View, add, and edit findings on a job record

Coming soon: Release ST-79

Overview

The Findings section on job records lets dispatchers, service managers, and account managers see equipment or service issues discovered during a job or linked to a job without leaving the job record. You can view a finding's full details, add a new finding, or edit an existing one directly from the job. This keeps everyone working from the same record of what was found and what needs follow-up.

Things to know

• Findings shown in the table can be either sourced from this job (discovered during this job) or linked to this job (found on a different job but connected here). Both appear in the same table.

• The Findings section only appears on a job record when the job has at least one finding; if there are no findings, the section doesn't display.

• A history event is recorded when a finding is added to or removed from a job, so you can track changes without leaving the job record.

Best practices

• Use the Urgency Level field when adding a finding so dispatchers and account managers can prioritize follow-up at a glance.

• Review the Findings section before scheduling follow-up work, so you don't create a duplicate job for an issue that's already been flagged.

• Add a Solution / Recommendation when you create a finding. This gives whoever books the follow-up job or creates the estimate the context they need without a phone call.

Use cases

• A technician discovers a failing capacitor during a routine visit; a dispatcher reviewing a job record later that day sees the finding, checks the urgency level, and books a follow-up job.

• An account manager reviewing a commercial job wants to confirm what issues were found on-site before presenting a renewal quote, and checks the Findings section instead of calling the technician.

• A service manager edits a finding's urgency level after a customer calls to say the issue has gotten worse.

View findings on a job record

1. Go to the job record for the job you want to review.

2. Scroll to the Findings section.

3. Review the Findings table, which lists each finding's name, source job, status, urgency level, and date created, ordered newest first.

4. To narrow the table, use the Urgency and Status filter dropdowns above the table.                  

   Note: If a job has no findings at all, the Findings section doesn't appear on the job record. If the job has findings but none match your current filter selection, the table shows an empty state with a Reset filters button instead.

View a finding's full details

1. In the Findings table, click the finding you want to review.

2. In the drawer that opens, review the finding's Status, Urgency, Equipment, Source Job, Location, Customer, Created By, and Created On.

3. Scroll to review the Description, Solution / Recommendation, and Internal Notes.

4. Review any attachments. Click an image to open a full-size preview, click a video to play it, or click a PDF or form file to open or download it.

5. Review any linked forms, opportunities, estimates, and jobs. Click a linked form to open the form submission, or click a linked opportunity, estimate, or job to go to its record.

Add a finding from a job record

1. At the top of the Findings section, click + Add Finding.        

   Note: The Source Job field defaults to the job you're currently viewing, but you can change it if the finding actually originated on a different job.

2. In the Add Finding drawer that opens, enter the following details:        

   • Finding Name

   • Urgency

   • (Optional) Equipment

   • Description

   • (Optional) Solution / Recommendation

   • (Optional) Internal Notes

   • (Optional) Upload files

   

3. When finished, click Add.

Edit an existing finding

1. Open the finding you want to edit.

2. Click the More icon at the top, then select Edit.

3. In the drawer that opens, the finding's current values are pre-filled. Update any fields as needed.

4. When finished, click Save.

Want to learn more?

• See Job record overview

• See Manage equipment findings