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Feature Focus: Customer tags vs. job tags

Feature Focus: Customer tags vs. job tags

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Posted by Kindra K.

June 21, 2019

In Housecall Pro we have two types of tags that are used as internal identifiers. This just means that the customer can't see them, but you can. In this Feature Focus we will go over what the two tags are used for and how you can remember the difference.

Customer tags:

Customer tags are added to the customer profile to help you identify and group them, based on keywords like 'VIP,' 'New Customer,' or 'Has Pets.' Customer tags are mostly used for marketing to choose or exclude certain customers for follow up campaigns.

Job tags:

Job tags can be used to group and categorize specific types of jobs and services - like add ons and upsells - that make it easy to search and filter jobs within your dashboard reports. They can also help you report on where you got that job so you know where to spend your marketing dollars.

The best way to remember the difference between the two is to think of it this way - customer tags are used for marketing, because you market to your customer, not your job. Whereas job tags and customer tags can be used for reporting because you want to understand data for both.

Looking for more help with tags? Check out these help articles.


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