Migrate from Method:Field Services to monday CRM

Method contacts migrate to Monday's native Contact registry. The sync relationship with QuickBooks is broken — contacts land as standalone Monday contacts. Email, phone, address, and company association are preserved. QuickBooks-linked transaction history is not carried over as a native field.

Method companies can map to Monday's built-in Company field on contacts OR to a dedicated Companies board depending on whether you use Monday CRM's native company module. QuickBooks customer records associated with companies are merged into the appropriate entity. Custom company fields in Method become columns on the Companies board.

Work Orders are the most significant migration object. Method's Work Order app has status, priority, assigned technician, location, schedule, line items, attachments, and e-signature capture. These map to a Monday board where each work order is an item, with board columns for status (Status column type), priority (dropdown), assigned technician (person column), location (text/address column), scheduled date (date column), and checklist items (subitems or checklist column). Original create dates and last-modified dates are preserved in custom date columns.

Method's Field Crew role is not a Monday CRM concept. Technicians migrate as Monday workspace members or as person-column entries on the Work Orders board. Monday workspace membership is required for any technician who will receive assignments. We match by email address and flag any Method technician without a Monday account for manual invitation before the migration runs.

Method estimates include line items, phases, cost breakdowns, and down-payment requirements. Monday has a Deals board for CRM pipeline management, but estimates with complex phase structures map to a dedicated Estimates board. Each estimate becomes a board item with columns for client, total value, phase status, and expiry date. QuickBooks estimate-to-invoice links are preserved as a reference text field.

Method invoices sync directly to QuickBooks. Monday CRM has a Quotes & Invoices add-on but no native QuickBooks sync. Invoices migrate as read-only board items on a reference board with QuickBooks invoice number, amount, status, and date. We recommend rebuilding invoice generation in Monday using the Quotes & Invoices module post-migration.

Method's Time Tracking app captures hours per work order, technician, and date. Monday has no native time-tracking entity — these entries migrate as subitems on the Work Orders board or as items on a dedicated Time Tracking board with date, hours, technician (person column), and work order link columns. Original billable/non-billable flags migrate as a dropdown column.

Method allows creation of custom tables via Tables/Fields in the Customize tab. Each custom table maps 1:1 to a Monday board. Column types in Method (text, number, date, link, dropdown) map to equivalent Monday column types. Any table relationships (parent-child or junction) become item links or subitems on the parent board.

Custom fields on Method objects (contacts, companies, work orders) map to custom columns on the corresponding Monday board. Data type parities: Method text → Monday Text, Method number → Monday Numbers, Method date → Monday Date, Method dropdown → Monday Dropdown, Method checkbox → Monday Checkbox. Rich-text fields in Method become long-text columns in Monday.

Method attachments on work orders and contacts re-upload to Monday's file storage. Files attached to work orders are linked via Monday's file-upload column on the Work Orders board. Maximum file size per Monday upload applies — large files may need chunked upload or a linked cloud storage reference.