Overview
Use Contact Hub to view and manage all your active and inactive contact records in one place. You can also create new contacts without needing to create a new customer record. This streamlines your contact management workflows.
Who uses this feature
Office employees
Applies to all 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.
Open Contact Hub
Search for and open any customer or location record.
Go to the Customer Details menu on the right and look for the Contacts section.
In the Contacts section, click Edit
. Note: If there are more than three contacts associated with the record, you can also click View more contacts.
On the All Contacts screen that opens, click View All Contacts.
Contact Hub opens. You can click Edit columns to rearrange, hide, and show columns.
Tip: You can also go to https://go.servicetitan.com/#/contact-hub to access Contact Hub directly.
Search and filter
Use the Search box to find a contact by Name, Title, or Contact Method such as Phone, Mobile Phone, Email, or Fax. You can also filter contacts by their Association Type, Customer, Location, and Labels.
To filter contacts:
Click the Filter
.On the Contacts Filter drawer that opens, you can filter by:
Association Type: Location, Customer, or Booking.
Customer
Location
Labels
When you’re finished, click Apply.
Tabs and actions
Active tab
On the Active tab, you can select multiple contacts to Merge, Add Labels, Remove Labels, Deactivate, or Delete in bulk.
Note: You can only merge up to three contacts at a time.
Inactive tab
On the Inactive tab, you can select multiple contacts to Add Labels, Remove Labels, Activate, or Delete in bulk.
Labels tab
On the labels tab, you can manage your contact labels, such as Create Label, Search labels, Edit, or Delete labels.
Manage tab
On the Manage tab, you can use consolidated views with automated recommendations to save time reviewing and managing your contacts. This is especially useful for larger and commercial businesses during onboarding and after migrating extensive contact lists from other systems.
Export Contacts: Click Export Contacts to download all your contacts from ServiceTitan to a CSV file. The exported file includes the contact’s name, title, contact method type, contact method, and memo notes. This is helpful if you need to analyze, share, or migrate the data in external tools.
Total Contacts: View your total number of contacts and the total number of contacts with an empty Name field. This helps you identify how many contacts have been cleaned up post-onboarding or post-migration to Contact Management.
Tip: Click Refresh
to update the total number of contacts and contacts with names. Recommended Clean-ups: Reduce errors by ensuring each customer has accurate and up-to-date contact information.
Locations With Upcoming Booked Jobs: Review and update contacts associated with service locations that have Scheduled jobs starting within the next seven days. Click the number in any of the Number of Contacts columns to open the list of associated contacts for that customer or location. This helps you ensure the most relevant contacts are accurate for upcoming jobs.
Note: Contacts without names likely need some review.
Residential customers with contact merge opportunities: Review possible duplicate contacts associated with residential customer or location records. Click Merge
to confirm and merge the contacts listed in the Contact Method 1 and Contact Method 2 columns. Click Dismiss 
to remove the suggestion from the list. This process helps you ensure each residential customer has a consolidated and unified profile, preventing errors caused by duplicate records. Use the date ranges for 7 Days, 30 Days, or All to filter the data, respectively.
Note: These are residential customers or locations that have only one email and one phone number.
Recently Created or Edited Contacts: Review contacts created or edited within the last seven or thirty days. Click the name in the Contact column to open the details for that contact. This allows you to confirm or fix recent changes before they escalate, giving you an extra layer of control.
Title Management: Assign and edit contact titles to clarify each contact’s role within a customer or location record. Click Edit
next to a title to edit that title. The number of contacts that contain that title is shown on the right. Accurate titles make it easier for employees to identify key contacts, improving the speed and accuracy of communications.
Note: You can also select titles and merge them together. This only merges the title, not the contact itself. However, any existing contacts are updated with the merged title name.
Contacts without Contact Methods: Review contacts that do not have contact methods associated with them. Click the contact in the Name column to open the details for that contact, then click + Add contact method to add a contact method to the contact.
