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Best Practices: Use Tags to Improve Your Workflow
Best Practices: Use Tags to Improve Your Workflow

Take a look at the creative ways other shops use tags to streamline their workflow and improve communication with their team and customers

Ashley Bennett avatar
Written by Ashley Bennett
Updated over a week ago

What are tags?

Tags are used to categorize work orders to help keep your shop organized. All tags are customized and created by your shop so that they work for you and your workflow.

Create a tag and save it for reuse

Need a refresher on creating and adding tags? Check out our help article Add Tags to an Order to learn more.

Why use tags in your workflow?

Tags help keep your team organized. Shops often use tags to indicate deadlines, customer types, and shop-specific workflow indicators.

On the Workflow page, filter your tags by color or name to quickly find specific indicators. All team members in your shop can see tags throughout the lifecycle of the order, making them a great tool for establishing consistent best practices and routines with your team.

Filter workflow by tags

Pro-Tip: Easily identify regularly used tags (e.g. VIP Customer) by dedicating a specific color to that indicator.

How are other shops using tags?

Shops who have connected at our Shopmonkey webinars let us know that hearing how other shops use tags opened their minds to new ways they can use tags at their shop! We’d like to share those insights and popular tags to get your wheels turning too.

Improving Customer Communication & Shop Experience

Consider trying out tags like these to improve your customers’ experience.

“First-Time Visit”

Want to make sure first-time customers have the same experience? Use this tag to establish best practices within your shop.

“Friends & Family”

Offer any F&F discounts? Use a tag to help internal team members remember to incorporate your shop's F&F experience.

“Messaged Customer”

Help your front-of-shop staff better communicate with each other. This tag can help eliminate repetitive messages to your customers by indicating that another team member already messaged them.

“Payment Request Sent”

A great tag for teams with multiple service writers who want to avoid duplicate payment requests sent to customers.

“Needs Follow-Up”

Can’t reach the customer? Use tags as reminders to give them a call.

Parts Tracking

Consider trying out tags like these to keep track of part locations and to mark the type and status of parts for a specific order.

"Parts on Shelf X"

A great way to keep track of your inventory and speed up repairs for technicians. Nothing is better than knowing exactly where the parts are for your next repair!

"Parts Arrived - Schedule Appt."

Often used by parts managers, use tags like this to identify where your parts are in the shop, and if they’re ready for your appointment.

"Customer Provided Parts"

Although customer-provided parts are not always preferred in shops, this tag can help keep your team aware that the parts will come from your customers vs. your vendors.

Time Management and Workflow Efficiency

Consider trying out tags like these to help your team manage their time on each work order.


Customer waiting in the shop? This tag can help remind team members that the customer is around and waiting for their vehicle.

"Keys on Dashboard"

Ever had keys go missing or team members move them without letting others know? Utilize tags to help indicate the location of keys. This can be helpful for shops that have larger lots and garages.

"After-hours Pick-up"

Let your team members know that a customer may be picking up a vehicle after closing. This can help eliminate any confusion and ensure the customer has a positive experience.

Make Tags Work for You

Keep tags as simple or as creative as you'd like. Tags are fully customizable so that they work for your team and workflow!

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