The Client Quick View is helpful, but I don't think it fully addresses this use case. The value of customer tags during job creation is having important customer-level information surfaced automatically when an existing customer is selected.

Currently, a CSR has to remember to click the customer's name, open Quick View, check whether any tags exist, close the panel, and then continue creating the job. There is no indication on the New Job form that the customer even has tags that should be reviewed.

Ideally, existing customer tags would display directly on the New Job/New Lead form once the customer is selected—perhaps as read-only badges near the customer's name or contact information. The CSR could then immediately see relevant information without interrupting the booking workflow.

Quick View answers "Where can I find this customer's tags?" The feature request is really about "How can Workiz make sure I see important customer tags while booking them?"