Duplicate customer records happen — same person books twice with different phone formats, an installer creates a new record instead of searching, or an import collided with an existing customer. Merging cleans it up without data loss.
When to merge
You'll spot duplicates in three places:
- The duplicate-suspects panel on /app/customers (we auto-flag records with matching phone or email but different names, or similar names with different phones).
- Manual lookup — searching a customer name and seeing two cards.
- At quote time — picking a customer from the dropdown and seeing two near-identical entries.
How to merge
1. Open the customer detail page for one of the duplicates. 2. Click the kebab menu (top-right) → Merge with another customer. 3. Search for the other record and select it. 4. Pick which record is the "primary" — that's the one that survives. The other becomes inactive but its data flows into the primary. 5. Confirm the merge.
What gets merged
- All vehicles from both records consolidate onto the primary.
- All quotes, jobs, invoices, and payments associate with the primary.
- All notes append (with timestamps preserved).
- All tags union.
- Phone, email, address use the primary's values — secondary's values are saved as alternates.
- SMS conversation history merges in date order.
What you should do before merging
- Pick the record with the better contact info as primary. Don't merge a record with a complete address into a record with just a phone — promote the complete one.
- Skim the notes on both for anything you'll want to preserve verbatim.
- Check for active jobs — if either record has an in-progress job, finish or close it first to avoid weirdness.
Can I un-merge?
Yes, within 30 days. Customer detail → kebab menu → Activity log → "Restore from merge." After 30 days, the secondary record is permanently archived.
Bulk merging
If you import a list and end up with hundreds of duplicates, the bulk merger lives at Settings → Data cleanup → Duplicate finder. It groups suspected duplicates by phone, email, or fuzzy name match, and lets you batch-merge with one click per group.