Turn technician observations into revenue with Findings
Findings is a new feature that turns the issues your technicians spot in the field into structured records your office team can quote, schedule, and track.
Available inCore
Feature type
New Feature
Industry
All business types
Roles
AdministratorsManagersCSRsTechnicians
Region
All regions
What's new
Before, an issue a technician noticed during a maintenance visit lived as free text in a job note or a form answer. It stayed tied to that one job, it had no standard field for urgency or recommended repair, and finding it later meant reading through job records by hand. With Equipment Findings, a technician logs the issue in the ServiceTitan Field Mobile App as its own record, with a name, an urgency level, a recommended solution, internal notes, and photos. The finding attaches to the equipment and the location, so it stays visible long after the job closes. Your office team reviews everything flagged from the Findings Dashboard located at Follow Up > Findings, then creates an estimate, books a job, adds the work to an existing job, or archives the finding. Because findings link to equipment, estimates, and service agreements, you can see which recommendations turned into work and which are still waiting.
Workflow comparison — before & after
← Before
✓ After
1.A technician finds a worn part during a preventive maintenance (PM) visit and types a note into the job summary or a form answer.
1.A technician logs a finding in the ServiceTitan Field Mobile App with a name, an urgency level, a recommended solution, and photos.
2.The note stays inside that single job record, with no standard field for urgency or the recommended repair.
2.The finding attaches to the equipment and the location, so it stays visible after the job closes.
3.Your office team reads through job notes by hand to find work worth quoting.
3.Your office team goes to Follow Up > Findings to use the Findings Dashboard to review everything flagged.
4.Some issues get quoted, and others are missed because no one sees them in time.
4.From the finding, your team creates an estimate, books a job, adds the work to an existing job, or archives it.
5.Findings stay linked to equipment, estimates, and service agreements, so you can see what was recommended and what converted.
⚠ Recommendations are lost between the visit and the quote, and no one has a reliable view of what a location still needs.
✓ Every issue a technician spots becomes a tracked record with a clear next step, so more recommended work turns into booked revenue.
Resources
How it works for your industry
Residential Service and Replacement
- During an annual heating, ventilation, and air conditioning (HVAC) tune-up, a technician logs a cracked heat exchanger as a high urgency finding with photos, and your office team sends the replacement estimate the same day.
- A plumbing technician servicing a water heater logs a failing pressure reducing valve (PRV) as a finding, and it stays attached to that water heater so the next technician sees it on arrival.
- An electrical technician flags an undersized panel during a service call, and your Customer Service Representatives (CSRs) book the upgrade job straight from the finding instead of rebuilding the scope from job notes.
Commercial Service and Replacement
- During a quarterly heating, ventilation, and air conditioning (HVAC) preventive maintenance (PM) visit, a technician logs a failing blower motor as a finding with photos and a high urgency level, and your service manager converts it to an estimate the same afternoon.
- While flushing domestic water heaters at a retail site, a plumbing technician logs corroded piping near the relief valve, and the finding stays attached to that water heater so the next visit shows whether it was repaired.
- An electrical technician logs overheated breakers found during a preventive inspection, and your dispatcher books the corrective job straight from the finding without rebuilding the scope from job notes.
Residential Construction
- During a whole-home heating, ventilation, and air conditioning (HVAC) installation, a technician logs ductwork that needs sealing before drywall goes up, and the finding stays attached to the system for the closeout walkthrough.
- A plumbing crew logs a supply line that failed pressure testing, and your project manager adds the fix to the existing job rather than opening a separate work order.
- An electrical technician flags fixtures missing at rough-in, and your office team tracks the open finding by location until it is resolved at final inspection.
Commercial Construction
- A technician commissioning rooftop units (RTUs) on a new build logs punch items as findings against each unit, so the closeout team can see exactly what remains open per piece of equipment.
- During a plumbing rough-in walkthrough, a technician logs a backflow preventer that will need certification before turnover, and the finding carries forward to the service phase after the building is handed over.
- An electrical crew flags emergency lighting that failed its first test, and your project manager adds the fix to an existing job rather than opening a separate ticket.
How to prepare
01
Have an administrator reach out to Support or your Customer Success Manager (CSM) to have Equipment Findings and any prerequisite configurations enabled.
02
Confirm your field teams are using the ServiceTitan Field Mobile App, which is required to log findings.
03
Identify the locations and equipment where recommended work is most often missed today, and use those as your first test accounts.
04
Train your technicians on which fields to complete when logging a finding, and align your office team on who reviews findings and how quickly.
05
Bookmark any knowledge base articles or Academy videos for team training.