--- title: "Search for and manage financing applications in the ServiceTitan Field Mobile App" slug: "search-for-and-manage-financing-applications-in-servicetitan-field-mobile-app" updated: 2026-10-15T00:39:42Z published: 2026-10-15T00:39:42Z canonical: "help.servicetitan.com/search-for-and-manage-financing-applications-in-servicetitan-field-mobile-app" --- > ## 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. # Search for and manage financing applications in the ServiceTitan Field Mobile App ## Overview After a customer applies for Financing, you can check the status of their application in the Field Mobile App and make changes if needed. This allows you to manage the full application lifecycle and access applications at any time, all in one place. --- ### #### Who uses this feature - Technicians - Applies to all business types #### Feature configuration - The Field Mobile App is optimized for iOS, iPadOS, and Android phones and tablets. For more, see [System requirements and mobile app information](/v1/docs/system-requirements). - If you're using the Field Mobile App and need support, please contact [Technical Support](http://go.servicetitan.com/ask) (through the office) or reach out directly to [support@servicetitan.com](mailto:support@servicetitan.com). - Account configuration is required to use this feature. Please contact your office for details. ## Search for a financing application in the Field Mobile App ### Search for applications entered through the Field Mobile App 1. Open the Field Mobile App and tap **Menu** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-grid-view-outline.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A40%3A25Z&se=2026-10-31T03%3A40%3A25Z&sr=c&sp=r&sig=galpDlb4TMOOmqXi6E5fezdTebyF2MJi%2BGe%2FtPlZYDQ%3D) at the bottom of the screen. 2. On the *M*enu screen that opens, tap **Financing History**. ![Menu screen showing user shortcuts including financing history and contact information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(119).png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A40%3A25Z&se=2026-10-31T03%3A40%3A25Z&sr=c&sp=r&sig=galpDlb4TMOOmqXi6E5fezdTebyF2MJi%2BGe%2FtPlZYDQ%3D) 3. On the *Financing History* screen that opens, use the filters to find the application you're looking for. > [!NOTE] > **Note:** Search criteria varies for each partner. ![Financing history showing names, providers, and statuses of various applications.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/search-for-and-manage-financing-applications-in-the-servicetitan-field-mobile-app-image-7085izjz.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A40%3A25Z&se=2026-10-31T03%3A40%3A25Z&sr=c&sp=r&sig=galpDlb4TMOOmqXi6E5fezdTebyF2MJi%2BGe%2FtPlZYDQ%3D) ### Search for applications entered outside of the Field Mobile App 1. On the *Financing History* screen, tap **Account Lookup**. ![Financing history showing various applicants and their application statuses with action required alert.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/search-for-and-manage-financing-applications-in-the-servicetitan-field-mobile-app-image-6seohzh9.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A40%3A25Z&se=2026-10-31T03%3A40%3A25Z&sr=c&sp=r&sig=galpDlb4TMOOmqXi6E5fezdTebyF2MJi%2BGe%2FtPlZYDQ%3D) 2. On the *Account Lookup* screen that opens, select the partner for which you want to search applications. 3. Each partner has different search criteria you can use to find the application. Enter the search criteria then tap **Search**. ![Account lookup interface showing provider options and application ID input field.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/search-for-and-manage-financing-applications-in-the-servicetitan-field-mobile-app-image-jifd6srr.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A40%3A25Z&se=2026-10-31T03%3A40%3A25Z&sr=c&sp=r&sig=galpDlb4TMOOmqXi6E5fezdTebyF2MJi%2BGe%2FtPlZYDQ%3D) ## Manage a financing application in the Field Mobile App After you find the application you want to check, you can open it to manage it. 1. On the *Financing History* screen, tap the application you want to manage. ![Financing history showing action required for John Smith's approval status.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/search-for-and-manage-financing-applications-in-the-servicetitan-field-mobile-app-image-vdbiymi7.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A40%3A25Z&se=2026-10-31T03%3A40%3A25Z&sr=c&sp=r&sig=galpDlb4TMOOmqXi6E5fezdTebyF2MJi%2BGe%2FtPlZYDQ%3D) 2. On the application that opens, you can check its status and make changes, if needed. For more, see: - [Use GreenSky Financing in the ServiceTitan Field Mobile App](/construction/docs/use-greensky-financing-in-the-servicetitan-field-mobile-app) - [Use Service Finance in the ServiceTitan Field Mobile App](/v1/docs/use-service-finance-in-fma) - [Use Wells Fargo Financing in the ServiceTitan Field Mobile App](/v1/docs/use-wells-fargo-financing-in-fma) - [Use TURNS second look financing in the ServiceTitan Field Mobile App](/construction/docs/use-turns-second-look-financing-in-the-servicetitan-field-mobile-app) - [Use TURNS single application waterfall financing in the ServiceTitan Field Mobile App](/construction/docs/use-turns-single-application-waterfall-financing-servicetitan-field-mobile-app) - [Use Financeit Financing in the ServiceTitan Field Mobile App](/construction/docs/use-financeit-financing-in-the-servicetitan-field-mobile-app) - [Use Synchrony Financing in the ServiceTitan Field Mobile App](/construction/docs/use-synchrony-financing-in-the-servicetitan-field-mobile-app) ## Want to learn more? - See [Select a financing partner and add financing plans to estimates in the ServiceTitan Field Mobile App](/construction/docs/select-a-financing-partner-add-financing-plans-estimates-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