See linked Findings on an estimate and connect more with a few clicks, so the work a technician flagged stays attached to the quote. This is a new feature.
What's new?
Before, an estimate did not show the Findings behind it, so the description, recommended solution, and urgency that a technician captured in the field lived in a separate place from the quote. Now an estimate includes a Findings section that lists every linked finding, ordered by priority, with its name, status, and linked equipment. You can open a finding to see its full details, link more findings through search, and unlink any that no longer belong. Attachments from a linked finding pull into the estimate, and finding details carry through to the printout.
Resources
Before and After
Before (Current)
A technician records a finding in the field with a description, recommended solution, and urgency.
An office employee opens the estimate to build the quote.
The estimate does not show which findings it came from, so the office employee looks them up separately.
Details such as urgency and recommended solution stay disconnected from the quote.
Impact: The context behind a quote is hard to see, which slows follow-up and makes it harder to explain the work to a homeowner or property manager.
After
Open an estimate. The Findings section appears at the top, showing the number of linked findings.
Review each finding in priority order, with its name, status, and linked equipment.
Select View to open a finding and see its description, recommended solution, internal note, and who created it.
Select Link finding to search by name or description and connect one or more findings to the estimate.
Select Unlink to remove a finding, then confirm in the dialog.
Impact: The quote and the findings behind it stay together, so your team can follow up faster, present with full context, and keep estimates accurate.
Who uses this feature
Residential Service and Replacement, Commercial Service and Replacement
Administrators, Managers, CSRs, Dispatchers
Technicians (Record findings in the field that appear on the estimate)
Region availability: All regions
How it works for your industry
Residential Service and Replacement
A technician finds a cracked heat exchanger and logs a finding with photos and a recommended solution. The office opens the estimate and sees that finding at the top, with its urgency and details ready to share with the homeowner.
An office employee searches by equipment name to link a prior finding to a new estimate, so a repair flagged on an earlier visit is quoted without re-entering the details.
A sales rep presents options to a homeowner and opens a finding from the estimate to show the description and recommended solution that the technician recorded on site.
Commercial Service and Replacement
A facilities account manager builds a quote for a multi-unit property. The estimate lists each linked finding by priority, so the most urgent rooftop unit shows first and nothing gets missed.
A service technician flags three issues during a maintenance visit. The office links all three findings to one estimate, and the photos from each finding pull into the quote for the property manager to review.
A sales rep revises a quote after a walkthrough. They unlink a finding that moved to a separate job, and the estimate stays accurate for the remaining work.
How to prepare
Have an administrator reach out to Support or your Customer Success Manager (CSM) to have Equipment Findings and any prerequisite configurations enabled.
Confirm your team is already capturing findings in the field so estimates have findings to link.
Identify which roles build and present estimates, and align on when to link or unlink findings.
Train estimators and sales reps on opening finding details and searching to link findings.
Bookmark any Knowledge Base articles or Academy videos for team training.