Migrate from ServicePower HUB to monday CRM

ServicePower Work Orders become Monday CRM Deal items. The Work Order number maps to the Deal name (Item name), and key fields (status, priority, work type) map to custom columns on the Deal board. Monday's pipeline stages (e.g., Dispatched, In Progress, Completed, Invoiced) are configured as board columns that mirror ServicePower's work order status lifecycle.

ServicePower customers map to Monday CRM Person records. The customer name maps to the Person's name field, email maps to the email column, and phone maps to the phone column. Address and company affiliation are stored in custom text columns on the Person record.

ServicePower's Technician and Contractor objects do not have a direct Monday CRM equivalent. We migrate both as Monday CRM Person records with a Contact Type custom field distinguishing employed technicians from contracted workers. Service zones, certifications, and skill sets migrate as custom fields on each Person record. Pool assignment and reimbursement terms require manual configuration in Monday Automations post-migration.

ServicePower service events (dispatch, arrival, departure, resolution) have no native Monday CRM counterpart. Each event migrates as a Note on the linked Deal item with the original timestamp, event type, and technician attribution preserved in the note body. For high-volume event histories, events are grouped into linked sub-items to keep the board readable.

ServicePower service location address components (street, city, state, zip code, latitude/longitude) map to custom text columns on the Deal item in Monday CRM. Monday does not have a native geocoding or map integration, so location is stored as structured text. Customers with multiple service locations are linked as separate Deal items or as sub-items on the parent Customer Person record.

ServicePower parts orders linked to a work order migrate as sub-items on the corresponding Deal item in Monday CRM. Each sub-item carries part number, part name, quantity, unit cost, and total cost in custom columns. Monday's sub-item structure preserves the parent-child relationship with the Deal item.

ServicePower work order status values (Open, Dispatched, In Progress, On Hold, Completed, Cancelled, Invoiced) are mapped one-to-one to Monday CRM board column values. Each column in the board represents a stage in the service workflow. Stage-change timestamps are stored as custom date columns on the Deal item since Monday does not track stage history natively.

ServicePower work order priority values (Low, Medium, High, Urgent) migrate to a Monday CRM custom select column on the Deal item. The priority labels are mapped value-by-value. In Monday, priority can trigger automation rules for notifications or column updates, providing basic routing logic comparable to ServicePower's priority-based dispatch.

ServicePower invoice records linked to a work order are migrated as custom columns on the Deal item: Invoice Number (text), Invoice Status (select: Pending, Sent, Paid, Overdue), Total Amount (number), and Payment Date (date). Monday's native invoicing module is not used unless your team opts to rebuild invoicing workflows in Monday after migration.

ServicePower's capacity band assignment (e.g., Full-Time, Part-Time, Contractor Pool) has no Monday CRM equivalent. It migrates as a custom select column on the Person record for each technician. Capacity-based scheduling rules from ServicePower do not transfer — they must be rebuilt as Monday Automations or integration recipes referencing the capacity band column.