How to Add Tags for Your Drivers

Tags serve as a useful tool for drivers to effectively handle their trips while also offering valuable insights to employers, including the ability to identify trends and patterns, such as the number of trips taken for specific customers, and more.

Drivers who are part of an organization do not have the privilege to create new tags. However, Account Owners and Super Admins can create, modify, and delete tags directly from their Team Dashboard for their team to use.

Follow the instructions below to learn how to add tags to your account:

Step 1: Log into your account on the Team Dashboard

Step 2: Click on 'Tags'

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Step 3: Add individual tags using the green Add tag button or upload multiple tags at once using the white Upload multiple button

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Step 4: Drag and drop a CSV file containing the tags or select a file to upload into the Import Multiple modal. Some companies have their own internal codes for certain items, such as 467 for Client Meals, so the name would be Client Meals and the code would be 467.
CSV file must include the Name of the tag, but the code is optional.
See here for a CSV template.

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Step 5: Once the tag has been uploaded, you will see a confirmation message, and the tag should now be visible in the dashboard.

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Great job! You successfully added tags.

Customer Support:

If you need to contact support or have questions, please check out our help center at help.everlance.com or reach out at support@everlance.com or by phone at (872) 814-6308 (USA) or (877)704-2687 (CAN). Our office hours are 9am-5pm EST Monday - Friday and 9am-1pm EST on weekends.

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