--- title: "Use GreenSky® Open Spend to view available spend in ServiceTitan and ServiceTitan Mobile" slug: "use-greensky-open-spend-view-available-spend-servicetitan" updated: 2026-10-15T01:30:15Z published: 2026-10-15T01:30:15Z canonical: "help.servicetitan.com/use-greensky-open-spend-view-available-spend-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. # Use GreenSky® Open Spend to view available spend in ServiceTitan and ServiceTitan Mobile ## Overview GreenSky® Open Spend gives you insight into a customer's available spend for GreenSky® Financing, enabling your team to note when there's an opportunity to sell additional services. --- ### #### Who uses this feature - Administrators, technicians, and office employees - Applies to all business types - Applies to all trades #### Feature configuration - Account configuration required. To set up GreenSky® Financing, contact the ServiceTitan Financing team at [financing@servicetitan.com](mailto:financing@servicetitan.com). ## Things to know - To use the feature, you'll need to turn it on in ServiceTitan. Go to *Settings* > *Integrations* > *Financing*. Click the GreenSky® SETUP tab and toggle the 'Show GreenSky Remaining Spend' option to ON (blue). To turn it off, toggle it to OFF (gray). When you're done, click **Save** to save your changes. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-greensky-open-spend-to-view-available-spend-image-39ozcgwr.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A23Z&se=2026-10-31T02%3A47%3A23Z&sr=c&sp=r&sig=q58t9243GcQ2%2FYnaecjAF4vdl%2Bh9FOCRR6sgShVa1qI%3D) - Only GreenSky® applications submitted through the ServiceTitan mobile app apply. GreenSky® loans acquired through a different application or website outside of ServiceTitan are not available with this feature. - Spend data shown does not reflect spend activity in real time. GreenSky® sends information to ServiceTitan nightly, which takes 1 to 2 business days for the system to post. For example, if the customer was approved for a $10,000 line of credit and spends $2,000 on the same day, ServiceTitan shows the true balance the next or following day. - Only administrators and other office employees can access ServiceTitan Follow Up reporting features for Open Spend. Technicians can see how much spend is available for customers when on the job. ## View Open Spend Information GreenSky® Open Spend appears in Follow Ups: 1. Go to the navigation bar and click **Follow Up**. 2. In Follow Ups, click **Opportunities** or **Recurring service events**. Both show Financing Spend Remaining and Financing Spend Expiration data, which is the set date the offer expires between the customer and GreenSky®. Offers have an expiration date and dates differ between customers. 3. Add filters if you need. Otherwise, the data shown is based on the report default date and information. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-greensky-open-spend-to-view-available-spend-image-7cqkcx89.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A23Z&se=2026-10-31T02%3A47%3A23Z&sr=c&sp=r&sig=q58t9243GcQ2%2FYnaecjAF4vdl%2Bh9FOCRR6sgShVa1qI%3D) > [!TIP] > **Tip:** You can also use the GreenSky® Report to view financing information for your customers, including available spend and expiration date data. ## System-generated customer tags ServiceTitan automatically creates tags for any customer account with a remaining GreenSky® available spend. Once the tags are available, you can see them in the same area where other tag types display: next to the customer name in ServiceTitan and in the ServiceTitan Mobile app for technicians. > [!NOTE] > **Note:** If a customer has two GreenSky® accounts with available spend, the system generates and displays two tags with the information. So instead of only seeing one tag, you'd see two. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-greensky-open-spend-to-view-available-spend-image-48fwjosy.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A23Z&se=2026-10-31T02%3A47%3A23Z&sr=c&sp=r&sig=q58t9243GcQ2%2FYnaecjAF4vdl%2Bh9FOCRR6sgShVa1qI%3D) ## Want to learn more? - Visit ServiceTitan Academy to enroll in [GreenSky Custom Financing for Office Users](https://servicetitan.docebosaas.com/academy/learn/courses/339/greensky-custom-financing-for-office-users) - See [Financing](/construction/docs/payments-home#financing-integrations) 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 Recurring service events appear in Follow Ups where they can be booked into jobs. They are scheduled based on the frequency details of a service location's recurring services. The recurring service event includes details from the recurring service to help job booking. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)