--- title: "Add financing prequalification links to customer notifications" slug: "add-financing-prequalification-links-to-customer-notifications" updated: 2026-10-15T01:01:35Z published: 2026-10-15T01:01:35Z canonical: "help.servicetitan.com/add-financing-prequalification-links-to-customer-notifications" --- > ## 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. # Add financing prequalification links to customer notifications You can include Financing prequalification links in customer notifications to help homeowners explore financing options before their appointment. When a customer receives a text or an email notification, they can tap the link to view available offers and prequalify for financing directly from their device. When the customer prequalifies, their technician is notified—allowing them to tailor the conversation, guide financing discussions confidently, and help increase close rates and average ticket size. --- ### #### Who uses this feature - Office employees - Applies to all business types - Applies to all trades #### Feature configuration - This feature is currently in Early Access and available for specific accounts. It is subject to change. If you want to enable this feature for your account, join the waitlist [here](https://docs.google.com/forms/d/1R2FgCkN5DRiZLTzRTbRV5ZRDCaqHL8C0qHXFyspVeKI/viewform?edit_requested=true). - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Things to know - This feature is supported in the following financing integrations. - **ServiceTitan Field Mobile App:** Greensky, Synchrony, and GoodLeap - **Legacy ServiceTitan Mobile:** Synchrony and GoodLeap ## Setup overview Before you can add financing prequalification links to customer notifications, you must do the following: 1. Enable financing pre-qualifications 2. Add pre-qualification link to customer notifications ## Step 1: Enable financing pre-qualifications 1. In ServiceTitan Office, go to the top toolbar and click **Settings ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A35Z&se=2026-10-31T03%3A37%3A35Z&sr=c&sp=r&sig=iI49dx9YeqNkgg20z5F6FgtBefLk4lssKRKoBEIkjoQ%3D)**. 2. In the side panel, click **Integrations > Financing**. 3. Click the **Financing Pre-Qualifications** tab. 4. Select **Enable pre-qualifications**. 5. Select the provider you want to use for pre-qualifications. 6. If available, enter a **Default Loan Amount**. 7. Enter the **Merchant ID**. 8. If available, select the **Financing Rule** you want to use for pre-qualifications. 9. If available, enter the details of the provider's default representative. 10. When you're finished, click **Save**. ![Form for pre-qualifications with financing options and representative details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image-1783975865208.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A35Z&se=2026-10-31T03%3A37%3A35Z&sr=c&sp=r&sig=iI49dx9YeqNkgg20z5F6FgtBefLk4lssKRKoBEIkjoQ%3D) ## Step 2: Add pre-qualification link to customer notifications 1. In ServiceTitan Office, go to the top toolbar and click **Settings ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A35Z&se=2026-10-31T03%3A37%3A35Z&sr=c&sp=r&sig=iI49dx9YeqNkgg20z5F6FgtBefLk4lssKRKoBEIkjoQ%3D)**. 2. In the side panel, click **Communications > Customer Notifications**. > [!TIP] > ***Tip****: You can also click* ***Add a link to payment options in customer notifications*** *on the Financing Pre-Qualifications tab to jump directly to this screen.* 3. Select a customer notification. Pre-qualification links are available for the following notifications: 1. Booking confirmations 2. Reminder notifications 3. Dispatch notifications 4. Arrival notifications 4. Select the communication type, for example, click **Email** to configure notification settings for email notifications. 5. On the next screen, click **Customize**. 6. On the customization screen, review the body of the message and click **Payment options link** to add a link to the body of the message. ![Email template for appointment confirmation with business unit details and personalized tokens.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/payment options link(4).png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A35Z&se=2026-10-31T03%3A37%3A35Z&sr=c&sp=r&sig=iI49dx9YeqNkgg20z5F6FgtBefLk4lssKRKoBEIkjoQ%3D) 7. Click **Preview Edits** to preview the message. ![Appointment confirmation email with details and payment options link highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/preview(1).png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A35Z&se=2026-10-31T03%3A37%3A35Z&sr=c&sp=r&sig=iI49dx9YeqNkgg20z5F6FgtBefLk4lssKRKoBEIkjoQ%3D) 8. When you're finished, click **Save**. The email or text message sent to the customer now includes a link to see if they pre-qualify for financing. ![Appointment confirmation for Tracy Wilson with Good Company, including payment options link.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/message.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A35Z&se=2026-10-31T03%3A37%3A35Z&sr=c&sp=r&sig=iI49dx9YeqNkgg20z5F6FgtBefLk4lssKRKoBEIkjoQ%3D) ## Want to learn more? - Visit ServiceTitan Academy and enroll in [ServiceTitan Payments Essentials](https://servicetitan.docebosaas.com/academy/learn/learning-plans/8/servicetitan-payments-essentials) - See [Customer notifications](/construction/docs/customer-notifications-home) 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