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Configuring Tags

Creating new or adding Tags to an Estimate or Repair Order

Erik DeBoer avatar
Written by Erik DeBoer
Updated this week

There are 2 ways to add new Tags, from Configuration - Tags Configuration and also directly from the Estimate or Repair Order.

Option 1

  • Click on Configuration

  • Click on Tags Configuration

  • To add a new Tag, click on the "Add Tab" button

  • Enter the new Tag name

  • Select the desired color

  • Set as Default if desired

  • Click the green checkmark to save

Option 2

  • Open an Estimate or Repair Order

  • Click on Add Tags button

  • Enter a new Tag name

  • Click the checkmark to save

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