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
Navigate to the property you want to remove
Click the Actions dropdown menu
Select Merge...
In the dialog, select the property you want to keep
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.