Tag and Segment Contacts

Organize your contacts with tags so you can filter, group, and target specific customer segments for communication and reporting.

Written by Ava MartinezUpdated 4 months ago3 min readBeginner

What this guide covers

This guide explains how to use tags to organize and segment your contacts in JobsiteOn. You will learn how to create tags, apply them to contacts, and filter your contact list by tag to create focused segments.

What are tags

Tags are labels you attach to contacts to categorize them. Unlike structured fields (name, email, phone), tags are freeform and flexible. You define the tags that make sense for your business.

Common tag examples:

VIP: High-value or priority customers.
Commercial: Business customers.
Residential: Homeowner customers.
Referral source: Customers who refer new business.
Service type: Tags like "HVAC," "Plumbing," or "Electrical" based on the services they use.

Adding tags to a contact

Open the contact detail page at /contacts/[slug].
Find the Tags section.
Click Add Tag.
Type a tag name. If the tag already exists, it appears in the suggestions. If not, a new tag is created.
Press Enter or click to apply the tag.
Repeat to add multiple tags.

Screenshot: The tags section on a contact detail page showing three tags: "VIP," "Commercial," and "HVAC."

Removing a tag

On the contact detail page, find the tag in the Tags section.
Click the X on the tag badge.
The tag is removed from this contact but still exists in your tag library for other contacts.

Filtering contacts by tag

Navigate to /contacts.
Click the Tags filter above the list.
Select one or more tags.
The list shows only contacts with the selected tags.

Combine tag filters with search and other filters for precise segments.

Tip: Use tag filters to create quick segments, such as "all VIP commercial customers" by selecting both the VIP and Commercial tags.

Creating customer segments

Segments are saved combinations of tags and filters. Use them for:

Targeted communication: Send emails or promotions to a specific group.
Reporting: Analyze revenue or job volume by customer segment.
Workload planning: Identify which customer types generate the most work.

Animation: The contacts list being filtered by the "Commercial" tag, then additionally filtered by the "HVAC" tag, narrowing the results to commercial HVAC customers.

Managing your tags

Keep your tag vocabulary small and consistent. Too many tags become hard to manage.
Establish naming conventions (for example, always use singular form: "Commercial" not "Commercial Customers").
Review your tags periodically and merge or remove unused ones.

Note: Tags are workspace-wide. Any team member can create and apply tags. Establish conventions early to keep things organized.

Best practices

Tag new contacts when you create them to keep your data organized from the start.
Use tags for categories that do not have dedicated fields, such as customer type or referral source.
Review and update tags during quarterly contact database cleanups.
Avoid creating tags that duplicate existing fields (for example, do not tag by city if address is already on the contact).

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