Migrate from ServeManager to Nutshell

ServeManager's core unit is the Job — a service request with a client, serve recipient, due date, attempt history, and financial fields. Nutshell's Deal object is the direct equivalent: one Job = one Deal. The Job name becomes the Deal name, the client company becomes the Account, and attempt history, GPS data, and financial totals live in custom fields on the Deal.

ServeManager stores each physical service attempt as a separate Attempt record with timestamp, GPS coordinates, photo, and result. Nutshell has no native multi-attempt event log on Deals. We concatenate all attempts per Job into a structured text custom field on the Nutshell Deal (Attempt_Number, Timestamp, GPS_Lat, GPS_Lng, Result, Photo_URL). Photo proof URLs are stored as a comma-separated list.

ServeManager's Company object maps directly to Nutshell Company — name, address, city, state, postal code, phone, and website transfer directly. If the company record in ServeManager contains the serve recipient or the law firm client, both roles can be indicated with a custom field on the Nutshell Company record.

ServeManager tracks what the agency owes each process server per job — the server's fee for completing the service. Nutshell has no native payable object. We store the server payable amount and payment status as custom fields on the Nutshell Deal. The process server's contact record lives in Nutshell People (see row 50).

ServeManager user accounts (agency staff) map to Nutshell user accounts. Resolution happens by email address match. Unmatched ServeManager users are flagged before migration — your Nutshell admin either creates the account first or assigns those records to a fallback Nutshell owner.

ServeManager's ServerHub agents are independent contractors who receive job assignments. Their contact details (name, email, phone) live in ServeManager's user system. We create them as Nutshell People records, with a custom field (Role__c = 'Process Server') to distinguish them from clients and internal staff.

ServeManager generates invoices tied to completed jobs. The invoice amount (fee), Stripe processing fee, and payment status transfer as custom fields on the Nutshell Deal. The actual invoice PDF is not stored in Nutshell's native file system — we store the invoice amount and a reference URL for manual retrieval.

ServeManager allows multiple companies (client + serve recipient) to be linked to one Job. Nutshell Deals have a single primary AccountId. We link the law firm or ordering client as the primary Account; the serve recipient's company is stored in a custom field (Serve_Recipient_Company__c) on the Deal for reference.

ServeManager captures GPS coordinates on every service attempt. Nutshell has no native geospatial field type. We store the last successful serve's latitude and longitude as separate decimal custom fields on the Deal. The full attempt-level GPS history is preserved in the Attempt_History__c text field.

ServeManager attachments (affidavits, proof documents, uploaded files) on Jobs are downloaded and re-uploaded to Nutshell. We attach files to the corresponding Nutshell Deal using Nutshell's file attachment support. Affidavit templates from ServeManager are exported as documents — they must be recreated in Nutshell's template system or stored as shared files.