Here is the breakdown of how the Merge Service feature functions:
What is the Outcome of Merging Services?
When a user utilizes the Merge Service feature on a service code, they are consolidating that specific service code (the source) into another existing service code (the target).
Data Consolidation:
All historical records, active quotes, upcoming jobs, and recurring maintenance schedules tied to the old service code will automatically point to the target service code. Invoices with the descriptions, and pricing will remain the same but the service is be connected to the new service code (the target).
Code Cleanup:
The old service code is removed from the system so it can no longer be selected by office staff or field technicians for future jobs.
Permanent Action:
Like merging customers in Nexus, this database adjustment is irreversible.
Static Invoice Snapshots:
Once an invoice is generated and finalized, the line items, text descriptions, and pricing are locked into the system as a historical financial snapshot.
Note on Reporting: While the actual text on past invoices remains completely untouched, running specific backdated reports filtered by Service Code will now group those past jobs under the new, merged service code name.
Best Practice Tip
Advise the customer to double-check both service codes before clicking Merge. Because it consolidates the database instantly and permanently, they want to ensure they are merging the redundant code into the primary code they wish to keep active.
Updated: 6 July 2026