Tags are internal identifiers (customers cannot see tags) you can use for distinguishing specific job details like type of job or lead source. 

They categorize your jobs and can be used to filter and search within your dashboard reports.

You have the option to add tags when initially creating the job or any time after on the web portal or from the mobile app.

To add a job/estimate tag:

  1. Click on the blue tag line

  2. Type in the tag name

  3. Hit Enter/Return on your keyboard to save. You can also select a tag that's previously been used in the system from the drop down

  4. That's it! 

If you need to delete, simply click the 'X' on the right side of the tag. 

How do I create a report?

Where can I manage my customer and job tags?

Add Notes to a Job or Estimate

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