Bring your important records with you.

Identify contacts, service addresses, equipment, past appointments, active jobs, unpaid invoices, and notes. Record where each dataset lives and whether it can be exported. Check the contract and privacy rules before moving personal data.

Old records often include duplicate names, missing apartment numbers, shared phone numbers, and free-text fields. Flag uncertain records instead of making silent guesses. Keep a source copy and migration log.

A customer may have several service properties, and each property may have several assets. Preserve those links. A flat import that merges equipment from different sites can create expensive field mistakes.

Count records before and after. Spot-check representative accounts, open balances, appointments and long notes. Train staff to report missing history, and plan a controlled process for changes made during cutover.

Example to try: A customer has three homes and five HVAC units. The migration is correct only if each unit remains linked to the right property and service history.

• Count source and imported records by customer, property and job type.
• Preserve relationships and historical IDs needed for audit or service lookup.
• Flag uncertain merges or missing data for human review.
• Keep encrypted source backups and a verified rollback or correction path.