---
title: "Attach tags with services"
slug: "attach-tags-with-services"
tags: ["Area - Pricebook", "Focus - Construction", "Focus - Service Replacement", "Role - Admin", "Type - Commercial", "Type - Residential"]
updated: 2026-10-16T02:28:36Z
published: 2026-10-16T02:28:36Z
canonical: "help.servicetitan.com/attach-tags-with-services"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Attach tags with services

## Overview

You can attach tags to various records when a service item is added to an invoice. For example, for a large equipment installation, you can attach the tag, Needs Ladder, to the service location. When booking jobs, this alerts CSRs to assign a technician equipped with a ladder.

> [!NOTE]
> **Note:** Depending on your account's configuration, you might see one or more of the following:
> 
> - *Items and Pricing* instead of *Pricebook*.
> - *Customer* instead of *Homeowner*.
> - *Procurement* instead of *Inventory*.
> 
> The names are different, but everything works the same way. For more, see [Commercial Personalization Platform - FAQ](https://help.servicetitan.com/commercial/docs/commercial-personalization-platform-faq).

---

### 

#### Who uses this feature

- Administrators

## Things to know

- To attach tags with a membership sales or renewal item, [edit the Membership type](/v1/docs/edit-membership-types) used to sell the membership item to [assign tags](/v1/docs/create-membership-types#assign-membership-tags).
- Tags appear on an estimate only if the estimate is sold.

## Edit a service to attach tags

To generate tags with a service, edit the service item in your pricebook:

1. Go to the navigation bar and click **Pricebook** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-pricebook-inactive.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A15Z&se=2026-11-09T12%3A08%3A15Z&sr=c&sp=r&sig=uffOokWl69GF6QfytXCwnSRcy%2BiGvEL638bCadQLVrg%3D) .
2. In the side panel, click **Services**. The item table opens.
3. Click the **Workflow** tab. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/attach-tags-with-services-image-t9vrmrre.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A15Z&se=2026-11-09T12%3A08%3A15Z&sr=c&sp=r&sig=uffOokWl69GF6QfytXCwnSRcy%2BiGvEL638bCadQLVrg%3D)
4. Under *When I add this item to an invoice I want it to:*, select **Apply TAGTYPE tag to ENTITY**. Once you select this box, you can select a tagtype and entity. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/attach-tags-with-services-image-k4yzun9o.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A15Z&se=2026-11-09T12%3A08%3A15Z&sr=c&sp=r&sig=uffOokWl69GF6QfytXCwnSRcy%2BiGvEL638bCadQLVrg%3D)
5. Click **TAGTYPE** and select a tag from the dropdown. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/attach-tags-with-services-image-v1oqdumd.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A15Z&se=2026-11-09T12%3A08%3A15Z&sr=c&sp=r&sig=uffOokWl69GF6QfytXCwnSRcy%2BiGvEL638bCadQLVrg%3D)
6. Click the blue **Check** icon to save the change.
7. Click **ENTITY** and select an entity from the dropdown. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/attach-tags-with-services-image-f40tui7w.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A15Z&se=2026-11-09T12%3A08%3A15Z&sr=c&sp=r&sig=uffOokWl69GF6QfytXCwnSRcy%2BiGvEL638bCadQLVrg%3D)

> [!NOTE]
> **Note:** If a TAGTYPE or ENTITY is already selected, click it to edit it.
8. Click the blue **Check** icon to save the change.
9. When you're done, click **Save**.

## Want to learn more?

- See [Manage tags](/commercial/docs/manage-tags)

The template used to set up a membership for a customer. It includes recurring service types, tags, pricing, accounting details, and duration and billing details.

[Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)