How do I run a report for duplicate customer or location records in ServiceTitan?

Introduction

You can run a Duplicate Customers or Duplicate Locations report in ServiceTitan. Review the results and merge any duplicate records to clean up your database.

Problem

How can I run a report to find duplicate customer or Location Records?

Solution

Create Duplicate Customer or Location Reports

1. Go to Reports .

2. Create a report using the Duplicate Customers or Duplicate Locations report template.
   

3. Run the report to generate the list of possible duplicates. 

4. Review the results and merge any duplicate records by following the steps in Merge and unmerge duplicate customer and location records.