Create a location finding in the ServiceTitan Field Mobile App

Overview

Create a location finding in the Field Mobile App to document general issues or observations related to a service location. This allows you to record important details about the location.

Things to know

• You can create a location finding in one of three ways, depending on the workflow you need to complete:

  • From a form

  • From the bottom Add menu

  • From the job Location Info tab

Best practices

Add findings to estimates and present them to the customer to help them determine which estimate to authorize.

Create a location finding from a form in the Field Mobile App

Note: The View forms permission is required to create a finding from a form. Please contact the account administrator on your team.

1. Open your current job and tap the Forms tab.

2. Tap the form to open it.

3. Tap the Flag next to the form questions you want to mark as findings.

4. Tap the Flag  at the bottom next to Save then select one of the following options:

   • Save Form and Create Finding

   • Complete Form and Create Finding 

5. On the Add Finding screen that opens, enter the required information then finish creating the finding.

Create a location finding from a job location in the Field Mobile App

1. Open your current job and tap Add > Add Finding or go to the Location Info tab and tap Add Finding in the Findings section.

2. On the Add Finding screen that opens, enter the required information then finish creating the finding.

Finish creating a location finding in the Field Mobile App

On the Add Finding screen, enter the following information:

• Name: Enter a short name for the finding. If you added it from a form, Titan Intelligence (TI) enters this automatically and you can edit it if needed.

• Description: Enter a detailed description of the finding. If you added it from a form, Titan Intelligence (TI) enters this automatically and you can edit it if needed.

• Solution/Recommendation: Enter a recommended solution for the finding.

• Urgency Level: Select how urgent the finding is: Low, Medium, High, or Critical.

• Internal Notes: Enter internal notes about the finding for the office.

• Attachments: Tap Add + to take or upload photos, videos, or files for the finding.

  Note: If you flagged form fields with attachments, that media is automatically attached to the finding when creating it from a form.

• Flagged Fields: If you added the finding from a form, the form questions flagged as findings are automatically included. Tap Edit to change them or Add Flagged Form Fields to select and add more.

  Note: You can add questions from multiple forms to the same finding and a flagged question on one form can be added to multiple findings.

• Equipment: If the finding also needs to be attached to an equipment item, add it here. 

When finished, tap one of the following options:

• Save: Create the finding and attach it to the location. If you included an equipment item, this also attaches the finding to the equipment.

• Save & Create Estimate: Create the finding, attach it to the location, and create an estimate that includes this finding so you can present it to the customer. For more, see Add equipment, location, and form findings to estimates in the ServiceTitan Field Mobile App.

View, edit, duplicate, and archive findings on a location in the Field Mobile App

On the Location Info tab, scroll to the Findings section and tap View All. On the Findings screen that opens, you can:

• Use the Search box to locate a specific location finding by description keyword, solution keyword, or linked estimate name.

• Tap Sort by and select:

  • Status: Sorts the location finding list by New, Estimate Created, Job Booked, Estimate Rejected, and Archive.

  • Urgency: Sorts the location finding list by Critical, High, Medium, and Low.

  • Date (Newest): Sorts the location finding list from most recently created to oldest.

  • Date (Oldest): Sorts the location finding list from most oldest to most recently created. 

After you locate the finding you want to view, tap it to open it. On the finding that opens, you can:

• Edit: Make any necessary changes then tap Save.

  Note: If the finding is attached to a form, the form questions flagged as findings are automatically included. Tap Edit to change them or Add Flagged Form Fields to select and add more. You can add questions from multiple forms to the same finding and a flagged question on one form can be added to multiple findings.

• Duplicate: Tap Copy to duplicate the finding. This is helpful if you need to create another finding for this location that includes the same or similar information, which you can edit as needed.

• Archive: Tap Archive to archive the finding if it's no longer relevant or needed.

  Note: This changes the status to Archived without deleting the finding, ensuring a historical record of it remains.

  

Confirm findings during job closeout in the Field Mobile App

During job closeout, you're prompted to confirm that all findings have been captured. Select the checkbox to confirm you've identified and completed all findings for the job.

If needed, you can tap Add to add a finding before closing out.

Note: If your office has enabled the Allow closing job without confirming findings permission on your profile, you're required to confirm findings before completing the job.

Want to learn more?

• See Create an equipment finding in the ServiceTitan Field Mobile App

• See Add equipment, location, and form findings to estimates in the ServiceTitan Field Mobile App