Migrate your ServiceMonster data

Customer Accounts in ServiceMonster include contact details, address, service history, and notes. We migrate all standard contact fields and associated custom properties. Customer type distinctions (residential vs commercial) map as a custom property on the destination.

Appointments (Jobs) are the core operational record: date, time, assigned technician, status, service performed, and notes. We sequence all appointment history and link them to the migrated Customer record. Status codes are mapped 1:1.

Routes group Appointments by technician and day. We preserve route-to-appointment assignments so the daily dispatch structure is intact post-migration. Route metadata (order, date, vehicle) is carried as appointment-level attributes.

Technician records include name, role, GPS-enabled mobile access, and time logs. We migrate Technician objects and reassign all associated Appointments and Route assignments. GPS check-in/check-out coordinates are preserved as appointment metadata.

ServiceMonster Price Lists support area-based pricing, custom units (sq ft, gallon), service packages, and commercial/residential splits. Area-based pricing is platform-specific and requires value mapping to the destination pricing model. We handle this as a custom field transformation.

Invoice records include line items, totals, payment status, and customer reference. We migrate open and historical invoices linked to their Customer record. Payment history and outstanding balances are preserved.

Payment records (card, cash, check) are linked to Invoices and Customers. We migrate full payment history including partial payments and credits. Signature records associated with in-app payments are preserved as binary attachments.

ServiceMonster Lead records capture prospect information before conversion to Customer. We migrate Leads with source attribution and status. Where the destination has no separate Lead object, we merge into Contacts and preserve lead source as a custom property.

Marketing Campaigns in ServiceMonster include email lists and campaign configurations. SMTP sending limits apply platform-side (unlimited list size but delivery-rate risk on large batches). We migrate campaign configuration metadata; email template bodies require content migration separately.

Technician time logs are recorded automatically at check-in/check-out. We migrate time log entries as duration records linked to the Appointment and Technician. Time logs do not expire in ServiceMonster and we preserve the full history.

Custom Fields exist on Customers, Appointments, and Price Lists. We map custom field definitions and values, noting that field types (dropdown, text, checkbox) must be translated to equivalent types on the destination platform. This requires explicit field-type mapping per customer.

Documents and photos attached to Appointments (job documentation) are stored as binary blobs. We migrate documents linked to their parent Appointment. Large photo sets may require chunked export/import with retry logic.

Tags apply to Customers and Appointments for classification. We migrate tags as a flat list. Where the destination uses a label or category model, we map tags to the closest equivalent and flag any tag-to-field conversion required.