---
title: "Application Management overview"
slug: "application-management-overview"
updated: 2026-10-15T01:01:32Z
published: 2026-10-15T01:01:32Z
canonical: "help.servicetitan.com/application-management-overview"
---

> ## 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.

# Application Management overview

## Overview

Application Management provides a clear view of all your customers' loan applications in one place. Instead of checking different partner portals or asking technicians for updates, you can track everything from submission to funding without leaving ServiceTitan.

---

### 

#### Who uses this feature

- Administrators, office employees, managers, accountants, and bookkeepers
- Primarily for Residential Service

#### Feature configuration

- Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details.
- The *View Financing application management* permission is required to use this feature. Please contact the account administrator on your team.

## Things to know

- Only applications submitted through ServiceTitan are tracked in Application Management.

## Review financing applications

To review the statuses of your customer's financing applications:

1. Go to the top toolbar and click **Accounting ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-accounting-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A26%3A50Z&se=2026-10-31T03%3A26%3A50Z&sr=c&sp=r&sig=XVBLyKq3JlqAv5Mhf2zRsBOPqjNrWmI13eqEthWK%2BkM%3D)**.
2. In the side panel, go to **Application Management**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/application-management-overview-image-ytoefa5y.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A26%3A50Z&se=2026-10-31T03%3A26%3A50Z&sr=c&sp=r&sig=XVBLyKq3JlqAv5Mhf2zRsBOPqjNrWmI13eqEthWK%2BkM%3D)
3. (Optional) If you'd like to find specific applications, use *Search* or any of the following filters:
  1. **Application Date**
  2. **Provider**
  3. **Business Unit**
  4. **Technician**
  5. **Status**

## Edit columns

To customize the information presented by Application Management:

1. Go to the top toolbar and click **Accounting ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-accounting-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A26%3A50Z&se=2026-10-31T03%3A26%3A50Z&sr=c&sp=r&sig=XVBLyKq3JlqAv5Mhf2zRsBOPqjNrWmI13eqEthWK%2BkM%3D)**.
2. In the side panel, go to **Application Management**.
3. Click **Edit Report**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/application-management-overview-image-f2ysw738.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A26%3A50Z&se=2026-10-31T03%3A26%3A50Z&sr=c&sp=r&sig=XVBLyKq3JlqAv5Mhf2zRsBOPqjNrWmI13eqEthWK%2BkM%3D)
4. Click **Show/Hide** for each column that you want to be visible or hidden.
5. Click and drag the order of columns, with the top column being the furthest left on the Application Management screen.
6. Click **Lock** for each column that you don't want to be moveable.
7. When finished, click **Apply**.
8. (Optional) If you want to return to the default view, click **Reset Defaults** and then click **Apply**.

> [!NOTE]
> **Note:** Application ID, Application Date, and Customer Name can't be edited or hidden.

## Take actions on applications

If an application has pending actions, use Application Management to quickly view them. To take actions on applications:

1. Go to the top toolbar and click **Accounting ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-accounting-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A26%3A50Z&se=2026-10-31T03%3A26%3A50Z&sr=c&sp=r&sig=XVBLyKq3JlqAv5Mhf2zRsBOPqjNrWmI13eqEthWK%2BkM%3D)**.
2. In the side panel, go to **Application Management**.
3. Click **Action** and select any of the applicable actions: ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/application-management-overview-image-9j08ax8w.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A26%3A50Z&se=2026-10-31T03%3A26%3A50Z&sr=c&sp=r&sig=XVBLyKq3JlqAv5Mhf2zRsBOPqjNrWmI13eqEthWK%2BkM%3D)
  1. **View Application History:** Review all of the different actions taken for the estimate and application. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/application-management-overview-image-8bs0e93c.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A26%3A50Z&se=2026-10-31T03%3A26%3A50Z&sr=c&sp=r&sig=XVBLyKq3JlqAv5Mhf2zRsBOPqjNrWmI13eqEthWK%2BkM%3D)

## Want to learn more?

- See [Payments](/construction/docs/payments-home)
- See [Financing Dashboard overview](/v1/docs/financing-dashboard-overview)

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