--- title: "Create an equipment finding in the ServiceTitan Field Mobile App" slug: "create-an-equipment-finding-in-the-servicetitan-field-mobile-app-1" updated: 2026-10-29T12:37:49Z published: 2026-10-29T12:37:49Z canonical: "help.servicetitan.com/create-an-equipment-finding-in-the-servicetitan-field-mobile-app-1" --- > ## 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. # Create an equipment finding in the ServiceTitan Field Mobile App ## Overview Create an equipment finding to document issues or observations related to a specific piece of equipment. This allows you to record important details about the equipment's condition. > [!TIP] > **Tip:** If the video doesn't play in full screen, tap **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-horiz.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A37Z&se=2026-10-31T02%3A47%3A37Z&sr=c&sp=r&sig=4lDuRW6cyjrco5xzc4Kbj9sXE8mfII70oZuppgc2rdU%3D) then **Fit Screen** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-fit-screen.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A37Z&se=2026-10-31T02%3A47%3A37Z&sr=c&sp=r&sig=4lDuRW6cyjrco5xzc4Kbj9sXE8mfII70oZuppgc2rdU%3D). [KB - Create an Equipment Finding in the Field Mobile App Video](https://fast.wistia.net/embed/iframe/p9ct0nikz5?web_component=true&seo=true&videoFoam=false) --- ### #### Who uses this feature - Technicians - Primarily for Residential Service and Commercial Service business types #### Feature configuration - The Field Mobile App is optimized for iOS, iPadOS, and Android phones and tablets. For more, see [System requirements and mobile app information](/v1/docs/system-requirements). - If you're using the Field Mobile App and need support, please contact [Technical Support](http://go.servicetitan.com/ask) (through the office) or reach out directly to [support@servicetitan.com](mailto:support@servicetitan.com). - Account configuration is required to create equipment findings. Please contact your office for details. ## Things to know - In Commercial terminology, jobs are referred to as work orders. - You can create an equipment finding in one of three ways, depending on the workflow you need to complete: - [From an equipment-related form](/construction/docs/create-an-equipment-finding-in-the-servicetitan-field-mobile-app#create-an-equipment-finding-from-an-equipmentrelated-form-in-the-field-mobile-app) - [From equipment tied to the job location](/construction/docs/create-an-equipment-finding-in-the-servicetitan-field-mobile-app#create-an-equipment-finding-from-equipment-tied-to-the-job-location-in-the-field-mobile-app) - [From a Service Agreement equipment task](/construction/docs/create-an-equipment-finding-in-the-servicetitan-field-mobile-app#create-an-equipment-finding-from-a-service-agreement-equipment-task-in-the-field-mobile-app) ## Best practices [Add findings to estimates and present them](/construction/docs/add-equipment-location-form-findings-estimates-servicetitan-field-mobile-app) to the customer to help them determine which estimate to authorize. ## Create an equipment finding from an equipment-related form in the Field Mobile App > [!NOTE] > **Note:** The *View forms* permission is required to create a finding from a form. Please contact the account administrator on your team. 1. Open your current job and tap the **Forms** tab. 2. Tap the equipment-related **form** to open it. 3. Tap the **Flag** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-follow-up-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A37Z&se=2026-10-31T02%3A47%3A37Z&sr=c&sp=r&sig=4lDuRW6cyjrco5xzc4Kbj9sXE8mfII70oZuppgc2rdU%3D) next to the form questions you want to mark as findings. 4. Tap the **Flag** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-follow-up-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A37Z&se=2026-10-31T02%3A47%3A37Z&sr=c&sp=r&sig=4lDuRW6cyjrco5xzc4Kbj9sXE8mfII70oZuppgc2rdU%3D) at the bottom next to *Save* then select one of the following options: - **Save Form and Create Finding** - **Complete Form and Create Finding** ![Chiller maintenance form showing system condition rating options and action buttons.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-an-equipment-finding-in-the-servicetitan-field-mobile-app-image-tdvldep0.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A37Z&se=2026-10-31T02%3A47%3A37Z&sr=c&sp=r&sig=4lDuRW6cyjrco5xzc4Kbj9sXE8mfII70oZuppgc2rdU%3D) 5. On the *Add Finding* screen that opens, enter the required information then [finish creating the finding](/construction/docs/create-an-equipment-finding-in-the-servicetitan-field-mobile-app#finish-creating-an-equipment-finding-in-the-field-mobile-app). ## Create an equipment finding from equipment tied to the job location in the Field Mobile App 1. Open your current job and tap the **Equipment** tab. 2. Tap the **equipment** item to open it. 3. Scroll to the *Findings* section and tap **Add Finding**. ![Overview of Comfort 15 Air Conditioner with service findings and maintenance details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-an-equipment-finding-in-the-servicetitan-field-mobile-app-image-80k11s2d.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A37Z&se=2026-10-31T02%3A47%3A37Z&sr=c&sp=r&sig=4lDuRW6cyjrco5xzc4Kbj9sXE8mfII70oZuppgc2rdU%3D) 4. On the *Add Finding* screen that opens, enter the required information then [finish creating the finding](/construction/docs/create-an-equipment-finding-in-the-servicetitan-field-mobile-app#finish-creating-an-equipment-finding-in-the-field-mobile-app). ## Create an equipment finding from a Service Agreement equipment task in the Field Mobile App > [!NOTE] > **Note:** During Service Agreement equipment tasking, you're prompted to confirm that all findings have been captured. Account configuration is required to use Service Agreements. Please contact your office for details. 1. Open your current job and tap the **Job/Work Order** tab. 2. Tap the **Equipment Serviced** card for the equipment task. 3. On the *Equipment* tab that opens, tap **Start Servicing** or **Continue Servicing** on the equipment item. 4. On the equipment item that opens, scroll to the *Findings* section and tap **Add Finding**. ![Service equipment details for Carrier Comfort 15 air conditioner maintenance and findings.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-an-equipment-finding-in-the-servicetitan-field-mobile-app-image-uwnt2uxw.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A37Z&se=2026-10-31T02%3A47%3A37Z&sr=c&sp=r&sig=4lDuRW6cyjrco5xzc4Kbj9sXE8mfII70oZuppgc2rdU%3D) 5. On the *Add Finding* screen that opens, enter the required information then [finish creating the finding](/construction/docs/create-an-equipment-finding-in-the-servicetitan-field-mobile-app#finish-creating-an-equipment-finding-in-the-field-mobile-app). > [!NOTE] > **Note:** You can also complete this workflow by creating a finding from an equipment task form. For more, see [Create an equipment finding from an equipment-related form in the Field Mobile App](/construction/docs/create-an-equipment-finding-in-the-servicetitan-field-mobile-app#create-an-equipment-finding-from-an-equipmentrelated-form-in-the-field-mobile-app). ## Finish creating an equipment finding in the Field Mobile App On the *Add Finding* screen, enter the following information: - **Name:** Enter a short name for the finding. If you added it from a form, Titan Intelligence (TI) enters this automatically and you can edit it if needed. - **Description:** Enter a detailed description of the finding. If you added it from a form, Titan Intelligence (TI) enters this automatically and you can edit it if needed. - **Solution/Recommendation:** Enter a recommended solution for the finding. - **Urgency Level:** Select how urgent the finding is: **Low, Medium, High,** or **Critical**. - **Internal Notes:** Enter internal notes about the finding for the office. - **Attachments:** Tap **Add** + to take or upload photos, videos, or files for the finding. > [!NOTE] > **Note:** If you flagged form fields with attachments, that media is automatically attached to the finding when creating it from a form. - **Flagged Fields:** If you added the finding from a form, the form questions flagged as findings are automatically included. Tap **Edit** to change them or **Add Flagged Form Fields** to select and add more. > [!NOTE] > **Note:** You can add questions from multiple forms to the same finding and a flagged question on one form can be added to multiple findings. - **Equipment:** Ensure the correct equipment item is listed. ![Details about compressor burnout symptoms and recommended actions for maintenance.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-an-equipment-finding-in-the-servicetitan-field-mobile-app-image-m9nibxrc.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A37Z&se=2026-10-31T02%3A47%3A37Z&sr=c&sp=r&sig=4lDuRW6cyjrco5xzc4Kbj9sXE8mfII70oZuppgc2rdU%3D) When finished, tap one of the following options: - **Save:** Create the finding and attach it to the equipment item. This saves the finding to the location equipment. - **Save & Create Estimate:** Create the finding, attach it to the equipment item, and create an estimate that includes this finding so you can present it to the customer. For more, see [Add equipment, location, and form findings to estimates in the ServiceTitan Field Mobile App](/construction/docs/add-equipment-location-form-findings-estimates-servicetitan-field-mobile-app). ## View, edit, duplicate, and archive findings on an equipment item in the Field Mobile App 1. Open your current job and tap the **Equipment** tab. 2. Tap the **equipment** item to open it. 3. Scroll to the *Findings* section and tap a **finding** to open it. 4. On the finding that opens, you can: - **Edit:** Make any necessary changes then tap **Save**. > [!NOTE] > **Note:** If the finding is attached to a form, the form questions flagged as findings are automatically included. Tap **Edit** to change them or **Add Flagged Form Fields** to select and add more. You can add questions from multiple forms to the same finding and a flagged question on one form can be added to multiple findings. - **Duplicate:** Tap **Copy** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-content-copy.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A37Z&se=2026-10-31T02%3A47%3A37Z&sr=c&sp=r&sig=4lDuRW6cyjrco5xzc4Kbj9sXE8mfII70oZuppgc2rdU%3D) to duplicate the finding. This is helpful if you need to create a finding for another equipment item that includes the same or similar information, which you can edit as needed. - **Archive:** Tap **Archive** to archive the finding if it's no longer relevant or needed. > [!NOTE] > **Note:** This changes the status to *Archived* without deleting the finding, ensuring a historical record of it remains. ![Details of compressor burnout status and recommendations for replacement are displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-an-equipment-finding-in-the-servicetitan-field-mobile-app-image-xo4effjy.jpg?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A37Z&se=2026-10-31T02%3A47%3A37Z&sr=c&sp=r&sig=4lDuRW6cyjrco5xzc4Kbj9sXE8mfII70oZuppgc2rdU%3D) ## Confirm findings during job closeout in the Field Mobile App During job closeout, you're prompted to confirm that all findings have been captured. Select the **checkbox** to confirm you've identified and completed all findings for the job. If needed, you can tap **Add** to add a finding before closing out. ![Job completion screen showing tasks, appointments, and findings status for review.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-an-equipment-finding-in-the-servicetitan-field-mobile-app-image-pe9cg6rw.jpg?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A37Z&se=2026-10-31T02%3A47%3A37Z&sr=c&sp=r&sig=4lDuRW6cyjrco5xzc4Kbj9sXE8mfII70oZuppgc2rdU%3D) > [!NOTE] > **Note:** If your office has enabled the *Allow closing job without confirming findings* permission on your profile, you're required to confirm findings before completing the job. ## Want to learn more? - See [Create a location finding in the ServiceTitan Field Mobile App](/construction/docs/create-a-location-finding-in-the-servicetitan-field-mobile-app) - See [Add equipment, location, and form findings to estimates in the ServiceTitan Field Mobile App](/construction/docs/add-equipment-location-form-findings-estimates-servicetitan-field-mobile-app)