03-29-2024 10:26 AM
For the last few months, when our installers complete any installation job, 3 tags that had not been applied to the job, suddenly show up without any interaction from the person completing the job. Inspection, Agreement Visit, and Home Sale Inspection should not attach to any install job, which mean that we have to go into the job after it's been completed to remove them manually. Easy enough, but shouldn't be necessary. What settings need to be changed in order to prevent this from happening?
Thanks!
04-01-2024 06:20 AM
Also check your forms for the job...they might have a tag attached to them when the job is completed.
04-01-2024 10:43 AM
That was it! Thank you 👍
03-29-2024 02:24 PM
Tags can auto-populate based on settings in the Business Unit or Job Type. I would look in Settings for each of these and see if there is anything in the "Tag" field.
Let me know if you need more help finding this!