Migrate from Q Dispatch to monday CRM

Q Dispatch work orders map directly to Monday CRM Items on a dedicated Service Board. Each Item inherits the board's column structure — Status, Priority, Date columns for scheduling, Person column for technician assignment, and any custom columns mirroring Q Dispatch fields. Item create dates are preserved from the source record.

Q Dispatch customer records map to Monday CRM People entities. Name, email, phone, and address fields transfer directly. Each Person can be linked to Deals and to Service Board Items via Person and Relation columns, replacing the flat customer link that Q Dispatch stores on each work order.

Q Dispatch technician records do not have a native Monday equivalent. FlitStack resolves each technician by email against Monday workspace members and populates the Person column on the Item. Technicians without a Monday user account are flagged for admin review before migration commits.

Q Dispatch status values (e.g., Scheduled, In Progress, Completed, Cancelled) map to Monday Status column options on the Service Board. Each value is created as a matching option so board group-by views match Q Dispatch's job-board layout at migration. If a Q Dispatch status has no Monday counterpart, the migration creates a custom label and documents it for admin approval before the run commits.

Q Dispatch priority levels (Urgent, High, Normal, Low) map to Monday Priority column options. The hierarchy is recreated as matching labels so filtering, sorting, and dashboard grouping in Monday reflect the urgency model from Q Dispatch. Any priority level not represented in Monday is added as a custom option and flagged for review before the migration run.

Q Dispatch job type or service category field maps to a Monday Status or Label column on the Service Board. Board groups can also reflect service categories, giving teams column-level filtering and board-grouping by job type. Before migration, FlitStack confirms that each Q Dispatch type has a corresponding Monday option; missing options are created and noted for the admin.

Q Dispatch scheduling window — start date/time and end date/time — maps to Monday Timeline column, which displays a horizontal span across the board calendar view. Single-date fields map to Date columns. Original scheduling data is preserved in column values.

Q Dispatch customer or job site address fields map to Monday's Address column on the Service Item. The column renders as a clickable map link in the Item view and is searchable by location in board filters. If the source address includes multiple lines, FlitStack concatenates them into a single Address column entry, preserving the full location for mapping and routing purposes.

Q Dispatch technician notes and work-order comments migrate to a Monday Text column on the Item. For lengthy narrative notes, FlitStack can write to the Item's Updates feed, preserving the chronological note history in the Item activity feed. If notes contain sensitive information, the migration applies any admin-specified redaction rules before writing to Monday.

Q Dispatch job value or invoiced amount migrates to a Numbers column on the Service Item. This enables board-level summing in Dashboard widgets, chart generation, and revenue reporting. If the source field includes currency symbols or formatting, FlitStack strips the characters, storing the numeric value for consistent aggregation across Monday's analytics.

Q Dispatch file attachments (photos, signed forms, PDFs) are downloaded and re-uploaded to Monday's Files column on the corresponding Item. Files are stored in Monday's file storage and remain accessible from the Item card. For files exceeding Monday's 25 MB limit, FlitStack flags the Item, compresses the file if possible, or records a cloud-storage URL in a Text column.

Any Q Dispatch custom fields on work orders require matching Monday column types to be created before migration. FlitStack generates a column-type recommendation for each custom field — Text for strings, Numbers for quantities, Date for timestamps, etc. Column types are fixed at creation and cannot be changed without recreating the column.

Recurring Q Dispatch work orders or service contracts map to Monday CRM Deals. Each Deal links to the People record (customer) and can link to the Service Board Item via Relation column. Deal Stage, Close Date, and Amount fields allow the team to track contract renewals and revenue opportunities in Monday's pipeline view.