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.


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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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