Tags are short labels you stick on jobs (or customers, or calls). They're the fastest way to slice the data by something Run a Call doesn't track natively — VIP, Warranty work, Callback, Insurance claim, Holiday rush.
Creating tags
Go to Settings → Tags. Click + New tag and pick a name and a color.
Tags are shared across the org — a VIP tag set on a customer also surfaces on their jobs and calls.
Applying a tag
| Where | How |
|---|---|
| On a job | Open the job → Tags chip → pick from the list or create a new one inline. |
| On many jobs at once | Go to Jobs, multi-select, Bulk actions → Apply tag. |
| On a customer | Open the customer → Tags on the right rail. Tags on a customer cascade to all their future jobs. |
Filtering by tag
Anywhere you can filter (Jobs page, Dispatch board, Reports), there's a Tags filter. Pick one or many. Match all requires every tag to be present; Match any requires at least one.
Reporting by tag
Tags can group rows in:
| Report | What it shows |
|---|---|
| Jobs report | Job volume and revenue per tag. |
| Profitability report | Margin per tag. |
| Custom reports | Pick tag as a group-by dimension. |
A few tag conventions that work
- Two-word tags only — Warranty Work, not War. Work.
- One color per category — green for revenue tags, red for risk tags, blue for status tags.
- Don't tag everything — if every job has the tag, the tag is noise.