Migrate from Jobsite Mobile to Nutshell

Jobsite Mobile person records map 1:1 to Nutshell People. The person's name, email, phone, and address fields transfer directly. Custom fields on the person record (trade certification, site assignment) migrate to Nutshell custom fields created before migration. The Jobsite Mobile contact ID is preserved as a string custom field for traceability.

Jobsite Mobile company records map to Nutshell Companies. Company name, address, industry, website, employee count, and annual revenue transfer directly. Jobsite Mobile's company-level custom fields (client tier, contract status) migrate as Nutshell custom fields on the Company object. Parent-company hierarchies are preserved as a custom parent-company text field since Nutshell does not have a native company hierarchy object.

Jobsite Mobile jobs represent billable work at a site. Each open or completed job migrates as a Nutshell Deal. The job name becomes the Deal name, the estimated value or billed amount becomes the Deal value, and the job status (open, completed, invoiced) maps to a Nutshell pipeline stage. Job-level custom fields (work order type, trade category, site location) transfer as Deal-level custom fields if the target Nutshell plan supports them; otherwise they are appended to the Deal description field.

Jobsite Mobile job statuses (Quoted, In Progress, On Hold, Completed, Invoiced, Cancelled) map value-by-value to Nutshell pipeline stages. We match status labels to Nutshell stage names during the mapping phase; if a Nutshell pipeline does not exist yet, FlitStack creates one with stages aligned to the source statuses before data loads.

Jobsite Mobile worker records represent the people assigned to jobs, not CRM owners. Each worker with an email address is matched by email to a Nutshell User — that Nutshell user becomes the Owner of the Deals and People that were assigned to the worker in Jobsite Mobile. Workers without an email are flagged and assigned to a fallback Nutshell user or left unassigned pending team configuration.

Jobsite Mobile tasks linked to jobs or people migrate as Nutshell Tasks attached to the corresponding Person or Deal. Task name, due date, completion status, and owner transfer directly. Completed-on date maps to the Nutshell task's completed timestamp field. Assignee resolution uses email matching to link the task to a Nutshell User; tasks with unmatched assignees are flagged in the pre-migration report for manual owner assignment before migration runs.

Notes attached to Jobsite Mobile people or jobs migrate as Nutshell Notes. Rich-text formatting in Jobsite Mobile notes is preserved as plain text in Nutshell Notes. Inline images referenced in site notes are downloaded and re-attached as file uploads to the Nutshell record.

Jobsite Mobile file attachments on jobs or people are downloaded and re-uploaded to the corresponding Nutshell Person or Deal record. File size limits are respected (Nutshell's standard per-file limit applies); files exceeding the limit are flagged for manual retrieval or alternative storage.

Any Jobsite Mobile custom field on a person record (e.g., trade certification, client rating, safety training status) requires a corresponding custom field to be created in Nutshell's field editor under People before migration. FlitStack delivers a custom field creation plan specifying the field name, type (text, pick-list, date, number), and any value-mapping required for pick-list fields.

Jobsite Mobile company-level custom fields (e.g., client tier, contract expiry date, preferred trade categories) are created as Nutshell Company custom fields before migration. FlitStack maps each field's type and validates pick-list values against Nutshell's allowed values for choice-type fields. If a pick-list value has no matching Nutshell option, FlitStack flags it for review and either creates a new Nutshell choice or maps to an existing close-match value.

Jobsite Mobile workflows — dispatch automations, job-status triggers, worker notifications, and approval chains — exist only within Jobsite Mobile's field-service engine and have no Nutshell equivalent. FlitStack exports workflow definitions as a structured PDF and JSON reference file so your team can recreate logic in Nutshell's automation rules (Pro and above) or in an external automation tool.

Jobsite Mobile equipment records track tools, vehicles, and assets assigned to jobs or workers. Nutshell has no native asset or equipment object. Equipment records can be preserved as a custom object in Nutshell Enterprise, or exported as a CSV reference file — FlitStack identifies which option applies based on your Nutshell plan.