Learn how to set up and use Roofr job tags to more efficiently track and categorize your jobs.
How to use Roofr Job Tags
- Managing Available Job Tags
- From the Jobs section of your Roofr dashboard, select the Settings tab
- Scroll down to Tags and click Manage Tags
- This is a list of tags that will be available across all jobs
- Reordering the tag list will change the order tags appear on job cards
- Use the Pen icon to rename a tag
- Use the Bin icon to delete. The system will warn you if you try to delete a tag that is associated with a job.
- Click Add new tag to create
- Assigning Job Tags
- From a Job Card, select Add Tag from the top left of the card
- Click the check box to assign tags
- To remove a tag from inside a job card, hover and click the X
- Hover on the tag icon on the job card to view all tags
- Sorting Jobs by Tags
- From the Job Board, select Filters & Sort
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Select the check box of the tags you would like to include in the view on your Job Board
💡 Job Tags can also be applied as an Automation
🔗 Learn how to manage Roofr Automations
What’s Next?