Summary or job tag

[MichelleParker]

Curious as to how others are logging information, whether you are choosing to put information in the job summary field or if you are using job tags. At this moment we are choosing to keep our job tags simple only for the fact that it is newer to our technician and office staff and feel they are skipped over when becoming familiar with the information. IF we used job tags I feel it would be redundant putting the information in the summary as well because it is the most centralized area of information. If you do use job tags rather than the summary field, how did you implement it?  

[mquigley]

We use custom fields in job booking for name of person meeting us on site, then we have job summary templates that is an easy call flow details, and finally we do use tags for aged, afternoon/morning. We use tags for the dispatch board for quick view basically for operations. Job Type settings classifying jobs into groups helps with admin reporting.

[MirandaMel]

Have you thought about using custom fields?  Then you don't need to put things into the summary and the techs still see it at the top of their job page.  We use tags for a lot of things and have them colour coded for who they are for (ex: green for something a tech has to action on like bring parts to site, purple for an admin task) etc...