--- title: "Select a financing partner and add financing plans to estimates in the ServiceTitan Field Mobile App" slug: "select-a-financing-partner-add-financing-plans-estimates-servicetitan" updated: 2026-10-29T12:35:27Z published: 2026-10-29T12:35:27Z canonical: "help.servicetitan.com/select-a-financing-partner-add-financing-plans-estimates-servicetitan" --- > ## 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. # Select a financing partner and add financing plans to estimates in the ServiceTitan Field Mobile App ## Overview Add Financing plans to estimates in the Field Mobile App for your selected financing partner. This allows you to present options to customers before they apply for financing. --- ### #### 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. - The *Configure financing plans in mobile* permission is required to use this feature. The *View Total Price* permission is required to see the estimated monthly amount and estimate total in the *Estimates* tab. Please contact the account administrator on your team. ## Things to know - You can only select one financing partner at a time for all estimates on the job. - If you don't select a financing partner, ServiceTitan uses the preferred partner and primary plan set up on the office side to calculate the estimated monthly payment. - The names of certain screens, tabs, and so on may be different based on your selection in **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%3A38%3A41Z&se=2026-10-31T03%3A38%3A41Z&sr=c&sp=r&sig=l5VXtSyODbB5JP3lxLWgGqT4nm8L2c2eEdF8f%2FTGY8U%3D) **> Settings**. For more, see [Show Residential or Commercial terms in the ServiceTitan Field Mobile App](/v1/docs/show-residential-or-commercial-terms). - If a homeowner already has a pre-approved offer from a GreenSky® or Synchrony prescreen campaign, a pre-approval banner appears on this same Financing provider selection screen — along with the Job Summary, Estimates, and proposal presentation screens — before you select a financing partner. ![List of financing providers with GreenSky highlighted as preferred option.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image-1786011258788.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A41Z&se=2026-10-31T03%3A38%3A41Z&sr=c&sp=r&sig=l5VXtSyODbB5JP3lxLWgGqT4nm8L2c2eEdF8f%2FTGY8U%3D) See [Use GreenSky® Financing in the ServiceTitan Field Mobile App](/construction/docs/use-greensky-financing-in-the-servicetitan-field-mobile-app) or [Use Synchrony Financing in the ServiceTitan Field Mobile App](/construction/docs/use-synchrony-financing-in-the-servicetitan-field-mobile-app) for details. ## Best practices - Set up a financing partner and estimate options before your customers apply for financing. This allows you to start the sales process without delays. ## Use cases - Create tailored estimates for your customers. - Align promo plans to equipment for rebates. ## Step 1: Select a financing partner in the Field Mobile App If multiple financing partners are enabled for your account, select the partner you want to use: 1. Open your current job. 2. Tap the **Estimates** tab. 3. On the *Estimates* tab, tap **Add** or **Edit** on the *Financing Provider*. ![User interface showing options to edit financing provider details and create estimates.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-04-15 at 4.38.13&?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A41Z&se=2026-10-31T03%3A38%3A41Z&sr=c&sp=r&sig=l5VXtSyODbB5JP3lxLWgGqT4nm8L2c2eEdF8f%2FTGY8U%3D#8239;PM.png) 4. Select the financing provider you want to use then tap **Save**. ![List of financing providers with preferred option highlighted for selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-04-15 at 4.40.29&?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A41Z&se=2026-10-31T03%3A38%3A41Z&sr=c&sp=r&sig=l5VXtSyODbB5JP3lxLWgGqT4nm8L2c2eEdF8f%2FTGY8U%3D#8239;PM.png) ## Step 2: Add financing plan options to estimates in the Field Mobile App After you select a financing partner, you can add plan options to estimates: 1. Open your current job. 2. Tap the **Estimates** tab. 3. [Build a new estimate](/v1/docs/create-estimates-in-fma) or open an existing estimate to update it. 4. On the estimate that opens, scroll to the *Financing Plans* section and tap **Select**. ![Overview of findings, rebates, energy savings, notes, and financing plans on a dashboard.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(118).png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A41Z&se=2026-10-31T03%3A38%3A41Z&sr=c&sp=r&sig=l5VXtSyODbB5JP3lxLWgGqT4nm8L2c2eEdF8f%2FTGY8U%3D) 5. On the screen that opens, select the financing plan options you want to include in the estimate. 6. Turn on the toggle for the plan in which you want to show the estimated monthly payment. 7. When finished, tap **Save**. ![Estimate for air conditioning unit financing with total cost and eligible plans displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-04-15 at 4.44.21&?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A41Z&se=2026-10-31T03%3A38%3A41Z&sr=c&sp=r&sig=l5VXtSyODbB5JP3lxLWgGqT4nm8L2c2eEdF8f%2FTGY8U%3D#8239;PM.png) After you tap **Save**, the financing plan or plans you selected are shown on the estimate. ![Financing plans with monthly costs displayed for options 1042 and 1064.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/select-a-financing-partner-and-add-financing-plans-to-estimates-in-the-servicetitan-field-mobile-app-image-2y3qrftx.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A41Z&se=2026-10-31T03%3A38%3A41Z&sr=c&sp=r&sig=l5VXtSyODbB5JP3lxLWgGqT4nm8L2c2eEdF8f%2FTGY8U%3D) When you [present the estimate](/construction/docs/present-and-sell-estimates-in-the-servicetitan-field-mobile-app#present-and-sell-estimates) to the customer, they can choose the plan they want, apply for financing, and [accept and sign the estimate](/construction/docs/present-and-sell-estimates-in-the-servicetitan-field-mobile-app#sell-an-estimate). ![Proposal screen showing financing options and estimated monthly payment for a water heater.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image-1793195328526.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A41Z&se=2026-10-31T03%3A38%3A41Z&sr=c&sp=r&sig=l5VXtSyODbB5JP3lxLWgGqT4nm8L2c2eEdF8f%2FTGY8U%3D) > [!NOTE] > **Note:** The estimated monthly payment is only shown on the one plan you selected it for when you added plan options to the estimate. 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 [Search for and manage financing applications in the ServiceTitan Field Mobile App](/construction/docs/search-for-and-manage-financing-applications-in-servicetitan-field-mobile-app) 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