Migrate from Service Buddy to Nutshell

Service Buddy clients map directly to Nutshell People. The Person record captures contact name, email, phone, address, and custom client properties. Original Service Buddy client ID is preserved as Source_System_ID__c for delta-run de-duplication. If the client has an associated company in Service Buddy, the company maps to a Nutshell Company record first, and the Person is linked via the Account association.

Service Buddy stores the retailer or contractor's business name as a company field on clients. This maps to Nutshell Companies directly — capturing business name, website, industry classification, and employee count where present. Parent-company hierarchies in Service Buddy map to the Nutshell Company parent field if your setup uses those.

Service Buddy job records — including job status, scheduled date, assigned crew, and installation details — have no native Nutshell equivalent. We convert job history to a series of Nutshell Activities (calls, notes, tasks) with a custom Job_Reference__c field storing the original Service Buddy job ID, job type, and status. This preserves the audit trail without creating orphaned custom objects that break Nutshell's data model.

Service Buddy quotes map to Nutshell Deals — the quote total becomes the Deal value, the quote status (Draft, Sent, Accepted, Lost) maps to Nutshell Deal stage values via value mapping, and the quote line items are preserved as a custom text field or linked Product__c custom field on the Deal. We flag open quotes for your team to close manually post-migration or to enter as new Nutshell Deals.

BuddyPay invoice and payment records (amounts paid, payment method, outstanding balance) do not map to any Nutshell object. We preserve invoice totals and payment status as a custom Note attached to the Person or Deal record, with the original Service Buddy invoice ID and balance recorded in a custom Payment_Balance__c field for reference. Actual payment reconciliation must occur in your accounting tool post-migration.

Service Buddy inventory records — stock levels, QR codes, vendor info, purchase history — have no Nutshell equivalent. If inventory tracking is critical to your sales motion, we store the top 20 product SKUs and current stock levels as custom fields on a Product_Reference__c custom field set attached to the relevant Deal, or as a Company-level Note. Full inventory management requires an external tool post-migration.

Service Buddy client activity logs — call summaries, email threads, and internal notes — map directly to Nutshell Activities. We preserve original timestamps and the team member who logged the activity. Nutshell supports Type pick-list values of 'Call', 'Email', and 'Note' on Activities, which align with Service Buddy's activity types. Owner resolution happens via email match to Nutshell users.

Service Buddy custom fields on clients — flooring type preferences, room measurement data, referral source, or trade partner status — map to Nutshell custom fields on the Person record. Your Nutshell admin creates these via Settings > Custom Fields before migration. We provide the exact field names, types, and values for each custom property so creation is a copy-paste task.

Service Buddy team members (sales reps, installers, office staff) resolve to Nutshell Users by email address match. Unmatched Service Buddy owners are flagged before migration with the option to either invite them to Nutshell first or assign their records to a fallback Nutshell user. This prevents orphaned records with no owner.

Service Buddy purchase orders and work orders tied to supplier relationships or installer dispatch have no Nutshell equivalent. We convert these to Notes attached to the relevant Company record, preserving the PO number, vendor, and line items as a reference document. Procurement and dispatch workflows must be rebuilt outside Nutshell.

Service Buddy's BuddyAI layer generates revenue insights, product performance analytics, and sales coaching prompts based on integrated operational data. Nutshell has no AI analytics layer equivalent at the Foundation or Pro tiers. Reporting is limited to standard pipeline and activity metrics. Your team should export key BuddyAI reports before migration for reference.