Tags in Housecall Pro can be used as internal identifiers - to help pros distinguish specific job, customer, and estimate details.
You’ll first want to add Tags to your ‘Tag List’ to ensure all employees and staff are using the same Tags. To do this, Navigate to your Settings, scroll down to Tags and click ‘Add Tag.”
Job Tags
Job Tags help to categorize your jobs and can be used to filter and search within your reports. Service, Maintenance, and Installation are all examples of job tags for the type of job being done. Customers will not be able to see the tags.
How to add a Job Tags:
Select the job you would like to tag
Scroll down to Job Tags on the left hand side
Start typing in the tag you would like to apply and the matching results will appear in a drop down
Click on the specific tag you would like to apply to add it to the job
Job Tags and Reporting
Once a Job Tag is assigned in Housecall Pro, you can generate reports tailored to specific project stages or priority levels. This feature allows you to swiftly identify and manage jobs at different stages, ensuring effective workflow tracking and resource prioritization.
How to pull a Report using Job Tags:
Navigate to the Reporting tab
Click on Jobs
Click on Job Tags
Select your filters and add Job Tags
Customer Tags
Tags can also allow Pros to set conditions for specific customer communication actions like email marketing, following up with Leads and Estimates in Pipeline, and excluding customers from review requests.
How to add a Customer Tag:
Click on your Customer list
Search the Customer you’d like to add a tag for
Click into their profile and click on ‘Customer Tag’
Start typing in the Tag you would like to apply and the matching results will appear in a drop down
Click on the specific Tag you would like to apply to add it to the customer
Customer Tags for Email Marketing
Customer tags in Email Marketing offer precise audience targeting. Leverage the 'unless tagged with ______' feature to exclude specific customers from receiving automated emails. Alternatively, utilize the 'if tagged with ______' feature to send automated emails to a select group of customers with designated tags. This applies for both ‘Before Job Starts’ and ‘After Job Finishes’ marketing campaigns.
How to exclude specific customers:
Navigate to Email Automation
Select either ‘Before Job Starts’ and ‘After Job Finishes’ campaign
Add in your Content
Under Rule, select the last checkbox under ‘Options’
Make sure you have ‘Unless’ selected in the drop down
Add the Customer Tag that you would like to not receive this email
How to target specific customers:
Navigate to Email Automation
Select either ‘Before Job Starts’ and ‘After Job Finishes’ campaign
Add in your Content
Under Rule, select the last checkbox under ‘Options’
Make sure you have ‘If’ selected in the drop down
Add the Customer Tag that you would like to receive this email
Customer Tags for Review Requests
In the event that it is inappropriate or counterproductive to request a review from a customer, simply utilize customer tags to selectively exclude certain individuals from the review request process. This approach ensures a targeted and thoughtful feedback collection, aligning with the nuances of each customer relationship.
How to exclude review requests:
Add ‘Don’t Send Review’ to Tag bank in Settings
Add ‘Don’t Send Review’ Tag to customers’ profile before hitting the ‘Finish’ button on a job
Navigate to ‘My Apps’ and then click on ‘Reviews’
Once in the Reviews App, click on the gear icon on the top right corner
Click on ‘Exclude Specific Tags’ from the drop down
Add ‘Don’t Send Review’
Estimate Tags
Housecall Pro's Estimate Tags help streamline your workflow by providing a visual representation of project status, priority, or any custom criteria.
How to add an Estimate Tag:
Select the estimate you would like to tag
Scroll down to Estimate Tags on the left hand side
Start typing in the tag you would like to apply and the matching results will appear in a drop down
Click on the specific tag you would like to apply to add it to the estimate
Estimate Tags and Reporting
When you assign an Estimate Tag in Housecall Pro, you're able to generate reports customized for specific project stages or priority levels. This functionality enables you to quickly identify and manage estimates at various stages, facilitating efficient workflow tracking and resource prioritization.
How to pull a report using Estimate Tags:
Navigate to the Reporting tab
Click on 'Estimates'
Click on 'Open estimates by employee'
Select your filters and add Job Tags
Estimate Tags and Pipeline
Estimate Tags streamline workflows in the Pipeline feature, allowing you to categorize projects and set specific follow-up actions for more personalized outreach. Using Tags in Pipeline Automations ensures timely and tailed communication, enhancing workflows and saving you time. This applies to the 'Leads' and 'Jobs' section in Pipeline as well!
How to search Estimate Tags in Pipeline:
Navigate you Pipeline
Click on 'Estimates'
Select your filters and add Estimate Tag
How use Estimate Tags in Pipeline Automation:
Navigate to Pipeline
Click on 'Automations'
Click on 'Estimates'
Click the pencil icon next to any automation
Click 'Add Condition'
From the drop down select 'are' or 'aren't'
Add your tag