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.

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 .

• 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: 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: 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 .

2. In the side panel, go to Operations > Tag Types.

3. On the Tag Types screen that opens, click Add. 

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. 

6. When finished, click Save.

Edit tag types

1. Go to the top toolbar and click Settings .

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. 

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 .

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. 

4. When prompted, click Yes to deactivate the selected tags.

Activate tag types

1. Go to the top toolbar and click Settings .

2. In the side panel, go to Operations > Tag Types.

3. On the Tag Types screen that opens, click Filter at the top of the Active column.

4. Deselect Active, select Inactive, then click Filter. 

5. Select one or more tag types, then click Activate. 

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

• See how to Attach tags with services

• Learn how to run the Tag Conversion Report by Technician

• Learn how to Set up and prioritize tags for the Dispatch Board