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Using Service Tags for Organizing Work Orders, Inspections, and Upcoming Service
Using Service Tags for Organizing Work Orders, Inspections, and Upcoming Service

Instructions on how to create company-wide Service Tags and add to Work Orders and Inspections.

Breanne Cassidy avatar
Written by Breanne Cassidy
Updated over a month ago

T3's Work Orders and Service Maintenance solution means digitizing service ticket creation, management, and completion. Organizing your Work Orders and Inspections can be completed by utilizing Service Tags. Once created and assigned to tickets, they will display in the description preview when reviewing your Work Orders or Inspections on T3's Service page.

Service Tags are customizable and created company-wide in T3 by an Owner or Manager role and can be added to a new or existing Work Order or Inspection to help understand the status, such as Waiting on Parts, Needs Filter, or Parts Ordered. Service Tags could also be used to indicate the priority level of the ticket, such as Critical, Medium, or Low.

Adding Company-Wide Service Tags in T3

Only a Manager or Owner role can add company-wide Service Tags to the T3 system.

  • From the T3 Fleet web app, select Company in the left menu.

  • Select the Account tab across the top.

  • Scroll to the bottom of the page to see the Service Tags section.

  • Select the Add Tag button.

  • Give the Service Tag a Name and select a color to code the tag.

  • Select Create once you are done.

  • The Service Tag is now added to the list. If you need to make changes to the tag, select Edit.

Tagging an Existing Work Order or Inspection

Now that the Service Tags are created for your company, it's time to add them to Work Orders or Inspections. You can add Service Tags to a ticket in a couple of ways.

Method 1

  • From T3's Fleet web app, select Service from the left menu.

  • See your list of existing Work Orders in the table. Open a Work Order by selecting the Work Order ID.

  • From the left panel of the Work Order, select + Add Tag.

  • Type the name of the Service Tag and then select it. It will be added to the ticket.

Note: When a Service Tag is added to a Work Order or Inspection, the user's name and when the tag was added will display in the Updates section of the Work Order.

Method 2

  • From T3's Fleet web app, select Service from the left menu.

  • See your list of existing Work Orders in the table. Hover over the Description column in the table for a Work Order. You will see an +Add Tag button appear.

  • Select the +Add Tag button, and a popup window will display with the option to type a Service Tag for quickly adding to the ticket.

Tagging a New Work Order or Inspection

  • From T3's Fleet web app, select Service from the left menu.

  • Select the New work order button (or New Inspection, if in the Inspections tab).

  • From the Create Work Order form, type a Service Tag in the Tags field. Select the tag to add to the ticket.

  • Once you select Create, the Service Tag will display on the Work Order or Inspection.

Tagging Upcoming Service

  • From T3's Fleet web app, select Service from the left menu.

  • Select the Upcoming Service tab.

  • Use the Branch Selector to open your branch's upcoming service.

  • Find the tags column from the Upcoming Service table and select Add Work Tag.

  • Search the tags and select one to add to the Upcoming Service ticket.

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