Creating, Removing and Managing Job Tags

Best Suited for:

• Back Office administrators
• Users managing jobs
• Users organizing workflows by tag-based categorization

Important Information:

• Tags help organize jobs across the Jobs Dashboard and reports
• Tags are not visible to customers and are for internal use only
• Tags cannot be imported or batch edited
• Tags can be used interchangeably between estimates and jobs
• Tags are searchable via Global Search and visible within the Jobs Dashboard

Strategic Workflow:

• Use tags to group jobs by type, status, or internal workflow.
• Tagging helps identify trends and manage customer/job segmentation.

Process Description:

• Create a tag on a job
• Select an existing tag
• Remove a tag from a job
• Manage Tags

Step-by-Step Instruction:

Create a Tag on a Job

1. Open the job in view or edit mode
2. Click +Tag, by the job number
3. Type the tag name and press enter
4. Click the checkmark to create the tag(s)

Select an Existing Tag

1. Open the job in view or edit mode
2. Click +Tag, by the job number
3. Begin typing in the tag field on a job
4. Choose from the drop-down list of existing active tags
5. Click the checkmark to save the tag(s) to the job

Remove a Tag from a Job

1. Click the tag on the job
2. Click the “x” next to the tag name
3. Click the blue checkmark to save

Manage Tags

Hover over My Office > Click Tags > Click Estimate & Job Tags

From here, you can:

1. Delete or rename tags
2. View how many estimates, jobs, and templates use each tag

Note: You cannot create new tags from this screen

Commonly Used Tags

• Residential
• Commercial
• Follow-up
• Bad Debt
• Do Not Service
• Potential Member
• Member
• Deposit Required
• Zip Code
• Dispatch Zone
• Warranty Status
• Resource Skill Level
• Customer Experience
• Invoice Schedule Reference

Reports That Include Job Tags:

Reports Center – Sales Revenue Report
Sales Revenue Reports