Migrate from RealGreen by WorkWave to monday CRM

RealGreen Customer maps to both a monday CRM Contact record and a Company item. The customer's primary property address becomes the Contact address; company-level fields (billing address, account type) land on the Company item. Both are linked via the native monday CRM Contact-Company association.

RealGreen supports multiple properties per customer, each with its own address, service program, and condition codes. Monday CRM has no native property object. Each property migrates as a sub-item under the Contact item, with address and program fields stored as custom columns on the sub-item board.

Work Orders are the core RealGreen object. Each work order (job) becomes a monday board item. Columns are created for job name, service date, assigned crew, property link, status, and total amount. RealGreen's status lifecycle (Scheduled, In Progress, Completed, Invoiced) maps to monday board group columns.

RealGreen work orders contain line items with service descriptions, quantities, and prices. These land as sub-items on the Work Order board item, preserving the service description and amount. Line-item totals roll up to the parent work order amount column. Each sub-item also inherits the property and customer links from its parent work order for full traceability.

RealGreen estimates with proposal and signature data migrate to the monday CRM Quotes module for active deals, with the original estimate document URL preserved in a custom column. Accepted estimates that became work orders carry a link to the corresponding Work Order board item.

RealGreen Routes store crew assignments, stop sequences, and optimized routing data. Monday CRM has no routing engine. Route data migrates as date/time assignments on Work Order items, enabling Calendar View visualization. Full route optimization logic must be rebuilt in monday or via a third-party routing integration.

RealGreen invoices (with invoice number, date, amount, status, and line items) map to an Invoices board in monday. Invoice status (Open, Paid, Overdue, Voided) becomes monday status columns. The linked Work Order item is stored as a connect-boards column on the invoice item.

RealGreen employee records (name, role, skills, license codes) become monday team member profiles. The Person column on Work Order items links to the assigned technician. Crew groupings are stored as a multi-select column or via monday's Team structure if the crew model needs to be reflected in board design.

RealGreen condition codes drive targeted customer communication and service targeting. Each condition code maps to a monday label or status color. Value-by-value mapping is applied so flag codes (e.g., POA, GATE, DOG) translate consistently across all migrated records. The mapping maintains the same visual color coding in monday boards to preserve the quick-parse utility that field crews rely on during daily route execution.

RealGreen's Automated Marketing Assistant (AMA) campaigns with flag-code triggers and seasonal drip logic have no monday CRM equivalent. We export campaign definitions and targeting rules as a JSON reference file for your monday admin to rebuild using monday Automations and the Contacts board's tag system.

RealGreen Forms with customer signatures are exported as PDF files and re-uploaded as monday file attachments on the corresponding Work Order item. Form field data (pre-populated values) is parsed and mapped to custom columns where the field has a direct equivalent.

Payment records from WorkWave Payments (card, ACH, autopay, Pay Over Time) map to payment-related columns on the Invoice board item: payment method, payment date, amount paid, and remaining balance. Token and merchant reference data is preserved in a text column for reconciliation.