--- title: "Use the Findings dashboard" slug: "use-the-findings-dashboard" updated: 2026-10-15T00:44:35Z published: 2026-10-15T00:44:35Z canonical: "help.servicetitan.com/use-the-findings-dashboard" excludeFromSearch: true 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. # Use the Findings dashboard ## Overview The *Findings* dashboard provides a centralized view of all equipment specific findings across locations and customers, giving you an at-a-glance view of your day-to-day findings. Here, you can review and filter equipment details, customer information and previous jobs, saving time when booking jobs or creating estimates. --- ### #### Who uses this feature - Office users - Applies to all trades ## Access Findings dashboard 1. Go to the navigation bar and click **Follow up**. 2. Select **Findings**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/draft-update--use-the-findings-dashboard-eq-3123--eq-3751-image-pp09m4yx.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A48Z&se=2026-10-31T02%3A36%3A48Z&sr=c&sp=r&sig=Fmn84w7XSVMedtFv50QW05Cg1sFeHHw27CR1vYUYw%2BY%3D) ## Work with findings On the *Findings* dashboard, you can quickly locate any finding by filtering for: - Linked jobs, linked estimates, and new status - Customers - Locations - Created by and created on - Job status - Equipment - Service Agreement - Zone - Archived Findings - Job Type - Finding Status In the *Findings* tab, you can: - View finding detail - Search findings - Filter finding - Group finding - Show or hide dashboard columns - Book a job - Create estimate - Take bulk action ## View finding details When you select a finding, you can see: - **Status**: Indicates the current state of the finding, for example, new, job created, or archived. - **Description**: A detailed explanation of the issue or observation entered at the time the finding is created. - **Finding Name:** The name of the finding. - **Urgency Level:** Shows how critical the finding is. - **Solution Recommendations:** Suggested actions or fixes generated by ServiceTitan. - **Internal Notes:** Internal-only notes added by office staff for additional context. - **Job # created on:** The job number associated with the finding. - **Job Status:** The current status of the related job, for example, scheduled, in progress, or on hold. - **Job Business Unit:** The business unit of the job during which a finding was created/added. - **Job Type:** The job type of the job during which a finding was created/added. - **Created by:** The office employee who created the finding. - **Created on:** The date and time when the finding was created. - **Form**: The form related to the finding. - **Estimates:** Any estimates associated with the finding. - **Opportunity:** The CRM opportunity linked to the finding's estimate. Click the opportunity name to open it in CRM. - **Job Booked:** Indicates whether the associated job has been booked or scheduled. - **Customer:** The customer related to the finding. - **Location:** The service location where the equipment occurred. - **Equipment:** The equipment related to the finding. - **Service Agreement:** The service agreement linked to the equipment. > [!NOTE] > **Note:** You can reorganize the fields by dragging and dropping them. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/draft-update--use-the-findings-dashboard-eq-3123--eq-3751-image-mjilkrp4.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A48Z&se=2026-10-31T02%3A36%3A48Z&sr=c&sp=r&sig=Fmn84w7XSVMedtFv50QW05Cg1sFeHHw27CR1vYUYw%2BY%3D) Click a linked finding to open the *Job* screen for that finding. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/draft-update--use-the-findings-dashboard-eq-3123--eq-3751-image-xjeozttm.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A48Z&se=2026-10-31T02%3A36%3A48Z&sr=c&sp=r&sig=Fmn84w7XSVMedtFv50QW05Cg1sFeHHw27CR1vYUYw%2BY%3D) ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/draft-update--use-the-findings-dashboard-eq-3123--eq-3751-image-achr0wa5.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A48Z&se=2026-10-31T02%3A36%3A48Z&sr=c&sp=r&sig=Fmn84w7XSVMedtFv50QW05Cg1sFeHHw27CR1vYUYw%2BY%3D) ## Search findings Use the search bar on the *Findings* dashboard to quickly locate a specific finding. You can search by: - Finding ID - Finding Name - Finding Description - Finding Recommendation - Source job number or ID - Linked Estimate ID - Linked Job number or ID ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/draft-update--use-the-findings-dashboard-eq-3123--eq-3751-image-cjubytlc.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A48Z&se=2026-10-31T02%3A36%3A48Z&sr=c&sp=r&sig=Fmn84w7XSVMedtFv50QW05Cg1sFeHHw27CR1vYUYw%2BY%3D) Search terms and filters work together, so results reflect any filters you've applied. You can then select individual findings or perform bulk actions on multiple results. ## Filter findings Use filters to narrow results by: - **Show:** *New, Linked Estimates, and Linked Jobs* - **Status** - **Customers** - **Locations** - **Account Manager** > [!NOTE] > **Note:** Make sure to assign the customer to an account manager. For more, see [Create a customer record](/construction/docs/create-a-customer-record). - **Created By** - **Created On** - **Job Status:** *Scheduled, In Progress, Hold, Completed, Canceled* - **Job Type** - **Equipment** - **Service Agreement** - **Zone:** *California, Illinois, and US* - **Hide Archived Findings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/draft-update--use-the-findings-dashboard-eq-3123--eq-3751-image-jtr354sm.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A48Z&se=2026-10-31T02%3A36%3A48Z&sr=c&sp=r&sig=Fmn84w7XSVMedtFv50QW05Cg1sFeHHw27CR1vYUYw%2BY%3D) ## Show or hide dashboard columns You can choose which columns appear on the Findings dashboard, and in what order. Your column layout is saved for your next visit. 1. Click **Edit Columns**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/draft-update--use-the-findings-dashboard-eq-3123--eq-3751-image-o28jnosr.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A48Z&se=2026-10-31T02%3A36%3A48Z&sr=c&sp=r&sig=Fmn84w7XSVMedtFv50QW05Cg1sFeHHw27CR1vYUYw%2BY%3D) 2. Drag a column to reorder it. 3. Click **Hide** to remove a column from the table. To bring it back, click **Unhide**. 4. Click **Pin** to pin a column in the table. 5. When you're done, click **Apply**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/draft-update--use-the-findings-dashboard-eq-3123--eq-3751-image-iogjnk32.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A48Z&se=2026-10-31T02%3A36%3A48Z&sr=c&sp=r&sig=Fmn84w7XSVMedtFv50QW05Cg1sFeHHw27CR1vYUYw%2BY%3D) ## Group findings To group findings by a specific column, drag and drop the column header into the grouping area. This helps you organize and analyze your findings more efficiently. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/draft-update--use-the-findings-dashboard-eq-3123--eq-3751-image-y95awovm.gif?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A48Z&se=2026-10-31T02%3A36%3A48Z&sr=c&sp=r&sig=Fmn84w7XSVMedtFv50QW05Cg1sFeHHw27CR1vYUYw%2BY%3D) ## Create estimates on the Findings dashboard You can create an estimate from one or more findings on the dashboard. When you select multiple findings, the estimate is linked to all of them. 1. Select one or more findings. 2. Click Create Estimate. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-estimates-findings-dashboard-image4.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A48Z&se=2026-10-31T02%3A36%3A48Z&sr=c&sp=r&sig=Fmn84w7XSVMedtFv50QW05Cg1sFeHHw27CR1vYUYw%2BY%3D) 3. In the *Build Estimate* pop-up window that opens, choose one of the following tabs: - Add to an existing opportunity: Select the opportunity you want to add the estimate to. > [!TIP] > Tip: Expand an opportunity to see its existing estimates. ![Estimate options for HVAC repairs and upgrades with associated costs and summaries.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-estimates-findings-dashboard-image3.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A48Z&se=2026-10-31T02%3A36%3A48Z&sr=c&sp=r&sig=Fmn84w7XSVMedtFv50QW05Cg1sFeHHw27CR1vYUYw%2BY%3D) - Create a new opportunity: Select a business unit, then select a template or click + Build Estimate to create an estimate from scratch. ![Interface for creating HVAC estimates with options for templates and categories.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-estimates-findings-dashboard-image1.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A48Z&se=2026-10-31T02%3A36%3A48Z&sr=c&sp=r&sig=Fmn84w7XSVMedtFv50QW05Cg1sFeHHw27CR1vYUYw%2BY%3D) 4. Click Next. The assignment screen opens, listing every estimate option. Choose which findings appear in each one. Findings can belong to multiple options. ![HVAC repair estimate showing findings for condenser coil and blower motor issues.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-estimates-findings-dashboard-image2.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A48Z&se=2026-10-31T02%3A36%3A48Z&sr=c&sp=r&sig=Fmn84w7XSVMedtFv50QW05Cg1sFeHHw27CR1vYUYw%2BY%3D) - To assign findings to individual estimate options, use the Add findings... dropdown on each option and select the findings you want to link. - To link all findings to every estimate option at once, turn on the Add all findings to every estimate toggle. 5. When finished, click Save & Continue. The linked findings and their details, including descriptions and recommendations, are visible in the Findings section on the estimate. Any media attachments from the findings appear in the Documents section. For more, see [View and link findings on an estimate](/v1/docs/view-and-link-findings-on-an-estimate). > **Note:** Finding statuses are updated automatically as work progresses and cannot be changed manually. When an estimate is created for one or multiple findings, their statuses update to *Estimate Created* across the *Findings* dashboard and *Equipment* drawer without requiring a screen refresh. Use the **Show** filter to view findings by status. ## Book a job from the Findings Dashboard 1. Select a finding. 2. Click **Book a Job**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/draft-update--use-the-findings-dashboard-eq-3123--eq-3751-image-hpme1v7d.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A48Z&se=2026-10-31T02%3A36%3A48Z&sr=c&sp=r&sig=Fmn84w7XSVMedtFv50QW05Cg1sFeHHw27CR1vYUYw%2BY%3D) This opens the *Job Booking* screen. For more, see [Book a job](/construction/docs/book-a-job). ## Take bulk actions You can take bulk actions, such as booking multiple jobs or creating multiple estimates at once. > [!NOTE] > **Note:** You can only take action on findings from one location at a time. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/draft-update--use-the-findings-dashboard-eq-3123--eq-3751-image-ne3ahc7e.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A48Z&se=2026-10-31T02%3A36%3A48Z&sr=c&sp=r&sig=Fmn84w7XSVMedtFv50QW05Cg1sFeHHw27CR1vYUYw%2BY%3D) ## Want to learn more? - See [Create and manage Findings](/construction/docs/manage-equipment-findings)