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View and link findings on an estimate

  • Published on Jun 22, 2026
  • 1 minute(s) read
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Overview

Estimates include a Findings section. This section shows the equipment findings linked to that estimate. Your team can quote with full repair context, instead of retyping notes by hand. You can link one or more findings, see them ordered by priority, and unlink any you added by mistake.

Who uses this feature

  • Office employees

Feature configuration

  • This feature is currently in Early Access and available for specific accounts. It is subject to change.

  • Account configuration is required to use this feature. Please contact Technical Support for details.

Things to know

  • The Findings section appears on the estimate screen.

  • It lists every finding linked to that estimate.

  • Findings are ordered by priority, with the highest priority first.

  • Each finding row shows the finding code, name, priority, status, and related equipment.

  • You can link one finding or several at the same time.

  • You can link the same finding to more than one estimate.

  • The findings appear on the estimate for your team only. They do not show on the customer proposal.

View the Findings section on an estimate

  1. Open the estimate you want to review.

  2. Find the Findings section.

  3. Review the linked findings. They are ordered by priority, with the highest first.
    List of findings with installation status and estimate creation details for each item.

  4. Read each finding row. It shows the finding code, name, priority, status, and related equipment.

  5. To hide the section, collapse it.

  1. Open the estimate.

  2. In the Findings section, select Link Finding.
    Estimate summary for Johnson Residence, highlighting empty fields and total cost details.

  3. In the search box, enter a finding name or description.

  4. Review the list. It shows findings recorded at the same location as the estimate.

  5. Select one or more findings and click Link.

The linked findings appear in the Findings section, ordered by priority.

  1. Open the estimate.

  2. In the Findings section, find the finding you want to remove.

  3. Select Unlink for that finding.
    Table displaying findings with statuses and options to unlink each item.

  4. In the Unlink Finding? pop-up that opens, click Unlink Finding.
    Confirmation dialog asking to unlink a specific finding in a system interface.

You can link the same finding to more than one estimate. Repeat the linking steps above on each estimate where you want the finding to appear.

Want to learn more?

Related articles
  • Use the Findings dashboard
    Product Areas > Installed equipment > Use equipment findings >  Equipment-based pull-through workflow > Monitor findings in the dashboard
  • Manage equipment findings
    Product Areas > Installed equipment > Use equipment findings >  Equipment-based pull-through workflow > Create structured findings