I've been asking about this for a while and am hoping that someone has found a solution.

At least once a week, when syncing with quickbooks, I get an error message saying that it can't sync CLIENT NAME because CLIENT NAME already exists.

There are essentially two causes of the problem:

An existing customer uses the on-line request form. The most common thing I'm seeing is that they type their address as "NJ." When we enter new clients, we use the autofill feature with the address that always fills with "New Jersey." We usually catch the error AFTER the technician has gone out and done a job, entered job notes, created and invoice and collected payment. Now we have two records in jobber, each with incomplete information,

The second cause of the problem is if I or my office manager are talking to someone and create a new customer account. I can't blame anyone but myself, but it would be a nice feature for jobber to catch that.

If I change a password on my bank account and I used that password a year ago, the bank notices it. If I try to open a google account and use my name when I already have a google account, google catches it. So does just about every other on-line service.

So my first question is how come Quickbooks, TDBank and Google can figure it out and Jobber can't?

My second question is with all the investment in artificial intelligence, how come jobber can't see that it has two records with the same name, phone number, email address and street address?

This could be resolved in one of two ways:

Either have jobber check if the name/address/phone number or another unique identifier is being use when a new client is entered.
Have jobber allow me to merge the two client records into one.

Right now, it takes half an hour for me to cut and paste between the two records to make one. The real pain in the neck is the photos we take for our customers projects. They can't be cut and pasted between two jobber accounts. They need to be downloaded from the extra client record to my PC, then uploaded to the other client record.

Sorry for my venting - but this is getting to be a real time killer for me. I invested in computer hardware and software to make up for my shortcomings - not to create problems that I have to use my evenings to fix.

Anyone else care about this, or am I the only one with the problem?

Forum Discussion

How to prevent or merge duplicate client records when syncing with QuickBooks?