Summary
A tag is a word you use to group customers who share similar traits or services — a way to add extra information about a customer in a single word. For example, group customers by service treatment (fleas, rats, termites, etc.), then zero in on one group, such as termite customers, for scheduling purposes or a marketing campaign to schedule renewals.
Key Points
Create a tag to apply to your customers
Apply the tag to your customers
View all customers who have a specific tag
How to Get to Tags
From the top of the Navigation bar, click Settings (gear icon)
Underneath Company Setup, click Tags
How to Create a New Tag
Click the light grey New Tag button in the upper right corner of your screen
Enter a Tag Name
Example: Fleas
Click the green Create Tag button to save your changes
Repeat for other service treatments you want to track.
Tags will appear in a list on the Tags page.
How to Edit a Tag
Click the light grey Edit button to the right of the Tag you would like to edit
Apply any changes you would like to make to the tag from the Edit Tag page
Click the green Update Tag button to save your edits
How to Apply a Tag to a Customer
From the top of the navigation bar, click Customers
Click on the customer's name to open their information
In the upper right corner of the customer's information, click the dark grey Edit button
Type in the name of a tag that you created into the Tags field
Type the name of the tag you created - if you successfully created the Tag, a pop-up will appear. Click on the pop-up.
Once you click on the pop-up, your tags field will look something like this:
Repeat these steps for any other tags you would like to add to this customer account or another customer.
Tip: You can also add tags when creating a new customer account, on the customer's billing page, using the same steps.
How to Apply Tags to Multiple Customers at Once
From the top of the Navigation bar, click Sales
From the dropdown menu, select Invoice
From the Invoices page, select the invoices you would like to have tags by selecting the checkboxes to the left of the invoices
At the top of your screen, click the light grey Add Tags button
From the Bulk Add Tags pop-up, type in the Tag you would like to add to the invoices previously selected
Click on the pop-up below the tag you typed in; it will look something like this
To save your progress, click the green Save button in the lower right corner of the Bulk Add Tags pop-up.
Repeat these steps to add more Tags
To view customers with a specific tag
From the Dashboard, click Customers
The tags are listed to the left of the customer list; scroll to see all tags.
Click a tag to see every customer it's applied to
Once you click the tag, you will see all customers the tag is applied to.
Important note: Tags are applied to the customer, not the location.
Need more help? Reach out to Fieldwork support, and we'll be happy to walk you through these settings.