Using Job Tags for Organisation and Filtering
Job tags are custom colour-coded labels you attach to jobs so you can filter, report, and automate by work type — for example “Insurance,” “Warranty,” “Day Rate,” or “Commercial.” Tags are flexible: a single job can carry multiple tags, and they're visible everywhere from the job list to engineer board views.
Create tags in Settings
Go to Settings → Tags → Jobs. Click Add tag, enter a name (up to 30 characters), and pick a colour from the swatch. Tags are shared across your whole account — every team member can see and apply them.
- Keep names short — they appear as small chips on the job card
- Use colours to group categories: red for urgent, green for warranty, blue for commercial
- You can rename or recolour tags at any time without losing existing assignments
Apply tags to jobs
Tags can be added when creating a job or at any time during editing. Open a job, scroll to the Tags field, and select one or more tags from the dropdown. There is no limit on how many tags a job can carry.
Tags are also available in the mobile engineer app — engineers can apply tags on-site if they have the relevant permission enabled in Settings → Team → Permissions.
Filter the job list by tag
On the Jobs page, open the filter panel and select one or more tags. When you pick multiple tags, you can switch between Any of (jobs with at least one matching tag) or All of (jobs that carry every selected tag).
Tag filters combine with engineer, status, and date filters — for example, view all “Insurance” jobs assigned to a specific engineer that are still “In Progress.”
Use tags in reports
Navigate to Reports → Jobs by Tag to see revenue, job count, and average job value broken down by tag over any date range. This is useful for comparing how much revenue comes from warranty vs. fixed-price vs. day-rate work each month.
- Export the report to CSV for your accountant
- Combine with the Engineer Performance report to see tag breakdown per engineer
- Set a date range to compare the same period year-on-year
Bulk-tag jobs from the list view
On the Jobs list, tick the checkboxes next to the jobs you want to update, then click Bulk actions → Add tag. Choose the tag(s) to apply — they are added without removing any existing tags on those jobs. You can bulk-tag up to 100 jobs per operation.
This is handy when back-filling tags on historical jobs or reclassifying a batch of jobs at the end of a contract.
Tag-based automations
In Settings → Automations, you can set a job tag as a trigger condition. For example: when a job is tagged Insurance, automatically send a specific message template to the customer with your insurance claim reference instructions.
- Tag "Warranty" → auto-send warranty confirmation email
- Tag "Day Rate" → auto-send daily timesheet to customer at 5 pm
- Tag "Fixed Price" → block the invoice until the job status is Completed
Tip: billing-type tags
Many trade businesses use job tags to represent billing type — for example “Fixed Price,” “Day Rate,” “Warranty,” and “Insurance Work.” Combine these with the Jobs by Tag report to understand your revenue mix at a glance each month.
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