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Who uses this: Tags are added while creating or editing a job. Deleting a saved tag from the whole account happens in Company Settings, which only Admins can see. Availability: All regions.
When every job on the calendar looks the same, it is hard to tell a warranty call from a new install at a glance. A custom tag is a label you attach to a job, and each tag carries a color, so your schedule shows the kind of work in front of your team without anyone opening a record.

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Overview

You create a custom tag on the job itself. Type the tag name into the Add Tags field on a job record, pick a color, and save the job. The tag then appears on the job record and as a color-coded dot on the schedule, and it joins the list of previously used tags so you can reuse it on any future job. Once jobs are tagged, the By Tags tab on the Jobs page filters the list down to a single tag.

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Video walkthrough

Video walkthrough: creating and using custom job tags

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Add a tag to a job

  1. While creating or editing a job, scroll to the Tags section and select the Add Tags field.
  2. Type the name of the tag you want to create.
  3. Press Enter to add the tag. Repeat for each additional tag you want on the job.
  4. Choose a color for the new tag.
  5. To reuse a tag you already created, select it from the list of previously used tags instead of typing a new one.
  6. Scroll to the bottom of the job and select Save Job.
The Tags section of a new job record with the Add Tags field selected and a dropdown of previously used tags listed alphabetically below it Any tag you create on a job record is added to the previously used tags list, so it is available on every future job record.

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Where tags appear

A tag appears in two places once the job is saved. The job record lists its tags alongside the job details, and the schedule shows one color-coded dot per tag on the job.
A job record's Info tab with Return Customer, Ceramic, and Installation tags listed under Assigned Team Members, each with an x beside it and an Add Tag button next to them
The Team Schedule week view with three color-coded dots on the Toilet Install job and the same three tags shown as colored chips in the job's hover preview

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View jobs by tag

  1. Select Jobs under Work in the left menu.
  2. Select the By Tags tab.
  3. Select the tag you want to view.
The Jobs page with the By Tags tab highlighted and a row of color-coded tag chips under the prompt to select a tag
The By Tags view filtered to the Installation tag, listing the two jobs that carry it with their dates, statuses, and customers
FieldPulse then lists every job that carries the tag you selected.

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Remove or delete a tag

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Remove a tag from one job

Select the x next to the tag on the job record. The tag stays available for other jobs.

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Delete a tag from the tag list

Deleting a tag in Company Settings stops it from appearing as an option on future job records.
  1. Select Company Settings in the left menu.
  2. Select the Jobs tab.
  3. Select the Tags subtab.
  4. Select the x next to each tag you want to delete.
The Tags subtab under the Jobs tab in Company Settings, showing every saved tag as a color-coded chip with an x beside it and an arrow pointing at the x on the Ceramic tag

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Still need help?

Reach the FieldPulse support team at support@fieldpulse.com or through the chat feature in the bottom-right corner of your screen. Your tags are working when the schedule shows, by color, what kind of work each day holds and the By Tags tab narrows the Jobs list to one type of job in a couple of clicks.