--- title: "View, add, and edit findings on a work order record" slug: "view-add-and-edit-findings-on-a-job-record" tags: ["Role - All users", "Type - Commercial", "Focus - Construction", "Focus - Service Replacement"] updated: 2026-11-05T15:05:18Z published: 2026-11-05T15:05:18Z canonical: "help.servicetitan.com/view-add-and-edit-findings-on-a-job-record" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # View, add, and edit findings on a work order record ## Overview The *Findings* section on work order records lets dispatchers, service managers, and account managers see equipment or service issues discovered during a work order or linked to a work order without leaving the work order record. You can view a finding's full details, add a new finding, or edit an existing one directly from the work order. This keeps everyone working from the same record of what was found and what needs follow-up. --- ### #### Who uses this feature - Office employees - Primarily benefits Commercial Service and Replacement and Commercial Construction business types - Applies to all trades #### Feature configuration - This feature is currently in Early Access and available for specific accounts. It is subject to change. If you want to enable this feature for your account, please reach out to your customer success manager (CSM). - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Things to know - Findings shown in the table can be either sourced from this work order (discovered during this work order) or linked to this work order (found on a different work order but connected here). Both appear in the same table. - The *Findings* section only appears on a work order record when the work order has at least one finding; if there are no findings, the section doesn't display. - A history event is recorded when a finding is added to or removed from a work order, so you can track changes without leaving the work order record. ## Best practices - Use the *Urgency Level* field when adding a finding so dispatchers and account managers can prioritize follow-up at a glance. - Review the *Findings* section before scheduling follow-up work, so you don't create a duplicate work order for an issue that's already been flagged. - Add a *Solution / Recommendation* when you create a finding. This gives whoever creates the follow-up work order or creates the estimate the context they need without a phone call. ## Use cases - A technician discovers a failing capacitor during a routine visit; a dispatcher reviewing a work order record later that day sees the finding, checks the urgency level, and creates a follow-up work order. - An account manager reviewing a commercial work order wants to confirm what issues were found on-site before presenting a renewal quote, and checks the *Findings* section instead of calling the technician. - A service manager edits a finding's urgency level after a customer calls to say the issue has gotten worse. ## View findings on a work order record 1. Go to the work order record for the work order you want to review. 2. Scroll to the *Findings* section. 3. Review the *Findings* table, which lists each finding's name, source work order, status, urgency level, and date created, ordered newest first. 4. To narrow the table, use the **Urgency** and **Status** filter dropdowns above the table. ![Findings dashboard highlights Status and Urgency filters above work-order issue records and technician timesheets.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/6f433f10-75dd-41a9-bbf7-8b6385a79b85.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A20%3A29Z&se=2026-11-09T12%3A20%3A29Z&sr=c&sp=r&sig=GMG8sEIU47F3MPorw0RG%2BpQ0rd580pqITXFyGGIeSSg%3D) > [!NOTE] > **Note:** If a work order has no findings at all, the *Findings* section doesn't appear on the work order record. If the work order has findings but none match your current filter selection, the table shows an empty state with a **Reset filters** button instead. ## View a finding's full details 1. In the *Findings* table, click the finding you want to review. 2. In the drawer that opens, review the finding's *Status, Urgency Level, Equipment, Created On* date, *Created By* employee, and *Work Order Number*. 3. Review the *Description, Solution/Recommendation,* and *Internal Notes*. 4. Review any *Attachments*. Click an image to open a full-size preview, click a video to play it, or click a PDF or form file to open or download it. ![Work order details report a broken rooftop compressor requiring unit replacement and follow-up inspection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image-1793890858735.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A20%3A29Z&se=2026-11-09T12%3A20%3A29Z&sr=c&sp=r&sig=GMG8sEIU47F3MPorw0RG%2BpQ0rd580pqITXFyGGIeSSg%3D) ## Add a finding from a work order record 1. At the top of the *Findings* section, click **+ Add Finding**. > [!NOTE] > **Note:** The *Source Work Order* field defaults to the work order you're currently viewing, but you can change it if the finding actually originated on a different work order. 2. In the *Create Finding* drawer that opens, enter the following details: ![Create Finding form with required name and urgency fields, work order selection, descriptions, notes, attachments, and save controls.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/351ffead-d6ef-45f8-916d-9262d46419d5.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A20%3A29Z&se=2026-11-09T12%3A20%3A29Z&sr=c&sp=r&sig=GMG8sEIU47F3MPorw0RG%2BpQ0rd580pqITXFyGGIeSSg%3D) - **Finding Name** - **Urgency Level** - (Optional) **Equipment** - (Optional) **Source Work Order** - **Description** - (Optional) **Solution/Recommendation** - (Optional) **Internal Notes** - (Optional) **Attachments** 3. When finished, click **Add**. ## Edit an existing finding 1. Open the finding you want to edit. 2. Click the **More** ![A simple icon in the shape of three dots, lined up vertically.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A20%3A29Z&se=2026-11-09T12%3A20%3A29Z&sr=c&sp=r&sig=GMG8sEIU47F3MPorw0RG%2BpQ0rd580pqITXFyGGIeSSg%3D) icon at the top, then select **Edit**. 3. In the drawer that opens, the finding's current values are pre-filled. Update any fields as needed. 4. When finished, click **Save**. ## Want to learn more? - See [Work order record overview](/commercial/docs/job-record-overview) - See [Manage equipment findings](/commercial/docs/manage-equipment-findings)