Migrate your WorkBuddy data
Cloud-based job management and field service platform for trade and multi-trade businesses. It handles scheduling, quoting, asset maintenance, timesheets, compliance, and real-time technician communication.
In its favor
Why people choose WorkBuddy
The signal that keeps WorkBuddy on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Field-first design built for trade businesses: scheduling, dispatch, asset tracking, and technician timesheets all live in one place, reducing context-switching between office and mobile.
Responsive admin team that adapts the platform to business-specific workflows—customers note that feature requests result in actual changes to the product.
Real-time job updates and field worker visibility let office staff track job progress without calling technicians, cutting phone tag and admin overhead significantly.
Multi-company and multi-trade support lets business owners run separate entities or business units from a single platform login, keeping invoicing and work orders isolated per business.
Mobile apps for iOS and Android give field workers offline-capable job lists, job safety forms, and timesheet entry directly from the job site.
No publicly available pricing on the website—prospects must contact sales for every tier decision, making competitive evaluation and budget planning difficult.
Limited documented API surface means customers relying on third-party integrations or custom automation may hit walls when WorkBuddy's native features do not cover their workflow.
Smaller trade businesses with fewer than five technicians may find the platform's feature depth unnecessary and the administrative overhead disproportionate to their needs.
Reasons to switch
Why people leave WorkBuddy
The recurring reasons buyers give for replacing WorkBuddy. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where WorkBuddy fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
WorkBuddy pricing overview
WorkBuddy does not publish pricing on its website. All tier information requires a direct sales enquiry. Prospects should confirm per-user versus per-company pricing, contract length requirements, and any setup or onboarding fees before committing.
Starter
Tier 1 of 3
Contact sales
What's included
Need help selecting your CRM?
Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on WorkBuddy's schedule — see our quote-based pricing →
What gets migrated
WorkBuddy object support
Object-by-object support for WorkBuddy migrations. Per-pair details surface during scoping.
Jobs
Fully supportedJobs are the central work record in WorkBuddy. They carry status, description, scheduled date, assigned technician, customer link, and custom fields. We migrate Jobs as-is and preserve their open/in-progress/completed status so the destination can resume scheduling without duplicate entries.
Work Orders
Fully supportedWork Orders are scoped to a Job and contain line items, materials, labour rates, and approval status. We map Work Order line items to the destination's equivalent quote or invoice line structure and preserve any approved/rejected flag.
Assets
Mapping requiredAssets are customer-owned equipment tracked across Jobs. Asset records include location, maintenance history, and linked Job records. We migrate the asset register and its Job associations; custom asset properties require field-level mapping to the destination schema.
Customers
Fully supportedCustomers are the party receiving service. They hold contact details, address, and company association. We map Customers to Contacts or Accounts depending on the destination CRM's object model and preserve the link to their associated Jobs.
Technicians
Mapping requiredTechnicians are Users assigned to Jobs and Work Orders. WorkBuddy stores them with role, certification, and availability data. We migrate technician records as Users or Contacts in the destination and preserve their assignment history across Jobs.
Timesheets
Mapping requiredTechnicians log time against Jobs using WorkBuddy's timesheet module. Timesheet records include date, duration, Job link, and technician. We map these to the destination's time entry or activity records, preserving the Job association where supported.
Schedules and Dispatch
Mapping requiredWorkBuddy's scheduling module places technicians on Jobs by date and time window. Dispatch records include technician, Job, and slot. We migrate schedule assignments as Jobs with a pre-filled assignee and scheduled date, preserving the dispatch logic as a Job property.
Subcontractors
Mapping requiredWorkBuddy has a dedicated subcontractor management module for head contractors allocating work to sub-trades. Subcontractor records include company name, trade type, and contact. We map them to the destination's Vendor or Contact object and flag their Job-level assignments.
Quotes
Fully supportedQuotes are generated from Work Orders and include pricing, line items, and validity period. We migrate accepted quotes as Draft Invoices in the destination, preserving the full line-item structure. Rejected or expired quotes are migrated as historical records on the Job.
Job Safety and Compliance
Mapping requiredWorkBuddy's compliance module attaches safety forms, checklists, and certifications to Jobs or Technicians. Compliance records vary by industry. We map these to the destination's custom fields or attachment objects, noting that structured checklist data may flatten into free-text notes.
| Object | Support | Notes |
|---|---|---|
| Jobs | Fully supported | Jobs are the central work record in WorkBuddy. They carry status, description, scheduled date, assigned technician, customer link, and custom fields. We migrate Jobs as-is and preserve their open/in-progress/completed status so the destination can resume scheduling without duplicate entries. |
| Work Orders | Fully supported | Work Orders are scoped to a Job and contain line items, materials, labour rates, and approval status. We map Work Order line items to the destination's equivalent quote or invoice line structure and preserve any approved/rejected flag. |
| Assets | Mapping required | Assets are customer-owned equipment tracked across Jobs. Asset records include location, maintenance history, and linked Job records. We migrate the asset register and its Job associations; custom asset properties require field-level mapping to the destination schema. |
| Customers | Fully supported | Customers are the party receiving service. They hold contact details, address, and company association. We map Customers to Contacts or Accounts depending on the destination CRM's object model and preserve the link to their associated Jobs. |
| Technicians | Mapping required | Technicians are Users assigned to Jobs and Work Orders. WorkBuddy stores them with role, certification, and availability data. We migrate technician records as Users or Contacts in the destination and preserve their assignment history across Jobs. |
| Timesheets | Mapping required | Technicians log time against Jobs using WorkBuddy's timesheet module. Timesheet records include date, duration, Job link, and technician. We map these to the destination's time entry or activity records, preserving the Job association where supported. |
| Schedules and Dispatch | Mapping required | WorkBuddy's scheduling module places technicians on Jobs by date and time window. Dispatch records include technician, Job, and slot. We migrate schedule assignments as Jobs with a pre-filled assignee and scheduled date, preserving the dispatch logic as a Job property. |
| Subcontractors | Mapping required | WorkBuddy has a dedicated subcontractor management module for head contractors allocating work to sub-trades. Subcontractor records include company name, trade type, and contact. We map them to the destination's Vendor or Contact object and flag their Job-level assignments. |
| Quotes | Fully supported | Quotes are generated from Work Orders and include pricing, line items, and validity period. We migrate accepted quotes as Draft Invoices in the destination, preserving the full line-item structure. Rejected or expired quotes are migrated as historical records on the Job. |
| Job Safety and Compliance | Mapping required | WorkBuddy's compliance module attaches safety forms, checklists, and certifications to Jobs or Technicians. Compliance records vary by industry. We map these to the destination's custom fields or attachment objects, noting that structured checklist data may flatten into free-text notes. |
Gotchas
What to watch for in WorkBuddy migrations
Issues we've hit on past WorkBuddy migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
No publicly documented REST API
Multi-company accounts split data scopes
Job status must be resolved before cutover
Custom fields vary by industry template
| Severity | Issue |
|---|---|
| High | No publicly documented REST API |
| Medium | Multi-company accounts split data scopes |
| Medium | Job status must be resolved before cutover |
| Low | Custom fields vary by industry template |
Leaving WorkBuddy?
Where WorkBuddy customers move next
12 destinations WorkBuddy can migrate to.
How a WorkBuddy migration works
Four steps, WorkBuddy-specific
Connect
Not publicly documented. WorkBuddy does not publish a developer portal or API key flow. Public reviews give conflicting information on whether a general-purpose API exists; the customer-facing platform pages list integrations rather than developer endpoints. into WorkBuddy. Scopes limited to read-only on the data we move.
Map
We translate WorkBuddy-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate WorkBuddy quirks before production.
Migrate
Full migration with WorkBuddy rate-limit handling. Rollback available throughout.
FAQ
WorkBuddy migration FAQ
Answers to the questions buyers ask most during WorkBuddy migration scoping. Not seeing yours? Book a call.
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