This powerful feature enables you to tag, categorize and search virtually anything on your Breezeworks platform. Best of all, it integrates seamlessly with Activity Stream, allowing you to track anything in real time.
Tags are infinitely customizable and searchable, enabling you to categorize and search virtually anything on your Breezeworks platform.
Tags are infinitely customizable and searchable, enabling you to categorize and search virtually anything on your Breezeworks platform.
- Lead Source: Tag customers by lead source (Angie’s List, Yelp, Porch, HomeAdvisor, word-of-mouth, etc.) for powerful insights into your marketing efforts.
- Job Status: With job status tagging, nothing will ever fall through the cracks again. Tag jobs by status (not started, in progress, completed, etc.) and in a few clicks, see which jobs need attention, customers awaiting estimates, and more.
- Billing: Tag jobs by payment status to view unpaid invoices in a flash.
Get Tagging!
Start creating tags from Jobs, Customers or Settings on the web app. Attach a tag to any customer or job you wish to track!
Tag a job
Tag a customer
0 Comments