Repair Tags

Repair Tags in BodyShop Booster

Repair Tags are a simple but powerful way to organize your repair records, streamline your workflow, and even enhance automations. Whether you're tracking special job types, filtering your pipeline, or segmenting follow-ups, Repair Tags help your CRM work smarter.

What Is a Repair Tag?

A Repair Tag is a custom label you can attach to any repair record. Think of it as a smart sticky note that helps you and your team track status, trigger automations, and stay organized.

How to Create a Repair Tag

1. Go to Admin → Tags → Repair Tags

   (Note: If you’re part of an MSO, tags must be created at the MSO level.)

2. Click Add Repair Tag.
3. Enter a tag name using all lowercase letters. Use dashes to separate words (e.g., needs-photos ).
4. Add a short description to explain what the tag is used for.
5. Choose a tag color.
6. Click Add to save the tag.

If you’d like help developing a tagging strategy or want example tag sets, our team is happy to help.

How to Use Repair Tags

To add a tag to a repair record:

1. Open the repair record.
2. Click the three-dot (kabob) menu.
3. Select Repair Tags.
4. Click + Add Tag, choose the tag from the list, and save.
5. Tags can be removed just as easily by clicking the "X" next to the tag.

Common Use Cases

Tags are completely customizable and can be used for whatever matters to your shop. For example:

• needs-photos
• waiting-on-parts
• no-response-48hr
• total-loss
• retail or drp

Automating Repair Tags

Tags can be automatically added or removed through your automation logic. For example:

• When a customer submits photos → Remove needs-photos tag.
• If no customer response within 48 hours → Add no-response-48hr tag.
• If a job is marked total loss → Add total-loss tag and trigger a different communication sequence.

This keeps your CRM views accurate and focused on records that need attention.

Using Tags for Filtering and Reporting

You can filter your customer pipeline by tags to quickly:

• Find jobs missing required info
• Segment follow-ups
• Generate custom views or reports

This allows your team to take action faster and stay aligned.

Start using Repair Tags today to take control of your workflow, improve communication, and automate smarter.