Give your team clear labels for job priorities, service requirements, and customer characteristics. FieldTask lets you create custom tags, assign colors, and attach multiple labels to records so important details are easier to recognize.
Organize records around the details your team uses every day. Label jobs that need attention, group customers by shared characteristics, and use tag filters to find relevant records.
Create tags with names that match your operations, such as “Emergency,” “Parts Needed,” or “Commercial.” Choose whether a new tag applies to jobs or customers, select a preset or custom color, and preview the label before saving.
Attach tags when creating a job or add them from the job list and job details. Apply multiple tags to the same job to capture different characteristics, such as high priority, inspection needed, and return visit.
Label customers by property type, service needs, or other useful characteristics. Add multiple tags to a customer record—for example, “Commercial,” “Recurring Customer,” and “Preferred Technician”—to keep those details visible alongside the customer.
Search your tag library to locate an existing label. Use tag filters in job and customer lists to narrow the records you view. Customer filters include options to match any selected tag or all selected tags.
Manage your tag library from Settings. Edit tag names and colors, review job and customer assignment counts, and identify unused or frequently used labels. The usage chart shows tag assignments across jobs and customers over the last 90 days.
Keep customer labels connected across FieldTask and HighLevel. FieldTask supports customer tag sync in both directions: customer tags created or attached in FieldTask can sync to HighLevel, and HighLevel tags can sync back to FieldTask.
Make priority work, service requirements, and customer categories easier to recognize with labels that reflect how your business operates. Organize records with custom tags and keep customer labels connected with HighLevel.
Tags are labels you attach to jobs and customers to describe their characteristics. You can use them for job priorities, inspection requirements, customer categories, service preferences, and other details your team needs to recognize.
Create and manage tags under Settings → Tag Management. You can also select an existing tag or create one through the + Tag option when creating a job or customer, or from supported list and detail views.
Yes. A job or customer can have multiple tags. For example, a job might carry both “Emergency” and “High Priority,” while a customer might have “Commercial” and “Recurring Customer.”
Yes. Choose a preset color or use the custom color picker when creating or editing a tag. A preview shows how the tag name and color will look before you save it.
Yes. Select multiple tags in the customer list’s Tags filter. Choose Match any to include customers with at least one selected tag, or Match all to find customers with every selected tag.
Yes. Tag Management displays assignment counts for jobs and customers, along with a summary of library usage. It also includes a chart showing tag assignments across jobs and customers over the last 90 days.
Yes. FieldTask supports two-way customer tag sync with HighLevel. Customer tags created or attached in FieldTask can sync to HighLevel, and tags from HighLevel can sync back to FieldTask.
Yes. Open Tag Management and use the tag’s edit action to update its name or color. You can search the library to find the tag you want to change.
