Migrate from Service Buddy to Salesforce Sales Cloud

Service Buddy's client record contains personal info (name, email, phone) plus business context (company for commercial clients). We split into Account for the household or business entity and Contact for the individual, preserving all contact details and address information. Primary location address maps to Account.BillingAddress. For commercial clients, the company name becomes the Account Name while the individual contact is linked to that Account. Mobile phone maps to Contact.MobilePhone. All contact methods are preserved across both records to maintain communication continuity.

Service Buddy quotes map directly to Salesforce Opportunities. Quote line items (flooring products, labor, materials) map to OpportunityLineItems via PricebookEntries. Quote status (Draft, Sent, Approved, Declined) requires a custom Quote_Status__c field since Opportunity Stage is reserved for sales-stage mapping. Original quote date preserved as Custom_Create_Date__c.

Service Buddy jobs contain room measurements, material specifications, installation crew assignment, and status tracking. We map to a custom Job__c object (or Case with RecordType='Installation') because Salesforce Cases lack native job-scheduling fields. Custom fields capture material_type, room_dimensions, crew_id, and installation_start/end timestamps. Job status (Scheduled, In Progress, Completed, On Hold) maps to a custom pick-list.

Service Buddy job line items specify flooring product, quantity, and room location. Each unique product from Service Buddy inventory creates a Product2 record in Salesforce. Job line items become custom Job_Material__c junction records linking the Job__c to Product2 with quantity, room_location, and unit_cost fields.

Service Buddy inventory tracks stock levels, QR codes, vendor info, and purchase history. We map products to Salesforce Product2 for sales-use (available on quotes/opportunities) and create a custom Inventory__c object for stock-tracking fields (warehouse_location, qty_on_hand, reorder_point, vendor_id) that don't belong on standard Product2.

Service Buddy's BuddyPay captures payment method, amount, transaction date, associated quote/invoice, and payment status. Salesforce has no native payment processing object. We create a custom Payment_Transaction__c object with fields for amount, payment_method, transaction_date, status, related_quote__c lookup, and original_payment_id for reconciliation against QuickBooks or Stripe.

Service Buddy invoices contain line items, tax, total, payment status, and due date. We create a custom Invoice__c object or attach invoice PDFs to the related Opportunity as Salesforce Files. Invoice status (Paid, Partial, Overdue, Voided) maps to a custom pick-list. Historical invoice PDFs are downloaded and re-uploaded to Salesforce Files linked to the Opportunity.

Service Buddy team members include office staff, installers, and schedulers. For users who will access Salesforce, we create User records matched by email. For non-user staff (installers without Salesforce licenses), we create a custom Staff__c object for reporting and job-assignment purposes, linked to Job__c via crew_id fields.

Service Buddy scheduling entries include date, time window, assigned crew, job reference, and location. We map these to Salesforce Events with custom fields for crew_id, job_reference__c (lookup to Job__c), and scheduling_notes. Multi-day jobs become Event series. Crew availability patterns cannot transfer—Salesforce Field Service scheduling rules must be configured separately.

Service Buddy's two-way QuickBooks Online sync creates linked records between the platforms. We preserve QuickBooks invoice IDs and customer IDs in custom fields on the corresponding Salesforce records (QB_Invoice_ID__c, QB_Customer_ID__c) so accounting teams can cross-reference historical records after migration.

BuddyAI generates real-time business insights and automated alerts based on Service Buddy operational data. These are runtime analytics, not static records, and cannot be exported. We document the insights most critical to the business (e.g., top-selling products, overdue payment alerts) so they can be rebuilt as Salesforce Reports, Einstein Analytics dashboards, or Flow alerts.

Service Buddy stores photos, contracts, measurement documents, and PDF attachments on clients, jobs, and quotes. We download all files and re-upload them to Salesforce Files linked to the parent record (Account, Contact, Job__c, or Opportunity). File size limits of 25MB per Salesforce file apply; larger files are split or linked via external URLs.