Duplicate Accounts

What Are Duplicates?

Within ServiceMonster, duplicates are two or more accounts that are likely the same client. Because ServiceMonster is built so you can have multiple site addresses attached to one account, we recommend having only one account for each client you work with. If you have duplicate accounts we recommend merging them, which will combine all the site, order, payment, and profile fields of the two accounts.

Click here to learn more about merging accounts.

Finding Duplicate Accounts

From "Settings" in the Main Menu, select the "Duplicates" icon.

Note: This feature is only available with Grow and Premier plans.

Here you will see a list of all accounts that have a possible match.

In the column titled “Match” you can see what the matching feature is. The system will compare name, phone number, email address, and site addresses.

If two accounts have the same details, they will appear next to each other on this list.

Clicking on the Account Name will open the details for that account.