Migrate from Jonas Enterprise Service & Construction Software to HubSpot

Jonas job costing and WIP data have no native HubSpot equivalent — custom fields carry financial reference data but not accounting fidelity

Jonas Enterprise stores WIP, cost code breakdowns, retainage, and AIA billing flags as core accounting data inside the ERP. HubSpot is a CRM with no native cost-accounting module. FlitStack migrates job costing values as read-only custom number fields on the Deal object so your team can reference original budget vs. cost data inside HubSpot. However, these fields are not connected to any HubSpot financial process — invoice aging, GL reconciliation, and certified payroll have to stay in Jonas or move to a dedicated accounting tool. The migration plan surfaces every Jonas cost-code field so your team can decide which financial data is worth preserving as HubSpot properties versus which belongs in an accounting rebuild.

Work order N-to-N relationships with projects require manual resolution before HubSpot ticket-deal associations land cleanly

Jonas allows a single work order to be associated with multiple projects or customers — a service call might span two job codes or cross-bill to a PMA holder. HubSpot Tickets have a single primary association to a Contact or Company, and can link to Deals, but the many-to-many model that Jonas supports requires pre-migration decisions. We generate a pre-migration report identifying every Jonas work order with multiple project associations. Your team specifies the primary association rule (most-recently-modified, highest contract value, or manual selection), and we apply it before the ticket-deal association map commits. Work orders without a clear primary project land as standalone Tickets pending manual association in HubSpot after cutover.

HubSpot lacks native field service management — technician dispatch, mobile time capture, and GPS tracking require post-migration integrations

Jonas eMobile and Field Time give field technicians GPS location capture, mobile labor hour entry, and parts logging directly against job cost. HubSpot's Service Hub manages ticket queues and customer communication but has no native technician dispatch board, mobile time-tracking, or GPS route tracking. FlitStack migrates Jonas work order data, technician assignments, and labor hours as HubSpot Ticket custom properties. The day-to-day field dispatch workflow — drag-and-drop scheduling, route optimization, mobile proof-of-service — has to be rebuilt using HubSpot's integrations with field service tools like Jobber, Housecall Pro, or ServiceTitan. We document the current Jonas dispatch workflow as a reference spec for your integration partner to implement.

Jonas integrations to Procore, QuickBooks, and other tools do not transfer — all connectors have to be rebuilt in HubSpot

Jonas publishes published connectors to Procore for document management, QuickBooks Online for accounting sync, and a set of field-tech integrations. These integration configurations live in Jonas, not in your data, so they do not appear in an export. When the migration completes, all connectors to external tools are severed. FlitStack documents every active Jonas integration before migration so your team knows exactly what needs to be reconnected in HubSpot. The HubSpot integrations ecosystem is broader — most construction tools (Procore, Buildertrend, CompanyCam) have HubSpot connectors available — but each one requires new OAuth setup, mapping configuration, and testing. We include an integration audit as part of the pre-migration discovery phase.

Jonas user-role permissions cannot map to HubSpot roles — teams lose scoped data visibility after cutover without manual rebuild

Jonas uses a user-level security model that restricts which users can post to which accounting periods, view which job cost details, or access which division-level data. HubSpot's roles and permissions are scoped to CRM objects (Contacts, Deals, Tickets) and are configured per Hub within the platform settings. Jonas's granular accounting-period and division-level permissions have no HubSpot equivalent. During migration, all Jonas users receive HubSpot seat assignments, but the permission structure starts from HubSpot's defaults. FlitStack delivers a permissions audit identifying every Jonas role and its data-access scope so your HubSpot admin can rebuild the appropriate access tiers before go-live. We recommend completing role rebuild before activating the delta-pickup window.