--- title: "Use Synchrony Financing in ServiceTitan Mobile" slug: "use-synchrony-financing-in-servicetitan-mobile" tags: ["Area - Payments", "Focus - Construction", "Focus - Service Replacement", "Role - Technician", "Type - Commercial", "Type - Residential"] updated: 2026-10-16T01:34:06Z published: 2026-10-16T01:34:06Z canonical: "help.servicetitan.com/use-synchrony-financing-in-servicetitan-mobile" --- > ## 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. # Use Synchrony Financing in ServiceTitan Mobile ## Overview Built right into ServiceTitan, the Synchrony Financing integration allows you to offer Synchrony financing plans, submit an application, and receive a fast decision directly in the ServiceTitan Mobile App. With Synchrony, you can email or text Synchrony applications, authorize Payments, create sales slips and send them to your customers for e-signatures, all from the ServiceTitan Mobile app. --- ### #### Who uses this feature - Technicians - Applies to all business types #### Feature configuration - Account configuration is required to use this feature. Please contact your office for details. ## Select Synchrony Financing options for a Job 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 **Dashboard > Overview**, tap **View Current Job**. 2. In the side menu, tap **Estimates**. 3. Tap **Present** and then tap **View** Estimate under your preferred option. The sales amount is automatically populated with the total estimate amount. You can change the amount if needed. > [!NOTE] > **Note:** On the presentation screen, as estimates increase in price, the financing plan used changes as you unlock higher financing tiers. 4. Tap **Apply for Financing**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-synchrony-financing-in-servicetitan-mobile-image-hwzpyaq5.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A10%3A14Z&se=2026-11-09T12%3A10%3A14Z&sr=c&sp=r&sig=6oSs0ArbLzfiRK7cSPkH9CZFawZKlfuDnL3e%2BLQJkOc%3D) 5. Tap **Calculate Plans**. Synchrony Financing opens to the custom financing plans set by your administrator in ServiceTitan. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-synchrony-financing-in-servicetitan-mobile-image-jlch9e8j.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A10%3A14Z&se=2026-11-09T12%3A10%3A14Z&sr=c&sp=r&sig=6oSs0ArbLzfiRK7cSPkH9CZFawZKlfuDnL3e%2BLQJkOc%3D) 6. Tap the plan you want and then tap **Select Plan**. Each plan notes the term and spend threshold set in ServiceTitan. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-synchrony-financing-in-servicetitan-mobile-image-fxblj5d1.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A10%3A14Z&se=2026-11-09T12%3A10%3A14Z&sr=c&sp=r&sig=6oSs0ArbLzfiRK7cSPkH9CZFawZKlfuDnL3e%2BLQJkOc%3D) 7. Review and enter the customer information and tap **Send Application**. ![Application form to send customer details via email or text for financing.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-synchrony-financing-in-servicetitan-mobile-image-uv67w2lb.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A10%3A14Z&se=2026-11-09T12%3A10%3A14Z&sr=c&sp=r&sig=6oSs0ArbLzfiRK7cSPkH9CZFawZKlfuDnL3e%2BLQJkOc%3D) 8. After the application is complete, you receive a decision automatically: 1. Approved 2. Pending 3. Declined 9. If approved, a future payment can be authorized and a sales slip created and sent to the customer. Tap **Create Sales Slip** to start the sales slip process. ![Credit application approved for John Smith with a $15,000 limit and next steps outlined.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-synchrony-financing-in-servicetitan-mobile-image-azwva2gw.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A10%3A14Z&se=2026-11-09T12%3A10%3A14Z&sr=c&sp=r&sig=6oSs0ArbLzfiRK7cSPkH9CZFawZKlfuDnL3e%2BLQJkOc%3D) 10. Fill out the sales slip form and tap **Submit For Authorization.** This pre-authorizes a payment on the customer account. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-synchrony-financing-in-servicetitan-mobile-image-qyfsspxn.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A10%3A14Z&se=2026-11-09T12%3A10%3A14Z&sr=c&sp=r&sig=6oSs0ArbLzfiRK7cSPkH9CZFawZKlfuDnL3e%2BLQJkOc%3D) 11. Confirm the customer email before sending and entering their DOB. The customer must confirm their DOB when e-signing. Tap **Send Sales Slip** to send the sales slip for e-sign consent. A confirmation screen opens. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-synchrony-financing-in-servicetitan-mobile-image-d9qitj6k.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A10%3A14Z&se=2026-11-09T12%3A10%3A14Z&sr=c&sp=r&sig=6oSs0ArbLzfiRK7cSPkH9CZFawZKlfuDnL3e%2BLQJkOc%3D) 12. Tap **View Sales Slip Status** to see updates on the sales slip signature process. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-synchrony-financing-in-servicetitan-mobile-image-u1flq6z1.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A10%3A14Z&se=2026-11-09T12%3A10%3A14Z&sr=c&sp=r&sig=6oSs0ArbLzfiRK7cSPkH9CZFawZKlfuDnL3e%2BLQJkOc%3D) > [!NOTE] > **Note:** Updating an authorization amount or sales slip information must be done in the Synchrony Portal. ## Want to learn more? - See [Payments](/commercial/docs/payments-home) - See [Use Synchrony Financing in ServiceTitan](/commercial/docs/use-synchrony-financing-in-servicetitan) Integration with third-party financing partners (e.g., GreenSky, Wisetack) that lets customers apply for financing on large jobs. **What it does:** Increases average ticket size and close rates by removing price barriers for customers who can't pay upfront. **Also called:** Customer financing, Payment plans **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** Customer Financing ServiceTitan's iOS and Android app for technicians to manage their schedule, job details, invoices, photos, and payments in the field. **What it does:** Keeps technicians connected to the office in real time — eliminating paper, reducing back-office data entry, and enabling on-site payments. **Also called:** Field app, Tech app **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Integrated payment processing within ServiceTitan for collecting credit card, ACH, and financing payments in the field or office. **What it does:** Eliminates third-party payment friction by letting techs collect payment on-site via the mobile app, with funds deposited directly. **Also called:** In-app payments, Field payments **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** ServiceTitan Payments The core work record in ServiceTitan representing a service request, containing appointments, invoices, estimates, and notes. **What it does:** Acts as the operational and financial center of gravity for all work performed — everything is tied to a Job. **Also called:** Work order, Service ticket **Tags:** Core [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) 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)