Migrate your MobiWork data

The central job record in MobiWork. Contains job details, customer reference, assigned technician, status, parts used, labor hours, and total cost. We migrate Work Orders 1:1 with all standard fields intact.

Customer records include contact info, address, phone, email, and are linked to Work Orders. Prospects are the same object with a lifecycle flag. We preserve the link between each customer record and their associated Work Orders.

Estimates and proposals attached to customers. Include line items, pricing, and status (draft, sent, accepted, rejected). We migrate Quotes and preserve their status so the destination system reflects the pipeline state at cutover.

Bills generated from Work Orders. Support progressive billing, multiple line items, and payment status. We migrate invoice headers and line items with payment records intact.

Technician time blocks assigned to Work Orders. We map schedule slots to the destination's equivalent scheduling object, noting that complex recurring schedule patterns may need manual review post-migration.

Assignment of technicians to Work Orders. Includes the dispatch board view and status tracking. We migrate individual dispatch records and their associated technician and work order references.

Only available on Premier tier. Contains optimized daily routes per technician. We map route assignments but note that route optimization logic is proprietary and does not translate to other platforms.

Hours logged by technicians against Work Orders. Supports job costing and payroll export. Available on Advanced and above. We migrate time entries linked to their parent Work Orders.

Inventory of parts with SKU, description, and pricing. On Premier, linked to Inventory management. We migrate catalog items; the link between catalog items and actual stock levels requires confirmation of the destination's inventory model.

Multi-job project container available on Premier tier. Groups related Work Orders under a single project. We migrate Projects and their linked Work Order associations.

Team grouping of multiple technicians for dispatching. Available on Premier. We preserve crew assignments and their linked technician memberships.

Recurring service agreements with customers. Generates scheduled Work Orders automatically. Available on Advanced and above. We migrate contracts and flag the auto-generation trigger for manual recreation in the destination.

Custom forms with pictures, signatures, and field data attached to Work Orders. Signature images and photo blobs are migrated as binary attachments; form schema mapping depends on the destination's custom field model.

Payment records against Invoices. Includes Clearent and Stripe transaction data. We migrate payment records with transaction IDs and amounts, linked to the parent Invoice.

User accounts for office staff and field technicians. Role-based access (admin, dispatcher, technician). We migrate user records and map roles to the destination's permission model.