WindoorERP Documentation 19.0

Manage project classification tags and recurring service revenue plans

1 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Organizes opportunity search tags (e.g. Double Glazing, RAL 9016, Motorized Louvers, Fire-Rated Glass) and sets up recurring maintenance plan intervals for annual facade service contracts.

Before you start

  • CRM Configuration permissions.

Steps

Pipeline project tags catalog list

Recurring revenue plans interval list

Important

Tagging opportunities with profile series names enables instant filtering during supplier promotional discount campaigns.

  1. 01
    Open CRM › Configuration › Pipeline Tags to maintain technical specifications tags.
  2. 02
    Open CRM › Configuration › Recurring Plans to define service billing cycles (e.g. Quarterly Facade Cleaning, Annual Hardware AMC).
  3. 03
    Apply tags directly on CRM cards for instantaneous multi-criteria searching.

Common mistakes

  • Creating hundreds of redundant tags with slight spelling variations.
  • Leaving recurring revenue amounts blank on annual building maintenance tenders.

Continue learning

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