Tags let you organize work orders in ways that make sense for your business: by trade, by client, by region, or any other dimension you track.
Creating a tag
Tags are created in the Admin Portal and are only manageable by admins. Once created, they are available company-wide for use on any work order.
- 1Go to the Admin Portal
- 2Navigate to the Tags section
- 3Enter a tag name and choose a color
- 4Save. The tag is now available on all work orders
Applying tags to a work order
When creating or editing a work order, scroll to the Tags field. Tap any tag to toggle it on or off. Multiple tags can be applied to a single work order.
Ways to use tags
- Trade type (Electrical, Plumbing, HVAC, General) for filtering by crew specialty
- Client name to tag all work orders under a large client for easy reporting
- Region or neighborhood, useful when crew is split across different areas
- Job source (Referral, Repeat Client, New Client) to track where work comes from
- Priority (Urgent, Standard, Warranty) to surface time-sensitive jobs quickly
Filtering by tag
On the Jobs list and Manager Dashboard, use the tag filter to show only work orders with a specific tag. This is useful when you want to pull up all jobs for a particular trade or client at once.
Keep tag names consistent. 'HVAC' and 'hvac' are treated as different tags. Only admins can create or delete tags.
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