---
title: "Offer Financeit Financing to customers through Online Estimates"
slug: "offer-financeit-financing-to-customers-through-online-estimates"
updated: 2026-10-15T17:43:25Z
published: 2026-10-15T17:43:25Z
canonical: "help.servicetitan.com/offer-financeit-financing-to-customers-through-online-estimates"
---

> ## 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.

# Offer Financeit Financing to customers through Online Estimates

## Overview

When setting up Financeit loan options in ServiceTitan, technicians and office employees can offer Financing to customers by emailing a link to their estimates in an online portal. In the portal, customers can choose from available financing plans and apply for a Financeit loan. They can enter a loan amount to view the corresponding monthly payments for the available plans, which also determines their eligibility for specific plans.

---

### 

#### Who uses this feature

- Back office employees
- Applies to all business types

#### Feature configuration

- Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details.

## Before using this feature

Before using this feature, you first need to:

- [Set up online estimates](/construction/docs/use-online-estimates). You can customize your invoice email template to include the {OnlineEstimateLink} text.
- [Set up your Financeit integration](/construction/docs/use-financeit-financing-in-servicetitan). You can create default and custom rules to customize your financing plans.

## Enable Financeit in online estimates

1. Go to the navigation bar 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%3A39%3A32Z&se=2026-10-31T03%3A39%3A32Z&sr=c&sp=r&sig=B6iwCOl%2FsLMMRyNR5Yqt9h6xJ6HXMnGF3Br1Eku%2FWXA%3D)**.
2. In the side panel, click **Integrations** > **Financing**.
3. Click the **Financing Display Settings** tab.
4. Turn on the **Allow Customer to Apply for Financing Through Online Estimates** toggle.
5. Click **Save**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/offer-financeit-financing-to-customers-through-online-estimates-image-b87exbhh.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A32Z&se=2026-10-31T03%3A39%3A32Z&sr=c&sp=r&sig=B6iwCOl%2FsLMMRyNR5Yqt9h6xJ6HXMnGF3Br1Eku%2FWXA%3D)

The Financeit integration is now automatically included on all estimates accessed through the Online Estimates Portal.

## Invite customers to complete the Financeit application

You can invite customers to complete a Financeit application by emailing them a link to view their estimates online, which can be done from both the ServiceTitan and ServiceTitan Mobile. For more, see [Use Online Estimates](/construction/docs/use-online-estimates).

## Online estimates workflow for Financeit financing

When your customer receives and opens an online estimate, they have the option to apply for Financeit financing directly from the Online Estimates Portal.

1. Send an estimate email to a customer, which includes an *estimates* link to the Online Estimates Portal.
2. When the customer clicks the estimates link, the portal opens, showing their estimates. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/offer-financeit-financing-to-customers-through-online-estimates-image-euouf365.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A32Z&se=2026-10-31T03%3A39%3A32Z&sr=c&sp=r&sig=B6iwCOl%2FsLMMRyNR5Yqt9h6xJ6HXMnGF3Br1Eku%2FWXA%3D)
3. When a customer clicks **Get Pre-Qualified**, a new browser page with the loan application opens.

The customer is directed to the Financeit website and loan application form and process. ServiceTitan has no control over the questions or application processes from here.

## Want to learn more?

- See [Use Financeit Financing in ServiceTitan](/construction/docs/use-financeit-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