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Diagnosis

Start a diagnosis, record checks, ask in Side Chat, and prepare job documents.

Diagnosis

Create or edit an invoice or estimate

Set prices, switch between an estimate and invoice, and share the saved PDF.

Diagnosis

Edit a report or mark repairs complete

Correct a section, review an AI rewrite, or record work completed on a later visit.

Diagnosis

How do I correct an earlier diagnosis answer?

Review an earlier step and understand which later choices a changed answer removes.

Diagnosis

Create and export a diagnosis report

Generate a report, review the findings, and share a PDF from Job Documents.

Diagnosis

Ask a follow-up question with Side Chat

Ask about a reading or check within your diagnosis, and recover when Side Chat cannot answer.

Diagnosis

Work through a guided diagnosis

Complete checks, record readings and notes, and return to unfinished work.

Diagnosis

Find a job report, invoice, notes, or questions

Open Job Documents and choose the record you need.

Diagnosis

Enter the job details once with Site Info

Set the location, model, serial number, customer name, and report language that both the report and the invoice print from.

Diagnosis

Why is my diagnosis report outdated?

Compare the report with changed diagnosis answers before editing or regenerating it.

Diagnosis

Find and pin a diagnosis in History

Search recent jobs, clear filters, and pin work while connected.

Diagnosis

Start a new diagnosis

Enter an error code or symptom, add equipment details if available, and open your diagnosis.

Diagnosis

What information should I enter for a diagnosis?

Describe what the equipment does, include readings and units, and start even without an error code.

Diagnosis

Save and reuse warranty terms

Write your warranty once, set a default, attach it to an invoice, and share one list across your team.