Skip to main content

How to use Roofr Job Tags

Learn how to set up and use Roofr job tags to more efficiently track and categorize your jobs.

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

💡 Job Tags can also be applied as an Automation

Did this answer your question?