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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… on Job
Tags
Select your filters and add Job
Tags
[Inline Video]
Tags
can also allow Pros to… How to add a Job
Tags
: Select the job you would like to tag Scroll down to Job
Tags
on the
Job
tags
card upgrade (March 2024)
What is the legacy job
tags
card?… The current job
tags
card displays the job count and total invoice amount by job tag for jobs created… It's a snapshot view of jobs by tag to gain insights into which Job
tags
you use most
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
… Here you can add
tags
, merge
tags
, and edit
tags
… You will be brought to the
Tags
page where you can see all of the
tags
you use throughout the system
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
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
Jobs By
Tag
Dashboard
Filter and manage the jobs by
tag
dashboard… This report on your dashboard will show you at a glance which job
tags
are attached to the most jobs… It's a snapshot views of jobs by tag to gain insights into which Job
tags
you are using the most
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
from the web portal including; adding customer
tags
to a customer's profile, add customer
tags
while… Add Customer
Tags
… How do I filter my customer list by customer
tags
?