Tagging Clients and Jobs

A tag is a short description or a word used to describe a customer or a job for organizational purposes. You can use tags to segment your client list and grab all of your customers in a specific group.

Tagging: a short description

A tag is a short description or a word we use to describe a customer or a job for organizational purposes.

How to Apply a Tag to a Client:

1. Choose the Client
2. Go to the TAGS tab
   This is where you’ll see a list of all the tags applied to the client.
3. Click NEW
4. Type the name of a tag (i.e. “Favorite”)
5. Hit the Enter key or the Tab key to turn it into a tag
6. Type additional words to add multiple tags
7. Click DONE
   You’ll see the applied tag on the list.

Note: There is no limit to the number of tags a client or a job can have.

How to Apply a Tag to a Job:

1. Choose the Client
2. Select the Job
3. Go to the TAGS tab
4. Click NEW
5. Type the name of a tag (i.e. “Powerwash”)
6. Hit the Enter key or the Tab key to turn it into a tag
7. Type additional words to add multiple tags
8. Click DONE
   You’ll see the applied tag on the list.

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