Advice and answers from the Housecall Pro Team

Search results for:tags

Job Tags

Add job and estimate tags to categorize, track, and report… [Inline Video] Tags are internal identifiers (customers cannot see tags) that you can use to distinguish… How do I add job tags to my jobs?

Using Tags: Customers, Jobs, and Estimates

How to use customer tags, job tags, and estimate tags effectively… Select your filters and add Job Tags [Inline Video] Tags can also allow Pros to set conditions… Tags Overview

Custom fields, invoicing, messaging, etc

Tags… Tags are used throughout HouseCall Pro as unique identifiers and are a great way to better manage lead… Click here to learn more about using Tags.

Where can I manage my customer and job tags?

Learn how to add, merge, rename, and delete customer and job tags… You'll then be directed to your Tags page where you can view and manage all of the tags you use throughout… You must select at least two tags to merge for the 'Merge tags' button to show up

How to Create and Manage Leads

Learn how to create a lead by entering customer info, adding services, and managing details like assignees and tags… On the left side of the Lead creation screen, you can manage the Lead Assignee, Private Notes, Lead Tags… To locate a specific Lead, use the search bar or apply filters based on criteria like status, tags, or

Customer Referral and Loyalty Campaigns

Master Reporting, Customer Tags, & Postcards for a loyalty campaign. Boost engagement with referral postcards & FREE Canva templates!… For more details on creating and using tags for customers, check out this help article… In this video, we are going to share a strategy for utilizing your Reporting tab, customer tags, and

Company Dashboard: Card Upgrades (2024)

The Jobs by Tags card was replaced with the Job Tags report, which has been upgraded with our new reporting… Job Tags Card Upgrade… What is the Legacy Job by Tags Card?

Sharing Your Reviews with Customers

Learn how to use tags to determine who does or doesn't receive a review request through job tags and… Here you can enter any tags that are already in another section of Housecall Pro or create new tags… How to Set Up Exclusion Tags in Your Reviews App

Edit Your Customer's Profile

Customer Tags… Add Tags to a Customer Profile… Filter Your Customer List by Customer Tags

Scheduling Jobs and Estimates

TAGS… Add existing OR create new job tags These notes are for internal users only, meaning the customer