Migrate from JobTread to monday CRM

JobTread Customers map to Monday CRM Contacts. The CRM board's contact card stores name, email, phone, address, and company. We preserve the original create date and last-modified timestamp as custom Date columns in Monday since the native Created column reflects the import date.

JobTread allows multiple contacts per customer with role assignments. Monday CRM Contacts do not support subitems natively. We create separate contact Items linked via a Connect Boards column or store role as a Text column on the primary contact record.

JobTread Jobs map to Monday Deals if the CRM module is enabled, or to Items on a custom Work board if the team prefers. Job status (Lead, Bidding, Awarded, In Progress, Complete) maps to a Status column with matching values. Job budget, contract amount, and start/end dates migrate as Number and Date columns.

JobTread Cost Items from the Cost Catalog (with Unit, Rate, Cost Group, and description) become Items on a separate Monday board serving as the cost catalog. We store unit type as a Status or Text column and rate as a Number column. Cost Groups map to Monday Groups on that board. This board is referenced via Connect Boards column from the Job board.

JobTread Proposals with line items, pricing, and selections become subitems on the corresponding Job Item in Monday. Each proposal line item is a subitem with item description, quantity, unit, rate, and total as Number columns. Proposal status (Draft, Sent, Accepted, Declined) maps to a Status column.

JobTread Purchase Orders map to Items on a dedicated Purchase Orders board. Each PO item stores vendor (linked via Connect Boards), PO number, date, status, and total. PO line items (Items, Quantities, Costs) are subitems or custom columns depending on complexity.

JobTread Work Orders with descriptions, assignments, and completion status become Items or subitems in Monday. Work Order status (Pending, In Progress, Complete) maps to a Status column. Assigned team members map to the Person column. Line items or material lists associated with Work Orders are stored as additional columns or subitems on the Work Order Item, with quantities and costs tracked as Number columns.

JobTread Bills tracking vendor invoices, amounts, and payment status become Items on a Bills board linked to the parent Job via Connect Boards column. Bill status (Open, Paid, Overdue) maps to a Status column. Amount due and amount paid are stored as Number columns.

JobTread custom fields on Jobs (e.g., Building Type, Permit Number, Insurance Carrier) become custom columns in Monday. We match field types: pick-lists to Status columns, dates to Date columns, numbers to Number columns, and text to Text columns. Custom field metadata is preserved for documentation.

JobTread Vendors with company name, contact name, email, phone, and address map to either Monday CRM Contacts (if treated as business contacts) or Items on a dedicated Vendors board. Vendor type or trade category maps to a Status or Text column.

JobTread file attachments on Jobs, Proposals, and Work Orders are downloaded and re-uploaded to the corresponding Monday Item. Monday's file size limits (25MB per file) apply. Inline images in notes are extracted and uploaded as separate files with the note text preserved as a Text column.

JobTread workflows with triggers, filters, and automated actions do not migrate. They must be rebuilt in Monday's automation builder. We export JobTread workflow definitions as a reference document showing each trigger condition and action so your Monday admin can recreate equivalent automations.