Find and pin a diagnosis in History

Use History when you need to reopen a previous job, find a unit by its nameplate details, or keep an active job near the top of the list.

Search for a job

1. Open History from the bottom navigation.
2. Enter any detail you remember, such as the problem description, site address, model number, serial number, or error code.
3. Review the newest results first and open the matching diagnosis.

History covers the most recent 90 days. If a job does not appear, clear the search and filters, check that you are in the correct Personal or Team account, and confirm that the job falls within that period.

Filter the list

Use the available filters to narrow jobs by status, system type, or pinned state. Clear filters to return to the full list.

Pin or unpin a job

1. Connect to the internet.
2. Open the job’s action menu or swipe action.
3. Choose Pin or Unpin.

Pinned jobs appear at the top of Home and History, including when you later lose service. Pinning does not guarantee that every job detail will be available offline.

If Pin is disabled

Pin and Unpin are read-only while offline. Reconnect, wait for the connection message to clear, and try again. If the action remains disabled, confirm that you are signed into an account allowed to access that diagnosis.

For jobs or edits that are unavailable after losing service, see Work offline and sync your changes.