How to use Roofr Job Tags
1) Managing Available Job Tags
From the Jobs section of your Roofr dashboard, select the Settings tab
Scroll down to Tags and click Manage Tags
This is a list of tags that will be available across all jobs
Reordering the tag list will change the order tags appear on job cards
Use the Pen icon to rename a tag
Use the Bin icon to delete. The system will warn you if you try to delete a tag that is associated with a job.
Click Add new tag to create
2) Assigning Job Tags
From a Job Card, select Add Tag from the top left of the card
Click the check box to assign tags
To remove a tag from inside a job card, hover and click the X
Hover on the tag icon on the job card to view all tags
3) Sorting Jobs by Tags
From the Job Board, select Filters & Sort
Select the check box of the tags you would like to include in the view on your Job Board
đĄ Job Tags can also be applied as an Automation
What's Next?

