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

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

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

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

Scheduling Jobs and Estimates

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

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?