--- title: "Manage tags" slug: "manage-tags" updated: 2026-10-15T01:31:09Z published: 2026-10-15T01:31:09Z canonical: "help.servicetitan.com/manage-tags" --- > ## 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. # Manage tags ## Overview Apply tags to different kinds of information in ServiceTitan to add additional context. Use tags to identify an incoming customer call as an opportunity to sell a membership, update an aging piece of equipment, or even let a technician know that pets are present at a location. --- ### #### Who uses this feature - Administrators - Applies to all business types - Applies to all trades #### Feature configuration - The *Edit tag type* permission is required to use this feature. Please contact the account administrator on your team. ## Things to know - Tags can't be deleted, only deactivated. Only active tags are displayed. - Some tags are automatically included in ServiceTitan by default, such as *Do Not Service, Installation, Follow-Up, Potential Member,* and more. Automatically included tags depend on your account configuration, so what you see in your account may vary. Included tags come with a default color (black, red, yellow, blue, and more), but you can change their color or name to suit your needs. - You can assign tags to *Job*, *Customer*, *Location*, *Call*, *Equipment*, and other related records. To add a tag, simply edit the record by clicking **Edit ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-tags-image-eoy6gp0y.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A07Z&se=2026-10-31T00%3A47%3A07Z&sr=c&sp=r&sig=OZIPVixnaNKOyrZk22%2B9GwBfLR3fRYiFWOQefoU9TSI%3D)** . - If a *Location* has tags applied to it, those tags will automatically appear on the job booked for that location. ## Best practices - Keep tags short for best visibility. This makes it easier for your team to quickly identify them, especially when more than one tag is used at a time. - You can use emojis in tag names and codes. This makes it easier to identify key information like pets on premises, jobs that require specific types of permits, technicians with particular permits, or high-priority customers. ## Tag attributes Tags have four attributes: 1. **Color:** The color of the tag. 2. **Name:** The text that shows in most areas of ServiceTitan. Tag names should be less than 30 characters. 3. **Code:** A short string of two to four characters that replaces the tag's name on the Dispatch Board. > [!NOTE] > **Note:** Tag codes only apply to tags that use the *Show on Dispatch Board* option. 4. **Importance:** Can be *Medium* or *High*. Importance determines the order in which tags are displayed. Only tags with *High* importance appear on the Dispatch Board. > [!TIP] > **Tip:** Use the *High* importance attribute selectively. If everything is important, then nothing is. Tags also have two options: - **Conversion opportunity:** Whether or not a job is a conversion opportunity. - **Show on dispatch board:** Whether or not a tag appears on the *Dispatch* Board. ## Add tag types 1. Go to the top toolbar and click **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-tags-image-vr6zngs2.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A07Z&se=2026-10-31T00%3A47%3A07Z&sr=c&sp=r&sig=OZIPVixnaNKOyrZk22%2B9GwBfLR3fRYiFWOQefoU9TSI%3D)**. 2. In the side panel, go to **Operations > Tag Types**. 3. On the *Tag Types* screen that opens, click **Add**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-tags-image-rxmtsf6d.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A07Z&se=2026-10-31T00%3A47%3A07Z&sr=c&sp=r&sig=OZIPVixnaNKOyrZk22%2B9GwBfLR3fRYiFWOQefoU9TSI%3D) 4. Select a color, enter a name and code, and select the tag's importance level. 5. Choose if the tag type is a conversion opportunity or if it should be shown on the Dispatch Board. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-tags-image-bm55yjau.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A07Z&se=2026-10-31T00%3A47%3A07Z&sr=c&sp=r&sig=OZIPVixnaNKOyrZk22%2B9GwBfLR3fRYiFWOQefoU9TSI%3D) 6. When finished, click **Save**. ## Edit tag types 1. Go to the top toolbar and click **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-tags-image-dhbx97yy.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A07Z&se=2026-10-31T00%3A47%3A07Z&sr=c&sp=r&sig=OZIPVixnaNKOyrZk22%2B9GwBfLR3fRYiFWOQefoU9TSI%3D)**. 2. In the side panel, go to **Operations > Tag Types**. 3. On the *Tag Types* screen that opens, click **Edit** next to the tag you want to modify. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-tags-image-whmjo6eq.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A07Z&se=2026-10-31T00%3A47%3A07Z&sr=c&sp=r&sig=OZIPVixnaNKOyrZk22%2B9GwBfLR3fRYiFWOQefoU9TSI%3D) 4. On the *Edit Tag Type* screen that opens, make your changes. 5. When finished, click **Save**. ## Deactivate tag types 1. Go to the top toolbar and click **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-tags-image-jpbnwvqz.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A07Z&se=2026-10-31T00%3A47%3A07Z&sr=c&sp=r&sig=OZIPVixnaNKOyrZk22%2B9GwBfLR3fRYiFWOQefoU9TSI%3D)**. 2. In the side panel, go to **Operations > Tag Types**. 3. On the *Tag Types* screen that opens, select one or more tag types, then click **Deactivate**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-tags-image-q5wru6oa.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A07Z&se=2026-10-31T00%3A47%3A07Z&sr=c&sp=r&sig=OZIPVixnaNKOyrZk22%2B9GwBfLR3fRYiFWOQefoU9TSI%3D) 4. When prompted, click **Yes** to deactivate the selected tags. ## Activate tag types 1. Go to the top toolbar and click **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-tags-image-6vnz1nh1.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A07Z&se=2026-10-31T00%3A47%3A07Z&sr=c&sp=r&sig=OZIPVixnaNKOyrZk22%2B9GwBfLR3fRYiFWOQefoU9TSI%3D)**. 2. In the side panel, go to **Operations > Tag Types**. 3. On the *Tag Types* screen that opens, click **Filter ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-tags-image-pfwziqzb.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A07Z&se=2026-10-31T00%3A47%3A07Z&sr=c&sp=r&sig=OZIPVixnaNKOyrZk22%2B9GwBfLR3fRYiFWOQefoU9TSI%3D)** at the top of the *Active* column. 4. Deselect **Active**, select **Inactive,** then click **Filter**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-tags-image-u4pavxwd.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A07Z&se=2026-10-31T00%3A47%3A07Z&sr=c&sp=r&sig=OZIPVixnaNKOyrZk22%2B9GwBfLR3fRYiFWOQefoU9TSI%3D) 5. Select one or more tag types, then click **Activate**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-tags-image-ex6olu1q.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A07Z&se=2026-10-31T00%3A47%3A07Z&sr=c&sp=r&sig=OZIPVixnaNKOyrZk22%2B9GwBfLR3fRYiFWOQefoU9TSI%3D) 6. When prompted, click **Yes** to activate the selected tags. ## Want to learn more? - See how to [View call tags or attach a tag to a call](/construction/docs/view-call-tags-or-attach-a-tag-to-a-call) - See how to [Attach tags with services](/construction/docs/attach-tags-with-services) - Learn how to run the [Tag Conversion Report by Technician](/construction/docs/tag-conversion-report-by-technician-legacy-report) - Learn how to [Set up and prioritize tags for the Dispatch Board](/construction/docs/set-up-and-prioritize-tags-for-the-dispatch-board) The main scheduling and dispatching view in ServiceTitan showing all jobs, technicians, and appointment times in a grid or map layout. **What it does:** Gives dispatchers a real-time view of the day's work to manually assign, drag-and-drop, or adjust job assignments. **Also called:** Schedule board, Dispatch view **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)