Summary
A tag is a word you use to group customers together who have similar traits or services. It’s a way to add extra information about a customer in one word. For example, group customers together with specific service treatments, such as fleas, rats, termites, etc. Then zero in on customers with termites, for example, as a group (geographically for scheduling purposes, or as a marketing campaign to schedule renewals).
Key Points
Create a Tag to apply to your customers
Apply the Tag to your Customers
View customers who have a specific Tag
To Create a Tag
Click the Settings gear icon in the upper-right corner
Under Company Setup, click Tags
Click the New Tag button in the upper right
Enter a tag name, such as fleas
Click the Create Tag button
Repeat this for other service treatments you want to apply to your customers, such as rats, spiders, termites etc.
To Apply a Tag to a Customer
From the Dashboard, click Customers
Find a customer for whom you want to apply a tag
Click the customer’s name to go to the customer’s billing page
In the right side, under Billing Information, you’ll see Tags
Type the name of the tag you just created
Repeat this for all other customers for whom you want to apply a tag to
To view customers who have a specific Tag applied
From the Dashboard, click Customers
The tags are shown to the left of the customer list
Click a tag to see all the customers whom you've applied that tag to
Note Tags are applied to the customer, not the location.
Tags can be added when making a new customer account in the customer’s billing page.
Tip Tag all your termite customers and create a marketing campaign when the swarm begins.