The "New Customer" tag in Spraye is designed specifically to help field technicians and office staff prioritize a client's very first service visit.
Because a new customer's initial service (whether it is a Lawn Evaluation, Aeration, or Top Dressing) often needs to be completed out of sequence with standard neighborhood routing schedules, this tag provides immediate visibility for that initial visit.
Important: The system will automatically remove the New Customer tag as soon as the first service is completed regardless of what type of service it was.
Best Practices for Tracking New Clients Beyond the First Visit
If your workflow relies on tracking new customers through their full first-year program schedule, relying solely on the temporary "New Customer" tag can lead to missed program services.
Here are two recommended alternatives to track new clients effectively:
Option 1: Custom Year-Based Tags (Recommended)
You can create custom, permanent tags based on when a client joined your business (for example: Started 2026, Started 2027).
- Manual Tagging: Add these tags to individual customer profiles as they sign up.
- Bulk Tagging Service: If you need to apply tags to your existing client database in bulk, please see our knowledge base article about using the bulk edit tags feature.
Option 2: Use the Marketing / Customer Data Report
Rather than relying on tags, you can pull a precise list of new clients based on their program assignment dates.
- Navigate to Reports -> Marketing / Customer Data Report.
- Filter the report by the date range when a program was first assigned.
- Run the report to view or export a complete list of customers who started their programs within that time frame.