Migrate your ServicePower HUB data

Work Orders are the primary operational record in ServicePower HUB. We migrate the full work order lifecycle including status history, assigned technician, scheduled window, actual completion time, and parts consumed. Job resolution notes and billing flags are preserved as structured fields rather than free-text dumps.

Employed technicians are mapped as resource records with their skill sets, certifications, and capacity band assignments. We preserve the link between the technician record and their completed work order history so job attribution is accurate at the destination.

Contractor records include service event rates, coverage areas, and payment reimbursement data that may not map 1:1 to every destination system. We extract contractor rate tables and re-apply them as custom fields or line-item pricing rules in the target platform.

Warranty Jobs carry OEM or TPA authorization references, coverage terms, and submission status that are ServicePower-specific. We preserve the authorization number and claim status but note that warranty job workflow automation will need to be rebuilt at the destination.

COD Jobs include payment processing records tied to ServicePower's Payment Pro feature. Payment status, amount collected, and invoice link are migrated, but the integrated payment processing connection must be re-established with a new payment gateway at the destination.

Capacity Bands define technician availability windows, maximum job counts, and geographic coverage zones. These are extracted as structured scheduling rules and re-applied to the destination's scheduling engine, which may require manual configuration if the target uses a different constraint model.

Parts ordering records including distributor SKU, quantity ordered, and fulfillment status are migrated. The zero-markup distributor pricing links are not portable; we preserve part numbers and pricing history but note that integrated ordering requires reconnection at the destination.

Customer records include contact details, service address, and self-service portal preferences. We map customer-to-work-order associations so the customer's full service history is accessible at the destination.

Customer-facing settings for ETA notifications, SMS vs. email preferences, and booking link access are stored per-customer. These preference flags are extracted and mapped to equivalent notification settings in the destination platform.

Payment Pro is a direct integration within ServicePower HUB that connects to payment processors. This integration is not portable across platforms. We export payment transaction history and invoice records as structured data, but the live payment processing connection must be replaced at the destination.

Alpha-stage QBO integration enables account mapping and manual or automatic work order sync. Where customers have used this integration, we extract chart of accounts mappings and work-order-to-invoice associations for reconnection in the destination accounting system.

Scheduled optimization KPIs, first-time fix rate metrics, and job completion statistics are exported as historical data tables. The live dashboard and alert configurations are platform-specific and must be rebuilt at the destination.