Merge duplicate clients and properties

Clean up your data in a few clicks. You can now merge duplicate client records and duplicate property records right in Jobber. Work history, jobs, quotes, invoices, and more move over automatically, and the duplicate is removed.

Merge duplicate clients

Combine two duplicate client records into one. Jobs, quotes, invoices, properties, communications, notes, and tags from the duplicate moves to the client you keep.

To get started, go to a client's profile you want to keep, select Merge Client, and choose which duplicate client to bring in. Card-on-file doesn't transfer, so start with whichever client has a saved card and keep them as the primary.

You can also do this from the client list under “More actions”.

Merge duplicate properties

Combine duplicate properties on the same client into one, moving all attached jobs, quotes, invoices, and notes to the property you keep. You can merge up to 10 at once.

To get started, go to the client's profile and select the properties you want to merge.