Merge Clients

Combine duplicate client records while preserving all associated data.

Merging is permanent. Once you merge two clients, the action cannot be undone — there is no unmerge option. All estimates, invoices, jobs, payments, and other records move into the target client and the original client is removed. Please double-check that you have selected the correct target client before you confirm.

How to Merge Clients

  1. Open Client Profile

    Navigate to the client you want to merge.

  2. Access More Options

    Press the More button at the top right.

  3. Select Move/Merge Client

    Choose the Move/Merge Client option from the menu.

  4. Select Target Client

    Choose the client you want to merge into.

What Gets Merged

When you merge clients, all associated records are combined into the target client.

📄

Documents

Estimates and invoices from both clients

💼

Jobs

All jobs and project assignments

💰

Transactions

Payment and expense records

Also Merged

  • Schedule - All calendar entries
  • Timesheet - Time tracking records
  • Mileages - Travel records
  • Contact Info - The merged client stays as a contact
Note: The merged client record will be preserved as a contact within the target client, so you don't lose any contact information.