Overview
The Findings dashboard provides a centralized view of all equipment specific findings across locations and customers, giving you an at-a-glance view of your day-to-day findings. Here, you can review and filter equipment details, customer information and previous jobs, saving time when booking jobs or creating estimates.
Who uses this feature
Office users
Applies to all trades
Access Findings dashboard
Go to the navigation bar and click Follow up.
Select Findings.
Work with findings
On the Findings dashboard, you can quickly locate any finding by filtering for:
Linked jobs, linked estimates, and new status
Customers
Locations
Created by and created on
Job status
Equipment
Service Agreement
Zone
Archived Findings
In the Findings tab, you can:
View finding detail
Search findings
Filter finding
Group finding
Show or hide dashboard columns
Book a job
Create estimate
Take bulk action
View finding details
When you select a finding, you can see:
Status: Indicates the current state of the finding, for example, new, job created, or archived.
Description: A detailed explanation of the issue or observation entered at the time the finding is created.
Finding Name: The name of the finding.
Urgency Level: Shows how critical the finding is.
Solution Recommendations: Suggested actions or fixes generated by ServiceTitan.
Internal Notes: Internal-only notes added by office staff for additional context.
Job # created on: The job number associated with the finding.
Job Status: The current status of the related job, for example, scheduled, in progress, or on hold.
Job Business Unit: The business unit of the job during which a finding was created/added.
Job Type: The job type of the job during which a finding was created/added.
Created by: The office employee who created the finding.
Created on: The date and time when the finding was created.
Form: The form related to the finding.
Estimates: Any estimates associated with the finding.
Job Booked: Indicates whether the associated job has been booked or scheduled.
Customer: The customer related to the finding.
Location: The service location where the equipment occurred.
Equipment: The equipment related to the finding.
Service Agreement: The service agreement linked to the equipment.
Note: You can reorganize the fields by dragging and dropping them.
Click a linked finding to open the Job screen for that finding.
Search findings
Use the search bar on the Findings dashboard to quickly locate a specific finding. You can search by:
Finding ID
Finding Name
Finding Description
Finding Recommendation
Source job number or ID
Linked Estimate ID
Linked Job number or ID
Search terms and filters work together, so results reflect any filters you've applied. You can then select individual findings or perform bulk actions on multiple results.
Filter findings
Use filters to narrow results by:
Show: New, Linked Estimates, and Linked Jobs
Customers
Locations
Account Manager
Note: Make sure to assign the customer to an account manager. For more, see Create a customer record.
Created By
Created On
Job Status: Scheduled, In Progress, Hold, Completed, Canceled
Equipment
Service Agreement
Zone: California, Illinois, and US
Hide Archived Findings
Show or hide dashboard columns
You can choose which columns appear on the Findings dashboard, and in what order. Your column layout is saved for your next visit.
Click Edit Columns.
Drag a column to reorder it.
Click Hide to remove a column from the table. To bring it back, click Unhide.
Click Pin to pin a column in the table.
When you're done, click Apply.
Group findings
To group findings by a specific column, drag and drop the column header into the grouping area. This helps you organize and analyze your findings more efficiently.
Create estimates on the Findings dashboard
Coming soon
Release ST-80
You can create an estimate from one or more findings on the dashboard. When you select multiple findings, the estimate is linked to all of them.
Select one or more findings.
Click Create Estimate.
In the Build Estimate pop-up window that opens, choose one of the following tabs:
Add to an existing opportunity: Select the opportunity you want to add the estimate to.
Tip: Expand an opportunity to see its existing estimates.
Create a new opportunity: Select a business unit, then select a template or click + Build Estimate to create an estimate from scratch.
Click Next. The assignment screen opens, listing every estimate option. Choose which findings appear in each one. Findings can belong to multiple options.
To assign findings to individual estimate options, use the Add findings... dropdown on each option and select the findings you want to link.
To link all findings to every estimate option at once, turn on the Add all findings to every estimate toggle.
When finished, click Save & Continue.
The linked findings and their details, including descriptions and recommendations, are visible in the Findings section on the estimate. Any media attachments from the findings appear in the Documents section. For more, see View and link findings on an estimate.
Note: Finding statuses are updated automatically as work progresses and cannot be changed manually. When an estimate is created for one or multiple findings, their statuses update to Estimate Created across the Findings dashboard and Equipment drawer without requiring a screen refresh. Use the Show filter to view findings by status.
Book a job from the Findings Dashboard
Select a finding.
Click Book a Job.
This opens the Job Booking screen. For more, see Book a job.
Take bulk actions
You can take bulk actions, such as booking multiple jobs or creating multiple estimates at once.
Note: You can only take action on findings from one location at a time.
