Tags are short, colored labels you stick on customers, jobs, estimates, and calls — VIP, Warranty, Property manager, Insurance claim. Use them for anything Run a Call doesn't track on its own, then filter your lists by tag.
Who can do this: owners, admins, and dispatchers manage tags in Settings → Tags & Job Types. Anyone who can edit a record can tag it.
Open Settings → Tags & Job Types
Create a tag
Type the tag name in the box at the top of Tags and click Create tag.
The tag appears in the list with a color. The list shows each tag's Color, its Usage (how many customers, jobs, estimates, and calls have it), and when it was Created.
Rename, recolor, or delete
| To | Do this |
|---|---|
| Rename | Click the pencil next to the tag, type the new name, and press Enter. The new name shows everywhere the tag is used. |
| Change the color | Click the color dot and pick a color, or enter your own |
| Delete | Click the trash icon and confirm. The tag is removed from every record that had it. |
Put tags on records
On a customer, job, estimate, or call, click the tags area (Add tags…) and pick tags from the list. To make a new tag on the spot, type its name and click Create.
Technicians can add the office's tags to a job from the mobile app — see Tagging a job from the field.
Filter by tag
Contacts, Jobs, Estimates, the Pipeline boards, and the Calls inbox have a tag filter. Pick one or more tags to see only the records that have them.
Tags can also start or steer automations — for example, send a message when a job is tagged. See Automation triggers catalog.
Tips
- Keep names short. One to three words reads best on cards and lists.
- Don't tag everything. A tag that's on every job doesn't help you find anything.
- Clean up. Tags nobody uses show unused in the Usage column — delete the ones you've stopped using.
Job types live here too
The Job types section below the tags is the list offered when someone creates a job (Service, Maintenance, Installation…). Each type can start new jobs with pricebook items already on them. See Starting every job of a type with default line items.