How do I manage tags?

Tags can be added to customers and jobs to help organise them or highlight important information.

Tags are completely customisable to allow you to use them however you like - highlight equipment needed for a job, parking restrictions, or label a group of customers. You can choose the name, colour, and icon associated with the tag. Your tag library is shared between customers and jobs (i.e., if you add a tag to a customer, you can also use it to tag jobs).

Customer tags appear prominently on the customer page and in the work view for quick reference.

Customer tags on the customers page

Job tags appear prominently in the work view, jobs list, and on the jobs tab of the customer page for quick reference.

Job tags in the work view

Add/edit tags linked to a customer

To add or edit a customer's tags:

  1. Select the customer from Manage > Customers.

  1. Click the menu icon in the top-right corner and select Edit customer.

  2. Scroll down to the Tags section. Here you can:

  • Tap on a tag with an x to remove the tag from this customer
  • Tap on a tag with a + to add it to this customer
  • Click + New Tag to create a new tag and add it to this customer

Edit customer tags

  1. Remember to click Submit to save your changes.

Add/edit tags linked to a job

To add or edit a job's tags:

  1. Navigate to the job in Plan > Jobs or from the Jobs tab on the customer page.

  2. Click the menu icon to the right of the job and select Edit job.

  3. Scroll down to the Tags section. Here you can:

  • Tap on a tag with an x to remove the tag from this job
  • Tap on a tag with a + to add it to this job
  • Click + New Tag to create a new tag and add it to this job

Edit customer tags

  1. Remember to click Submit to save your changes.

Manage tag library

To view, edit, or delete the tags that have been added to your tag library, go to More > Customers > Manage tags. This page lists all of the existing tags for customers and jobs. Here you can:

  • Click the + icon in the top-right corner to add a new tag
  • Click the edit icon to change the tag name, colour, icon, or temporary tag settings
  • Click the delete icon to delete a tag

Manage tags