Data Quality Agent

Finds likely duplicates, job-number/type mismatches, missing information, and differences from historical records.
REVIEW FIRST
Preparing the first scan…
The Job number / type mismatches section includes the historical MarketSharp job-name exceptions that still need review. Correct the Job Number and Type in the linked BRO job; resolved exceptions disappear on the next scan. Historical reference records never overwrite an existing BRO job. Use the bulk import button to create all missing historical BRO jobs at once; already-existing job numbers are skipped. “Pre Lead#” is used only for pre-2018 jobs with no verified inquiry number. Exact contact merges require the same normalized name, 10-digit phone, and complete address, plus your review and confirmation.

Historical Reference Data

Review Exact Contact Matches

Only contacts with the same normalized name, 10-digit phone number, street, city, state, and ZIP appear here. The database checks those rules again before every merge.

Compare Possible Duplicate Contacts

Review both complete contact summaries before deciding. Open either Contact in a new tab if you need its full customer history.

Hidden and Linked Findings

Create BRO Job from Jobs by Month

Review these values before creating the job. The historical record remains unchanged.