Migrate from ServiceMonster to HighLevel

ServiceMonster Customer records map directly to HighLevel Contacts. When the Customer has a company name (commercial accounts), we also create a HighLevel Company record and link it to the Contact via the contact-company relationship. ServiceMonster's customer-level notes, custom fields, and tag assignments migrate as HighLevel Contact custom fields and tags.

ServiceMonster stores one primary service address per Customer. We map this to HighLevel's Contact address fields (street, city, state, zip). If the Customer has multiple service locations in ServiceMonster, we create the primary as the Contact address and store additional locations as custom address fields on the Contact record for reference.

ServiceMonster Jobs map to HighLevel Opportunities. The Job's service type (carpet cleaning, window cleaning, pressure washing) becomes a custom pick-list field on the Opportunity. Job area measurements (square footage, window count, linear feet) migrate as custom number fields. Job status (scheduled, in progress, completed, cancelled) maps to HighLevel Opportunity stage values — we create pipeline stages that mirror your ServiceMonster job lifecycle. Original job creation date and technician assignment are preserved as custom datetime and user lookup fields.

ServiceMonster price list line items on a Job — per-square-foot charges, flat-rate services, consumable add-ons — map to HighLevel Opportunity Line Items for flat-rate services and custom fields for area-based unit pricing. We preserve the unit type (sq ft, per window, per linear foot) as a label field so the unit context is visible in HighLevel without requiring a full product-library setup.

HighLevel has no native invoice object. We create a HighLevel Custom Object named 'Invoice' with fields for invoice number, date, amount, status, and a lookup to the related Opportunity (sourced from the ServiceMonster Job). Invoice line items map to Invoice Custom Object line-item fields. Payment status (paid, partial, outstanding) migrates as a pick-list field.

ServiceMonster Employee records (technicians, dispatchers, office staff) map to HighLevel Users. We match by email address — if a HighLevel User account exists with the same email, we link the Employee to that User; otherwise, we flag the Employee for manual user provisioning before migration. Employee role (technician vs. office) maps to HighLevel Role assignment. Employee active/inactive status determines whether the HighLevel User is granted access.

ServiceMonster Route records — which group Jobs into daily technician schedules with optimized travel order — have no direct HighLevel equivalent. We preserve route names, assigned technicians, and job counts as a Custom Object record. The chronological ordering of Jobs within a route is stored as a custom integer field on each Opportunity for reference. Full route-optimization logic does not transfer.

ServiceMonster records GPS coordinates and timestamps when technicians check in or out of Jobs via the mobile app. HighLevel has no native GPS tracking. We preserve check-in and check-out timestamps as custom datetime fields on the related Opportunity. The physical coordinates are stored as a custom text field (latitude, longitude format) for record completeness, but HighLevel does not display these on a map.

ServiceMonster Price List Items — the master catalog of services and their area-based or flat-rate pricing — require a dual approach. Flat-rate services map to HighLevel Products. Area-based pricing (carpet cleaning per sq ft, window cleaning per window, pressure washing per linear foot) creates a Custom Object named 'Service Pricing' with fields for unit type, rate per unit, minimum charge, and associated service category. Job line items then reference these pricing records.

Free-form notes attached to ServiceMonster Customers or Jobs migrate as HighLevel Notes linked to the corresponding Contact or Opportunity. We preserve the original author (technician name or office staff) and timestamp so your team can see the note's context in HighLevel's activity timeline.

ServiceMonster customer tags (used for marketing segmentation, service-type labels, or customer classification) migrate directly to HighLevel Tags on the Contact record. Tag names are preserved exactly. HighLevel's SmartLists can then filter by these migrated tags for targeted workflow triggers and campaign outreach.

ServiceMonster recurring jobs and service agreements (e.g., 'quarterly carpet cleaning for 12 properties') map to a Custom Object named 'Recurring Service' with fields for frequency, next due date, and linked Contact/Opportunity. We create one Opportunity per completed instance of the recurring job to preserve historical revenue data while the parent Recurring Service record maintains the agreement terms.