The tags feature is a powerful tool for labeling Jobs. Tags will color code and appear on the job and can give the user helpful information pertaining to the Job.
To Customize Tags
INSTRUCTIONS:
- Go to the SETUP Tab
- Select QUOTES & JOBS
- Select the TAGS tab
- Hit the blue “New Tag” button
Under the JOBS Tab, the Tags will appear on the Job:
You are now able to customize Tags by name and color. Tags help keep Staff members organized. If you have a paid account, these colors will also sync to your Google Calendar.