Tags in Breezy are a powerful way to add context, organize information, and make it easier to find customers or jobs later. You can create, edit, and apply tags to customers, jobs, and more, giving your team a flexible tool to stay organized.
What Are Tags?
Tags are simple labels you can attach to customers, jobs, or other records in Breezy. They help you quickly identify important details at a glance or filter and search for specific groups.
Examples of common tags:
Customer type: Commercial, Residential
Work type: Furnace Maintenance, Equipment Upgrade
Priority: High Priority, Repeat Issue
Special flags: Do Not Service
How to Create and Manage Tags
Go to Settings
From your dashboard, open Settings and scroll down to the Tags section under Configuration.View existing tags
You’ll see a list of all tags currently in your system. New accounts may start with none or a few templates.Add a new tag
Click Add Tag.
Enter a name for your tag (e.g., Emergency Repair).
Save it to make it available for use.
Edit or delete tags
Select a tag from the list.
Rename it to update.
Delete it if it’s no longer relevant.
Applying Tags to Customers
Open a customer profile.
Add tags from your list or create a new one on the spot.
Once applied, tags appear directly on the customer record and in the customer list view.
👉 This means you can spot important details—like High Priority or Repeat Issue—without even opening the profile.
Applying Tags to Jobs
Tags work the same way for jobs:
Open a job record.
Click Edit.
Add tags from your existing list or type to create a new one.
Save changes.
The tags will now display on the job, giving your team instant context.
Searching and Filtering by Tags
Tags aren’t just labels—they’re also powerful search filters.
Go to your Customers or Jobs list.
Enter a tag (e.g., Repeat Issue or High Priority) into the search bar.
Breezy will filter results to show only those with that tag applied.
This makes it easy to quickly pull up all high-priority customers or see every job tagged for equipment upgrades.
Why Use Tags?
Stay Organized: Classify customers and jobs with clear categories.
Save Time: Instantly spot important information.
Improve Team Communication: Ensure everyone sees the same context at a glance.
Flexibility: Create and adjust tags as your business needs evolve.
FAQs About Tags
Q: Can I apply multiple tags to the same customer or job?
A: Yes! You can add as many tags as needed. For example, a customer can be tagged as Commercial, High Priority, and Repeat Issue at the same time.
Q: What happens if I delete a tag?
A: Deleting a tag will remove it from your list, and it will no longer appear on any customers or jobs that had it applied. If you still want historical records, consider renaming instead of deleting.
Q: Can I search by more than one tag at a time?
A: Yes, you can enter multiple tags in the search bar to narrow down results even further.
Q: Who can create or edit tags?
A: Anyone with access to Settings → Tags can create, edit, or delete tags. If your team uses role permissions, ensure the right team members have access.
Q: Can I customize tag colors?
A: Currently, tags are text-based only. Colors aren’t supported yet, but you can use naming conventions (like adding “⚡High Priority” or “Do Not Service”) to make them stand out.
✅ Pro Tip: Keep your tags simple and consistent. For example, use “High Priority” for all urgent customers instead of mixing “Urgent” and “High-Priority.” This keeps searches and filters effective.