--- title: "Manage GoodLeap post application tasks in ServiceTitan Mobile" slug: "manage-goodleap-post-application-tasks-in-servicetitan-mobile" updated: 2026-10-15T01:30:18Z published: 2026-10-15T01:30:18Z canonical: "help.servicetitan.com/manage-goodleap-post-application-tasks-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. # Manage GoodLeap post application tasks in ServiceTitan Mobile ## Overview Use the Notice to Proceed workflow in the ServiceTitan Mobile App to complete key GoodLeap tasks directly within ServiceTitan, eliminating the need to switch between platforms. You can upload stipulations (stips), add project details, and attach Home Improvement Contracts (HIC). This workflow streamlines your process, reduces platform switching, and helps you move GoodLeap applications forward more efficiently. --- ### #### Who uses this feature - Technicians - Applies to all business types - Applies to all trades #### Feature configuration - This feature requires integration with GoodLeap. Contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Submit a change order 1. If the application status is *Approved* or *Conditionally approved*, you can tap **Create Change Order**. 2. Enter a new loan amount, if applicable. 3. Choose a new plan by clicking edit plan, if applicable. > [!NOTE] > **Note:** Plan availability is determined by the custom rules and plans set in settings. 4. When finished, tap **Submit**. > [!NOTE] > **Note:** New loan docs will automatically be sent to the customer. Change order can be submitted up until loan details are verified. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-goodleap-post-application-tasks-in-servicetitan-mobile-image-c3e0ah79.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A08Z&se=2026-10-31T02%3A47%3A08Z&sr=c&sp=r&sig=MFCkk2kNWdA1SmU9VGxmC2hiw%2FYurtnlSSl5i1rBkcg%3D) ## Upload stipulations or conditions If stips or conditions are available, you will be directed to upload conditions. 1. Click **Upload Conditions** to open a GoodLeap hosted platform to upload all required conditions. 2. When finished, the status of the task will be marked complete. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-goodleap-post-application-tasks-in-servicetitan-mobile-image-winvziy6.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A08Z&se=2026-10-31T02%3A47%3A08Z&sr=c&sp=r&sig=MFCkk2kNWdA1SmU9VGxmC2hiw%2FYurtnlSSl5i1rBkcg%3D) ## Upload home improvement contract (HIC) If a HIC is required, you will be directed to upload pictures of the contract. 1. Tap **Upload HIC**. 2. Tap **Take Photos**. 3. Take a photo of each page of the contract and upload it all at once. > [!NOTE] > **Note:** You can delete a picture by clicking the trash icon. 4. Click upload to send all of the images at once. 5. When finished and approved, the status of the task will be marked as completed. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-goodleap-post-application-tasks-in-servicetitan-mobile-image-xuhi2iwy.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A08Z&se=2026-10-31T02%3A47%3A08Z&sr=c&sp=r&sig=MFCkk2kNWdA1SmU9VGxmC2hiw%2FYurtnlSSl5i1rBkcg%3D) ## Add Project Info If adding project info is required, you will be directed to enter it. 1. Tap **Add Project Info**. 2. Select the primary project you installed from the drop down menu. 3. If applicable, add any additional projects by adding in the additional projects drop down menu. 4. Enter all required information in the project form. 5. When finished, tap **Submit**. The status of the task will be marked as completed. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-goodleap-post-application-tasks-in-servicetitan-mobile-image-6ufthwyp.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A08Z&se=2026-10-31T02%3A47%3A08Z&sr=c&sp=r&sig=MFCkk2kNWdA1SmU9VGxmC2hiw%2FYurtnlSSl5i1rBkcg%3D) ## Finalize loan details If adding project info is required, you will be directed to enter it. 1. When all previous tasks are completed, you can finalize loan details. > [!NOTE] > **Note:** This will be your last chance to make any changes to the loan. You can do this by clicking create change order on the finalize loan details page or Application Details page. 2. Confirm the information and tap **Submit**. 3. When finished, the status of the task will be marked as completed. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-goodleap-post-application-tasks-in-servicetitan-mobile-image-3rnswfyr.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A08Z&se=2026-10-31T02%3A47%3A08Z&sr=c&sp=r&sig=MFCkk2kNWdA1SmU9VGxmC2hiw%2FYurtnlSSl5i1rBkcg%3D) ## Want to learn more? - See [Use GoodLeap Financing Integration](/construction/docs/use-goodleap-financing-integration-in-servicetitan-1) - See [Use GoodLeap Custom Financing in ServiceTitan Mobile](/construction/docs/use-goodleap-custom-financing-in-servicetitan-mobile) - See [Offer GoodLeap Financing to customers through Online Estimates](/construction/docs/offer-goodleap-financing-to-customers-through-online-estimates) 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