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Customers

How to use customer tags

Organize customers with tags such as roofing, HVAC, warranty, VIP, or maintenance plan so your team can scan context faster.

Updated

For: Owner, Admin

Before You Start

  • Use short tags your team can recognize immediately.
  • Think in day-to-day categories: roofing, HVAC, commercial, warranty, or follow-up.
  • Do not use tags to store private information such as passwords, banking details, or sensitive notes.
  • Adding, removing, or creating a tag changes that customer right away.

1. Open the Customer

  1. Go to Customers.
  2. Search by name, phone, email, or company.
  3. Open the customer detail page.
  4. Check whether tags already appear next to the customer name.

When the customer does not have tags, IMPULSO shows the Add tag button so you can start.

2. Open Add Tag

  1. Click Add tag.
  2. Use Search tags... to find an existing tag.
  3. If the right tag does not exist, type a new name under Create new tag.
  4. Choose a color that helps your team recognize the category.
Add tag panel with search, No tags state, and available colors

The screenshot shows the no-tags state. No tag was created or assigned during verification.

3. Use Colors With Intention

Colors help your team scan customers quickly. Use a small set of meanings and keep them consistent.

Suggested use Examples Why it helps
Service type roofing, gutters, HVAC, exterior painting Helps you recognize the kind of work the customer usually needs.
Business relationship VIP, builder, property manager, commercial Helps prioritize important or recurring accounts.
Next action warranty, estimate follow-up, maintenance plan Makes context visible before calling, quoting, or scheduling.

4. Actions That Change the Customer

  • Clicking an existing tag adds it to or removes it from the customer.
  • Creating a new tag saves it and applies it to the customer.
  • If a customer already has many tags, IMPULSO may stop you from adding more.
  • In the customer list, IMPULSO shows up to two visible tags and an indicator such as +1 when there are more.
Recommendation Before creating a new tag, search for a similar one. That helps avoid duplicates like roofing, Roof, or Roofs.

5. States You May See

These labels help explain what you see on the customer and inside the tag panel.