Go to Housecall Pro

Advice and answers from the Housecall Pro Team

Search results for: tags

Where can I manage my customer and job tags?

customer tags, tags, tag management, merge tags, rename tags, delete 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
Alexa Greenberg avatar
Written by Alexa Greenberg
Updated over a week ago

How to Use Tags Effectively

How to use customer tags, job tags, and estimate tags effectively… In this video we will cover ways in which you can use tags more effectively within your Housecall Pro… Remember that there are countless ways to use tags and in this video we aim to get you started on the
Taylor Morrison avatar
Written by Taylor Morrison
Updated over a week ago

Add Customer Tags

Add customer tags to categorize, track, and for reporting purposes… How do I filter my customers by tags? Where can I manage my customer and job tags?… Add Tag to Customer Profile
M
Written by Mary Nagel
Updated over a week ago

Add Job Tags

Add job and estimate tags to categorize, track, and report… Tags are internal identifiers (customers cannot see tags) you can use for distinguishing specific job… You have the option to add tags when initially creating the job or any time after on the web portal or
M
Written by Mary Nagel
Updated over a week ago

What are customer tags?

The ultimate guide to what customer tags are, how to add customer tags, and how to filter your customer list by customer tag… from the web portal including; adding customer tags to a customer's profile, add customer tags while… What are customer tags?
Taylor Morrison avatar
Written by Taylor Morrison
Updated over a week ago

How to Set Up Exclusion Tags in Your Reviews App

Learn how to use tags to determine who does or doesn't receive a review request through job tags and customer tags… Here you can enter any tags that are already in another section of Housecall Pro or create new tags… You can use multiple tags as well
Nick W avatar
Written by Nick W
Updated over a week ago

What is a job tag?

This is the ultimate guide on learning what job tags are, how to add job tags, and how to report on job tags… How do I add job tags to my jobs?… How do I report on job tags?
Taylor Morrison avatar
Written by Taylor Morrison
Updated over a week ago

How do I filter my customers by tags?

filter, tags, pma, hvac, service agreement, customer tag… Use the side panel to select tags you want… You can also choose multiple tags to filter by
M
Written by Mary Nagel
Updated over a week ago

Customer Loyalty Campaign

Learn how to utilize your XL Advanced Reporting, Customer Tags, and Postcards to create a customer loyalty campaign… going to share a strategy for utilizing your advanced reporting's, Top 20 Customer report, customer tags
Taylor Morrison avatar
Written by Taylor Morrison
Updated over a week ago

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
HouseCallPro Bot avatar
Written by HouseCallPro Bot
Updated over a week ago