--- title: "Create and manage Findings" slug: "manage-equipment-findings" updated: 2026-10-15T00:44:26Z published: 2026-10-15T00:44:26Z canonical: "help.servicetitan.com/manage-equipment-findings" excludeFromExternalSearch: true --- > ## 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 and manage Findings ## Overview Use Findings to capture, track, and resolve issues identified at a customer location. A finding can be associated with a specific piece of equipment or with the location as a whole. Equipment Findings appear on the *Findings* tab in the *Equipment* drawer and in the *Findings* section of the Location screen. Location findings, which aren’t tied to specific equipment, appear in the *Findings* section of the Location screen. The Location screen provides a complete view of all findings for the location and can be accessed from *Findings* in the left navigation or by scrolling below the *Equipment* section. Both equipment and location Findings support the same details, photos, actions, and reporting, helping streamline follow-up work, create estimates, and resolve identified issues more efficiently. --- ### #### Who uses this feature - Office users ## Things to know - You can add the *Findings* component to a work order document template, allowing the Work Order Summary to automatically include all *Findings* logged during the job. For more on how to create a document template, see [Create a new document template with Template Manager](/construction/docs/create-a-new-document-template-with-template-manager). ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-findings-image-y89p1daq.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A56Z&se=2026-10-31T02%3A42%3A56Z&sr=c&sp=r&sig=tARfI8FMAEyMZxTKzePg56h90JRIPGuhmSpEKFpN%2Fk8%3D) - Only Findings that are active when the report is sent are included in the summary. - Findings that were created and then archived before the report is sent do not appear in the summary. - All field label names are fully customizable. You can select to show or hide any field as needed, giving you complete control over how findings are presented in your documents. ## Findings on the Location screen The *Findings* section on the Location screen lists all findings associated with the location, including equipment findings and location findings that aren’t tied to a specific piece of equipment. To access Findings: - On the *Location* screen, click **Findings**. From the *Findings* section, you can: - Expand or collapse the section using the arrow in the section header. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-findings-image-olo83w50.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A56Z&se=2026-10-31T02%3A42%3A56Z&sr=c&sp=r&sig=tARfI8FMAEyMZxTKzePg56h90JRIPGuhmSpEKFpN%2Fk8%3D) - Sort and reorder columns, show or hide columns. Your column layout is saved for your next visit. - Click **Edit Columns**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-findings-image-odgjdsqs.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A56Z&se=2026-10-31T02%3A42%3A56Z&sr=c&sp=r&sig=tARfI8FMAEyMZxTKzePg56h90JRIPGuhmSpEKFpN%2Fk8%3D) - Drag to reorder the column. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-findings-image-zoemba8i.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A56Z&se=2026-10-31T02%3A42%3A56Z&sr=c&sp=r&sig=tARfI8FMAEyMZxTKzePg56h90JRIPGuhmSpEKFpN%2Fk8%3D) - Click **Lock** to prevent a column from being hidden or reordered. To allow changes to a locked column, click **Unlock**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-findings-image-240d1dox.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A56Z&se=2026-10-31T02%3A42%3A56Z&sr=c&sp=r&sig=tARfI8FMAEyMZxTKzePg56h90JRIPGuhmSpEKFpN%2Fk8%3D) - Click **Hide** to remove a column from the table. To display it again, click **Unhide**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-findings-image-h9b4wc7v.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A56Z&se=2026-10-31T02%3A42%3A56Z&sr=c&sp=r&sig=tARfI8FMAEyMZxTKzePg56h90JRIPGuhmSpEKFpN%2Fk8%3D) - Once done, click **Apply**. - Drag and drop **Job # Created on** to the *Grouped by* section to group findings by source job number. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-findings-image-kmrhlg7m.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A56Z&se=2026-10-31T02%3A42%3A56Z&sr=c&sp=r&sig=tARfI8FMAEyMZxTKzePg56h90JRIPGuhmSpEKFpN%2Fk8%3D) - Filter findings by *Created by, Created on, Job Status, Job Business Unit,* and *Equipment*. Click **Filter** next to each column. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-findings-image-zocp4g12.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A56Z&se=2026-10-31T02%3A42%3A56Z&sr=c&sp=r&sig=tARfI8FMAEyMZxTKzePg56h90JRIPGuhmSpEKFpN%2Fk8%3D) - Click a **Finding ID** or **Name** to open the finding in a drawer, where you can review its details and take action without leaving the page. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-findings-image-2jsciwi7.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A56Z&se=2026-10-31T02%3A42%3A56Z&sr=c&sp=r&sig=tARfI8FMAEyMZxTKzePg56h90JRIPGuhmSpEKFpN%2Fk8%3D) - Open any linked estimate, job, equipment record, or form in a new tab. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-findings-image-xgfu4l7w.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A56Z&se=2026-10-31T02%3A42%3A56Z&sr=c&sp=r&sig=tARfI8FMAEyMZxTKzePg56h90JRIPGuhmSpEKFpN%2Fk8%3D) ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-findings-image-ol13q937.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A56Z&se=2026-10-31T02%3A42%3A56Z&sr=c&sp=r&sig=tARfI8FMAEyMZxTKzePg56h90JRIPGuhmSpEKFpN%2Fk8%3D) ### Create a location finding You can create a finding directly from the *Location* screen, including a finding that isn't tied to any equipment. 1. On the *Location* screen, go to the **Findings** section. 2. Click **Add Finding**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-findings-image-uz53vuz9.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A56Z&se=2026-10-31T02%3A42%3A56Z&sr=c&sp=r&sig=tARfI8FMAEyMZxTKzePg56h90JRIPGuhmSpEKFpN%2Fk8%3D) 3. In the drawer that opens, fill out the finding details: ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-findings-image-nux8y30q.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A56Z&se=2026-10-31T02%3A42%3A56Z&sr=c&sp=r&sig=tARfI8FMAEyMZxTKzePg56h90JRIPGuhmSpEKFpN%2Fk8%3D) - **Finding Name**: Enter a name for the finding. - **Urgency Level**: Select an urgency level. - **Description**: Enter a description of the finding. - **Equipment** (optional): Select a piece of equipment installed at the location if the finding is associated with it. - **Source Job** (optional): Select a job booked for the location if the finding is linked to a job. - **Solution/Recommendation** (optional): Enter a proposed solution or recommendation. - **Internal Notes** (optional): Add notes for internal use. - **Attachments** (optional): Click **Upload Files** to add attachments. 4. When finished, click **Save**. The new finding appears in the *Findings* section on the location and on the *Findings dashboard*. For more, see [Use the Findings dashboard](/construction/docs/use-the-findings-dashboard). ## Equipment Findings Use Equipment Findings to quickly capture equipment issues with photos and details. This helps you streamline follow-ups, build estimates, and resolve jobs faster. ### View finding details 1. On the *Location* screen, click **Equipment**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-findings-image-yatouxeb.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A56Z&se=2026-10-31T02%3A42%3A56Z&sr=c&sp=r&sig=tARfI8FMAEyMZxTKzePg56h90JRIPGuhmSpEKFpN%2Fk8%3D) 2. Select the finding you want to view. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-findings-image-yiyca574.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A56Z&se=2026-10-31T02%3A42%3A56Z&sr=c&sp=r&sig=tARfI8FMAEyMZxTKzePg56h90JRIPGuhmSpEKFpN%2Fk8%3D) 3. On the *Equipment* drawer, click **Findings**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-findings-image-xuk271kp.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A56Z&se=2026-10-31T02%3A42%3A56Z&sr=c&sp=r&sig=tARfI8FMAEyMZxTKzePg56h90JRIPGuhmSpEKFpN%2Fk8%3D) 4. Click *(arrow icon)* next to the finding. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-findings-image-eke0ik8u.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A56Z&se=2026-10-31T02%3A42%3A56Z&sr=c&sp=r&sig=tARfI8FMAEyMZxTKzePg56h90JRIPGuhmSpEKFpN%2Fk8%3D) You can see description, recommendation, internal notes, attachments, linked estimates or jobs, and more. ### Create a new equipment finding Create and manage findings related to specific equipment. 1. On the *Location* screen, click **Equipment**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-findings-image-v2q3xgrd.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A56Z&se=2026-10-31T02%3A42%3A56Z&sr=c&sp=r&sig=tARfI8FMAEyMZxTKzePg56h90JRIPGuhmSpEKFpN%2Fk8%3D) 2. Click **View all Equipment** to select a specific equipment record. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-findings-image-ifvjbb4s.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A56Z&se=2026-10-31T02%3A42%3A56Z&sr=c&sp=r&sig=tARfI8FMAEyMZxTKzePg56h90JRIPGuhmSpEKFpN%2Fk8%3D) 3. Or, click the equipment record. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-findings-image-2njv0raf.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A56Z&se=2026-10-31T02%3A42%3A56Z&sr=c&sp=r&sig=tARfI8FMAEyMZxTKzePg56h90JRIPGuhmSpEKFpN%2Fk8%3D) 4. On the *Equipment* drawer, click **Findings**. 5. Click **+Create New Finding**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-findings-image-3cljelji.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A56Z&se=2026-10-31T02%3A42%3A56Z&sr=c&sp=r&sig=tARfI8FMAEyMZxTKzePg56h90JRIPGuhmSpEKFpN%2Fk8%3D) 6. On the *Create Finding* window that opens, fill all required fields. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-findings-image-ibbdvgyf.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A56Z&se=2026-10-31T02%3A42%3A56Z&sr=c&sp=r&sig=tARfI8FMAEyMZxTKzePg56h90JRIPGuhmSpEKFpN%2Fk8%3D) 7. When finished, click **Save**. ## Filter and search for findings Use filters to locate specific findings: - Urgency level - Created by Use **Search** to find records by keyword. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-findings-image-qzno8v61.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A56Z&se=2026-10-31T02%3A42%3A56Z&sr=c&sp=r&sig=tARfI8FMAEyMZxTKzePg56h90JRIPGuhmSpEKFpN%2Fk8%3D) ## Manage findings in the Findings Drawer You can access and manage the Findings Drawer from either the **Findings** section on the *Location* screen or the *Findings* tab in the **Equipment** drawer. To open the *Findings Drawer*: - From the Location screen: On the *Location* screen, click **Findings**, then click the finding ID or name. - From an equipment record: On the *Location* screen, click **Equipment**, select an equipment record directly or click **View All Equipment** to find one, and then click the *Findings* tab in the **Equipment** drawer. Select the finding you want to manage. In the Findings Drawer, click **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=2026-10-31T01%3A42%3A56Z&se=2026-10-31T02%3A42%3A56Z&sr=c&sp=r&sig=tARfI8FMAEyMZxTKzePg56h90JRIPGuhmSpEKFpN%2Fk8%3D), then select one of the following actions: - **Edit Finding** - **Create Estimate** - **Book a Job** - **Add to Existing Job** - **Archive Finding** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-findings-image-qh7xfxfh.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A56Z&se=2026-10-31T02%3A42%3A56Z&sr=c&sp=r&sig=tARfI8FMAEyMZxTKzePg56h90JRIPGuhmSpEKFpN%2Fk8%3D) In the Findings Drawer, click **More**, then select one of the following actions: - Select **Edit Finding**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-findings-image-7l9skp09.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A56Z&se=2026-10-31T02%3A42%3A56Z&sr=c&sp=r&sig=tARfI8FMAEyMZxTKzePg56h90JRIPGuhmSpEKFpN%2Fk8%3D) > [!NOTE] > **Note:** When editing a finding, you can change or clear the linked **Equipment** and the **Source job**. Clearing **Equipment** converts it to a location finding, so it no longer appears on that equipment’s *Findings* tab. - In the window that opens, update the necessary fields, then save your changes. - Select **Create Estimate**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-findings-image-fbg5juya.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A56Z&se=2026-10-31T02%3A42%3A56Z&sr=c&sp=r&sig=tARfI8FMAEyMZxTKzePg56h90JRIPGuhmSpEKFpN%2Fk8%3D) > **Note:** If an opportunity already exists for the finding, you're asked whether to add the estimate to that opportunity or create a new one. - On the *Build Estimate(s)* screen that opens, fill out estimate details. For more, see [Add and edit estimates in ServiceTitan](/construction/docs/add-and-edit-estimates-in-servicetitan). - If your account uses ServiceTitan CRM, creating an estimate from one or more findings also creates a CRM opportunity, with each selected finding listed on it. Booking a job from a finding without creating an estimate does not create an opportunity. - Select **Book a Job**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-findings-image-bay6bm97.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A56Z&se=2026-10-31T02%3A42%3A56Z&sr=c&sp=r&sig=tARfI8FMAEyMZxTKzePg56h90JRIPGuhmSpEKFpN%2Fk8%3D) - You are redirected to the *Job Booking* screen. For more, see [Book a job](/construction/docs/book-a-job). - Select **Add to Existing Job**. - Select the job to link the finding to. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-findings-image-1lseocck.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A56Z&se=2026-10-31T02%3A42%3A56Z&sr=c&sp=r&sig=tARfI8FMAEyMZxTKzePg56h90JRIPGuhmSpEKFpN%2Fk8%3D) - Click **Submit**. - Select **Archive Finding**. - Once done, the status will be updated and the finding will be removed from the Findings table. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-findings-image-l5160bgx.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A56Z&se=2026-10-31T02%3A42%3A56Z&sr=c&sp=r&sig=tARfI8FMAEyMZxTKzePg56h90JRIPGuhmSpEKFpN%2Fk8%3D) ## Want to learn more? - See [Use the Findings dashboard](https://fieldroutes-new.document360.io/shared/e54137df-7fb6-4cdf-9abd-8eeb8f382042) - See [View, add, and edit findings on a job record](/construction/docs/clone-view-add-and-edit-findings-on-a-job-record) - See [Create a new document template with Template Manager](/construction/docs/create-a-new-document-template-with-template-manager) An internal division within ServiceTitan used to segment work, reporting, and accounting — for example, “Resi HVAC” vs. “Commercial Plumbing.” **What it does:** Lets multi-trade or multi-division businesses track performance, capacity, and financials separately per division. **Where to find it:** Settings › Business Units. **Also called:** Trade division, Service line, BU **Tags:** Core [Learn more →](https://help.servicetitan.com/docs/add-and-edit-a-trade-or-division) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)