Use Financeit Financing in ServiceTitan Mobile

Overview

Facilitated by ServiceTitan Integrated Financing, Financeit Financing enables you to offer your customers an easier way to pay for major services using instant and paperless financing options in ServiceTitan Mobile.

Things to know

• The Letter of Completion must be signed by the customer for your business to receive funds for each invoice.

• You can present the Letter of Completion to customers in either French or English.

• If you're completing a loan application with a customer and there's an issue with the application, you'll need to contact Financeit. ServiceTitan facilitates this integration and access to Financeit Financing options, but Financeit manages the loan application. Call Financeit at 1-888-536-3025 or email them at service@Financeit.io.

Submit a loan application for Financeit

When the office has set up financing rules in ServiceTitan, you can start offering these options to your customers for specific jobs using the mobile app.

1. In the ServiceTitan Mobile app dashboard, find the job you want and tap View Current Job if you're not already in that job.

2. Go to the side menu and tap Estimates. 

3. Tap Present. Presentation Mode opens to view the estimate(s) for the job and apply for financing. 

4. Tap Financing and then tap Apply Now for Financeit. A new loan application form opens.         

   Note: This is going to redirect you to the Financeit website and loan application form and process. ServiceTitan has no control over the questions or application processes from here.

          

   1. If you select Invite, you'll see the following form. Make sure to complete it to invite the customer to apply and submit it at a later time.

   2. If you select Or start an application now, you'll walk the customer through the loan application. Ensure they enter information for all the fields, including selecting the box at the bottom to agree to the consent clause.

5. Fill out the application form and select a program.        

   Note: Speak with your account manager at Financeit to specify which plans you want to appear on this form.

6. When done, choose how you want to complete the loan application.         

   1. If you select Invite, you'll see the following form. Make sure to complete it to invite the customer to apply and submit it at a later time. 

   2. If you select Or start an application now, you'll walk the customer through the loan application. Ensure they enter information for all the fields, including selecting the box at the bottom to agree to the consent clause.  

7. When you're done, tap Submit. The application starts processing and you get a status within minutes. If the loan application is approved, you'll receive an approval status and conditions of the loan.         

   Note: If the application is declined, let the customer know that Financeit will send them an email with the details. They can contact Financeit for additional information.

Complete the funding checklist for Financeit

When the customer is ready to accept the conditions of the approved loan, tap Continue > Open Funding Checklist.

The Open Funding Checklist button is a single access link that can be tapped at any time in the mobile app. This allows the checklist to be filled out gradually over multiple visits on the same job by different technicians.

This checklist must be completed by the technician with help from the customer to ensure all the correct information and documentation is submitted to Financeit and your business receives funds. Tap each of these items on the list and enter information:

1. Verify [customer name] identity: In the form, select as needed and enter information in the fields, including agree to the terms of the Identification and Verification Form. When you're done, tap Continue. This takes you back to the Funding Checklist and you'll see the item marked as completed (green and white checkmark). Go to the next item.

2. Submit proof of income:        

   Note: This item is only applicable if the applicant is approved with conditions.

   1. In the Submit proof of income screen, choose one of two options: Invite customer to complete this step or Upload document.
      Inviting the customer will send an email to the customer, so they can complete and submit this information at a later time. If you select to upload a document, you can use the camera to upload pictures of accepted proof of income documentation. When finished, tap Done.    

3. Set up payments: In the Set up payments screen, choose one of two options: Invite customer to complete this step or Upload document. Inviting the customer will send an email to the customer to complete and submit this information at a later time. If you select to upload a document, you can use the camera on your device to upload pictures of accepted forms of payment documentation. When finished, tap Done.

4. Once you have completed these items, the ServiceTitan Mobile app will automatically process and send the information and uploaded documents to Financeit.        

   Note: All these items must be completed and marked as completed on the list for your business to receive funds.

Collect funding

1. Go back to the job and tap Invoice. 

2. Tap Pay to collect payment. 

3. Tap the Choose payment type dropdown and select Financing by Financeit. 

4. Enter an amount. You can select the full balance or a different amount. Add a memo/note as needed. 

5. When you're done, tap Charge at the top right of the screen. A Customer Acknowledgement/Letter of Completion opens. To display the Letter of Completion in French, click the language menu and select French.         

   Note: This letter must be signed by the customers for your business to receive funds for service.

6. Let the customer read the content. Once they've acknowledged the terms, have them sign in the box.

7. Tap Accept. The invoice and signatures are automatically sent to Financeit for processing.

8. To close out the job, tap Finish Job. 

9. Go back to the Funding Checklist.

10. On the list, tap Confirm purchase details, and then verify that invoice and purchase details match to receive funds for this service.        

    Tip: You can also submit a loan application from Invoices when in a current job in ServiceTitan Mobile and follow the same steps in this workflow.

Download Pricebook and/or sync changes in ServiceTitan Mobile

Before you use Financeit with your customers via the app, download the Pricebook and sync all changes that may have occurred on the back end. This ensures that all the items you're offering to your customers via ServiceTitan Mobile are updated.

Download the Pricebook

1. Go to the current job and tap the Sync icon.        

   Tip: You can do this from any of the main actions on the side menu for any job.

      

2. Tap Download pricebook. 

Sync changes

1. Go to the current job and tap the Sync icon.        

   Tip: You can do this from any of the main actions on the side menu for any job.

      

2. Tap Sync changes to ensure all back-end updates have synced with ServiceTitan Mobile. 

FAQ

Want to learn more

• See Use Financeit Financing in ServiceTitan

• See Payments