Migrate from JobTread to HubSpot

JobTread clients map to HubSpot contacts with company data stored in the HubSpot company record. Client-level custom fields (client_number, trade_type, preferred_contact_method) become custom properties on the HubSpot contact. The primary company from JobTread links to the HubSpot company via the contact-to-company association.

JobTread clients that are organizations (rather than individual contacts) are migrated as HubSpot companies. Client address, phone, and website fields map to HubSpot's native company properties. Client-specific fields like client_number become custom company properties for traceability. and data integrity standards.

JobTread vendors are migrated as HubSpot companies with a Vendor__c custom property flag set to true. Vendor contact persons within JobTread become HubSpot contacts linked to the vendor company. Vendor-specific fields (tax_id, payment_terms, vendor_number) become custom properties on the company record.

JobTread's Job object is the core construction record. It maps to a HubSpot deal with a Construction_Job__c custom property set to true, distinguishing it from standard sales deals. Job-level financial fields (estimated_revenue, actual_revenue, budget_amount) become custom number properties on the deal. Job status maps to HubSpot deal stage via the pipeline stage value mapping.

JobTread estimates and proposals are not native HubSpot objects. The estimate number, version, date, status, and total amount migrate as custom properties on the HubSpot deal (Estimate_Number__c, Estimate_Status__c, Estimate_Total__c). Estimate line items are stored as a text block in Estimate_Line_Items__c for reference.

JobTread change orders become custom properties on the HubSpot deal: Change_Order_Number__c, Change_Order_Date__c, Change_Order_Status__c, Change_Order_Total__c, Change_Order_Approved__c (boolean). Multiple change orders on a single job are appended as text blocks in Change_Order_Details__c. Each change order retains its original approval status and timestamp, enabling audit trails within the HubSpot deal record.

JobTread purchase orders have no HubSpot native equivalent. PO number, date, status, supplier name, and total amount become custom properties on the deal (PO_Number__c, PO_Date__c, PO_Status__c, PO_Supplier__c, PO_Total__c). Line items stored as PO_Line_Items__c text block. This ensures purchase order history is fully visible on the associated HubSpot deal for finance review.

JobTread work orders map to custom properties on the HubSpot deal: Work_Order_Number__c, Work_Order_Scheduled_Start__c, Work_Order_Scheduled_End__c, Work_Order_User__c, Work_Order_Status__c, Work_Order_Total__c. WO line items stored as Work_Order_Line_Items__c text block. Scheduling details, assigned user, and cost totals are retained, allowing project managers to monitor progress directly from the HubSpot deal timeline.

JobTread bills and invoices have no HubSpot native equivalent. Invoice number, date, status, and total amount become custom properties on the deal (Invoice_Number__c, Invoice_Date__c, Invoice_Status__c, Invoice_Total__c). Invoice line items stored as Invoice_Line_Items__c text block. This preserves billing history and enables financial reporting within the deal record.

JobTread file attachments on clients, vendors, jobs, and financial documents are downloaded and re-uploaded to HubSpot Files. Original filename, URL, file size, and upload date are preserved as HubSpot file properties. Attachments are re-associated to the target HubSpot record (contact, company, or deal) after upload.

JobTread schedule items map to HubSpot tasks with the original scheduled start/end dates, assigned user, status, and description. The job association is preserved via the task-to-deal link. Schedule metadata (JobTread item ID, full schedule text) is stored in custom properties on the task.

JobTread cost catalogs hold reusable cost items, cost groups, unit costs, and markups. Catalog name, total items, number of cost groups, and last-updated date become custom text and number properties on the deal. For HubSpot Enterprise customers, cost items can be stored in a custom Cost_Item__c object linked to the deal.