Migrate from ServeCircle to monday CRM

ServeCircle clients map to Monday CRM as Contacts (the person) and Companies (the business they represent). The client name becomes the Contact Name; the company or trading name maps to a linked Company record. Phone, email, and address fields map directly to Contact columns. If a client has no separate company entity, the Contact record holds all details.

Monday CRM's built-in Address Book stores Contacts and Companies in a dedicated CRM module separate from general Work Management boards. We map ServeCircle client records directly into this module using Monday CRM's native import format. Duplicate detection runs by email before insert to prevent re-creation of existing contacts.

Each ServeCircle job sheet becomes an Item on a dedicated Service Board in Monday CRM. The board columns replicate job-sheet fields: Service Type (Text/Tag), Status (Status column), Assigned Technician (People column), Branch (Text/Tag), Created Date (Date column), and Customer (Contact column). Original job-sheet number is stored as a custom ID column for traceability.

ServeCircle job statuses (Registered, Assigned, In Progress, Completed, Invoiced, Cancelled) map to Monday CRM Status column values. We preserve the full history by storing previous-status timestamps as Date columns on each Item rather than overwriting a single status field. This keeps audit trails intact in the board view.

ServeCircle's unlimited-branch architecture maps to Monday CRM as separate Workspaces per branch, or as Groups within a single multi-branch Service Board filtered by a Branch Tag column. Workspace separation is preferred when branch managers need independent board permissions; Group-based branching is preferred when cross-branch reporting is required.

ServeCircle invoices map to Monday CRM Deals. Each deal record captures invoice number, amount, issue date, payment status, and the linked Contact. Payment status (Paid / Pending / Overdue) becomes a pick-list column. Deals board can link directly to the originating Service Board Item via Monday's relation column for full job-to-invoice traceability.

ServeCircle inventory records — spare parts, product SKUs, stock quantities — map to Items on a separate Inventory Board with columns for SKU (Text), Stock Level (Numbers), Reorder Point (Numbers), and Unit Price (Currency). Stock history is preserved as Updates on each Item rather than a separate transaction log.

ServeCircle technicians and staff members map into Monday CRM's People column type on the Service Board. Each technician gets a User profile in Monday CRM if they are active team members, or a Text column if they are historical assignees no longer on the account. Owner resolution runs by email match against Monday CRM users.

ServeCircle quotations and approvals map to Monday CRM Deals in a 'Quote' stage. Quote amount, validity date, and approval status become Deal columns. Once approved, the Deal moves to an 'Invoice' stage and links to the resulting Invoice Item on the Deals board. Approval notes store as Updates on the Deal Item.

ServeCircle SMS and email alert rules have no direct Monday CRM equivalent. These must be rebuilt as Monday Recipe automations post-migration using the exported ServeCircle alert definitions as a reference. FlitStack delivers a recipe-rebuild specification sheet mapping each ServeCircle trigger to its Monday CRM automation equivalent.

Job sheet attachments and technician photos stored in ServeCircle re-upload to Monday CRM File columns on the corresponding Service Board Item. Monday's file column supports inline image preview and file size limits apply per plan tier (5GB storage on Standard, 20GB on Pro, 1,000GB on Enterprise).

ServeCircle's review and feedback feature (Advanced tier) maps to a Text or Numbers column on the Service Board Item labeled 'Customer Feedback Score.' Individual feedback comments store as Updates on the Item. A dedicated Reviews board can be created for longitudinal feedback tracking per client if the team requires separate analytics.