Migrate your Sercom data
Field service management software with customizable workflow configurations for operations teams managing complex service processes.
In its favor
Why people choose Sercom
The signal that keeps Sercom on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Customization capability for client-specific service workflows, allowing teams to configure systems rather than adapt processes to the software.
Integration options with common field service tools, providing connectivity for teams with existing operational stacks.
Targeted FSM feature set designed for service dispatch and job management without the overhead of general CRM platforms.
Limited public documentation and community resources make troubleshooting and onboarding more difficult without vendor dependency.
Smaller market footprint compared to established FSM platforms, leading some teams to seek solutions with larger ecosystems and third-party support.
Sparse review activity and limited third-party app marketplace reduce confidence in long-term platform extensibility.
Reasons to switch
Why people leave Sercom
The recurring reasons buyers give for replacing Sercom. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Sercom fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
Sercom pricing overview
Sercom Field Service Management (product at sercom.io) starts at $20/month per Capterra and GetApp aggregator listings. Note: the catalog's listed URL (sercom-usa.com) is a separate calibration services company — the FSM product is at sercom.io. Pricing typically scales per user; setup and integrations are quoted separately.
Sercom FSM Subscription
Tier 1 of 1
From $20/month per Capterra
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on Sercom's schedule — see our quote-based pricing →
What gets migrated
Sercom object support
Object-by-object support for Sercom migrations. Per-pair details surface during scoping.
Work Orders
Mapping requiredWork Orders are the primary service record in Sercom and support custom field configurations. We preserve all standard Work Order fields and handle custom property mapping individually during the import or export sequence.
Customers
Fully supportedCustomer records transfer with full field coverage including contact details, service addresses, and associated location records. We map Customer IDs to preserve service history linkage at the destination.
Locations
Fully supportedLocation records attach to Customer accounts and define service sites. We preserve multi-location hierarchies and ensure location-to-customer associations are maintained in the destination system.
Assets
Mapping requiredAsset records represent equipment under service contracts. Custom attributes on Assets require field-level mapping. We handle asset-parent relationships to maintain equipment hierarchies at the destination.
Inventory
Mapping requiredInventory tracking within Sercom covers parts and materials used on service jobs. We map inventory quantities, SKU references, and reorder thresholds. Stock transactions associated with Work Orders are linked during migration.
Custom Fields
Mapping requiredSercom supports custom fields across multiple objects. We extract the full custom field schema during discovery and apply explicit value mapping for picklist fields, user-defined formulas, and conditional visibility rules at the destination.
Service Contracts
Mapping requiredContract records define SLA terms, billing arrangements, and covered assets. We preserve contract effective dates, pricing tiers, and linked asset associations. Multi-tier contract structures are mapped individually to match destination contract objects.
Users
Mapping requiredUser accounts and role assignments determine field technician access. We migrate user profiles and role-based permissions, mapping them to corresponding roles in the destination system. Active/inactive status is preserved to avoid orphaning service records.
| Object | Support | Notes |
|---|---|---|
| Work Orders | Mapping required | Work Orders are the primary service record in Sercom and support custom field configurations. We preserve all standard Work Order fields and handle custom property mapping individually during the import or export sequence. |
| Customers | Fully supported | Customer records transfer with full field coverage including contact details, service addresses, and associated location records. We map Customer IDs to preserve service history linkage at the destination. |
| Locations | Fully supported | Location records attach to Customer accounts and define service sites. We preserve multi-location hierarchies and ensure location-to-customer associations are maintained in the destination system. |
| Assets | Mapping required | Asset records represent equipment under service contracts. Custom attributes on Assets require field-level mapping. We handle asset-parent relationships to maintain equipment hierarchies at the destination. |
| Inventory | Mapping required | Inventory tracking within Sercom covers parts and materials used on service jobs. We map inventory quantities, SKU references, and reorder thresholds. Stock transactions associated with Work Orders are linked during migration. |
| Custom Fields | Mapping required | Sercom supports custom fields across multiple objects. We extract the full custom field schema during discovery and apply explicit value mapping for picklist fields, user-defined formulas, and conditional visibility rules at the destination. |
| Service Contracts | Mapping required | Contract records define SLA terms, billing arrangements, and covered assets. We preserve contract effective dates, pricing tiers, and linked asset associations. Multi-tier contract structures are mapped individually to match destination contract objects. |
| Users | Mapping required | User accounts and role assignments determine field technician access. We migrate user profiles and role-based permissions, mapping them to corresponding roles in the destination system. Active/inactive status is preserved to avoid orphaning service records. |
Gotchas
What to watch for in Sercom migrations
Issues we've hit on past Sercom migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
No public Sercom migration documentation or API reference
Custom field schema is entirely tenant-defined
Historical Work Order records may lack referential integrity
| Severity | Issue |
|---|---|
| High | No public Sercom migration documentation or API reference |
| Medium | Custom field schema is entirely tenant-defined |
| Medium | Historical Work Order records may lack referential integrity |
Leaving Sercom?
Where Sercom customers move next
12 destinations Sercom can migrate to.
How a Sercom migration works
Four steps, Sercom-specific
Connect
Not publicly documented — confirmed during scoping into Sercom. Scopes limited to read-only on the data we move.
Map
We translate Sercom-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Sercom quirks before production.
Migrate
Full migration with Sercom rate-limit handling. Rollback available throughout.
FAQ
Sercom migration FAQ
Answers to the questions buyers ask most during Sercom migration scoping. Not seeing yours? Book a call.
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Migrate Sercom.
Without the rebuild.
Free scoping call with a migration engineer. Tell us about your Sercom setup and destination — written quote back within a business day.