Client Tags
We love using client tags! We use them mainly for our recurring maintenance customers. We tag our customers with "Weekly Maintenance" as well as with their tech name and service day to easily keep tr...
Forum Discussion
I use them for maintenance or scheduling primarily but they can be used for identifying the type of client or service type. For example pools you installed vs pools you service. Year they started working with you. I don't rely too heavily on them because I always forget to update them when things change but they are great if you can set them and forget them.
