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.

CleanEstimate Pro normalizes tags case-insensitively, so creating Commercial and commercial results in one shared tag, not two separate ones. Punctuation and international characters remain meaningful: for example, R&D and R D are separate labels.

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. Open Customer tags below the profile header.
3. Select or clear one or more existing labels. Search narrows the shared list.
4. To add a label that does not exist, type its name and select Create.
5. Select Save tags. The profile does not change its saved assignments until

this button succeeds.

If the new tag does not have a color yet, CleanEstimate Pro assigns a fallback color automatically so it still renders consistently in filters and chips.

Each client can have up to 20 tags. The profile and bulk-add controls enforce that total before saving, including tags the client already has. On a client profile, the picker opens in its own Customer tags card so the searchable list and Create action remain fully visible.

From the Clients Table (Bulk)

1. Go to the Clients page.
2. Select multiple clients using the checkboxes.
3. In the selected-client toolbar, open Choose tags to add.
4. Choose or create one or more tags.
5. Select Add tags.

All selected clients receive the tags immediately.

Removing Tags

Open Customer tags on the client profile, clear the tag in the searchable list, and select Save tags. Tags removed from a client are not deleted from the system. They remain available for other clients.

An archived tag that a client already carries still renders as a removable chip labeled (archived) on that client's profile, so it can be reviewed and removed even though the picker's add/search list will not offer it to anyone new.

Filtering by Tags

On the Clients page, use the Customer tags filter above the table. Select one or more tags. The directory shows clients that have any selected tag. On the web Pipeline, use the same control to filter Board, All leads, Map, Follow-up, Sources, and CSV export by the linked customer's tags. The Estimate workbench, All jobs, and the web Invoices catalog also expose Customer tags and show the linked labels on their rows and mobile cards. Different filter sections combine, while multiple tags within each control match any selected label.

This is useful when you want to bring related segments together. For example, select "Commercial" and "VIP" to see clients in either segment, then combine the tag filter with the other available filters when you need a narrower list.

Managing tags in Settings

Settings > Tags lists every tag in the workspace, active and archived, with its color, its state, and how many clients carry it. The count is labeled Clients you can see because it only counts clients your role can view. Editing needs the same permission as managing lead sources; everyone else can look.

• Rename and Color change the tag everywhere it is used. A rename that

would collide with another tag's name is refused. A rename is also refused while a marketing campaign audience includes or excludes the tag; remove it from those audiences first. The message names the campaigns.

• Archive stops the tag being added to anyone new, from a profile, from

the bulk action, or by typing its name into a tag picker (that shows a message instead of creating it again). Clients that already carry it keep it, can still have it removed, and it still counts and still filters, so old reports stay right. Campaign audiences still match an archived tag.

• Reactivate brings an archived tag back.

Marketing campaign audiences

A campaign audience can include clients by tag and now also exclude them: Exclude customer tags sits next to the include choice in the audience builder. A client with an excluded tag is left out even when it also matches an included tag. Campaigns saved before this behave as before.

Segments in Clean Estimate V2 are tags and tag combinations. A computed segment (a rule that tags clients automatically) is not built yet.

The existing approved native mobile Customer tags filters remain available as documented in the mobile sales guides.

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. The app deduplicates tags case-insensitively, but a stable naming style still keeps your filters and marketing audiences easier to scan.
• 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.