Service Titan Knowledge Base

Change the customer on an existing location recordLast updated on 12/01/2022

If a location shows up under the incorrect customer’s name, the Customer field on that location can be changed by editing the location record.

Change a customer

To change the customer associated with an existing location record:

  1. Go to the location record.

    Note: You can access the location record by:

    • Clicking the location at the bottom of the customer record

    • Searching by location

    • Clicking the Service Location on the Appointment or Job screen

  2. From the Location screen, click the Edit Pencil icon.

  3. From the Edit Location screen, change the name in the Customer field to the one you would like to be associated with this location record. As you type the name, you'll see potential matches appear.

    Continue to type the customer’s name until the correct name appears in the dropdown, then select it. Note: If the correct name doesn't appear in the dropdown, check the spelling and try again. If you still can't find the right name, then that customer doesn't have an existing record in ServiceTitan. In that case, add them as a new customer and then complete the steps to change the customer associated with the location record.

  4. Click Save. The location record will now be associated with the customer you chose from the dropdown.

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.