---
title: "Use GoodLeap Custom Financing in ServiceTitan Mobile"
slug: "use-goodleap-custom-financing-in-servicetitan-mobile"
updated: 2026-10-15T01:01:39Z
published: 2026-10-15T01:01:39Z
canonical: "help.servicetitan.com/use-goodleap-custom-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 GoodLeap Custom Financing in ServiceTitan Mobile

## Overview

Built right into ServiceTitan, this Financing integration allows you to offer GoodLeap financing plans, submit an application, and receive a fast decision directly in the ServiceTitan Mobile App. This lets you control the loan options you offer your customers for specific jobs and automate the financing experience altogether for your team.

---

### 

#### Who uses this feature

- Technicians
- Applies to all business types

#### Feature configuration

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

## Apply for GoodLeap Custom Financing in mobile app

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 **Dashboard** **>** **Overview**, tap **View Current Job.**
2. In the side menu, tap **Estimates**.
3. Tap **Apply for Financing**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-goodleap-custom-financing-in-servicetitan-mobile-image-8shj14po.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A58Z&se=2026-10-31T03%3A38%3A58Z&sr=c&sp=r&sig=%2FDp6u8lXF9wtO4UwcP0ZuGp3VgFZqJJvAiIF7HzigAE%3D)
4. Tap **Apply Now** for GoodLeap.

> [!NOTE]
> **Note:** On the Estimate presentation screen, when the estimate's price increases, the selected financing plan updates as higher financing tiers are unlocked.
5. Enter the *Sale Amount* and *Down Payment* and tap **Calculate Plans**. GoodLeap Financing opens to the custom financing plans set by your administrator in ServiceTitan. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-goodleap-custom-financing-in-servicetitan-mobile-image-8gbbdqym.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A58Z&se=2026-10-31T03%3A38%3A58Z&sr=c&sp=r&sig=%2FDp6u8lXF9wtO4UwcP0ZuGp3VgFZqJJvAiIF7HzigAE%3D)
6. Tap the plan you want. If the customer wants to opt-in to Autopay, tap **Pay with Autopay**.
7. Tap **Start Application** to fill out the application in the mobile app. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-goodleap-custom-financing-in-servicetitan-mobile-image-r5btz2i5.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A58Z&se=2026-10-31T03%3A38%3A58Z&sr=c&sp=r&sig=%2FDp6u8lXF9wtO4UwcP0ZuGp3VgFZqJJvAiIF7HzigAE%3D)
8. Enter the job's service address. Under *Is this property a mobile/manufactured home?* tap **Yes** or **No**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-goodleap-custom-financing-in-servicetitan-mobile-image-41v70pwd.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A58Z&se=2026-10-31T03%3A38%3A58Z&sr=c&sp=r&sig=%2FDp6u8lXF9wtO4UwcP0ZuGp3VgFZqJJvAiIF7HzigAE%3D)
9. Tap **Continue**.
10. Enter the customer's personal information. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-goodleap-custom-financing-in-servicetitan-mobile-image-40lsahp9.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A58Z&se=2026-10-31T03%3A38%3A58Z&sr=c&sp=r&sig=%2FDp6u8lXF9wtO4UwcP0ZuGp3VgFZqJJvAiIF7HzigAE%3D)
11. Select an answer for each question and tap **Continue**.

> [!NOTE]
> **Note:** If you select **Yes** under *Is there a co-applicant?* repeat steps 10–11 for the co-applicant.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-goodleap-custom-financing-in-servicetitan-mobile-image-v7l1h3pw.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A58Z&se=2026-10-31T03%3A38%3A58Z&sr=c&sp=r&sig=%2FDp6u8lXF9wtO4UwcP0ZuGp3VgFZqJJvAiIF7HzigAE%3D)
12. Have the customer read GoodLeap's disclaimers and provide their signature. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-goodleap-custom-financing-in-servicetitan-mobile-image-xg2tuy81.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A58Z&se=2026-10-31T03%3A38%3A58Z&sr=c&sp=r&sig=%2FDp6u8lXF9wtO4UwcP0ZuGp3VgFZqJJvAiIF7HzigAE%3D)
13. Tap **Continue**.
14. Review the application. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-goodleap-custom-financing-in-servicetitan-mobile-image-vopj0l1h.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A58Z&se=2026-10-31T03%3A38%3A58Z&sr=c&sp=r&sig=%2FDp6u8lXF9wtO4UwcP0ZuGp3VgFZqJJvAiIF7HzigAE%3D)
15. When you're finished, tap **Submit**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-goodleap-custom-financing-in-servicetitan-mobile-image-7a9004xg.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A58Z&se=2026-10-31T03%3A38%3A58Z&sr=c&sp=r&sig=%2FDp6u8lXF9wtO4UwcP0ZuGp3VgFZqJJvAiIF7HzigAE%3D)
16. Once the application is complete, you receive a decision automatically:
  1. Approved
  2. Approved with conditions The customer will be sent an email to upload the stipulation documents. These must be provided before continuing the funding process.

> [!NOTE]
> **Note:** You can click **Check Status** to see the latest upload status of the conditions.
  3. Conditionally approved The customer will be sent an email to upload the condition documents. These must be provided before continuing the decision process.

> [!NOTE]
> **Note:** You can click **Check Status** to see the latest upload status of the conditions.
  4. Declined
  5. Pending
17. If the application has been approved with a counteroffer, show the customer the new terms. If they want to proceed with the new offer, tap **Accept Offer**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-goodleap-custom-financing-in-servicetitan-mobile-image-yut4asi7.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A58Z&se=2026-10-31T03%3A38%3A58Z&sr=c&sp=r&sig=%2FDp6u8lXF9wtO4UwcP0ZuGp3VgFZqJJvAiIF7HzigAE%3D)

## Email GoodLeap Custom Financing application in mobile app

Once the office has set up financing rules in ServiceTitan, you can email GoodLeap financing applications to your customers. This allows your customer to complete the financing application process on their own device.

1. In **Dashboard** **>** **Overview**, tap **View Current Job**.
2. In the side menu, tap **Estimates**.
3. Tap **Apply for Financing**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-goodleap-custom-financing-in-servicetitan-mobile-image-hlv89jzv.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A58Z&se=2026-10-31T03%3A38%3A58Z&sr=c&sp=r&sig=%2FDp6u8lXF9wtO4UwcP0ZuGp3VgFZqJJvAiIF7HzigAE%3D)
4. Tap **Apply Now** for GoodLeap.

> [!NOTE]
> **Note:** On the estimate presentation screen, when the estimate's price increases, the selected financing plan updates as higher financing tiers are unlocked.
5. Enter the *Sale Amount* and *Down Payment* and tap **Calculate Plans**. GoodLeap Financing opens to the custom financing plans set by your administrator in ServiceTitan. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-goodleap-custom-financing-in-servicetitan-mobile-image-sptdzp2n.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A58Z&se=2026-10-31T03%3A38%3A58Z&sr=c&sp=r&sig=%2FDp6u8lXF9wtO4UwcP0ZuGp3VgFZqJJvAiIF7HzigAE%3D)
6. Tap the plan you want. If the customer wants to opt-in to Autopay, tap **Pay with Autopay**.
7. Tap **Email Application to Customer**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-goodleap-custom-financing-in-servicetitan-mobile-image-k28ziur0.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A58Z&se=2026-10-31T03%3A38%3A58Z&sr=c&sp=r&sig=%2FDp6u8lXF9wtO4UwcP0ZuGp3VgFZqJJvAiIF7HzigAE%3D)
8. Enter the customer's *First Name*, *Last Name*, and *Email Address*. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-goodleap-custom-financing-in-servicetitan-mobile-image-zdbmfl6e.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A58Z&se=2026-10-31T03%3A38%3A58Z&sr=c&sp=r&sig=%2FDp6u8lXF9wtO4UwcP0ZuGp3VgFZqJJvAiIF7HzigAE%3D)
9. When you're finished, tap **Send Application** and then tap **Exit** on the confirmation screen. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-goodleap-custom-financing-in-servicetitan-mobile-image-rdsb567k.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A58Z&se=2026-10-31T03%3A38%3A58Z&sr=c&sp=r&sig=%2FDp6u8lXF9wtO4UwcP0ZuGp3VgFZqJJvAiIF7HzigAE%3D)
10. Once the application is complete, you receive a decision automatically:
  1. Approved
  2. Approved with conditions The customer will be sent an email to upload the stipulation documents. These must be provided before continuing the funding process.

> [!NOTE]
> **Note:** You can click **Check Status** to see the latest upload status of the conditions.
  3. Conditionally approved The customer will be sent an email to upload the condition documents. These must be provided before continuing the decision process.

> [!NOTE]
> **Note:** You can click **Check Status** to see the latest upload status of the conditions.
  4. Declined
  5. Pending
11. If the application has been approved with a counteroffer, show the customer the new terms. If they want to proceed with the new offer, tap **Accept Offer**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-goodleap-custom-financing-in-servicetitan-mobile-image-ww3kbhoz.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A58Z&se=2026-10-31T03%3A38%3A58Z&sr=c&sp=r&sig=%2FDp6u8lXF9wtO4UwcP0ZuGp3VgFZqJJvAiIF7HzigAE%3D)

## Create a change order

If the customer was approved for more than they requested on a new GoodLeap loan application, or if they want to choose a new plan after submitting, you can create a change order in the mobile app.

1. In **Dashboard > Overview**, tap **View Current Job**.
2. In the side menu, tap **Estimates**.
3. On the screen that opens, tap **Apply for Financing**.

> [!NOTE]
> **Note:** On the estimate presentation screen, when the estimate's price increases, the selected financing plan updates as higher financing tiers are unlocked.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-goodleap-custom-financing-in-servicetitan-mobile-image-5rn9znez.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A58Z&se=2026-10-31T03%3A38%3A58Z&sr=c&sp=r&sig=%2FDp6u8lXF9wtO4UwcP0ZuGp3VgFZqJJvAiIF7HzigAE%3D)
4. If the status is *Approved* or *Conditionally Approved*, you can tap **Create Change Order**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-goodleap-custom-financing-in-servicetitan-mobile-image-yhaof5rw.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A58Z&se=2026-10-31T03%3A38%3A58Z&sr=c&sp=r&sig=%2FDp6u8lXF9wtO4UwcP0ZuGp3VgFZqJJvAiIF7HzigAE%3D)
5. Enter a new loan amount, if applicable.
6. Choose a new plan from the **Select Plan** dropdown, if applicable.

> [!NOTE]
> **Note:** Changing the loan amount or plan also changes the estimated monthly Payments.
7. When finished, tap **Next**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-goodleap-custom-financing-in-servicetitan-mobile-image-ydco2sio.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A58Z&se=2026-10-31T03%3A38%3A58Z&sr=c&sp=r&sig=%2FDp6u8lXF9wtO4UwcP0ZuGp3VgFZqJJvAiIF7HzigAE%3D)
8. Review your changes then tap **Confirm Change Order**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-goodleap-custom-financing-in-servicetitan-mobile-image-od4tcgtr.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A58Z&se=2026-10-31T03%3A38%3A58Z&sr=c&sp=r&sig=%2FDp6u8lXF9wtO4UwcP0ZuGp3VgFZqJJvAiIF7HzigAE%3D)

## Want to learn more?

- Visit ServiceTitan Academy and enroll in [GoodLeap Financing](https://servicetitan.docebosaas.com/academy/learn/courses/245/goodleap-financing).
- See [Offer GoodLeap Financing to customers through Online Estimates.](/construction/docs/offer-goodleap-financing-to-customers-through-online-estimates)

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

ServiceTitan's iOS and Android app for technicians to manage their schedule, job details, invoices, photos, and payments in the field.

**What it does:** Keeps technicians connected to the office in real time — eliminating paper, reducing back-office data entry, and enabling on-site payments.

**Also called:** Field app, Tech app

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

The core work record in ServiceTitan representing a service request, containing appointments, invoices, estimates, and notes.

**What it does:** Acts as the operational and financial center of gravity for all work performed — everything is tied to a Job.

**Also called:** Work order, Service ticket

**Tags:** Core

[Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

A formal price quote presented to a customer before work begins, created from Pricebook items in ServiceTitan.

**What it does:** Gives customers a transparent breakdown of costs and enables the business to track conversion from estimate to sold job.

**Also called:** Quote, Proposal

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

Integrated payment processing within ServiceTitan for collecting credit card, ACH, and financing payments in the field or office.

**What it does:** Eliminates third-party payment friction by letting techs collect payment on-site via the mobile app, with funds deposited directly.

**Also called:** In-app payments, Field payments

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

**a.k.a.** ServiceTitan Payments