---
title: "Use Financeit Financing in the ServiceTitan Field Mobile App"
slug: "use-financeit-financing-in-the-servicetitan-field-mobile-app"
updated: 2026-10-29T12:38:24Z
published: 2026-10-29T12:38:24Z
canonical: "help.servicetitan.com/use-financeit-financing-in-the-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.

# Use Financeit Financing in the ServiceTitan Field Mobile App

## Overview

You can provide Financeit Financing options to your customers while presenting estimates in the Field Mobile App. This improves your ability to sell and helps to increase your bottom line.

---

### 

#### 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 and office setup is required to use this feature. Please contact your office for details.

## Things to know

- In Commercial terminology, jobs are referred to as work orders.
- If there's an issue with the application you're completing with a customer, you'll need to contact Financeit. ServiceTitan facilitates this integration and access to Financeit Financing options, but Financeit manages the loan application. For assistance, call Financeit at 1-888-536-3025 or email them at [service@Financeit.io](mailto:service@Financeit.io).

## Step 1: Finalize the Financeit estimate in the Field Mobile App

1. Open your current job and tap the **Estimates** tab.
2. If you haven't done so already, select Financeit as your [financing partner and add plan options](/construction/docs/select-a-financing-partner-add-financing-plans-estimates-servicetitan) to the estimate.
3. [Present the estimate](/construction/docs/present-and-sell-estimates-in-the-servicetitan-field-mobile-app#present-and-sell-estimates) to the customer.
4. After the customer chooses a plan, tap the following buttons below the plan and have the customer complete the steps for each:
  1. **Apply for Financing:** Submit an application to apply for financing with Financeit. For more, see [Step 2: Select a Financeit Financing plan in the Field Mobile App](/construction/docs/use-financeit-financing-in-the-servicetitan-field-mobile-app#step-2-select-a-financeit-financing-plan-in-the-field-mobile-app).
  2. **Accept and Sign Estimate:** Accept the estimate as *Sold* and receive the customer's signature confirming the sale. For more, see [Sell an estimate](/construction/docs/present-and-sell-estimates-in-the-servicetitan-field-mobile-app#sell-an-estimate).

> [!NOTE]
> **Note:** Tap **View Financing Terms** to review details about the terms of the financing plan.

![Proposal screen showing financing options and estimated monthly payment for a water heater.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-financeit-financing-in-the-servicetitan-field-mobile-app-image-gms989yo.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A39Z&se=2026-10-31T03%3A39%3A39Z&sr=c&sp=r&sig=%2F3z2GetIkbBgMi16WTu4fijcK2sdKCKtcbmojR5zgH4%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 [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).

## Step 2: Select a Financeit Financing plan in the Field Mobile App

1. On the *Apply for Financing* screen:
  1. Make sure **Financeit** is selected as the *Provider*.
  2. Under *Sale Amount*, enter the desired loan amount.
  3. If applicable, add the down payment amount.
  4. Tap **Find Plans**. ![Form for applying for financing with provider selection and financial details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-financeit-financing-in-the-servicetitan-field-mobile-app-image-6kt67i78.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A39Z&se=2026-10-31T03%3A39%3A39Z&sr=c&sp=r&sig=%2F3z2GetIkbBgMi16WTu4fijcK2sdKCKtcbmojR5zgH4%3D)
2. On the screen that opens, each plan option that was shown on the estimate is available to choose from. Find the plan the customer wants then tap **Start Pre-Qualification**. ![Financing application showing payment options and estimated monthly payments for a loan.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-financeit-financing-in-the-servicetitan-field-mobile-app-image-g14a4nog.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A39Z&se=2026-10-31T03%3A39%3A39Z&sr=c&sp=r&sig=%2F3z2GetIkbBgMi16WTu4fijcK2sdKCKtcbmojR5zgH4%3D)
3. After you tap **Start Pre-Qualification**, confirm the customer's information on the screen that opens.
4. Tap **Apply Now** to direct the customer to Financeit's webpage to complete the application.

After the application is submitted, Financeit sends a response automatically:

- **Approved:** The application is approved for financing.
- **Declined:** The application is declined.
- **Pending:** The application is pending. Check back at a later time to see the final decision.

> [!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.

## Step 3: Manage a submitted Financeit Financing application in the Field Mobile App

After the application is sent, you can check its status.

1. [Search for and open](/construction/docs/search-for-and-manage-financing-applications-in-servicetitan-field-mobile-app) the Financeit application you want to manage.
2. On the *Application Details* tab that opens, you can:
  - View the *Status* of the application: *Approved, Declined,* or *Pending.*
  - View the additional details of the application: *Provider, Loan ID, Application Date, Requested Financing Amount, Max Approved Amount, Est. Monthly Payment, Plan Details,* and *Job* number.

> [!NOTE]
> **Note:** Tapping the job number opens the job.
  - Tap **View Check List** to open and view the checklist on Financeit's webpage. ![Application details for John Smith, including loan status, amounts, and payment plan.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-financeit-financing-in-the-servicetitan-field-mobile-app-image-f3clvc3d.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A39Z&se=2026-10-31T03%3A39%3A39Z&sr=c&sp=r&sig=%2F3z2GetIkbBgMi16WTu4fijcK2sdKCKtcbmojR5zgH4%3D)

## 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)
- 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