Migrate your ServeCircle data

Job Sheets are the core operational record in ServeCircle, capturing service type, pickup/on-site flags, assigned technician, and status. We map Job Sheet fields to the destination system's equivalent work-order or ticket object, preserving status history and technician assignment.

Client accounts are introduced at the Advanced tier and store contact details, service history, and billing preferences. We preserve client names, phone numbers, email addresses, and address records, mapping to the destination's contact or customer object.

Quotations are available at the Advanced tier and allow clients to approve service costs before work begins. We map quotation line items, totals, and approval status to the destination's quote or estimate object, noting that approvals are not automatically converted to invoices.

ServeCircle generates invoices from the Sales module and tracks payment pending and confirmed states. We map invoice header fields, line items, tax amounts (GST in Indian context), and payment status to the destination billing object, preserving the payment confirmation trail.

The inventory module manages both products and spare parts with stock levels, consumption history, and inter-branch transfers. We map stock quantities, reorder thresholds, and item names to the destination's inventory or product catalog, flagging any parts with zero stock at migration time.

ServeCircle's multi-branch architecture is a first-class concept — all tiers support unlimited branches on a single license. We replicate the branch hierarchy in the destination system, mapping branch-level data to the appropriate organizational unit or location object.

User accounts include service engineers, front desk staff, and managers. We map user names, roles, and login credentials to the destination's user or employee object, noting that ServeCircle uses a flat user model without granular role-based access control visible in the schema.

Automated SMS and email notifications are native platform features tied to job registration, completion, and delivery events. These are platform-native communication logs that do not export as standalone records — we exclude them from migration scope and flag them for reconfiguration in the destination system.

Customer reviews and feedback are collected at the Advanced tier but are stored as aggregated platform scores rather than individual review records with text. We do not migrate this object; the destination system's own review or NPS collection should be activated post-migration.

The attachments feature is listed as Coming soon in ServeCircle's current documentation, indicating it is not yet a stable or available feature for data extraction. We exclude attachments from migration scope and recommend manual transfer if the feature is in active use.

Warranty service claims and AMC (Annual Maintenance Contract) inputs are tracked at the Enterprise tier for services and the Premium tier for sales. We map active warranty periods, claim account balances, and AMC expiry dates to the destination's contract or entitlement object.

Service escalation configurations are an Enterprise-tier feature allowing multi-level escalation chains for unresolved jobs. We map escalation rules and associated job-sheet triggers to the destination's SLA or escalation policy object.