BranchSiteBack to Home

Tags

Create the color-coded labels you use to categorize and filter clients.

Tags are color-coded labels you attach to clients — "VIP", "HOA", "Do not text", "Prepaid" — and then filter by on the Clients list. They're free-form where Customer Types are structured: use types for what a client is and tags for whatever else you need to slice on. Managing the tag list requires the settings-management permission.

Manage the tag list

  1. Open Settings, and pick Tags in the rail's Account group (it's also in the sidebar's Setup group).
  2. The page lists every tag with its usage count. Toggle the View between Chips (a colorful at-a-glance wall) and Table (with Usage, Description, and Actions columns).
  3. Use the filter box and the sort options — Name (A–Z) or Most used — to find a tag in a long list.

Add or edit a tag

  1. Click Add Tag (or Edit on an existing one).
  2. Fill in:
    • Name — keep it short; this is what renders as a chip.
    • Color — the chip color.
    • Description — internal only, explaining what the tag is for. It is never shown to clients.
  3. Click Save.

Agree as a team on what each tag means and write it in the description — tags only pay off when everyone applies them the same way.

Delete a tag

Click Delete on a tag and confirm. The dialog tells you how many clients currently carry the tag; deleting removes it from all of them, and it can't be undone. If a tag has history you want to keep, consider renaming or repurposing it instead of deleting.

Where tags are used

  • Clients — apply tags on the client record and filter the Clients list by them. See Customer types and tags.
  • Job templates and group templates — a template can carry tags, so work stamped out from it is labeled from the start. See Templates hub.