Product overview
See Contact Management in action
See how Contact Management centralizes independent contact records that can be linked to multiple customers and locations — with enriched fields like names, titles, and labels, all managed from the Contact Hub.
Setup
Contact Management transforms how you handle contact information in ServiceTitan by introducing centralized, independent contact records that can be linked to multiple customers and locations. With enriched data fields like names and titles, and a Contact Hub to manage everything in one place, you can add or update contacts in bulk, save time on manual updates, and quickly find the right person when you need them.
Setup checklist
Before migration — inform your team
Inform your technicians of the upcoming sign-out request. They'll need to reset their password if they haven't done so in over six months. Optionally, decide which contact titles your team will use (e.g., Homeowner, Property Manager) to ensure consistency.
Migration day
Remind technicians to sign out and sign back in before they'll see customer contacts. ServiceTitan performs the migration outside of your business hours, so office employees will see customer contacts the next time they sign in.
After migration — clean up your records
Review and merge duplicate contacts, adding names and titles as you go. Check customer and location records with appointments in the next seven days, review your top customer records, and check records where contacts may be shared across multiple customers and locations.
Required access
Contact Management is currently in Early Access and available for specific accounts. If you want to enable this feature for your account, contact your Customer Success Manager (CSM).
Once setup is complete
Manage all contacts from the Contact Hub, bulk-add or update contacts across customer and location records, and quickly identify the right person with names, titles, and labels.
Share your feedback
Help us improve the feature by filling out the form.
Key workflows
Core workflows for using Contact Management in ServiceTitan.
Contact Management overview
How Contact Management streamlines the way contact data is stored and updated, eliminating duplication.
Contact Management streamlines the way contact data is stored and updated, eliminating duplication. Use Contact Management to:
Save time: Reduce time spent keeping contacts in sync across customer and location records.
Bulk add and update contacts: Add and update contacts in bulk across a customer record and its associated location records.
Manage all contacts in one place: Use the new Contact Hub to create, view, manage, and update all your contact records in one place, streamlining your contact management workflows.
Quickly identify contacts: Add attributes like name, title, and label that make it easy to identify the right contact quickly.
Contact Management introduces contacts that are independent of customer and location records, can be associated with multiple customer and location records, and can hold more data such as names and titles.
Manage contacts and their associations with customers and locations
Efficiently manage all your active and inactive contact records in Contact Hub or Customer and Location records.
Create, edit, and deactivate a contact record
Efficiently create, edit, delete, deactivate, and reactivate contacts to ensure accurate and up-to-date records for streamlined communication.
Use contact labels
Use labels to add additional context beyond titles to contacts and contact methods.
Add notes to a contact
Use notes to consolidate important information in one place, enabling seamless sharing with office employees.
Troubleshooting & FAQ
Quick solutions to common issues and answers to frequently asked questions.
Frequently Asked Questions
Check the most frequently asked questions about Contact Management.
