--- title: "View and link findings on an estimate" slug: "view-and-link-findings-on-an-estimate" updated: 2026-10-15T03:43:27Z published: 2026-10-15T03:43:27Z canonical: "help.servicetitan.com/view-and-link-findings-on-an-estimate" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # View and link findings on an estimate ## Overview Estimates include a *Findings* section. This section shows the equipment findings linked to that Estimate. Your team can quote with full repair context, instead of retyping notes by hand or switching between tabs to piece the context together. You can link one or more findings, see them ordered by priority, and unlink any you added by mistake. --- ### #### Who uses this feature - Office employees #### Feature configuration - This feature is currently in Early Access and available for specific accounts. It is subject to change. To enable this feature for your account, reach out to your Customer Success Manager (CSM). - Account configuration is required to use this feature. Please contact [Technical Support](https://go.servicetitan.com/ask) for details. [View and link findings on estimates Video](https://fast.wistia.net/embed/iframe/g7ycjf0962?web_component=true&seo=true&videoFoam=false) ## Things to know - The *Findings* section appears on the estimate screen. - It lists every finding linked to that estimate. - Findings are ordered by priority, with the highest priority first. - Each finding row shows the finding code, name, priority, status, and related equipment. - You can link one finding or several at the same time. - You can link the same finding to more than one estimate. - The findings appear on the estimate for your team only. They do not show on the customer proposal. ## View the Findings section on an estimate 1. Open the estimate you want to review. 2. Find the *Findings* section. 3. Review the linked findings. They are ordered by priority, with the highest first. ![List of findings with installation status and estimate creation details for each item.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/estimage-findings-section.jpeg?sv=2026-02-06&spr=https&st=2026-11-13T09%3A13%3A12Z&se=2026-11-13T10%3A13%3A12Z&sr=c&sp=r&sig=72PEBOOzxrotgWVhDB%2FwsKNJSnVPsORSQ5L3B3MQy8I%3D) 4. Read each finding row. It shows the finding code, name, priority, status, and related equipment. 5. To hide the section, collapse it. ## Link one or more findings to an estimate 1. Open the estimate. 2. In the *Findings* section, select **Link Finding**. ![Estimate summary for Johnson Residence, highlighting empty fields and total cost details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/view-and-link-findings-on-an-estimate-image-591be0rz.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A13%3A12Z&se=2026-11-13T10%3A13%3A12Z&sr=c&sp=r&sig=72PEBOOzxrotgWVhDB%2FwsKNJSnVPsORSQ5L3B3MQy8I%3D) 3. In the search box, enter a finding name or description. 4. Review the list. It shows findings recorded at the same location as the estimate. 5. Select one or more findings and click **Link**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/view-and-link-findings-on-an-estimate-image-6t4ipbvo.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A13%3A12Z&se=2026-11-13T10%3A13%3A12Z&sr=c&sp=r&sig=72PEBOOzxrotgWVhDB%2FwsKNJSnVPsORSQ5L3B3MQy8I%3D) The linked findings appear in the *Findings* section, ordered by priority. ## Unlink a finding from an estimate 1. Open the estimate. 2. In the *Findings* section, find the finding you want to remove. 3. Select **Unlink** for that finding. ![Table displaying findings with statuses and options to unlink each item.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/view-and-link-findings-on-an-estimate-image-b10rn1qp.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A13%3A12Z&se=2026-11-13T10%3A13%3A12Z&sr=c&sp=r&sig=72PEBOOzxrotgWVhDB%2FwsKNJSnVPsORSQ5L3B3MQy8I%3D) 4. In the *Unlink Finding?* pop-up that opens, click **Unlink Finding**. ![Confirmation dialog asking to unlink a specific finding in a system interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/view-and-link-findings-on-an-estimate-image-rmr6j33a.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A13%3A12Z&se=2026-11-13T10%3A13%3A12Z&sr=c&sp=r&sig=72PEBOOzxrotgWVhDB%2FwsKNJSnVPsORSQ5L3B3MQy8I%3D) ## Link findings across multiple estimates You can link the same finding to more than one estimate. Repeat the linking steps above on each estimate where you want the finding to appear. ## Want to learn more? - [Manage equipment findings](/v1/docs/manage-equipment-findings-4) - [Equipment-based pull-through workflow](/v1/docs/customerlocation-profiles-1) - [Add equipment, location, and form findings to estimates in the ServiceTitan Field Mobile App](/v1/docs/add-equipment-location-and-form-findings-to-estimates-in-fma) A formal price quote presented to a customer before work begins, created from Pricebook items in ServiceTitan. **What it does:** Gives customers a transparent breakdown of costs and enables the business to track conversion from estimate to sold job. **Also called:** Quote, Proposal **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)