Forum Discussion

  • I use tags to help with bulk scheduling.  If you have recurring jobs set up for snow removal and you want to pull all clients under a certain tag to set a visit for all of them on the same day tags can help shorten the list.  For instance different areas could have a different tag. 

    Tags  can also be used if you need to export data, you can choose to export by tag.  

    Tags are helpful for marketing too you can segment your client list using tags. 

     

  • bedellmgmt's avatar
    bedellmgmt
    Jobber Ambassador

    From my understanding, tags make it easier to search by specific topics - think of it like hashtags on a social platform

  • Depends on your business. For us we are a pool company. So it helps that we tag customers with certain features for when we want to market. Like "salt pool'' "heated Pool" "covered pool" then we can pull lists if we only want to market to customer with heated pools for a promotion etc.