Migrate from WorkBuddy to monday CRM

WorkBuddy jobs translate to monday CRM Deals as board items. Each job's customer, value, stage, and scheduled date map to the corresponding Deal's Contact link, Amount column, Status (pipeline stage), and Due Date column. Work order status in WorkBuddy maps to a monday CRM Status column with matching stage names.

WorkBuddy customers map directly to monday CRM Contacts linked to a Company. The customer's business name, primary contact name, email, and phone transfer to the Contact record, while the business name creates or matches a Company record in monday CRM.

WorkBuddy subcontractor assignments associated with a job have no native monday CRM equivalent for storing multiple-party job relationships. We create a Dropdown or Text column on the Deal board to store subcontractor names, contact details, and hourly rates, preserving the N:1 relationship between jobs and subcontractors while keeping the assignment visible on the Deal record.

WorkBuddy asset records (location, type, maintenance schedule, service history) do not have a direct CRM equivalent in monday CRM's native data model. We create a separate Assets board in monday CRM with columns for asset type, location, serial number, and last service date, and link asset records to Deals via Subitems, preserving the asset-to-job relationship that WorkBuddy tracks natively.

WorkBuddy's scheduling and technician assignment data maps to monday CRM Date columns (Scheduled Start, Scheduled End) and Activity subitems that log technician visits, time on site, travel hours, and job completion notes. This preserves the complete dispatch history within the Deal record so teams can track service delivery timelines without leaving the CRM context.

WorkBuddy timesheet entries per job aggregate into a single Activity subitem on the monday CRM Deal, recording total labor hours, technician name, hourly rate, and date. Detailed per-entry records are summarized rather than individually mapped to preserve board readability and avoid cluttering the Deal with granular time-tracking subitems.

WorkBuddy safety compliance records (permits, inspections, certifications, safety flags) become a combination of Dropdown columns (Compliance Status, Permit Type) and Checklist subitems on the Deal board. This approach captures the compliance state per job without cluttering the main Deal columns, and Checklist subitems track individual compliance requirements.

WorkBuddy job notes migrate as monday CRM Activity subitems on the Deal with the note content preserved. File attachments (photos, documents, permits) re-upload to monday CRM Files and attach to the corresponding Activity subitem, maintaining the link between notes and supporting documents for service record completeness.

WorkBuddy's job status change log (created → scheduled → in-progress → on-hold → completed) migrates as monday CRM Activity updates on the Deal, preserving the timestamp, status value, and user who made the change for full historical pipeline reporting and audit purposes within monday CRM's activity tracking.

WorkBuddy invoicing records do not map to monday CRM native objects since monday CRM does not include full billing or quoting modules. Invoice status and amounts migrate as custom columns; invoice PDFs attach as files. Full billing rebuild uses monday CRM's optional Billing add-on or a third-party integration.

WorkBuddy technicians and staff map to monday CRM team members by email match. Unmatched technicians are flagged before migration and assigned to a fallback Owner in monday CRM. Scheduling assignments in WorkBuddy translate to Owner fields on Deal Activity subitems.