Tagging Team Members

Team members can be tagged on surveys to allow for surveys to be customized (see; WILDCARDS) and enable team member reporting within your account analytics.

Tagging team members is done in the ‘project information’ section of the survey information. You can tag a team member and assign their roles for each project;  

Once you tag a team member on a survey, the survey will be filtered into their “My Customers” report. The “My Customer’s” report allows the user to see all survey data related to jobs they worked on. They are able to subscribe to the report to receive an email each time a survey is completed by one of their customers. 

Tagging team allows homeowners to endorse the team member(s) based on their specific skill or endorse the team overall. These endorsements will populate for public view on your profile page, under the crew tab.