Create a Tag on a Work Order

From the Workflow page, select + Add on any workflow card to create or add a custom tag.

Select + New Tag. Name your tag and select a tag color. Check Save tag for reuse to save it for use on future work orders.

Pro-Tip: Shops often use tags to indicate deadlines, customer types, and shop-specific workflow indicators. Check out Best Practices: Use Tags to Improve Your Workflow to view some creative ways other shops use tags to streamline their workflow.

Edit Tags

Select any tag to make changes to the title or the color of the tag. Please Note: Making edits to a tag will change this tag everywhere that it is used (orders, customers, etc.). If you would like to change a tag for a particular item only, be sure to remove that tag from the item and then add or create a new tag by selecting + Add.

Tags for Customers, Services, and More

Be on the lookout for + Add or + to add tags to your work orders and work order details.

Tags can also be added to specific line items of the estimate including:

• Parts

• Labor

• Subcontracts

• Fees

• Tires

Add tags to your customers and vehicles for even more effective shop organization and communication.

Filter Workflow by Tags

Filter the Workflow page by work order tags. Select Filter and choose your filter selections in the Tags section.

Related Articles

• Best Practices: Use Tags to Improve Your Workflow

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