--- title: "Contact cleaning guide" slug: "contact-cleaning-guide" updated: 2026-04-03T14:41:27Z published: 2026-04-03T14:41:27Z --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Contact cleaning guide ## Overview After migrating to the new Contact Management, cleaning up your contact information is essential to keep your data accurate and actionable. Remove unnamed, outdated, or duplicate entries so job updates, invoices, reminders, and technician notifications reach the right people. Build quick cleanup checks into daily work to keep contact data reliable. --- ### ****Who uses this feature**** - CSRs, dispatchers, and office employees - Primarily benefits Commercial Service and Replacement business types, and Residential Service and Replacement business types - Applies to all trades ****Feature configuration**** - This feature is currently in Early Access and is subject to change. - Account configuration is required to use this feature. To update your account, please contact your success or implementation manager. Fill out the form and share your feedback [here](https://forms.gle/rGECti9p96i5wSmu7). ## Clean up contacts during customer calls > [!NOTE] > **Recommended talk track for CSRs** > > When you answer a customer call, you can say, "I see a couple of contacts listed here. Can I confirm which ones are still accurate so we reach the right person?" **Clean up from the customer or location record** 1. [Search for](/v1/docs/use-search-in-servicetitan) and open any customer or location record. 2. Go to the **Customer Details** menu on the right and look for the *Contacts* section. 3. In the *Contacts* section, click **View more contacts** to open the full list. ![Customer summary showing revenue, balance due, and important notes for Prologis Logistics.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/contact-cleaning-guide-image-079u4g78.jpg) 4. On the *All Contacts* drawer that opens, confirm the caller's information: 1. Check if the caller already appears in the contact list. Use the search box to look up their *Name, Title*, or *Contact Method*. ![Search bar for contacts with a list of names and titles displayed below.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/contact-cleaning-guide-image-03ojvfdp.jpg) 2. If the caller isn't listed, click **Associate contact** to [associate Existing Contact](/v1/docs/manage-contact-associations-with-customers-and-locations) or [Create New Contact](/v1/docs/create-a-contact-record#create-a-contact-from-contact-hub) 5. Review other contacts on the record: 1. [Edit a contact's Name, Title, or Contact Methods](/v1/docs/edit-a-contact-record) if needed. 2. Remove a contact who is no longer involved with this customer or location. Click **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/contact-cleaning-guide-image-am0izhbk.png)and select **Remove Association**. > [!NOTE] > **Note:** This keeps the contact record but removes it from the customer or location. ![User interface displaying customer contacts with options to manage associations and details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/contact-cleaning-guide-image-d1d8m8ta.jpg) 3. Delete a contact only if it has no name and clearly fake information, such as *Test*, *None*, *Unknown*, *N/A*, or a phone number like 123-456-7890. 4. Never update a placeholder contact with a real email address, because that placeholder may be shared across multiple customers. 5. [Merge records](/v1/docs/merge-contact-records) if the email address and phone numbers are confirmed to belong to the same individual. > [!TIP] > **Tip:** This quick check takes only a few seconds and keeps your contact data up to date in real time. ## Check contacts for upcoming jobs during dispatch prep Dispatchers often review upcoming jobs each morning or afternoon. This is a great opportunity to update outdated contact information on the jobs. 1. Open the [Contact Hub](https://go.servicetitan.com/#/contact-hub) or go to the navigation bar and click **CRM > Contacts**. > [!NOTE] > **Note:** [ServiceTitan CRM](/v1/docs/servicetitan-crm) is currently in Private Preview and is subject to change. If you want to enable this feature for your account, join the [waitlist](https://docs.google.com/forms/d/e/1FAIpQLSfHw_htK5UYmDuz3GoUzLHIDhgA7ibQjLdo2T17_BS6ALb1DA/viewform), and reach out to your CSM to schedule a date. 2. From the *Contacts* screen, click the **Manage** tab. 3. Locate the *Recommended Clean-ups* section. ![Contacts management interface showing recommended clean-ups and upcoming booked jobs.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/contact-cleaning-guide-image-kjwz2cvk.jpg) 4. In the table, click the contact count in the *Customer* or *Location* column to open the contacts associated with that record. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/contact-cleaning-guide-image-qfykw0h5.jpg) 5. Review each contact and apply the same cleanup suggestion from the[Clean up contacts during customer calls](/v1/docs/contact-cleaning-guide#clean-up-contacts-during-customer-calls) section. 6. Check the *Memo* field to review any notes that explain the purpose of the contact method. ![Contact management interface showing memo and contact details for Manager Taylor.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/contact-cleaning-guide-image-i3rg6wqu.jpg) ## Run a daily merge routine (Residential customers) For most residential customers, there are usually only one or two valid contacts. This makes it easy to spot duplicates and clean them up regularly. 1. Open the [Contact Hub](https://go.servicetitan.com/#/contact-hub) or go to the navigation bar and click **CRM > Contacts**. 2. From the *Contacts* screen, click the **Manage** tab. 3. Find the *Residential customers with contact merge opportunities* section. ![List of residential customers with contact merge opportunities and actions available.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/contact-cleaning-guide-image-zz0ggifj.jpg) - **For Residential customers:** Click **Merge** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/contact-cleaning-guide-image-odclp0eq.png) to merge duplicates directly from this table. For more, see [Merge contact records](/v1/docs/merge-contact-records). - **For Commercial customers:** It is recommended to dismiss the merge suggestion if you lack additional information. Alternatively, you can review the unnamed contact information by opening the customer or location in a separate tab. ## Want to learn more? - See [Contact Management](/v1/docs/contact-management) - See [Manage contacts from Contact Hub](/v1/docs/manage-contacts-from-contact-hub) - See [Manage contacts from customer and location records](/v1/docs/manage-contacts-from-customer-and-location-records) - See[ServiceTitan CRM](/v1/docs/servicetitan-crm)