Merging properties

When to merge properties

You can merge properties if you have duplicate records for the same address.

Merging combines all work history into a single property record, giving you a complete view of all jobs, quotes, and issues for that location.

What gets merged

When you merge Property A into Property B:

Item	What Happens
Jobs	All jobs from Property A move to Property B
Issues	All issues from Property A move to Property B
Quotes	All quotes from Property A move to Property B
Attachments	All photos and files from Property A move to Property B
Route settings	If Property A was set as a route start/end point, Property B takes its place

Property A is then permanently deleted.

How to merge properties

1. Navigate to the property you want to remove
2. Click the Actions dropdown menu
3. Select Merge…
4. In the dialog, select the property you want to keep
5. Click Merge to confirm

Important warning

This action cannot be undone. Once properties are merged, the deleted property cannot be recovered.

Before merging, keep in mind:

• The property you select in the dialog is the one that will be kept — all its details (address, notes, contact) remain unchanged
• The property you started from will be deleted
• Jobs and issues retain their original dates and details
• If the properties have different contacts, only the kept property’s contact association is preserved

Who can merge properties

Only users with the Administrator role can merge properties. Employees and contractors do not have access to this feature.