Tags in the 3C Platform enable users to capture and segment customer data, providing enhanced filtering options and creating recurring fixed appointment tags for future scheduling. This guide explains how to access, configure, and use Tags effectively.

Tags are segmented into specific categories to improve data organization and enhance filtering capabilities. By assigning Tags to areas like Customers, Sites, Workorders, and Appointments, users can quickly locate and manage relevant information without navigating an overwhelming list. This segmentation ensures the Tag list remains concise and manageable, preventing redundancy and maintaining efficiency when accessing or filtering data across the platform.

Tag settings allow you to manage all Tags used across the platform, including adding new ones or deleting unused Tags. Regularly cleaning up the Tag list—ideally once a month—helps maintain organization and ensures the list remains concise, preventing clutter and improving overall efficiency.

Recurring Tags are assigned at the site level and are automatically applied to all future appointments for that site. When a new appointment is created, these Tags are copied over, eliminating the need to manually re-enter them for each appointment.

Why Use Recurring Tags?

By using recurring Tags, your team can streamline scheduling and ensure critical site details are never overlooked.

Tags can be strategically applied to various areas to improve organization and optimize operations:

Implementing these strategies ensures data is accessible, actionable, and aligned with business objectives.

These examples illustrate how Tags can be tailored to provide quick, visual insights into appointment specifics, aiding in dispatch and scheduling efficiency.