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Checklist
Data Migration Integrity Checklist
Do not turn off your old software until every box here is checked. Data loss is permanent.
1. Customer Records
- Total customer count matches (Old vs New)
- Contact info (Phone/Email) checked for random sample of 50
- Multiple addresses per customer verified
- Tags and custom fields transferred
2. Job History
- Technician notes preserved on past jobs
- Photos and attachments accessible
- Warranty expiration dates are correct
- Job statuses (Completed vs Cancelled) mapped correctly
3. Financials
- Open invoice balances match exactly
- Unused deposits/credits transferred
- Membership billing dates verified
- Tax rates configured correctly for all zones