Migrate from Jonas Enterprise Service & Construction Software to Odoo CRM

Jonas stores customer records with name, address, phone, email, and primary contact flags. Odoo res.partner serves as the unified contact and company record. We map Jonas customer fields to res.partner using name, street, city, phone, email, and function fields. Jonas's primary-contact flag becomes a res.partner contact_type value. Multi-contact accounts require creating a parent res.partner (company) with child contact records.

Jonas associates service records with customer sites that may differ from the billing address. We merge site-specific address fields into a separate res.partner address record linked to the customer partner, preserving the Jonas site name as a contact name at that location. Site-level contact persons become child res.partner records with the site address as their street value.

Jonas CRM Quote Management creates quote headers with line items, pricing, and status. Odoo crm.lead models the opportunity as a pipeline record before a sale order is generated. We transform Jonas quote headers into crm.lead records with the quote value mapped to Odoo's expected_revenue field and the Jonas quote status mapped to the nearest Odoo crm.stage value. Line-item detail is preserved as a custom text field or linked product.product records.

Jonas work orders carry dispatch information, assigned technician, service description, and completion status. Odoo project.task models work items under a project. We map Jonas work order records to project.task entries under a 'Field Service' project, preserving the Jonas work order number as task name, technician assignment as user_id, and original scheduled date as date_deadline. Task description maps to the Odoo description field with HTML formatting preserved.

Jonas PMAs define recurring service contracts with billing frequency and coverage scope. Odoo sale.subscription handles recurring contracts with automatic renewal tracking. We transform Jonas PMA records into sale.subscription entries, mapping contract value to recurring_list_price, billing frequency to recurring_interval, and coverage description to description. Active/inactive status maps to sale.subscription state. Recurring line items become sale.subscription.line records.

Jonas Job Cost tracks cost categories, WIP amounts, and change orders against specific jobs. Odoo project.project holds the job as a project, and account.analytic.line holds the cost entries. We map Jonas job records to project.project with the job number as project name and job description as the project description. Each Jonas cost category entry becomes an account.analytic.line linked to the project, preserving cost amount, category, and posting date.

Jonas equipment records track asset ID, make/model, location, and maintenance history. Odoo product.product stores items that can be tracked as inventory or assets. We map Jonas equipment to product.product records with equipment-specific fields stored as custom fields on the product. Maintenance history becomes project.task records under a 'Equipment Maintenance' project. Serial number maps to product.product.barcode.

Jonas inventory tracks part numbers, descriptions, unit costs, and stock levels. Odoo product.product stores the same data. We map Jonas inventory items directly to product.product, preserving part number as default_code, description as name, unit cost as standard_price, and on-hand quantity via Odoo stock.quant after stock valuation rules are configured.

Jonas stores employee records with name, role, and payroll data. Odoo hr.employee holds the employee record and res.users provides the login. We map Jonas employees to hr.employee with name and job title preserved, then link to a res.users record using the employee's email address. Active status maps from Jonas employee.active flag. Payroll data does not migrate as Odoo payroll requires separate configuration.

Jonas Documents module stores file attachments linked to customers, work orders, or jobs. Odoo ir.attachment holds files linked to any model via res_model and res_id. We export Jonas document files, upload them to Odoo's filestore, and create ir.attachment records with the correct res_model pointing to the migrated res.partner, project.task, or crm.lead record that owns the document.

Jonas eMobile captures field activity logs with timestamps, technician ID, and service notes. Odoo mail.message stores communication history on any record. We map Jonas activity logs to mail.message records on the corresponding project.task, preserving the original timestamp, technician name as author_id, and service notes as body content. Completed status updates the task stage.

Jonas supports user-defined fields via Jonas Forms that extend standard objects. Odoo requires creating custom fields via Settings > Technical > Database Structure > Fields. We identify all Jonas custom fields during the discovery phase, create matching custom fields on the appropriate Odoo model (res.partner, crm.lead, project.task) with correct field type (char, float, selection, date), and map values during the migration run.