Migrate from Workiz to Pipedrive

Workiz clients are people or businesses with addresses and contact info. They map to Pipedrive Person (contact details) and optionally to an Organization if the client has a company name. The decision rule (person-only or person + org) is set before migration based on your data.

Workiz jobs represent service events — each with a client link, assigned tech, status, type, start/end time, address, notes, and pricing. Pipedrive Deals hold the commercial record with a linked Person and Deal value. We map job status to Pipedrive stage, job type to a custom Deal field, and pricing to Deal value. Original timestamps preserved as custom datetime fields.

Workiz leads with name, contact info, source, and status migrate directly to Pipedrive Leads. Pipedrive Leads inherit all Deal custom fields, so job-type and materials custom fields are available on Lead records for pre-conversion tracking. This direct mapping preserves lead source attribution and allows your sales team to follow up on opportunities before they convert to deals, maintaining continuity from initial contact through conversion.

Workiz estimates store itemized pricing for a potential job. Pipedrive has no native estimate object — we migrate estimate totals and line items as custom fields on the Deal (or as linked Products if item-level detail is needed). Estimate number maps to a custom text field.

Workiz invoices track billing against completed jobs. Pipedrive has no native invoice object — we migrate invoice totals, status, and balance due as custom fields on the linked Deal. Workiz payment records (partial payments, Wisetack loans) migrate as custom fields.

Workiz users (techs, dispatchers, admins) resolve to Pipedrive users by email match. Unmatched users are flagged before migration — invite them to Pipedrive first or assign to a fallback owner. GPS location and availability status are Workiz-specific and have no Pipedrive equivalent.

Workiz automations use trigger-action rules with AND/OR conditions to send tech notifications, customer reminders, and update job statuses. Pipedrive Workflow Automations are CRM-event based and cannot replicate field-service dispatch logic. We export Workiz automation definitions as JSON for your Pipedrive admin to use as a rebuild reference.

Workiz items (parts, labor rates, flat fees) used in jobs and estimates migrate to Pipedrive Products with name, unit price, and unit. Products can be attached to Deal line items in Pipedrive, enabling estimate-to-Deal alignment. Each product inherits the original Workiz item code, allowing cross-referencing after migration and supporting accurate revenue reporting in Pipedrive.

Workiz logged calls, emails, and notes attached to jobs migrate to Pipedrive Activities linked to the corresponding Deal or Person. Original timestamps and activity content preserved. Pipedrive Activities include a Type field distinguishing calls, emails, tasks, and meetings. Activity owners map to the Pipedrive user who performed the action, preserving accountability across the migrated history.

Workiz files attached to jobs (photos, signed documents, receipts) re-upload to Pipedrive and attach to the corresponding Deal or Person record. Pipedrive's Files section supports attachments up to the plan storage limit. We preserve original file names and metadata, and we store a reference URL in a custom field for quick access from within Pipedrive.