Migrate from Jonas Enterprise Service & Construction Software to Freshsales

Jonas client records map directly to Freshsales Account objects. Jonas stores billing address, shipping location, and multiple contact persons per client — we migrate the primary billing address and create one Account per Jonas client. Jonas multi-company accounting clients map to separate Freshsales accounts with the company code preserved in Account_Name__c.

Jonas contact persons attached to a client map to Freshsales Contact records linked via AccountId. Jonas allows multiple contacts per client; we create one Contact per person with name, email, phone, and job title mapped directly. Jonas contact roles (billing, project manager, field supervisor) become Freshsales Contact custom fields since Freshsales does not have a native role object.

Jonas work orders have no direct Freshsales equivalent — we convert each work order into a Task record with Subject = Work Order #XXX, Description = service summary, and due date = scheduled date. Work-order status (Open, Dispatched, Completed, Invoiced) maps to Freshsales task_status values. Parts used and labor hours are stored in a custom Work_Order_Detail__c text field since Freshsales has no line-item structure on tasks.

Jonas Planned Maintenance Agreements (PMAs) track contract number, coverage period, scope of work, and billing terms. Freshsales has no service-contract object — we migrate the contract number, start date, end date, and coverage scope into custom fields on the Account (Contract_Number__c, Contract_Start__c, Contract_End__c, Contract_Scope__c) as a reference record for the account team.

Jonas employee records include name, email, role (technician, project manager, estimator, admin), trade or union local, and labor rate. We match Jonas employees by email to Freshsales Users. Technicians without Freshsales logins become inactive Users or are linked as resource references in work-order detail fields since Freshsales has no native resource or dispatch-board object.

Jonas inventory items used on work orders (parts, materials, equipment) map to Freshsales Product records. We migrate product name, SKU or part number, unit price, and unit of measure. Jonas inventory quantities and warehouse locations do not transfer — Freshsales Product records track price and description for quoting only.

Jonas projects (jobs) contain cost-code budgets, phase schedules, change orders, and AIA billing milestones — none of which have Freshsales equivalents. We map the project name and total contract value to a Freshsales Deal record (Name and Amount fields). Job cost breakdowns, change orders, and WIP percentages are exported as a CSV reference file attached to the Deal since they cannot be stored in Freshsales fields.

Jonas equipment records track asset ID, location, depreciation schedule, and maintenance history — Freshsales has no asset-management module. Equipment records referenced in Jonas service history are preserved as Equipment_Reference__c custom text fields on the associated Account, containing the Jonas equipment ID and type for traceability.

Jonas Documents stores construction drawings, submittals, lien waivers, AIA forms, and approval chains. Freshsales Files attach to CRM records (25MB per file) with no version control or approval workflow. We re-upload referenced documents as Freshsales File attachments to the relevant Account or Deal — your team reconciles document organization after migration since Jonas's folder structure does not map to Freshsales.

Jonas GL entries, invoices, AP records, and payment history have no place in a CRM. We export Jonas AR/AP and invoice data as structured CSVs for import into your accounting system of record. Jonas invoice numbers and amounts can optionally be stored as read-only reference fields on Freshsales Deals for billing reconciliation.