In this article, you will learn how to label jobs with tags.
What is a job tag?
Tags are a great way to categorize your jobs and help you and your team stay organized. Tags allow you to group your jobs by default statuses like estimate, opportunity, followup, and callback.
Workiz also allows you to create custom tags for jobs that make sense for your particular workflow. For example, you may want to create tags that indicate when jobs are planned vs. emergencies, or to highlight when your Workiz admin should read the notes on a job’s page.
Here are some other common custom tags used around the Workiz community:
Follow-up
COD (cash on delivery)
Warranty
Parts on order
Labeling a job with a tag
From the sidebar menu, select Jobs
Select the Job ID for the job you want to add a tag to
From the pop-up sidebar, select Assign Tags and choose a tag as desired
Creating a custom tag
From the Jobs page, find a job you want to create a custom tag for and select the Job ID > Open Job Page
Select the plus icon next to Tags to add a tag
Select Create new tag and complete the following fields:
Add a new tag: Enter a name for the tag you want to create
Color: Choose a color for the tag you want to create
Select Save Tag
To add the tag, select it from the Job tags pop-up menu
Select Update Job
Filtering jobs by tags
From the sidebar menu, select Jobs
Select the Filter results dropdown menu at the top of the Jobs page and choose the tag you want to filter by
Tip: Because jobs can be labeled with multiple tags at once, you’ll need to make sure you deselect certain tags from your filter when you don’t want to search for a combination of tags.
Tags will help you and your team stay more organized, making sure that you are as prepared as possible to respond to each job on your Workiz account.
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