In this article, you will learn how to create and use client tags in Workiz.
Client tags are a great way to categorize your clients for enhanced searchability, create more refined automation rules, and simply provide your team with more context for specific clients.
Creating a client tag
From the sidebar navigation, select Clients
Select a client you want to label with a tag
Under the Estimates widget on the client profile page, select the tags icon
Select Create new tag and complete the required fields:
Tag name: Enter the client tag name
Tag color: Choose a color for this tag
Select Save
To apply this tag to a client, select it from the list.
The tag you created for one client will now be appear on the list of available tags for all other clients on your Workiz account.
Benefits of using client tags
Providing your team with context
Whether you have a longtime client who’s generated a lot of revenue for your company, or a regular client who’s likely to cause your team some headaches, client tags are a great way to give your team some insight on who they may be dealing with.
Filtering clients by tag
Client tags also enable you to filter your clients list by tags, making sure you can spotlight customers based on the tags you’ve created and assigned.
Creating extra-refined automation rules
Adding conditions to your Workiz Automation rules is a great way to refine the scenarios required to trigger your automation messages. With conditions, you can create automation rules around client tags (e.g., only if client tag = big spender, only if client tag ≠ big spender).