We started implementing client tags last year and have them organized by service offerings, referral sources, and legacy clients.
It’s been helpful having those distinctions readily available, especially as we’ve expanded into different service lines. I think the biggest thing is being intentional about what you’re tagging so it doesn’t turn into 100 random tags nobody actually uses. 😂
I’d LOVE to see Jobber expand this functionality to jobs, too! Being able to categorize specific job types independently of the client would be incredibly useful for tracking and reporting.
