Create and manage Findings

Overview

Use Findings to capture, track, and resolve issues identified at a customer location. A finding can be associated with a specific piece of equipment or with the location as a whole. Equipment Findings appear on the Findings tab in the Equipment drawer and in the Findings section of the Location screen. Location findings, which aren’t tied to specific equipment, appear in the Findings section of the Location screen.

The Location screen provides a complete view of all findings for the location and can be accessed from Findings in the left navigation or by scrolling below the Equipment section. Both equipment and location Findings support the same details, photos, actions, and reporting, helping streamline follow-up work, create estimates, and resolve identified issues more efficiently.

Who uses this feature

Office users

Feature configuration

This feature is currently in Early Access. Account configuration is required to use this feature. Please contact your Customer Success Manager (CSM) for details.

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.

Findings on the Location screen

The Findings section on the Location screen lists all findings associated with the location, including equipment findings and location findings that aren’t tied to a specific piece of equipment.

To access Findings:

On the Location screen, click Findings.

From the Findings section, you can:

Expand or collapse the section using the arrow in the section header.
Sort and reorder columns, show or hide columns. Your column layout is saved for your next visit.
- Click Edit Columns.
- Drag to reorder the column.
- Click Lock to prevent a column from being hidden or reordered. To allow changes to a locked column, click Unlock.
- Click Hide to remove a column from the table. To display it again, click Unhide.
- Once done, click Apply.
Drag and drop Job # Created on to the Grouped by section to group findings by source job number.
Filter findings by Created by, Created on, Job Status, Job Business Unit, and Equipment. Click Filter next to each column.
Click a Finding ID or Name to open the finding in a drawer, where you can review its details and take action without leaving the page.
Open any linked estimate, job, equipment record, or form in a new tab.

Create a location finding

You can create a finding directly from the Location screen, including a finding that isn't tied to any equipment.

On the Location screen, go to the Findings section.
Click Add Finding.
In the drawer that opens, fill out the finding details:
- Finding Name: Enter a name for the finding.
- Urgency Level: Select an urgency level.
- Description: Enter a description of the finding.
- Equipment (optional): Select a piece of equipment installed at the location if the finding is associated with it.
- Source Job (optional): Select a job booked for the location if the finding is linked to a job.
- Solution/Recommendation (optional): Enter a proposed solution or recommendation.
- Internal Notes (optional): Add notes for internal use.
- Attachments (optional): Click Upload Files to add attachments.
When finished, click Save.

The new finding appears in the Findings section on the location and on the Findings dashboard. For more, see Use the Findings dashboard.

Equipment Findings

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

View finding details

On the Location screen, click Equipment.
Select the finding you want to view.
On the Equipment drawer, click Findings.
Click (arrow icon) next to the finding.

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

Create a new equipment finding

Create and manage findings related to specific equipment.

On the Location screen, click Equipment.
Click View all Equipment to select a specific equipment record.
Or, click the equipment record.
On the Equipment drawer, click Findings.
Click +Create New Finding.
On the Create Finding window that opens, fill all required fields.
When finished, click Save.

Filter and search for findings

Use filters to locate specific findings:

Urgency level
Created by

Use Search to find records by keyword.

Manage findings in the Findings Drawer

You can access and manage the Findings Drawer from either the Findings section on the Location screen or the Findings tab in the Equipment drawer.

To open the Findings Drawer:

From the Location screen: On the Location screen, click Findings, then click the finding ID or name.
From an equipment record: On the Location screen, click Equipment, select an equipment record directly or click View All Equipment to find one, and then click the Findings tab in the Equipment drawer. Select the finding you want to manage.

In the Findings Drawer, click More, then select one of the following actions:

Edit Finding
Create Estimate
Book a Job
Add to Existing Job
Archive Finding