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.

Things to know

• You can create an equipment finding in one of three ways, depending on the workflow you need to complete:

  • From an equipment-related form

  • From equipment tied to the job location

  • From a Service Agreement equipment task

Best practices

Add findings to estimates and present them 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: 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  next to the form questions you want to mark as findings.

4. Tap the Flag at the bottom next to Save then select one of the following options:

   • Save Form and Create Finding

   • Complete Form and Create Finding 

5. On the Add Finding screen that opens, enter the required information then finish creating the finding.

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. 

4. On the Add Finding screen that opens, enter the required information then finish creating the finding.

Create an equipment finding from a Service Agreement equipment task in the Field Mobile App

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 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. 

5. On the Add Finding screen that opens, enter the required information then finish creating the finding.

   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.

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: 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: 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. 

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.

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: 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  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: This changes the status to Archived without deleting the finding, ensuring a historical record of it remains.

     

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.

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

• See Add equipment, location, and form findings to estimates in the ServiceTitan Field Mobile App