---
title: "Get started with GreenSky® Custom Financing"
slug: "get-started-with-greensky-custom-financing"
updated: 2026-10-15T01:00:58Z
published: 2026-10-15T01:00:58Z
canonical: "help.servicetitan.com/get-started-with-greensky-custom-financing"
---

> ## 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.

# Get started with GreenSky® Custom Financing

## Overview

GreenSky® Custom Financing is a third-party financing integration within ServiceTitan that allows back office employees and technicians to offer flexible payment options to customers, helping to increase close rates and average sale values.

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### 

#### Who uses this feature

- Back office employees and technicians
- Account configuration is required for this feature. Please contact the ServiceTitan Financing team at [financing@servicetitan.com](mailto:financing@servicetitan.com).

## Sign up with GreenSky® Custom Financing

Here is an overview of the sign-up process with GreenSky®:

1. Sign up with GreenSky® at www.greenskycredit.com/sponsor/servicetitan.
2. Once you're approved, GreenSky® sends you confirmation and instructions on how to complete your account setup.
3. Complete the GreenSky® Merchant Enrollment Form. GreenSky® sends you a link to the form.
4. Complete GreenSky® training to learn how to drive close rates and increase your sale average. You can opt to listen to a prerecorded training or participate in live training.
5. GreenSky® sends you links to listen to a recorded session or sign up for live training.
6. GreenSky® sends you directions on how to run a test transaction.

> [!NOTE]
> **Note:** GreenSky® will provide you with a merchant ID. Please provide this merchant ID to the ServiceTitan Financing team at [financing@servicetitan.com](mailto:financing@servicetitan.com).

## Set up GreenSky® Custom Financing in ServiceTitan

Once you have successfully signed up with GreenSky®, contact the ServiceTitan Financing team at [financing@servicetitan.com](mailto:financing@servicetitan.com) to schedule a training session. Make sure to have your GreenSky® merchant ID ready. During your training session, the ServiceTitan Financing team guides you through the following items:

- A 15 to 30-minute training session on how to use GreenSky® features
- Entering your GreenSky® merchant ID in ServiceTitan
- Setting up loan options in ServiceTitan
- Turning on GreenSky® in ServiceTitan Mobile
- Talk to you about making sure your technicians are prepared to start using GreenSky® out in the field

## Want to learn more?

- Visit ServiceTitan Academy to enroll in courses for GreenSky® Custom Rule Financing for [Office Users](https://servicetitan.docebosaas.com/academy/learn/courses/339/GreenSky-Custom-Financing-for-Office-Users)
- See [Use GreenSky® Custom Rule Financing in ServiceTitan](/construction/docs/use-greensky-custom-rule-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