How does WorkQuote help prevent duplicate customers?

When you create a customer, WorkQuote checks for existing records with similar or conflicting information. If it finds a possible match, you will be prompted with the similar result. Review it before continuing. It could be a spelling mistake, a spouse, or a new homeowner at the same address, so choose the option that fits.

This check helps you keep your customer list accurate and avoid duplicates. If information needs correcting, you can make the correction with one click. It's also useful as a reminder it is a repeating customer.