Badges are virtual stickers that appear on a job card to flag key information about a job or client, and they have a wide variety of uses.
For example, you can use them to emphasize important job details, such as a warranty repair, or to set certain Automations in motion. You can use them to highlight good customers, as well as those that have a history of being slow to pay.
As a business, it's up to you to decide which Badges are useful, and how you will use them. You can use existing Badges or create custom Badges of your own - whatever works best for your workflows.
Part 1 - Setting up badges | Part 2 - Applying badges to a job | Part 3 - Applying badges to client cards
Part 1 - Setting up Badges
How to activate the Badges Add-On
- From the Online Dashboard, go to Account > Features & Integrations.
- Click the Badges add-on.
- Toggle the button to On.
How to set available Badges
The next step is to set available badges. Once you have made badges available, they will appear as options to be applied on the job or client card.
- From the Online Dashboard, go to Account > Settings.
- Click Badges.
- Active badges appear on the bottom right pane of the Manage Badges page. Drag badges you want to use to the Active Badges pane on the right, and drag any you don't want to use to the Inactive Badges pane on the left.
- Click on the Badge's name if you want to change it. Note that images for Badges cannot be changed, only their name.
How to create custom Badges
You may prefer to create one or more custom Badges, with specific colours and icons. To do so:
- From the Manage Badges page, click Add Badge.
- Enter a name for your Badge.
- Select an icon from the dropdown list.
- Click the colour box and select a colour.
- Click Save.
Your new custom badge will appear in the Active Badges pane on the right.
TIP: Once created, colours and icons for custom Badges cannot be changed. Like default Badges, their names can be changed at any time.
Part 2 - Applying Badges to a job
Once you have activated Badges in your account, they can be applied to job cards to emphasize information as needed.
How to add a Badge to a job from the Online Dashboard
- From the Details tab of an open job card, click +.
- A dropdown list will appear. Select the Badge you wish to apply. To apply more than one, click the Badge area again and apply another Badge.
TIP: To remove a Badge, click the Badge area of the job card and deselect the Badge you wish to remove.
How to add a Badge in the app
Badges can also be added (or removed) directly in the app.
- From the job card, scroll down to Job Details.
- Tap Badges.
- Tap to add or remove the Badges you want displayed.
- Tap Done.
What do field staff see upon opening a job?
Badges appear in a prominent position at the top of the job card, calling mobile users' attention to the key information.
Part 3 - Applying Badges to client cards
Sometimes, you may want to apply a Badge to a client, not a specific job, so that it appears on all future jobs created for that client.
How to add a Badge to a client in the Online Dashboard
- From the Online Dashboard, go to Account > Clients.
- Find the client that requires a Badge, and click Open Client.
- Available Badges will appear on the right of the client card. Click on the Badge(s) you wish to apply. Any Badges applied will change from grey to full colour.
- Click Save.
The next time you create a job for that client, the Badge will automatically appear.
How to add a Badge to a client in the mobile app
- At the bottom of your screen, tap More.
- Tap Clients.
- Find and tap the client that requires a Badge.
- Tap Add Badge.
- Tap the Badge you want added to the client.
- Tap Done.
TIP: To remove a Badge from a client card, tap the minus sign next to the badge you wish to remove.
