Migrate your MotionOps data

Customers are stored in MotionOps' built-in CRM and represent the end-client or business receiving service. We migrate Customers with full contact details, addresses, and any associated custom properties.

Work Orders are the core operational record in MotionOps, containing job description, status, assigned technician, line items, and attachments. We migrate Work Orders including all linked line items, materials, and custom field values.

Appointments are time-blocked scheduling slots tied to Work Orders and assigned technicians. We preserve appointment time, duration, status, and the parent Work Order linkage during migration.

Proposals contain line items and pricing created during the sales-to-job handoff. Where the destination system uses a different object for estimates, we map Proposals to the closest equivalent and flag pricing custom fields for manual review.

Invoices track billing against Work Orders, including line items, payment status, and credit memos. We preserve invoice headers, line items, and payment history, noting that paid/unpaid status should be confirmed with the customer prior to migration.

Change Orders modify the scope or price of an existing Work Order after the initial proposal is approved. We migrate Change Orders as linked child records of the parent Work Order, preserving the delta amount and approval status.

Timesheets record hours worked by technicians against Work Orders, supporting time and expense tracking. We preserve time entries with the associated technician, date, duration, and Work Order linkage.

Employees represent field technicians and back-office staff with roles, permissions, skills, and availability data. We migrate employee records including skill tags and documents, preserving role assignments and permissions where the destination supports equivalent access control.

MotionOps supports custom fields on Work Orders, Appointments, and other objects with types including text, select, multi-select, date, number, and checkbox. We extract all custom field definitions and values, mapping them to the destination system's custom field structure where the type is supported.

Documents and files are attached to Work Orders and Employees including contracts, signatures, and certificates. We migrate file references and metadata, noting that the actual file binary may require a separate download-and-reupload step depending on the destination's attachment API.

Expenses track materials and miscellaneous costs incurred against Work Orders. We preserve expense entries with description, amount, category, and Work Order linkage.