Service Titan Knowledge Base

Manage tagsLast updated on 09/23/2022

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.


Things to know

  • Tags can’t be deleted, only deactivated. Only active tags are shown.

  • 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.

  • Multiple tags are included in ServiceTitan by default, including Do Not service, Installation, Follow-Up, Potential Member, and more. Included tags are black by default, but you can change their color or name.


Overview

Tags have four attributes:

  • Color—the color of the tag.

  • Name—The text that shows in most areas of ServiceTitan, so keep tag name short and sweet! This will make it easier for your team to quickly identify them. Tag names should be less than 30 characters.

  • Code—A short string of 2-4 characters that will replace the tag’s name on the Dispatch board. Note: Tag codes only apply to tags that use the Show on dispatch board option.

  • Importance— Can be Medium or High. Importance determines the order in which tags are shown. Only tags with High importance appear on the Dispatch board.

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 navigation bar and click Settingsicon-settings.png.

  2. In the side panel, click Operations > Tag Types.

  3. Click Add.

  4. Select a color, enter a name and code, and select the tag’s importance.

  5. Choose if the tag type is a conversion opportunity or to show it on the Dispatch board.

  6. Click Save.


Edit tag types

  1. Go to the navigation bar and click Settingsicon-settings.png.

  2. In the side panel, click Operations >Tag Types.

  3. Click Edit.

  4. Optionally, select a different color, enter a different name or code, and change the tag’s importance.

  5. Optionally, choose if the tag type is a conversion opportunity or to show it on the Dispatch board.

  6. Click Save.


Deactivate tag types

  1. Go to the navigation bar and click Settingsicon-settings.png.

  2. In the side panel, click Operations >Tag Types.

  3. Select one or more tag types.

  4. Click Deactivate.

  5. When prompted, click Yes to deactivate the chosen tags.


Activate tag types

  1. Go to the navigation bar and click Settingssettings.png.

  2. In the side panel, click Operations >Tag Types.

  3. From Tag Types, click Filter.

  4. Deselect Active.

  5. Select Inactive and click Filterfilter-ico.png.

  6. Select one or more tag types, and click Activate.

  7. When prompted, click Yes to activate the chosen tags.




Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.