Help Center

Customer Tags

What are customer tags?

Customer tags are labels that you can assign to Customers to classify and organize them. They work in a similar way to Work Order Tags but apply to customers.

Configuring customer tags

To manage your organization's customer tags, go to Settings > Customer Tags. From here you can:

  • Create new tags by clicking Create Tag.
  • Edit existing tags by clicking on them.
  • Delete tags you no longer need.

Each tag has a name and a color for easy visual identification.

Using customer tags

Once your tags are configured, you can assign them when creating or editing a customer. You can assign multiple tags to the same customer.

To add tags to several customers at once, select them in the list and use Update Customer Tags. Bulk updates keep all existing tags, and an empty selection does not remove them. To remove a tag, edit the customer individually.

Examples

Here are some common ways companies use customer tags:

  • By customer type: Residential, Commercial, Industrial
  • By status: Active, Inactive, VIP
  • By source: Referral, Website, Cold call

Filtering by customer tags

Customer tags are available as filters in several screens:

  • The Customers screen: to quickly find customers of a specific type.
  • The Work Orders screen: to filter work orders by their customer's tags.
  • The Work Reports screen: to segment reports by customer classification.

This makes it easy to segment your activity and get insights into different customer groups.