Change the customer on an existing location record

Overview

If a location record has been attached to the wrong customer record, change the customer for that location to keep your records accurate in ServiceTitan. For customers who have relocated, see Manage customer relocation.

Things to know

• When you create a new location record in ServiceTitan, be sure to add it to the correct customer record, if one already exists. If the location is for a customer not already in ServiceTitan, add the location by creating a new customer record.

• ServiceTitan identifies customers by the phone number they're using when they call in. If ServiceTitan doesn't automatically detect a customer's name when they call, search to make sure they aren't already in the system under a different phone number. This helps you avoid accidentally creating a duplicate record. For more, see the Find Customer and Location Records section of Customer and Location Records overview.

• After you change the customer on an existing location record, the history of previous invoices and transactions will still show as paid by the previous customer.

Change a customer

To change the customer on an existing location record:

1. Open the location record.        

   Tip: You can access the location record by:

   • Clicking the location from the customer record.

   • Searching for the location record.

   • Clicking the name of the Service Location on the Appointment or Job screen.

2. Click Edit next to the name of the record. 

3. On the Edit Location screen that opens, click the Customer dropdown.

4. Search for and select the customer.         

   Note: If the correct name doesn't appear in the dropdown, check the spelling and try again. If you still can't find the 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 existing location record.

5. Enter the updated customer's name in the Location Name field.

6. When finished, click Save.

The location record is now associated with the customer record you chose from the dropdown.

Want to learn more?

• See Add a new customer

• See Create a new location record

  See Customer and Location Records overview

• See Manage customer relocation

• See Merge and unmerge duplicate customer and location records