Tag and Categorize Requests

What this guide covers

This guide explains how to use tags to categorize and organize requests. Tags provide flexible labeling beyond the built-in status and priority fields.

Creating tags

1. Open any request detail page.
2. In the Tags field, type a new tag name.
3. Press Enter to create and assign it.

Tags can also be managed from /settings > Tags.

Screenshot: The Tags field on a request detail page with existing tags and a new tag being entered.

Assigning tags

1. Open the request detail page.
2. Click the Tags field.
3. Select from existing tags or type a new one.
4. Tags are saved immediately.

A request can have multiple tags.

Common request tags

• Plumbing -- plumbing-related service requests.
• HVAC -- heating and cooling inquiries.
• Follow-Up -- needs additional communication.
• Referral -- came from a customer referral.
• Warranty -- warranty-related work.

Filtering by tags

On the request list:

1. Click the Tags filter.
2. Select one or more tags.
3. The list shows only requests with the selected tags.

Tip: Use tags to track the trade or service type of each request. This helps you analyze which types of work generate the most inquiries.

Removing tags

Click the X on any tag in the Tags field to remove it from the request.

Note: Deleting a tag from settings removes it from all requests that had it assigned.

Related articles

• Search and Filter Requests
• Track Incoming Requests
• Set Up Auto-Routing Rules for Requests