Tags for your crew, trucks, and contractors now live in their own lanes. When you create a tag for the Resources module, a new Select sub-module field lets you pin it to Workers, Vehicles, or Contractors — and the tag filters on the Assign Resources panel now honor that scoping. Dispatchers filtering workers see worker tags — attributes of a person, like a language spoken or a lead-mover qualification — not billing statuses or job types from other modules. Pick the tag, and the Available list shows only the people who carry it.

What's New

• Sub-module field on tags: on Add/Edit Tag, choosing Resources as the module reveals a sub-module selector — Workers, Vehicles, or Contractors — so the tag belongs to exactly one resource type.
• Scoped filters in Assign Resources: on Operations → Assign, the Workers, Contractors, and Vehicles tag filters list only the tags for their own module — tags from Leads, Work Orders, and other modules no longer appear there.
• Tag-driven crew picking: assign the tag on the worker's profile, select it in the filter, and the worker search shows only the people who match — the same works for vehicles and contractors.

Who This Is For

• Dispatchers building teams who filter by crew attributes — languages, certifications, qualifications — and need the list clean
• Operations managers maintaining separate tag vocabularies for people, trucks, and subcontractors
• Companies whose job and billing tags were crowding the resource filters — those stay where they belong now

⚙️ How to Configure

1) Go to Settings → Tags and click +. Name the tag, set Select module to Resources — the new Select sub-module field appears with Workers, Vehicles, and Contractors — pick one, choose a color, and save.

Tags (1) → add a tag (2) → module: Resources (3) → the new sub-module selector (4)

2) Assign the tag where it belongs — for a worker tag, on the worker's profile under Settings → Resources → Workers. Only that sub-module's tags (plus general Resources tags) are offered.

Worker tags on the Add/Edit Worker form — scoped to the Workers sub-module

3) Now build a team: in Operations → Assign, open the team's Assign Resources panel and use the Tags filter under Workers — it lists worker tags only.

The Workers tag filter in Assign Resources, showing worker tags (1)

4) Select a tag and the Available list narrows to the workers carrying it — pick your crew and go. Contractors and Vehicles filter the same way with their own tags.

Filtering by a worker tag (2) shows only the matching workers (3)

Good to Know

• Existing tags are safe: nothing is deleted or changed. Lead and work order tags keep working on their records and in automations exactly as before — they simply stay out of the resource filters.
• General Resources tags stay broad: a Resources tag created without a sub-module remains visible across all resource types, so your existing resource tags behave as they always have until you scope them.
• A naming trick that helps: a suffix like “- W”, “- V”, or “- C” on the tag name (as in the examples above) makes a tag's home obvious at a glance in mixed lists.
• One sub-module per tag: a scoped tag belongs to a single resource type — if the same attribute applies to workers and contractors, create one tag per sub-module.

Available Now

Sub-module tags and scoped resource filters are live now. Create your worker, vehicle, and contractor tags under Settings → Tags, tag your resources, and team building gets faster the same day. Built straight from how dispatchers actually work — keep the feedback coming.