Overview

Use Equipment Findings to quickly capture equipment issues with photos and details. This helps you streamline follow-ups, build estimates, and resolve jobs faster.

Things to know

• You can add the Findings component to a work order document template, allowing the Work Order Summary to automatically include all Findings logged during the job. For more on how to create a document template, see Create a new document template with Template Manager.
  

• Only Findings that are active when the report is sent are included in the summary.

• Findings that were created and then archived before the report is sent do not appear in the summary.

• All field label names are fully customizable. You can select to show or hide any field as needed, giving you complete control over how findings are presented in your documents.

Create a new finding

Create and manage findings related to specific equipment.

1. On the Location screen, click Equipment.
   

2. Click View all Equipment to select a specific equipment record.
    

3. Or, click the equipment record.
    

4. On the Equipment drawer, click Findings.

5. Click +Create New Finding.
    

6. On the Create Finding window that opens, fill all required fields.
    

7. When finished, click Save.

Manage findings

In the Findings tab, you can:

1. View finding details

2. Edit a finding

3. Create estimate

4. Book a job

5. Archive finding

View finding details

1. Select the finding you want to view.

2. Clicknext to the finding. 

You can see  description, recommendation, internal notes, attachments, linked estimates or jobs, and more.

Edit a finding

1. Click More .

2. Select Edit Finding.
   

In the window that opens, update the necessary fields, then save your changes.

Create estimate

1. Click More.

2. Select Create Estimate.

3. On the Estimate screen that opens, fill out estimate details. For more, see Add and edit estimates in ServiceTitan.

Book a job

1. Click More.

2. Select Book a Job.

You are redirected to the Job Booking screen. For more, see Book a job.

Archive a finding

1. Click More .

2. Select Archive Finding.
   

The record is archived.

After you archive a finding, you can unarchive it anytime.

Filter and search for findings

Use filters to locate specific findings:

• Urgency level

• Created by

• Use Search to find records by keyword.
  

Want to learn more?

• See Use the Findings dashboard