Customer Tags
Use tags to categorize and organize your customers. Tags are color-coded labels you can assign to any customer for quick filtering and visual identification.
Creating Tags
- Go to Customers and click Manage Tags (or create a tag inline when editing a customer).
- Click Add Tag.
- Enter a tag name — e.g., “VIP”, “Weekly”, “Commercial”, “Referral”.
- Choose a color for the tag.
- Click Save.
Assigning Tags to Customers
Open a customer’s profile and add one or more tags. Tags appear as colored labels on the customer list, making it easy to spot customers at a glance.
A customer can have multiple tags — for example, a customer could be both “Commercial” and “Weekly”.
Filtering by Tag
Use the tag filter on the customer list to show only customers with a specific tag. This is useful for:
- Viewing all your weekly maintenance customers
- Finding commercial accounts
- Identifying VIP customers who need priority service
Tag Ideas
| Tag | Use Case |
|---|---|
| Weekly | Customers on a weekly service schedule |
| Biweekly | Customers serviced every two weeks |
| Commercial | Business or commercial properties |
| Residential | Residential properties |
| VIP | High-value or priority customers |
| Referral | Customers who came through referrals |
| Seasonal | Customers who only need seasonal services |
Related
- Customers — managing customer profiles
- Customer Referrals — referral program
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