Tags and Client Segments

Tags are labels you attach to client records. They help you organize, filter, and target groups of customers. Tags have no fixed structure. You create whatever labels make sense for your business.

What Tags Are For

Tags let you slice your client list in ways that status and type fields cannot. A client can have multiple tags at once. Examples:

• VIP — High-value customers who get priority scheduling.
• Commercial — Business clients.
• Fleet — Clients with fleet wash contracts.
• Property Manager — Contacts who manage multiple properties.
• Repeat Customer — Clients who have booked more than once.
• Referral Source — Clients who regularly send you new business.
• Do Not Service — Clients you have chosen not to work with.
• Slow Payer — Clients with a history of late payments.

Adding Tags to a Client

From the Client Profile

1. Open a client's profile page.
2. Find the Tags field in the contact info section.
3. Click the field and type a tag name. If the tag already exists, select it from the dropdown. If it does not exist, the system creates it.
4. Press Enter or click to add the tag.
5. Repeat to add more tags.

From the Clients Table (Bulk)

1. Go to the Clients page.
2. Select multiple clients using the checkboxes.
3. Click Add Tags in the bulk action toolbar.
4. Choose one or more tags from the dropdown.
5. Click Apply.

All selected clients receive the tags immediately.

Removing Tags

Open the client profile and click the X next to any tag to remove it. Tags removed from a client are not deleted from the system. They remain available for other clients.

Filtering by Tags

On the Clients page, use the Tags filter dropdown above the table. Select one or more tags. The table updates to show only clients that have all selected tags.

This is useful when you need a specific list. For example, select "Commercial" and "VIP" to see only your high-value business clients.

Using Tags for Marketing Campaigns

Tags power audience targeting in the Marketing module. When you create a campaign:

1. Go to Marketing > Campaigns > New Campaign.
2. In the Audience step, select tags to include or exclude.
3. The system builds a recipient list from clients matching your tag criteria.

For example, send a spring promotion to all clients tagged "Repeat Customer" but exclude anyone tagged "Do Not Service."

See Marketing Campaigns for the full campaign setup guide.

Suggested Tags for Exterior Cleaning Businesses

Here is a starter set of tags that works well for pressure washing, window cleaning, and exterior cleaning companies:

Tips

• Keep tag names consistent. Decide on a naming convention and stick to it. "Commercial" and "commercial" are two different tags.
• Do not over-tag. A handful of well-chosen tags is more useful than dozens of rarely-used ones.
• Review tags quarterly. Remove tags that nobody uses. Consolidate duplicates.
• Use tags instead of mental notes. If you find yourself remembering things about clients ("that guy always pays late"), turn that knowledge into a tag so the whole team benefits.