Migrate from Service Buddy to monday CRM

Service Buddy customer records map directly to Monday CRM contacts in the People board. Customer name, phone, email, address, and company association transfer as contact fields. Primary company from Service Buddy's linked retailer becomes the Organization field in Monday CRM.

Service Buddy retailer accounts (the flooring store itself or commercial customers) map to Monday CRM organizations. Store name, domain, address, and industry classification transfer as organization fields. Multi-location retailers create separate organization records linked by a custom Parent Organization column.

Service Buddy quotes become Monday CRM deal items in the pipeline board. Quote total value maps to the Deal Value column, proposal status maps to deal stage (Proposal Sent, Approved, Declined), and line items become subitems or a linked Items board with product name, quantity, and price columns.

Service Buddy jobs require a dedicated Jobs board or become subitems linked to the corresponding deal item. Job status (Scheduled, In Progress, Completed, On Hold) maps to a Status column; crew assignment maps to Person column; start/end dates map to Date columns. Installation-stage fields from Service Buddy become custom label columns.

Individual tasks within a Service Buddy job (measurement, subfloor prep, installation, cleanup) become subitems in the Monday job item. Each subitem carries its own status column, assignee, and due date. One-off activities not tied to jobs (site visits, consultations) log as activity items in a separate Tasks board.

Service Buddy invoice records and payment transactions do not map to a native Monday CRM object. We preserve payment status, amount paid, payment method, and date as custom columns on the deal item (Paid Amount, Balance Due, Payment Method, Last Payment Date) and log individual payment events as updates or activity log entries on the item.

Service Buddy product catalog entries (flooring materials, SKU, unit price, stock quantity) migrate to a dedicated Inventory board in Monday CRM. Columns include Product Name, SKU, Category (label column), Unit Price, Stock Quantity, and Vendor. QR code label data stores as a text field for reference.

Service Buddy purchase orders map to items in a Purchase Orders board or as linked items from the Inventory board. PO number, vendor, order date, expected delivery, and status columns carry over. Line items in the PO link back to corresponding inventory items.

Service Buddy staff profiles (name, email, role, phone) map to Monday CRM user accounts. Crew members and installers become workspace members assigned to job items via the Person column. Owner resolution matches by email — unmatched staff are flagged before migration.

BuddyAI-generated insights including sales performance scores, customer activity flags, job efficiency metrics, and trend analysis have no direct Monday CRM equivalent. We preserve BuddyAI output as a custom text field on relevant records and recommend rebuilding key metrics as Monday dashboard widgets post-migration using chart views and formula columns to replicate the most critical reporting needs.

Service Buddy's two-way QuickBooks Online synchronization settings do not transfer. QuickBooks integration must be rebuilt using Monday's native integrations (via Zapier, Make, or a QuickBooks-specific connector) after migration. Invoice data from Service Buddy can be exported as a CSV for QuickBooks re-import.

Service Buddy file attachments (photos, proposal documents, contracts, product spec sheets) are downloaded and re-uploaded as files on the corresponding Monday item or stored in a linked Google Drive folder with the URL stored as a Link column. File size limits per Monday plan apply (50GB on Pro, higher on Enterprise).