Migrate your Powered Now data

Jobs are the primary work entity containing job status, assigned engineer, scheduled date, notes, and attachments. We map Jobs 1:1 and preserve the current status and assigned owner so the destination system reflects the live workload without needing manual triage.

Clients store contact details, addresses, and postcode lookups. We migrate all Client records including email, phone, and the full address block. The Arrival Assistant flag on a Client record is preserved as a boolean property on the destination.

Quotes carry line items, pricing, and a status (draft, sent, accepted, declined). We transfer the itemised quote lines and pricing, but the conversion status must be re-evaluated in the destination CRM since quote lifecycles differ across platforms.

Invoices include line items, totals, payment status, and MTD tax alignment. We migrate all invoice records with full line-item detail, preserving the paid/unpaid status so finance reporting is accurate post-migration.

Diary entries link a Job to a time slot and engineer. We export diary slots as structured date-range records with engineer assignment and flag any recurring diary patterns for manual rebuild on the destination if the target lacks a native recurring-slot concept.

Digital forms and certificates are blob-stored PDFs tied to a Job. We extract the binary files and associate them with their parent Job record. Certificate expiry dates are migration-critical because UK compliance requires active证书 coverage; we flag expired certificates separately so they can be renewed post-migration.

Supplier-side records track purchase orders and incoming supplier invoices. These map partially to Accounts Payable records in an ERP destination; we normalise the vendor and amount fields but note that PO approval status may not translate directly.

Unlimited contact storage is a core feature. We migrate all contact records with name, email, phone, and company linkage. Contacts are related to Clients but represent individuals who may appear across multiple Jobs.

Expenses are logged against Jobs or as standalone records. We map expense entries to the target system's expense or purchase record type and preserve the amount, category, and attribution to a Job.

The Product Catalogue stores priced items used in Quotes and Invoices. We migrate catalogue entries as products with unit price, but any pricing tiers or quantity-based discounts require manual review post-import.

User accounts represent engineers and staff with role-based access. We migrate the user list and preserve role assignments so engineer-level diary access is replicated on the destination.

Job attachments (photos, signed forms, PDFs) are stored as blobs. We export attachments alongside their parent Job record and re-associate them by filename in the destination. Large photo sets may require chunked transfer to avoid timeout.

Powered Now supports some custom property fields per Job or Client. We detect custom fields during discovery and map them to destination custom properties, noting that the destination schema may require pre-creation of matching fields before import.