Tag your calls and jobs

In the app: Settings → 🏷 Job Tags · Dispatch → a job → Tags · a job page → Tags5 stepsOpen it in the app →

1. 1Step 1: Your tags

   Open Settings → 🏷 Job Tags. Every company starts with four ★ favorites: Service Call, Replacement, Commercial and Residential. Add your own (for example New construction or Home warranty company), rename them, pick a color, move them up or down, star the ones you use most, or turn one off. Turned-off tags stay on old jobs but can’t be picked.

2. 2Step 2: Tag a job

   Favorites show as one-tap chips on the New Job form, in the dispatch drawer (click any job, including Late ones) and at the top of the job page. Tap a chip to add or remove it; it saves right away. ＋ More tags searches the rest, and you can create a new tag from the search box. ✏️ Edit tags opens your tag list in a pop-up without leaving the job.

3. 3Step 3: Service Call and Replacement

   Service Call is the same thing as the job’s kind: ticked means a service call, not ticked means a Job / Project. Replacement also makes the job a Project. Warranty, callback, emergency and maintenance already have their own flags on every job, so they aren’t tags.

   Maintenance jobs stay maintenance. Tune-ups, PM visits and service-plan visits show 🧰 Maintenance. Service Call is greyed out on them, and adding or removing tags never changes them. Only ticking Replacement can turn one into a Job / Project, and it asks you first. On any job, unticking Service Call asks before it makes the job a Project, so a repair or inspection is never changed by accident.

4. 4Step 4: Suggestions

   Pick a customer on a new job and Commercial or Residential is ticked for you from the customer’s type. On a job that came from a proposal with equipment, Replacement shows as a suggestion. Untick anything that doesn’t fit.

5. 5Step 5: Filter and compare

   Job cards on Dispatch show up to two tags. Use 🏷 Any tag next to the filter chips to show one tag. The Jobs list has Show: All / 🔧 Service calls / 🏗 Jobs / projects and a tag picker, and every row shows its kind and tags. In Money → Job Costing → Reports, group by Job tag to compare revenue and margin; a job with two tags counts in both rows.

Your ticks are saved in this browser only. Updated October 2026.