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.

Things to know

• To attach tags with a membership sales or renewal item, edit the membership type used to sell the membership item to assign 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 .

2. In the side panel, click Services. The item table opens.

3. Click the Workflow tab.
   

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.
   

5. Click TAGTYPE and select a tag from the dropdown.
   

6. Click the blue Check icon to save the change.

7. Click ENTITY and select an entity from the dropdown.
   

   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