Company merge manager
Combine multiple company records for the same customer into one entry in New work and Customer prices. Historical work and payments stay on each original company.
Create new merge
Pick a primary company, add others, then set how it appears in lists.
Used for new work entries and shared customer pricing.
Select one or more additional company records (includes hidden companies).
Shown in work entry dropdowns and customer price lists.
Active merges
Checking merges…
No merges yet. Create one on the left.