Tags allow you to separate lists of jobs, customers, and employees into separate groups.
To create tags, go to "Company Settings" in the main menu. There you will find menu options for "Job Tags", "Customer Tags" and "Employee Tags". Tap on one of these to create tags.
To Attach Tags
Customers - Select "Customers" in the main menu. Select a customer, then tap Edit. Tap on "Tags" to select the tag(s) to attach to the customer. Each customer can have any number of tags.
Jobs - Select "Jobs" in the main menu. Select a job, then tap "Job Info". Tap on "Tags" to select the tag(s) to attach to the job. Each job can have any number of tags.
Employees - Select "Employees" in the main menu. Select an employee, then tap Edit. Tap on "Tags" to select the tag(s) to attach to the employee. Each employee can have any number of tags.
To Filter Using Tags
Tags are used to filter the lists of jobs, customers, or employees. For this example let's talk about jobs. When you view the list of jobs, it displays all jobs by default. If you want to filter the list by specific criteria, tap "Filter" in the lower right corner.
To filter the list by tags, tap on "Tags" in the Filter screen. When you select a tag, notice that the name of the tag appears in the lower left at the bottom of the list of jobs. That means that the list of jobs includes only jobs with that tag.
Note: The filter in use will remain in effect until you go back to the "Filter" screen and change, or clear, the filter.
Using Multiple Tags
Note that each customer, job, or employee can have multiple tags. Because of this, it's possible to create tags that result in "intersecting" groups. For example, for jobs, you could create tags for "Commercial", and "Residential", and for "New Construction" and "Renovation". Then a single job might be tagged with "Commercial" and "Renovation", or "Residential" and "New Construction".
This would allow you to filter your list of jobs by all jobs that are "Residential" and "Renovation", or "Commercial" and "New Construction", etc.