Migrate from Service Buddy to Odoo CRM

Service Buddy customers map directly to Odoo res.partner records. The customer's primary site address becomes res.partner street/city/state fields. Multi-site customers require one res.partner per location with parent_id linking to the top-level customer account. Email, phone, and contact-name fields map 1:1.

Service Buddy company records with multiple contacts map to res.partner with company_type='company'. Individual contact roles within the company become child res.partner records linked via parent_id. The primary contact for billing is flagged with use_ids pointing to the company's account.move records.

Service Buddy quotes map to Odoo sale.order in state='draft'. Quote line items (room-level flooring products) become sale.order.line records with product_id, product_uom_qty, and price_unit. Digital-signature approval status from Service Buddy maps to Odoo's sale.order state transitions (draft → sent → sale). Custom flooring fields on the quote header migrate as Char fields on sale.order.

Each room-level line item in a Service Buddy quote becomes a sale.order.line record. The flooring product maps to product.product; room name or area label migrates as name. Quantity, unit price, and discount percentage transfer directly. Notes specific to subfloor preparation or room conditions migrate as sale.order.line name or a custom Char field on the line.

Service Buddy jobs map to Odoo project.project as the parent container and project.task for each job step (measurement, delivery, installation, cleanup). The job's assigned crew members map to project.user_ids. Job status (scheduled, in_progress, completed) maps to project.task state. The linked sale_order_id on the project connects the job back to the originating quote.

Service Buddy job statuses map to Odoo project_task_stage records via a stage name mapping table. 'Scheduled' maps to 'New', 'In Progress' maps to 'In Progress', 'Completed' maps to 'Done', and 'On Hold' maps to 'Cancelled'. Custom status values in Service Buddy require new Odoo stage records created before migration.

Service Buddy payments (via BuddyPay) map to Odoo account.move records with move_type='out_invoice' for billed amounts and move_type='out_receipt' for payment receipts. The payment's linked quote or job becomes the reconcile_target via sale_order_id. Bank statement lines can be matched via Odoo's account.reconcile.model if the payment processor API is integrated post-migration.

Service Buddy flooring products map to Odoo product.product records with type='product' for physical goods. Product name, SKU (default_code), unit of measure (uom_id), and standard_price transfer directly. QR-code label data from Service Buddy becomes the product's lot_id in Odoo Inventory. Vendor info maps to product.supplierinfo records.

Service Buddy real-time stock levels map to Odoo stock.quant records per product_id and stock.location_id. Quantity on hand migrates as stock.quant.inventory_quantity. The warehouse location in Service Buddy determines the Odoo stock.location (WH/Stock). Stock value migrates to product.product's standard_price for FIFO or average cost.

Service Buddy purchase orders (PO) for flooring inventory map to Odoo purchase.order records with state='purchase'. Upon PO confirmation, Odoo auto-creates stock.picking (IN) records for incoming inventory. PO line items map to purchase.order.line with product_id and product_qty. Lead times from vendors migrate as purchase.order.line.date_planned.

Service Buddy custom properties (subfloor condition, room dimensions, flooring grade, installation type) require custom fields in Odoo. We create Char, Selection, or Float fields on the relevant Odoo model before migration. For example, 'subfloor_condition' becomes subfloor_condition on project.task; 'flooring_grade' becomes flooring_grade on product.product.

Service Buddy file attachments (photos of room measurements, product samples, signed contracts) migrate to Odoo ir.attachment records linked via res_model and res_id to the corresponding object (res.partner, sale.order, project.task). Files are downloaded from Service Buddy storage and re-uploaded to Odoo's ir_attachment table or filestore path.