Can I merge duplicate customer records?
Yes, you can merge duplicate customer records in Settings > Tools > Merge Customers. For detailed steps on how to do this, see Merge and unmerge duplicate customer and location records.
Can I merge duplicate location records?
Yes, you can merge duplicate location records in Settings > Tools > Merge Locations. For detailed steps on how to do this, see Merge and unmerge duplicate customer and location records.
What should I do if a customer moves from one location to another?
Follow the steps in our Manage customer relocation article to ensure the relocation is handled correctly.
Can I move a location record from one customer to another?
Yes. For detailed steps on how to do this, see Change the customer on an existing location record.
Can I book a job from a customer record?
No, you can only book jobs from location records. This is because location records represent the service location where the job is performed.
Does equipment appear on both the customer record and location record?
No, equipment only appears on location records. This is because equipment is tied to the service location where the job is performed.
Can I add a Mexico or other international number to a customer record in ServiceTitan to make calls?
No, ServiceTitan does not support international numbers. You cannot call an international customer through ServiceTitan.
Can I add a new column for call details to customer records in ServiceTitan?
No, custom columns can’t be added to customer or location records in ServiceTitan. To find the number of the caller, open the Call Playback window and look at the number.
To share a new idea like this with the ServiceTitan Community and Product teams, request a new feature or feature update by posting a new idea.
Can I see a contact’s name and title in other places besides the contact record itself?
Yes, anywhere that contact method memo notes show up in ServiceTitan, the name and title listed in the contact record also now appear. The contact’s name and title are listed within the memo field, right before any memo notes.
Note: You can only edit contacts, including contact method memos, from the actual contact record. Contacts that appear next to memo notes are view-only.
For example:
In ServiceTitan Mobile, the contact’s name and title show up automatically in the memo notes.
On a job or project record, you might only see part of the name, title, and memo since space is limited, but you can hover over the memo field to see everything.
Tip: If you have many different contacts associated with a single customer or location record, memos can take up a lot of space. We recommend keeping memo notes as brief as possible to more easily identify contact names and titles.
Can I select a customer type other than Residential or Commercial when creating a customer record?
No, you can only choose between Residential and Commercial customer types when creating a customer record.