Migrate from Handyman to Nutshell

Handyman customers with name, email, phone, and address map directly to Nutshell People records. The contact email and phone populate standard Nutshell fields, while mobile and numbers transfer to the appropriate phone slots. Physical addresses map to Nutshell’s structured address fields, preserving street, city, state, and postal code. For customers with multiple locations, each address can be stored as a separate address line on the Person record, retaining location history.

When Handyman customers are businesses (commercial clients), they map to Nutshell Company records. Company name, website, industry, and address fields transfer, while phone numbers populate the Company phone. If the business has multiple contacts in Handyman, each contact becomes a separate Person record linked to the same Company via Nutshell’s person‑company relationship. Revenue or size can be stored in custom fields on the Company record for segmentation and reporting.

Each Handyman job becomes a Nutshell Deal. The job name maps to Deal Name, the estimated or final job amount maps to Deal Amount, and the job's close or completion date maps to Close Date. Service type, status, and technician data live in custom fields since Nutshell has no native job object.

Handyman job status values (Scheduled, In Progress, Completed, Cancelled) require a custom pick-list field on Nutshell Deals. We create Job_Status__c with the same values and map each job's status during migration. Stage probabilities in Nutshell can optionally be recalculated based on job status.

Handyman service types (plumbing, electrical, carpentry, HVAC, etc.) have no Nutshell equivalent, so a custom pick‑list field Service_Type__c is created on Deals to capture this information. The pick‑list values are defined to match Handyman’s service categories, allowing reports to filter and group deals by service line without parsing job description text. During migration, each Handyman job’s service type maps to the corresponding Service_Type__c value, preserving categorization for reporting and segmentation.

Handyman technicians resolve to Nutshell Users by email match. If a technician email matches an existing Nutshell user, the Job's assigned technician maps to the Deal owner. Unmatched technicians are flagged — their names populate a custom field (Original_Technician__c) on the Deal for audit continuity.

Job notes and internal comments from Handyman attach as Nutshell Notes on the corresponding Deal, preserving creation timestamp and author attribution. Multi‑line notes transfer as Note Body text, and @mentions or linked contacts are represented as plain text for reference. If a Handyman job includes attachments, those files are uploaded to Nutshell Files and linked to the Deal, maintaining a record of information alongside the deal.

Handyman estimates with amounts and approval states map to custom fields on the Deal. Estimate_Amount__c (currency) holds the quoted amount; Estimate_Status__c (pick-list: Pending, Approved, Rejected) captures the approval state. The Deal Amount may be set to the approved estimate amount.

Invoice records from Handyman translate to custom fields on the associated Deal. Invoice_Number__c (text) stores the invoice reference, while invoice amount can be recorded in a custom currency field for visibility. Payment_Status__c (pick‑list: Unpaid, Paid, Overdue) tracks payment state, and the invoice due date can be saved in a custom date field if needed. Invoice line items that exist in Handyman become notes on the Deal, preserving details for reference.

Files attached to Handyman jobs — such as photos, signed documents, and receipts — are re‑uploaded to Nutshell Files and linked to the corresponding Deal. File names and timestamps are preserved to maintain audit continuity. Nutshell’s storage limits apply; any attachments exceeding those limits are flagged for review before the migration batch runs, allowing your team to compress, exclude, or store them externally with a reference note on the Deal.

Handyman job scheduling data becomes a Nutshell Task with a due date matching the scheduled appointment, preserving the time slot where available. The Task is linked to the Deal, providing scheduling visibility within Nutshell’s activity model. Task type can be set to ‘Job Scheduled’ for identification, and reminders can be added after migration if needed. Nutshell’s calendar integration surfaces these tasks for follow‑up, keeping appointment details visible to the team.