Sent > Negotiating > Booked). Rejected estimates archive as Closed Lost deals for historical reference. This ensures pipeline visibility and accurate forecasting.

Handyman technicians map to HubSpot Users by email match. Owner assignment on Jobs migrates as the assigned technician. If a technician email doesn't match an existing HubSpot user, we flag for admin resolution before migration commits. This prevents orphaned jobs and maintains accountability.

Handyman service categories (Plumbing, Electrical, HVAC, etc.) migrate as HubSpot Products linked to Deals. For reporting aggregation, we also create a custom pick-list field (Service_Category__c) on the Job custom object. This dual approach enables both product-based and custom-field-based reporting for flexible analysis.

Handyman invoices with status (Draft, Sent, Paid, Overdue) migrate as Invoice custom records linked to the parent Job. Invoice amount and payment status migrate as fields; actual payment recording requires QuickBooks or Stripe integration post-migration. These records preserve historical payment data for reconciliation.

Handyman notes, call logs, and email threads linked to customers, properties, or jobs migrate as HubSpot Notes, Calls, or Emails with timestamps and owner preserved. Meeting records from Handyman become HubSpot Meetings with original start times. This ensures complete communication history continuity.

Any Handyman custom fields on customers, properties, or jobs migrate as HubSpot custom properties on the corresponding object. Multi-select and date fields map with type-aware conversion to preserve original values. We validate field types and lengths during mapping to prevent data truncation or loss.