Client Tags

Adding tags to flag client accounts

Corey Powser avatar
Written by Corey Powser
Updated over a week ago

Client tags are able to be added to estimates and customers within MoveitPro. These can be used to flag potential problems and are not visible to the customer. The labels and colors are able to be customized in this menu.

Manage > Leads > Client Tags

From here, you can add and edit tags.

"Tag Name" (RED) - Verbiage that will appear on the tag

"Tag Colour" (ORANGE) - Allows you to refine per day price by branch

"Actions" (YELLOW) - Allows you to Update or Delete a specific tag

"Add New Tag" (GREEN) - Opens a menu for you to enter a new tag

Below you can see the Required fields for a new tag:

"Name" (RED) - Shows the price per day based on information selected in the select branches and select date fields

"Color" (BLUE) - Allows you to select the color of the client tag

Tags can be added to a client in their account data page as shown in the GIF below

This tag will display in all client estimates, in the account data page, and on the invoice. Tags will not display in any client-facing areas and are for internal use only.

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