Migrate from Service Buddy to HubSpot

Service Buddy customers map 1:1 to HubSpot contacts. Multi-contact accounts collapse to one primary contact with additional contacts linked via HubSpot's Account Contact Relationships. Original customer IDs are preserved as a custom property (Source_System_ID__c), and the original creation timestamp is stored as Original_Create_Date__c for audit continuity. This mapping ensures each contact retains its Service Buddy identity within HubSpot.

Service Buddy's business-level customer data (company name, address, industry) migrates as a HubSpot company. If the contact is a residential customer, the company record is created with the contact's name as the company name for consistency. The original company identifier is saved as Source_System_ID__c, and key fields such as phone, website, and employee count map directly to their HubSpot equivalents, preserving the full business profile.

Service Buddy customer status values (e.g., Prospect, Active, Former) map to HubSpot lifecycle stage values through a value-by-value mapping table. Mapping table is confirmed during the pre-migration discovery call, ensuring that each status aligns with the appropriate lifecycle stage for accurate segmentation and workflow enrollment. Any status values not covered by the table are flagged for manual review before migration.

Service Buddy quotes become HubSpot deals. Quote name maps to deal name, amount maps to deal amount, and quote status maps to HubSpot dealstage via a value-mapping table. Multiple quotes per customer become multiple HubSpot deals associated with the same company.

Service Buddy quote line items (flooring type, room, square footage, unit price) merge into a set of custom properties on the HubSpot deal: Flooring_Type__c, Room_Location__c, Square_Footage__c, and Unit_Price__c. If Products objects are active, line items can alternatively use HubSpot's line-item model.

Service Buddy Jobs have no native HubSpot equivalent. On HubSpot Enterprise we create a Job custom object with fields for job status, assigned crew, scheduled date, and job notes. On Professional and below, job status and crew info store as custom properties on the associated deal. Any scheduling automations in Service Buddy must be rebuilt in HubSpot workflows.

Service Buddy product inventory (name, SKU, quantity, cost, price) has no native HubSpot object. On Enterprise, we create a Product custom object with fields for SKU__c, Stock_Quantity__c, Unit_Cost__c, and Selling_Price__c. On lower tiers, key fields flatten to company-level custom properties. Inventory-based automations in Service Buddy (e.g., low-stock alerts) cannot migrate and require HubSpot workflow recreation.

Service Buddy's transaction history (paid, pending, overdue balances) is preserved as a custom property on the HubSpot company: Payment_Status__c, Outstanding_Balance__c, and Last_Payment_Date__c. HubSpot does not have a native payment object; full transaction history requires a third-party accounting integration post-migration. Most teams use QuickBooks for financial recording.

Service Buddy staff members (sales reps, schedulers, crew leads) are matched to HubSpot users by email address. Unmatched users are flagged before migration; your team can invite them to HubSpot or assign their records to a fallback owner. Crew assignments on Service Buddy jobs migrate as custom properties on the associated deal.

Service Buddy notes attached to customers, quotes, or jobs migrate as HubSpot notes on the corresponding contact or deal record. File attachments (photos, signed proposals) are re-uploaded to HubSpot Files and linked to the record. File size limits from HubSpot apply.

Multi-location flooring retailers can preserve location or branch context by creating a Location_Name__c custom property on the company record. All records from a given Service Buddy location are tagged with that value for segmentation and reporting in HubSpot. This location tag can be used to filter dashboards, build location-specific deals pipelines, and drive regional performance analysis across contacts, companies, and deals.