Managing Customer and Job Tags
You can now add, merge, rename, and delete customer and job tags!
To access your customer and job tags:
Click the gear icon in the top right corner of your Housecall Pro account to access your Account Settings.
Select 'Tags' from the Settings menu on the left.
You'll then be directed to your Tags page where you can view and manage all of the tags you use throughout the system. Here you can add, edit, merge, and delete tags.
Add a Tag
To add a customer or job tag:
Click the gear icon in the top right corner of your Housecall Pro account to access your Account Settings.
Select 'Tags' from the Settings menu on the left.
Click the 'Add tag' button on the right side of the page.
The "Add new tag" window will appear, where you can type in your new tag name.
Click the 'Create tag' button in the bottom right corner of the window to save.
Merge Tags
To merge tags:
Click the gear icon in the top right corner of your Housecall Pro account to access your Account Settings.
Select 'Tags' from the Settings menu on the left.
Select the tags you'd like to merge by clicking the checkboxes directly to the left of each tag.
Once selected, click the 'Merge tag' button in the top right corner of the page.
The "Merge tag" window will appear to confirm the change and the tags being merged.
Enter the new tag name in the "Tag name" field, then click the 'Merge tag' button.
Please note:
Tags cannot be unmerged.
You must select at least two tags to merge for the 'Merge tags' button to show up.
Any job or customer tagged with the tags to be merged will be tagged with the new tag name.
Edit a Tag
To edit a customer or job tag:
Click the gear icon in the top right corner of your Housecall Pro account to access your Account Settings.
Select 'Tags' from the Settings menu on the left.
Hover over the tag you would like to edit and click the pencil icon that appears to the right of the tag.
Rename the tag in the "Edit tag" window, then click the 'Save changes' button.
Delete a Tag
To delete a customer or job tag:
Click the gear icon in the top right corner of your Housecall Pro account to access your Account Settings.
Select 'Tags' from the Settings menu on the left.
Hover over the tag you would like to edit and click the trashcan icon that appears to the right of the tag.
In the "Delete tag" window, click 'Delete tag' to confirm.
Having trouble finding what you need?
For further assistance, please reach out to our Chat Support team
via the Blue Chat Bubble in your Housecall Pro account, or
contact our Phone Support team at (858) 842-5746.