---
title: "Use Financeit Financing in ServiceTitan Mobile"
slug: "use-financeit-financing-in-servicetitan-mobile"
updated: 2026-10-15T01:01:07Z
published: 2026-10-15T01:01:07Z
canonical: "help.servicetitan.com/use-financeit-financing-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.

# Use Financeit Financing in ServiceTitan Mobile

## Overview

Facilitated by ServiceTitan Integrated Financing, Financeit Financing enables you to offer your customers an easier way to pay for major services using instant and paperless financing options in ServiceTitan Mobile.

---

### 

#### Who uses this feature

- Technicians
- For Canada customers only
- Applies to all business types

#### Feature configuration

- Account configuration is required to use this feature. Please contact your office for details.

## Things to know

- The Letter of Completion must be signed by the customer for your business to receive funds for each invoice.
- You can present the Letter of Completion to customers in either French or English.
- If you're completing a loan application with a customer and there's an issue with the application, you'll need to contact Financeit. ServiceTitan facilitates this integration and access to Financeit Financing options, but Financeit manages the loan application. Call Financeit at 1-888-536-3025 or email them at [service@Financeit.io](mailto:service@Financeit.io).

## Submit a loan application for Financeit

When the office has set up financing rules in ServiceTitan, you can start offering these options to your customers for specific jobs using the mobile app.

1. In the ServiceTitan Mobile app dashboard, find the job you want and tap **View Current Job** if you're not already in that job.
2. Go to the side menu and tap **Estimates**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-financeit-financing-in-servicetitan-mobile-image-tuz35fyf.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A00Z&se=2026-10-31T03%3A39%3A00Z&sr=c&sp=r&sig=IFkZ%2FWvXHu%2BdotSSlwzXynvRKzzdv6%2BrOvzsw60r8Aw%3D)
3. Tap **Present**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-financeit-financing-in-servicetitan-mobile-image-xux6yclv.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A00Z&se=2026-10-31T03%3A39%3A00Z&sr=c&sp=r&sig=IFkZ%2FWvXHu%2BdotSSlwzXynvRKzzdv6%2BrOvzsw60r8Aw%3D)*Presentation Mode* opens to view the estimate(s) for the job and apply for financing. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-financeit-financing-in-servicetitan-mobile-image-v0ive3xn.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A00Z&se=2026-10-31T03%3A39%3A00Z&sr=c&sp=r&sig=IFkZ%2FWvXHu%2BdotSSlwzXynvRKzzdv6%2BrOvzsw60r8Aw%3D)
4. Tap **Financing** and then tap **Apply Now** for Financeit. A new loan application form opens. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-financeit-financing-in-servicetitan-mobile-image-lfwd3mg3.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A00Z&se=2026-10-31T03%3A39%3A00Z&sr=c&sp=r&sig=IFkZ%2FWvXHu%2BdotSSlwzXynvRKzzdv6%2BrOvzsw60r8Aw%3D)

> [!NOTE]
> **Note:** This is going to redirect you to the Financeit website and loan application form and process. ServiceTitan has no control over the questions or application processes from here.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-financeit-financing-in-servicetitan-mobile-image-kc5xfk2q.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A00Z&se=2026-10-31T03%3A39%3A00Z&sr=c&sp=r&sig=IFkZ%2FWvXHu%2BdotSSlwzXynvRKzzdv6%2BrOvzsw60r8Aw%3D)
  1. If you select **Invite**, you'll see the following form. Make sure to complete it to invite the customer to apply and submit it at a later time.
  2. If you select **Or start an application now***,* you'll walk the customer through the loan application. Ensure they enter information for all the fields, including selecting the box at the bottom to agree to the consent clause.
5. Fill out the application form and select a program.

> [!NOTE]
> **Note:** Speak with your account manager at Financeit to specify which plans you want to appear on this form.
6. When done, choose how you want to complete the loan application. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-financeit-financing-in-servicetitan-mobile-image-pmrqq3n0.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A00Z&se=2026-10-31T03%3A39%3A00Z&sr=c&sp=r&sig=IFkZ%2FWvXHu%2BdotSSlwzXynvRKzzdv6%2BrOvzsw60r8Aw%3D)
  1. If you select **Invite**, you'll see the following form. Make sure to complete it to invite the customer to apply and submit it at a later time. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-financeit-financing-in-servicetitan-mobile-image-67nlvbjt.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A00Z&se=2026-10-31T03%3A39%3A00Z&sr=c&sp=r&sig=IFkZ%2FWvXHu%2BdotSSlwzXynvRKzzdv6%2BrOvzsw60r8Aw%3D)
  2. If you select **Or start an application now**, you'll walk the customer through the loan application. Ensure they enter information for all the fields, including selecting the box at the bottom to agree to the consent clause. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-financeit-financing-in-servicetitan-mobile-image-dpi5zqiu.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A00Z&se=2026-10-31T03%3A39%3A00Z&sr=c&sp=r&sig=IFkZ%2FWvXHu%2BdotSSlwzXynvRKzzdv6%2BrOvzsw60r8Aw%3D) ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-financeit-financing-in-servicetitan-mobile-image-5ky9uvhf.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A00Z&se=2026-10-31T03%3A39%3A00Z&sr=c&sp=r&sig=IFkZ%2FWvXHu%2BdotSSlwzXynvRKzzdv6%2BrOvzsw60r8Aw%3D)
7. When you're done, tap **Submit**. The application starts processing and you get a status within minutes. If the loan application is approved, you'll receive an approval status and conditions of the loan. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-financeit-financing-in-servicetitan-mobile-image-k414z9kv.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A00Z&se=2026-10-31T03%3A39%3A00Z&sr=c&sp=r&sig=IFkZ%2FWvXHu%2BdotSSlwzXynvRKzzdv6%2BrOvzsw60r8Aw%3D)

> [!NOTE]
> **Note:** If the application is declined, let the customer know that Financeit will send them an email with the details. They can contact Financeit for additional information.

## Complete the funding checklist for Financeit

When the customer is ready to accept the conditions of the approved loan, tap **Continue > Open Funding Checklist.**

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-financeit-financing-in-servicetitan-mobile-image-8h0nj2hz.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A00Z&se=2026-10-31T03%3A39%3A00Z&sr=c&sp=r&sig=IFkZ%2FWvXHu%2BdotSSlwzXynvRKzzdv6%2BrOvzsw60r8Aw%3D)

The **Open Funding Checklist** button is a single access link that can be tapped at any time in the mobile app. This allows the checklist to be filled out gradually over multiple visits on the same job by different technicians.

This checklist must be completed by the technician with help from the customer to ensure all the correct information and documentation is submitted to Financeit and your business receives funds. Tap each of these items on the list and enter information:

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-financeit-financing-in-servicetitan-mobile-image-66rlwvw6.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A00Z&se=2026-10-31T03%3A39%3A00Z&sr=c&sp=r&sig=IFkZ%2FWvXHu%2BdotSSlwzXynvRKzzdv6%2BrOvzsw60r8Aw%3D)

1. *Verify [customer name] identity*: In the form, select as needed and enter information in the fields, including agree to the terms of the Identification and Verification Form. When you're done, tap **Continue**. This takes you back to the Funding Checklist and you'll see the item marked as completed (green and white checkmark). Go to the next item.
2. *Submit proof of income*:

> [!NOTE]
> **Note:** This item is only applicable if the applicant is approved with conditions.
  1. In the *Submit proof of income* screen, choose one of two options: **Invite customer to complete this step** or **Upload document**. Inviting the customer will send an email to the customer, so they can complete and submit this information at a later time. If you select to upload a document, you can use the camera to upload pictures of accepted proof of income documentation. When finished, tap **Done**.
3. *Set up payments:* In the *Set up payments* screen, choose one of two options: **Invite customer to complete this step** or **Upload document**. Inviting the customer will send an email to the customer to complete and submit this information at a later time. If you select to upload a document, you can use the camera on your device to upload pictures of accepted forms of payment documentation. When finished, tap **Done**.
4. Once you have completed these items, the ServiceTitan Mobile app will automatically process and send the information and uploaded documents to Financeit.

> [!NOTE]
> **Note:** All these items must be completed and marked as completed on the list for your business to receive funds.

## Collect funding

1. Go back to the job and tap **Invoice**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-financeit-financing-in-servicetitan-mobile-image-yv9281wq.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A00Z&se=2026-10-31T03%3A39%3A00Z&sr=c&sp=r&sig=IFkZ%2FWvXHu%2BdotSSlwzXynvRKzzdv6%2BrOvzsw60r8Aw%3D)
2. Tap **Pay** to collect payment. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-financeit-financing-in-servicetitan-mobile-image-8vppy0ie.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A00Z&se=2026-10-31T03%3A39%3A00Z&sr=c&sp=r&sig=IFkZ%2FWvXHu%2BdotSSlwzXynvRKzzdv6%2BrOvzsw60r8Aw%3D)
3. Tap the **Choose payment type** dropdown and select **Financing by Financeit**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-financeit-financing-in-servicetitan-mobile-image-u2t48r7p.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A00Z&se=2026-10-31T03%3A39%3A00Z&sr=c&sp=r&sig=IFkZ%2FWvXHu%2BdotSSlwzXynvRKzzdv6%2BrOvzsw60r8Aw%3D)
4. Enter an amount. You can select the full balance or a different amount. Add a memo/note as needed. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-financeit-financing-in-servicetitan-mobile-image-dn0hwqep.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A00Z&se=2026-10-31T03%3A39%3A00Z&sr=c&sp=r&sig=IFkZ%2FWvXHu%2BdotSSlwzXynvRKzzdv6%2BrOvzsw60r8Aw%3D)
5. When you're done, tap **Charge** at the top right of the screen. A *Customer Acknowledgement/Letter of Completion* opens. To display the Letter of Completion in French, click the language menu and select **French**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-financeit-financing-in-servicetitan-mobile-image-oneop86v.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A00Z&se=2026-10-31T03%3A39%3A00Z&sr=c&sp=r&sig=IFkZ%2FWvXHu%2BdotSSlwzXynvRKzzdv6%2BrOvzsw60r8Aw%3D)

> [!NOTE]
> **Note:** This letter must be signed by the customers for your business to receive funds for service.
6. Let the customer read the content. Once they've acknowledged the terms, have them sign in the box.
7. Tap **Accept**. The invoice and signatures are automatically sent to Financeit for processing.
8. To close out the job, tap **Finish Job**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-financeit-financing-in-servicetitan-mobile-image-mgqi2wav.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A00Z&se=2026-10-31T03%3A39%3A00Z&sr=c&sp=r&sig=IFkZ%2FWvXHu%2BdotSSlwzXynvRKzzdv6%2BrOvzsw60r8Aw%3D)
9. Go back to the *Funding Checklist*.
10. On the list, tap **Confirm purchase details**, and then verify that invoice and purchase details match to receive funds for this service.

> [!TIP]
> **Tip:** You can also submit a loan application from **Invoices** when in a current job in ServiceTitan Mobile and follow the same steps in this workflow.

## Download Pricebook and/or sync changes in ServiceTitan Mobile

Before you use Financeit with your customers via the app, download the Pricebook and sync all changes that may have occurred on the back end. This ensures that all the items you're offering to your customers via ServiceTitan Mobile are updated.

### Download the Pricebook

1. Go to the current job and tap the **Sync** icon.

> [!TIP]
> **Tip:** You can do this from any of the main actions on the side menu for any job.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-financeit-financing-in-servicetitan-mobile-image-m58zm1zj.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A00Z&se=2026-10-31T03%3A39%3A00Z&sr=c&sp=r&sig=IFkZ%2FWvXHu%2BdotSSlwzXynvRKzzdv6%2BrOvzsw60r8Aw%3D)
2. Tap **Download pricebook**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-financeit-financing-in-servicetitan-mobile-image-k28on1a2.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A00Z&se=2026-10-31T03%3A39%3A00Z&sr=c&sp=r&sig=IFkZ%2FWvXHu%2BdotSSlwzXynvRKzzdv6%2BrOvzsw60r8Aw%3D)

### Sync changes

1. Go to the current job and tap the **Sync** icon.

> [!TIP]
> **Tip:** You can do this from any of the main actions on the side menu for any job.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-financeit-financing-in-servicetitan-mobile-image-587qsnsh.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A00Z&se=2026-10-31T03%3A39%3A00Z&sr=c&sp=r&sig=IFkZ%2FWvXHu%2BdotSSlwzXynvRKzzdv6%2BrOvzsw60r8Aw%3D)
2. Tap **Sync changes** to ensure all back-end updates have synced with ServiceTitan Mobile. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-financeit-financing-in-servicetitan-mobile-image-sp6suud1.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A00Z&se=2026-10-31T03%3A39%3A00Z&sr=c&sp=r&sig=IFkZ%2FWvXHu%2BdotSSlwzXynvRKzzdv6%2BrOvzsw60r8Aw%3D)

## FAQ

---

### 

#### What is the ServiceTitan & Financeit integration?

SerivceTitan has partnered with Financeit to build a completely paperless financing solution. Technicians go through the entire financing process in ServiceTitan Mobile. This includes completing the application, obtaining approval, and going through Financeit's funding checklist.

#### Is there an additional charge to utilize the ServiceTitan & Financeit integration?

No. You pay only the normal fees associated with using ServiceTitan and Financeit. There are no additional fees or setup charges for the integration.

#### Does the Financeit integration require any paperwork for the homeowner, for example, submit an application?

No. This is a completely paperless process. Loan application, signed invoice, and letter of completion can all be done through the mobile app.

#### When I submit an application in the Financeit Integration, how long does it take to process to receive a response?

When an application is submitted or resubmitted, it takes approximately 30-60 seconds to receive a response from Financeit.

#### Who do I contact if I have any Financeit integration questions?

Please contact the ServiceTitan financing team at [financing@servicetitan.com](mailto:financing@servicetitan.com) with any integration questions. If you have a question for Financeit, you may contact Financeit directly.

#### Who do I contact if I have issues or recommendations to improve the Financeit integration?

Please contact the ServiceTitan Financing team at [financing@servicetitan.com](mailto:financing@servicetitan.com).

## Want to learn more

- See [Use Financeit Financing in ServiceTitan](/construction/docs/use-financeit-financing-in-servicetitan)
- See [Payments](/construction/docs/payments-home)

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