Connect technician findings to estimates, jobs, and service agreements in a single screen — streamlining operations and helping you convert more job opportunities into revenue.
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Product overview
See Equipment-Based Pull-Through in action
See how the equipment-based pull-through workflow connects technician findings to estimates, jobs, and service agreements in a single screen.
Setup
The equipment-based pull-through workflow connects technician findings to estimates, jobs, and service agreements (SAs) in a single screen. This workflow streamlines operations, helping you more reliably convert more job opportunities into revenue.
Things to know
The equipment-based pull-through work captures and converts additional work found during service agreement visits into quoted and booked jobs.
Technicians can create findings from the field, which instantly appear on a central dashboard for review and action by office staff.
You can link findings, estimates, and jobs to specific equipment and service agreements to track all work and revenue from a customer.
To better inform renewal decisions, be sure to track the full profitability of service agreements by including all pull-through work.
Key workflows
Explore the core workflows that make up the equipment-based pull-through experience.
How the equipment-based pull-through workflow empowers your business to unlock new revenue streams and increase operational efficiency.
This workflow helps you:
Capture technician observations effortlessly, without duplicate data entry
Prioritize and convert findings into quotes or booked jobs
Analyze service agreement profitability with greater accuracy and confidence
This workflow drives results by:
Increasing revenue through logging more equipment findings and following up on issues, leading to higher pull-through conversions and increased service agreement profitability.
Empowering technicians to log findings with ease.
Tracking findings accurately and efficiently.
Quoting faster through creating estimates from findings, even during a job.
Boosting conversion with a streamlined process for quoting and converting additional jobs.
Driving operational efficiency to streamline technician workflows, reduce administrative tasks, and improve data visibility between field and office teams.
Create structured findings
Create structured findings
Capture findings quickly through the Field Mobile App or the office for consistency and automation.
Findings are standalone, standardized entities captured quickly through the Field Mobile App or the office. Each finding includes a name, description, solution or recommendation, urgency level, internal notes, and attachments.
Technicians can either submit findings immediately or proceed to create an estimate on the spot based on your business preferences.
Access all findings in one place with the Findings Dashboard under the Follow-ups tab.
Access all findings in one place with the new Findings Dashboard under the Follow-ups tab. View statuses, take action, and stay on top of opportunities across locations and customers.
Key features:
Filters: Quickly find specific findings
Bulk actions: Update multiple findings at once
Direct actions: Create estimates, book jobs, or archive, all from the dashboard
Office users also receive email or SMS alerts for new findings, ensuring fast follow-up and improved conversion.
You can also create Findings Reports to analyze findings data across customers and locations, helping teams identify trends, uncover recurring issues, and make more informed business decisions. For more, see Findings report template.
Manage findings in the Equipment drawer
Manage findings in the Equipment drawer
A new Findings tab in the Equipment drawer lets you view, create, and manage findings tied to specific equipment.
When a technician logs a finding, it's instantly available for the office team to review and act on. This streamlined, centralized workflow replaces manual steps with a system that improves visibility, decision-making, and revenue from existing customers.
Access equipment-linked findings
A new Findings tab in the Equipment drawer lets you view, create, and manage findings tied to specific equipment. Quickly see what's been flagged, resolved, or still needs action.
Connect findings, estimates, and jobs to service agreements for complete visibility into revenue impact and customer value.
Assign estimates to service agreements
You can link estimates to active service agreements, enabling full tracking of pull-through work. When you link a finding to a service agreement, the estimate will automatically be tied to the originating service agreement. If this link is missing, you can still manually attribute the estimate to an active service agreement. If you sell and complete the estimate, it's automatically attributed to the agreement as completed pull-through work.
Link jobs to service agreements
If a job is created from an estimate already linked to a service agreement or a finding, this association will be preserved. Alternatively, you can manually link to service agreements either during booking or by adding or modifying an existing service agreement association. This action marks the job as pull-through. This lets you attribute scheduled or unscheduled jobs as pull-through, accurately report service agreement profitability, and complete the finding > estimate > job > service agreement link workflow.
This feature is essential for account managers and service agreement managers, helping them correctly attribute pull-through work to a service agreement to understand the full value and profitability of a service agreement by including non-planned work in their profitability reporting.
Track pull-through performance in service agreement reporting
Track pull-through performance in service agreement reporting
Service agreement details include a pull-through section to help you track your pull-through job opportunities and jobs.
Service agreement details include a pull-through section to help you track your pull-through job opportunities and jobs. It provides a clear view of:
Profitability of planned work from scheduled maintenance.
Profitability of pull-through work from extra jobs.
Overall service agreement performance, including all revenue and cost impact.
Review open quotes and equipment repairs regularly to stay ahead of renewals and drive more revenue.
Tip: Review open quotes and equipment repairs regularly to stay ahead of renewals and drive more revenue.
Common questions about the equipment-based pull-through workflow.
How do technicians log findings in the field?
Technicians use the ServiceTitan Field Mobile App to create findings. They can submit findings immediately or proceed to create an estimate on the spot based on your business preferences. For step-by-step instructions, see Create an equipment finding in the ServiceTitan Field Mobile App.
Can I manually link an estimate to a service agreement if the automatic link is missing?
Yes. If the automatic link between a finding and a service agreement is missing, you can still manually attribute the estimate to an active service agreement. If you sell and complete the estimate, it's automatically attributed to the agreement as completed pull-through work.
How is pull-through work reflected in service agreement profitability reporting?
Service agreement details include a dedicated pull-through section that shows profitability of planned work from scheduled maintenance, profitability of pull-through work from extra jobs, and overall service agreement performance including all revenue and cost impact. For more, see Service Agreement Pull-Through Work.
How do I get notified when a new finding is submitted?
Office users receive email or SMS alerts for new findings, ensuring fast follow-up and improved conversion. You can also monitor all findings centrally in the Findings Dashboard under the Follow-ups tab.
Related workflows
Explore neighboring areas of ServiceTitan that connect with Equipment-Based Pull-Through.
Service Agreements
Link pull-through work to service agreements for complete profitability reporting and renewal planning.