Migrate from Jonas Enterprise Service & Construction Software to Twenty CRM

Jonas CRM contacts map directly to Twenty People. Every contact record carries a name, email, phone, and company link. HubSpot-style association labels on Jonas contacts (e.g., Decision Maker) migrate as a custom pick-list field on the People record or a relation depending on usage frequency.

Jonas stores customer companies with billing address, shipping address, and parent-company hierarchies. These map to Twenty Companies with the name, domain, industry, and employee count fields. Jonas parent-child company links map via companyId relations in Twenty. Additional address fields like shipping location and multiple contacts per company are preserved through the import sequence.

Jonas CRM quotes contain line items, pricing, and proposal status. These translate to Twenty Opportunities where the opportunity amount maps from the quote total, the stage maps from Jonas quote status (Draft → Qualification, Sent → Proposal, Won → Closed Won), and the expected close date maps from the proposal expiry date.

Jonas Job Cost projects span multiple phases with cost items, budget, and billing. Each Jonas job maps to a Twenty Opportunity with amount from the contract value, stage from the job status (Bidding, In Progress, Completed), and close date from the projected completion. Phase-level cost data migrates as custom fields or a linked Project Tasks object.

Jonas service work orders carry customer link, description, priority, assigned technician, and status. These map to Twenty Tasks with the title from work order number, description from the work order detail, due date from the scheduled date, and assignee from the Jonas technician user email matched to Twenty Workspace Members.

Jonas PMAs define recurring service schedules with contract terms, billing frequency, and covered assets. Twenty has no native contract object — we create a ServiceContract custom object with fields for contract start/end dates, billing frequency, covered asset count, and a relation to the Companies record. Recurring schedule logic requires manual rebuild in Twenty's workflow builder.

Jonas Inventory tracks parts with min/max quantities, unit cost, valuation method, and kit assemblies. These map to a Twenty Parts custom object with name, SKU, unit cost, quantity on hand, and minimum stock level. Work order line items reference the Parts object via a relation field.

Jonas Equipment Management tracks assets with location, maintenance schedule, and depreciation. These map to a Twenty Equipment custom object with asset name, serial number, location, and next maintenance date. PMAs link to equipment records for service scheduling. Depreciation schedules and warranty information migrate as custom fields on the Equipment object.

Jonas eMobile and Field Time records capture labor hours against jobs and work orders. Time entries migrate as Task records linked to the corresponding Jonas Job or Work Order now mapped as an Opportunity or Task. Each time entry record stores hours, date, and technician assignment.

Jonas Documents stores drawings, contracts, and project files linked to jobs and customers. These migrate as Twenty Notes with the file name as the note title and a URL reference or file attachment. Large file attachments require re-hosting to Twenty's storage or a linked external document store.

Jonas users and employees map to Twenty Workspace Members by email address. User roles and permissions require manual reconstruction in Twenty's Settings → Members panel. Technicians, project managers, and admin roles map to appropriate Twenty permission groups. Inactive Jonas users are flagged for review before member creation to avoid orphaned accounts.

Jonas Job Cost items track line-item expenses against a project — labor, materials, subcontractors. These aggregate into the Jonas job total. We map cost items as custom fields on the corresponding Twenty Opportunity: Labor_Cost__c, Materials_Cost__c, and Subcontractor_Cost__c numeric fields preserve the cost breakdown for margin reporting.