Posts

Resolved! Revenue Goals on Dashboard

So the owner of our company assigns us revenue goals for each month. I was wondering if there was a way to capture this on service titan so our technicians can see how we are doing getting to that goal. I'm sure it is a custom field but was not sure ...

user_f54 by New Contributor II
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Revenue Heat Map Duration Settings

Is there any way to change the time frame that the revenue heat map shows? Currently my heat map only shows the revenue tiers for the current day, and I would like to be able to change the time frame so I can view it my month, or year etc. Please let...

Project Labels to report on Material usage Demo

This is a Demo of how I'm using Project Labels to organize and clean up the materials coming to form our estimates. This feature is promising and there are still issues and opportunities for improvements.

blutz by Contributor III
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