How to Optimize Your Workflow With Tags, Statuses, and Flags

A great work order system does more than store job details—it helps your team stay aligned, avoid miscommunication, and keep things moving. That’s where tags, statuses, and flags come in.

In ShopTrack, these simple yet powerful tools can transform your workflow, giving your staff the visibility and control they need to operate like a true team.

1. Use Statuses to Track the Lifecycle of a Job

ShopTrack allows you to define statuses like “Waiting for Parts,” “In Progress,” or “Ready for Pickup.” These make it easy for techs, advisors, and even your front desk to see exactly where each job stands—without needing to ask around.

Statuses are visible at a glance, sortable, and great for keeping your daily job board organized and accurate.

2. Use Tags to Group and Prioritize Work

Tags give you custom control over how jobs are grouped and viewed. Create tags like “High Priority,” “Warranty,” “Repeat Customer,” or even boat types. Then use filters to quickly sort and act on these categories.

Want to focus just on winterization jobs? Or flag jobs that need photos added? Tags make it easy.

3. Use Flags for Issues That Need Attention

Flags are your internal heads-up system. Use them to highlight jobs that need a manager’s review, customer follow-up, or are stalled for any reason. Unlike statuses, which follow the job timeline, flags point out exceptions.

It’s a simple way to surface what needs attention—without digging into every work order.

4. Create a Shared Language for Your Team

These tools work best when your team uses them consistently. Define what each status means. Standardize your most-used tags. Make flags part of your daily workflow review. When everyone’s speaking the same operational language, your shop runs smoother.

5. Build Views That Match Your Workflow

ShopTrack lets you filter jobs by any combination of tags, statuses, or flags—so each team member can build a dashboard that works for them. Techs can focus on jobs “In Progress,” your parts manager can filter “Waiting for Parts,” and your advisor can focus on “Ready to Invoice.”

Simple systems create strong operations. By using statuses, tags, and flags the right way, you turn a basic job list into a fully functioning workflow engine.