In this article:

What are Tags?

Tags are a quick & easy way to mark Clients, Jobs, Visits, & Purchase Orders with color-coded identifiers. Some common examples include:

Client Preferences	Schedule AM Schedule PM Call Ahead
Equipment Needs	Crane Stump Grinder Bucket Truck
Crew Callouts	Dog Gate Code Permit Needed
Sales Information	Hot Lead Urgent No Email
Admin Callouts	Follow Up Needs Attention
Scheduling Areas	Zone 1 Zone 2 Northside Southside

Beyond being able to readily identify Tags on Jobs & Client profiles, they're also filterable throughout SingleOps. Once you've started utilizing Tags, you can then use them as keywords to search and filter on different pages such as any of the Job Management pages, Calendar, Route Planner, & various reports.

How to Create or Edit Tags

Navigate to: Setup > Tags
Select New
💡Select the name of a Tag to make edits or Delete to remove
Enter a Name
Enter a color name, or use the provided link to find and copy an HTML color code.
Select a Tag Type
💡Global Tags can be applied to Clients, Jobs, Visits, and Purchase Orders. Visit Tags only appear in the context of a Visit, and Purchase Order Tags only appear in the context of a Purchase Order. If you apply a Visit Tag to a Job with multiple Visits, the tag is applied to all Visits on that Job.
Select Create Tag

Use Tags

Where to Find Tags

Once you've created a series of Tags, you'll find them along the bottom edge of your Job edit page, as well as the Advanced tab of the Client edit page, & in a dropdown on the New Purchase Order page.

To tag a Client: open the Client, select Edit, go to the Advanced tab, add the tag, and select Update Client.

Enable/Disable Tags

Selecting a Tag will enable it. The Tags pictured below with colored borders are enabled. To disable any Tag, click the Tag again.

Filter Tags

To filter by your applied tags, select the Filter button located at the top right of any screen (except for the route planner, where it is located at the top left above your unscheduled tasks/visits).
Here, you have the option to Include Tags or Exclude Tags. The Any Tags / All Tags toggle only applies to the tags you include

Include Tags

To Include Tags in your search, click the dropdown labeled Include Tags and select Tags you would like to show below.

All Tags vs Any Tags

All Tags		All Tags will show Jobs with ALL the selected tags.	Example: If you pick 'Tag A' and 'Tag B', it will show Jobs that have BOTH 'Tag A' and 'Tag B'.
Any Tags		Any Tags will display Jobs with any combination of selected tags.	Example: If you pick 'Tag A' and 'Tag B', it will show Jobs that have EITHER 'Tag A' or 'Tag B'.