Clients

Tagging

Using Tags in Jobber

Tags help keep your clients organized in Jobber. This can help with grouping your clients in a simpler way—such as by region (North, West, etc.), or work type (cleaning, snow removal). You can decide what the tags are and how you use them. 

Searching using tags

Tags are shown in the top right of the People page. To view only clients with a certain tag, click on the tag and it will filter your list. 

Screen_Shot_2017-05-28_at_4.17.33_PM.png

 

To select multiple tags at once (Eg. You only want a list of clients with 'Snow Removal' and 'North' tags), check Select Multiple Tags. You can then choose the tags you want to filter by. 

Adding tags to Clients

To add a tag to a client, go to their page and click on + Add Tag in the top right:

client-page.png

 

Exporting Client information using Tags

Learn more about Exporting Clients with certain tags. 

Was this article helpful?

Send Feedback

Jobber on your Phone

The Jobber Glossary

Confused by language we use in Jobber? Definitions right this way.

Get Reading!
Jobber on your Phone

Sign up for a Webinar

Tutorials for both those new to Jobber and long-time power users.

Sign Me Up!
Jobber on your Phone

Instructional Videos

We walk you through our biggest features and point out the essentials.

Let’s Watch!

Jobber Academy is your hub for everything small business. From residential cleaners to plumbers and contractors, if you work in the field, you’ll found the right resources.