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Service Type Merge

Combine, Merge or Consolidate service types to reduce the number of services.

Erin O'Hara avatar
Written by Erin O'Hara
Updated over 4 months ago

Summary

In Settings/Services, you can merge service types that have the same or similar description. Use this merge feature across multiple services to simplify the service descriptions for accounting and reporting purposes.

Key Points

  • Eliminate duplicate service types

  • Merging services helps reduce the amount of services listed in all pages

  • Create a new service and merge existing services into it

Use the Service Merge to eliminate duplicate services that have a similar description.
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In the example below, merging the Bed Bug Treatment (1 of 2) and Bed Bug Treatment (2 of 2) into the BED BUG TREATMENT will reduce the number of service options for Bed Bug Treatments from 3 to 1.
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The Merge Service dialog box appears. To the right of the Merge To: label, click the drop-down list and select the new service name (Merge Example BED BUG TREATMENT).

Click the Merge button.

Merging SERVICES cannot be reversed.

Note The merge doesn't remove the service from your list, you will need to delete or deactivate to remove it completely.
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