> ## Documentation Index
> Fetch the complete documentation index at: https://support.servicem8.com/llms.txt
> Use this file to discover all available pages before exploring further.

# What are Badges, and how do I use them?

> Understand what Badges, and how do I use them are and how it works in ServiceM8.

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](/help-center/servicem8-add-ons/automation/automation-overview) 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-1---setting-up-badges) | [Part 2 - Applying badges to a job](#part-2-applying-badges-to-a-job) | [Part 3 - Applying badges to client cards](#part-3---applying-badges-to-clients)

## Part 1 - Setting up Badges

[How to activate the Badges Add-On](#how-to-activate-the-badges-add-on)

[How to set available badges](#how-to-set-available-badges)

[How to create custom badges](#how-to-create-custom-badges)

### How to activate the Badges Add-On

1. From the Online Dashboard, go to **Account > Features & Integrations**.
2. Click the **Badges** add-on.
3. Toggle the button to **On**.

<img src="https://mintcdn.com/servicem8/xEs-XwHwTNf8BSYu/images/008-740-903-41e331a8-fb8c-4449-bbb8-c3664d923d2b.png?fit=max&auto=format&n=xEs-XwHwTNf8BSYu&q=85&s=279aacc0cba691e4ac6236cf3c721d82" alt="How to activate the Badges add-on" width="808" height="204" data-path="images/008-740-903-41e331a8-fb8c-4449-bbb8-c3664d923d2b.png" />

<img src="https://mintcdn.com/servicem8/xEs-XwHwTNf8BSYu/images/008-740-905-d261f74b-0b08-4f99-8409-25cbf9924601.png?fit=max&auto=format&n=xEs-XwHwTNf8BSYu&q=85&s=4a3032c23cacef4fd3bb53ea1c1342ef" alt="blank" width="538" height="35" data-path="images/008-740-905-d261f74b-0b08-4f99-8409-25cbf9924601.png" />

### 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.

1. From the Online Dashboard, go to **Account > Settings**.
2. Click **Badges**.

<img src="https://mintcdn.com/servicem8/xEs-XwHwTNf8BSYu/images/008-739-181-f3ee7907-ccdd-45cc-b654-74813949b553.png?fit=max&auto=format&n=xEs-XwHwTNf8BSYu&q=85&s=8cc5bd1135b5f23dae4fa6ab01bc4905" alt="Badges icon in Settings" width="151" height="160" data-path="images/008-739-181-f3ee7907-ccdd-45cc-b654-74813949b553.png" />

<img src="https://mintcdn.com/servicem8/xEs-XwHwTNf8BSYu/images/008-740-907-5de83297-eea0-4465-872a-208ff3e6709a.png?fit=max&auto=format&n=xEs-XwHwTNf8BSYu&q=85&s=65920e2854205d146e490583699291ec" alt="blank" width="538" height="35" data-path="images/008-740-907-5de83297-eea0-4465-872a-208ff3e6709a.png" />

3. 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.

[<img src="https://mintcdn.com/servicem8/xEs-XwHwTNf8BSYu/images/008-739-183-medium-575af7c8-858a-4db1-90a0-fec1cf676fa1.png?fit=max&auto=format&n=xEs-XwHwTNf8BSYu&q=85&s=d6a7f4a1b3823115e5295fd5557c2bb5" alt="Managing active and inactive badges" width="855" height="493" data-path="images/008-739-183-medium-575af7c8-858a-4db1-90a0-fec1cf676fa1.png" />](/images/008-739-183-575af7c8-858a-4db1-90a0-fec1cf676fa1.png)

<img src="https://mintcdn.com/servicem8/xEs-XwHwTNf8BSYu/images/008-740-909-3246f97e-6df4-410e-9a4c-969d0432c692.png?fit=max&auto=format&n=xEs-XwHwTNf8BSYu&q=85&s=b05cec46d7e9ef0ebfad12ff14446e7a" alt="blank" width="538" height="35" data-path="images/008-740-909-3246f97e-6df4-410e-9a4c-969d0432c692.png" />

4. Click on the Badge's name if you want to change it. Note that images for Badges cannot be changed, only their name.

<img src="https://mintcdn.com/servicem8/xEs-XwHwTNf8BSYu/images/008-739-185-3837f28e-019a-4a71-8882-bf7178ca9c99.png?fit=max&auto=format&n=xEs-XwHwTNf8BSYu&q=85&s=6130d3b4c13343d34d0610ecfc78dd47" alt="Renaming badges as needed" width="530" height="183" data-path="images/008-739-185-3837f28e-019a-4a71-8882-bf7178ca9c99.png" />

<img src="https://mintcdn.com/servicem8/xEs-XwHwTNf8BSYu/images/008-740-911-814fc97f-d7c6-4662-8426-4a2f985ecdf9.png?fit=max&auto=format&n=xEs-XwHwTNf8BSYu&q=85&s=73f359ee03cd6bade5119be07c32b299" alt="blank" width="538" height="35" data-path="images/008-740-911-814fc97f-d7c6-4662-8426-4a2f985ecdf9.png" />

### How to create custom Badges

You may prefer to create one or more custom Badges, with specific colours and icons. To do so:

1. From the *Manage Badges* page, click **Add Badge.**

[<img src="https://mintcdn.com/servicem8/xEs-XwHwTNf8BSYu/images/008-740-913-medium-b4a9f0a3-420f-4359-a090-56916c80647e.png?fit=max&auto=format&n=xEs-XwHwTNf8BSYu&q=85&s=7a8b784b4dc4559d9b077c27b376c7ee" alt="Click Add Badge to create a custom badge" width="855" height="232" data-path="images/008-740-913-medium-b4a9f0a3-420f-4359-a090-56916c80647e.png" />](/images/008-740-913-b4a9f0a3-420f-4359-a090-56916c80647e.png)

<img src="https://mintcdn.com/servicem8/xEs-XwHwTNf8BSYu/images/008-740-915-8067e4a4-9175-4acd-aa19-9915c8429f1a.png?fit=max&auto=format&n=xEs-XwHwTNf8BSYu&q=85&s=b4e54cf0b3a8de4fb42086b2f0c2d270" alt="blank" width="538" height="35" data-path="images/008-740-915-8067e4a4-9175-4acd-aa19-9915c8429f1a.png" />

2. Enter a name for your Badge.
3. Select an icon from the dropdown list.
4. Click the colour box and select a colour.
5. Click **Save**.

<img src="https://mintcdn.com/servicem8/xEs-XwHwTNf8BSYu/images/008-740-917-0ea98a35-9fc1-4af1-9917-33708b1eb36b.png?fit=max&auto=format&n=xEs-XwHwTNf8BSYu&q=85&s=09dfdf875124dbccbe413119ddbbfd4d" alt="Add name, icon, and colour to create a custom badge" width="621" height="335" data-path="images/008-740-917-0ea98a35-9fc1-4af1-9917-33708b1eb36b.png" />

<img src="https://mintcdn.com/servicem8/xEs-XwHwTNf8BSYu/images/008-740-919-8fad3c48-89a2-438b-8172-60c29f6aa110.png?fit=max&auto=format&n=xEs-XwHwTNf8BSYu&q=85&s=992a6a4f297dc02eebf740fea93bf83d" alt="blank" width="538" height="35" data-path="images/008-740-919-8fad3c48-89a2-438b-8172-60c29f6aa110.png" />

Your new custom badge will appear in the *Active Badges* pane on the right.

<img src="https://mintcdn.com/servicem8/xEs-XwHwTNf8BSYu/images/008-740-921-0a816df1-7b00-4be4-877f-55dea327ffbd.png?fit=max&auto=format&n=xEs-XwHwTNf8BSYu&q=85&s=15adc84533c947152543d5b8a15674ed" alt="custom badge appears in Active Badges pane" width="531" height="349" data-path="images/008-740-921-0a816df1-7b00-4be4-877f-55dea327ffbd.png" />

<img src="https://mintcdn.com/servicem8/xEs-XwHwTNf8BSYu/images/008-740-923-db9f7e2a-d0fd-45b9-be26-f614ee44dbd2.png?fit=max&auto=format&n=xEs-XwHwTNf8BSYu&q=85&s=26c72c1e7e8387f5b58114eb1abb42dd" alt="blank" width="538" height="35" data-path="images/008-740-923-db9f7e2a-d0fd-45b9-be26-f614ee44dbd2.png" />

***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 in the Online Dashboard](#how-to-add-a-badge-to-a-job-from-the-online-dashbo)

[How to add a Badge in the app](#how-to-add-a-badge-from-the-app)

[What do field staff see upon opening a job?](#what-do-field-staff-see-on-their-mobile-device)

### How to add a Badge to a job from the Online Dashboard

1. From the Details tab of an open job card, click **+**.

[<img src="https://mintcdn.com/servicem8/xEs-XwHwTNf8BSYu/images/008-740-925-medium-68456c13-6706-447f-b04c-2d8c91201265.png?fit=max&auto=format&n=xEs-XwHwTNf8BSYu&q=85&s=de85ef0f9601b395e2e5aff061ff8528" alt="Adding badges to a job card in the Online Dashboard" width="855" height="267" data-path="images/008-740-925-medium-68456c13-6706-447f-b04c-2d8c91201265.png" />](/images/008-740-925-68456c13-6706-447f-b04c-2d8c91201265.png)

<img src="https://mintcdn.com/servicem8/xEs-XwHwTNf8BSYu/images/008-740-927-ec57835c-b4c3-4693-9025-db86f40b823b.png?fit=max&auto=format&n=xEs-XwHwTNf8BSYu&q=85&s=39e57cb0de3ca325857e58adfdb57218" alt="blank" width="538" height="35" data-path="images/008-740-927-ec57835c-b4c3-4693-9025-db86f40b823b.png" />

2. 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.

[<img src="https://mintcdn.com/servicem8/xEs-XwHwTNf8BSYu/images/008-740-929-medium-2d517df2-b5e8-4090-bb6e-ec620fb186b1.png?fit=max&auto=format&n=xEs-XwHwTNf8BSYu&q=85&s=ca1652b3b20e484062438a166e8847dc" alt="Selected badges in the Online Dashboard" width="855" height="506" data-path="images/008-740-929-medium-2d517df2-b5e8-4090-bb6e-ec620fb186b1.png" />](/images/008-740-929-2d517df2-b5e8-4090-bb6e-ec620fb186b1.png)

<img src="https://mintcdn.com/servicem8/xEs-XwHwTNf8BSYu/images/008-740-931-c8945d61-0c23-467b-9c2b-ca064d37f583.png?fit=max&auto=format&n=xEs-XwHwTNf8BSYu&q=85&s=d5a25bf77343188534f7643cb44f7378" alt="blank" width="538" height="35" data-path="images/008-740-931-c8945d61-0c23-467b-9c2b-ca064d37f583.png" />

***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.

1. From the job card, scroll down to *Job Details*.
2. Tap **Badges**.
3. Tap to add or remove the Badges you want displayed.
4. Tap **Done**.

<img src="https://mintcdn.com/servicem8/xEs-XwHwTNf8BSYu/images/008-740-933-52519796-9501-45bf-aa3b-617d9032f193.png?fit=max&auto=format&n=xEs-XwHwTNf8BSYu&q=85&s=1abd883f8a76f0c4de195ca445500041" alt="Adding badges to a job card from the mobile app" width="784" height="698" data-path="images/008-740-933-52519796-9501-45bf-aa3b-617d9032f193.png" />

<img src="https://mintcdn.com/servicem8/xEs-XwHwTNf8BSYu/images/008-740-935-697c0011-a418-4b09-8273-b05ea3f0034d.png?fit=max&auto=format&n=xEs-XwHwTNf8BSYu&q=85&s=e94e7da5047e497d26f66feac90ce9d7" alt="blank" width="538" height="35" data-path="images/008-740-935-697c0011-a418-4b09-8273-b05ea3f0034d.png" />

### 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.

<img src="https://mintcdn.com/servicem8/xEs-XwHwTNf8BSYu/images/008-740-937-4d02d56a-b81e-45fc-bbd5-1af51cf7f9b3.png?fit=max&auto=format&n=xEs-XwHwTNf8BSYu&q=85&s=b42c8e10120ca42d68fc8c2ae76bb858" alt="badges prominently displayed on job card in mobile app" width="384" height="701" data-path="images/008-740-937-4d02d56a-b81e-45fc-bbd5-1af51cf7f9b3.png" />

<img src="https://mintcdn.com/servicem8/xEs-XwHwTNf8BSYu/images/008-740-939-28f04264-461c-4fcb-93d0-ad1e3a4f70c1.png?fit=max&auto=format&n=xEs-XwHwTNf8BSYu&q=85&s=2a382a6453a421e8c5eca8ce3095a802" alt="blank" width="538" height="35" data-path="images/008-740-939-28f04264-461c-4fcb-93d0-ad1e3a4f70c1.png" />

## 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 from the Online Dashboard](#how-to-add-a-badge-to-a-client-from-the-online-das)

[How to add a Badge to a client from the mobile app](#how-to-add-a-badge-to-a-client-from-the-mobile-app)

### How to add a Badge to a client in the Online Dashboard

1. From the Online Dashboard, go to **Account > Clients**.
2. Find the client that requires a Badge, and click **Open Client**.
3. 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.
4. Click **Save**.

[<img src="https://mintcdn.com/servicem8/xEs-XwHwTNf8BSYu/images/008-740-941-medium-528e1280-1c32-4c07-8a0f-614333c57bc2.png?fit=max&auto=format&n=xEs-XwHwTNf8BSYu&q=85&s=0d82f2b01e3af2755372e37debc25b10" alt="active badge on client card" width="855" height="543" data-path="images/008-740-941-medium-528e1280-1c32-4c07-8a0f-614333c57bc2.png" />](/images/008-740-941-528e1280-1c32-4c07-8a0f-614333c57bc2.png)

<img src="https://mintcdn.com/servicem8/xEs-XwHwTNf8BSYu/images/008-740-943-ee9241a8-08d1-43f1-b536-fb39e4c93589.png?fit=max&auto=format&n=xEs-XwHwTNf8BSYu&q=85&s=17cfcf0707881923165e71457d239b54" alt="blank" width="538" height="35" data-path="images/008-740-943-ee9241a8-08d1-43f1-b536-fb39e4c93589.png" />

The next time you create a job for that client, the Badge will automatically appear.

[<img src="https://mintcdn.com/servicem8/xEs-XwHwTNf8BSYu/images/008-740-945-medium-f00a2ef0-fbce-4159-9a08-a41e2b6a1fed.png?fit=max&auto=format&n=xEs-XwHwTNf8BSYu&q=85&s=c8e202945b15418dee71ec5c2291312f" alt="client badge automatically applied to job card" width="855" height="227" data-path="images/008-740-945-medium-f00a2ef0-fbce-4159-9a08-a41e2b6a1fed.png" />](/images/008-740-945-f00a2ef0-fbce-4159-9a08-a41e2b6a1fed.png)

<img src="https://mintcdn.com/servicem8/xEs-XwHwTNf8BSYu/images/008-740-947-ffb15246-0da0-49ec-b72c-836433993c75.png?fit=max&auto=format&n=xEs-XwHwTNf8BSYu&q=85&s=a4263c7db3539459363e966d7a6101ec" alt="blank" width="538" height="35" data-path="images/008-740-947-ffb15246-0da0-49ec-b72c-836433993c75.png" />

### How to add a Badge to a client in the mobile app

1. At the bottom of your screen, tap **More**.
2. Tap **Clients**.

<img src="https://mintcdn.com/servicem8/xEs-XwHwTNf8BSYu/images/008-740-949-5238b404-5b25-491a-b667-63152d6acf25.png?fit=max&auto=format&n=xEs-XwHwTNf8BSYu&q=85&s=7026e8c352ac2e89b6d791edf7a49a0e" alt="Opening client cards from the app" width="399" height="766" data-path="images/008-740-949-5238b404-5b25-491a-b667-63152d6acf25.png" />

<img src="https://mintcdn.com/servicem8/xEs-XwHwTNf8BSYu/images/008-740-951-4c461d5e-a7af-4090-a83f-11310e9b5a25.png?fit=max&auto=format&n=xEs-XwHwTNf8BSYu&q=85&s=1f09a1f764b6652ec6332391ca5a225b" alt="blank" width="538" height="35" data-path="images/008-740-951-4c461d5e-a7af-4090-a83f-11310e9b5a25.png" />

3. Find and tap the client that requires a Badge.
4. Tap **Add Badge**.

<img src="https://mintcdn.com/servicem8/xEs-XwHwTNf8BSYu/images/008-740-953-3f705e76-f0d5-4cdb-b4dd-08cd96dcf766.png?fit=max&auto=format&n=xEs-XwHwTNf8BSYu&q=85&s=0d24064061c992f85b7902714118f968" alt="tap to add a badge to the client card" width="404" height="101" data-path="images/008-740-953-3f705e76-f0d5-4cdb-b4dd-08cd96dcf766.png" />

<img src="https://mintcdn.com/servicem8/ayPCSc4Wqt_dbQZF/images/008-740-955-ce99c446-f720-4e4d-baea-92b03282b91d.png?fit=max&auto=format&n=ayPCSc4Wqt_dbQZF&q=85&s=f2290c1a863405597b763f28923182d8" alt="blank" width="538" height="35" data-path="images/008-740-955-ce99c446-f720-4e4d-baea-92b03282b91d.png" />

5. Tap the Badge you want added to the client.
6. Tap **Done.**

***TIP:** To remove a Badge from a client card, tap the minus sign next to the badge you wish to remove.*

<img src="https://mintcdn.com/servicem8/ayPCSc4Wqt_dbQZF/images/008-740-957-41d96bed-687d-488b-863b-c8c505d47ee0.png?fit=max&auto=format&n=ayPCSc4Wqt_dbQZF&q=85&s=0d15b1125c5a088108a2c1921c2e35fd" alt="tap the minus sign to remove a badge from a client card" width="402" height="144" data-path="images/008-740-957-41d96bed-687d-488b-863b-c8c505d47ee0.png" />
