Change the customer on an existing location recordLast updated on 01/04/2023

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 from the customer record

   • Searching for the 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. As you type, you’ll see potential matches appear. Continue to type the customer’s name until the correct one appears, then select it from the dropdown.

   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 then complete the steps to change the customer associated with the location record.

4. Enter the new customer’s name in the Name field.

5. When you’re finished, click Save. The location will now be associated with the customer you chose from the dropdown.

• See Add a new customer

• See Add a new service location

• See Manage customer and service location records 

• See Manage customer relocation 

• See Merge and unmerge duplicate customer and location records