---
title: "Use Synchrony Financing in the ServiceTitan Field Mobile App"
slug: "use-synchrony-financing-in-the-servicetitan-field-mobile-app"
updated: 2026-10-29T12:38:30Z
published: 2026-10-29T12:38:30Z
canonical: "help.servicetitan.com/use-synchrony-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 Synchrony Financing in the ServiceTitan Field Mobile App

## Overview

You can provide Synchrony loan 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 currently available for specific accounts. If you want to enable the Field Mobile App for your account, join the waitlist [here](https://www.servicetitan.com/features/field-service-app/waitlist-access).
- The Field Mobile App is optimized for iOS, iPadOS, and Android phones and tablets. For more, see [System requirements and mobile app information](/construction/docs/system-requirements-and-mobile-app-information).
- 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.

### See a pre-approved Synchrony offer before presenting an Estimate

If your company runs Synchrony [prescreen financing campaigns](/construction/docs/add-financing-prequalification-links-to-customer-notifications#step-1-enable-financing-prequalifications), some homeowners may already have a firm, pre-approved offer before you ever arrive for the Job.

When an active offer exists, a pre-approval banner appears automatically in the following places:

- **Job Summary** (Residential) or **Work Order Details** (Commercial) **screen:** A Financing section shows the homeowner's pre-approval status.
- **Job card** (Residential) or **Work Order card** (Commercial)**:** A pre-approval tag appears on the job card in your job list.
- **Estimates screen** and **Financing provider selection screen:** A banner shows the pre-approved offer amount.
- **Estimate presentation screen:** The banner appears again along with any required disclosure.

![Job details including pre-approval for financing and service estimates displayed on a mobile app.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/iPad%20Pro%2011_%20-%202.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A40%3A08Z&se=2026-10-31T03%3A40%3A08Z&sr=c&sp=r&sig=THLfDScXMx2By8%2F56aqra8gc2hPA2A8N%2BScFNYGeZnc%3D)

From the banner, the homeowner can tap to move directly into the full credit application or use their existing card, without completing a separate prequalification step first.

In Commercial terminology, jobs are referred to as work orders.

## Step 1: Finalize the Synchrony 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 Synchrony 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. Tap **Select Plan** below the plan to proceed.

![Financing options with payment details and a selection button for plans.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Select Plan(1).png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A40%3A08Z&se=2026-10-31T03%3A40%3A08Z&sr=c&sp=r&sig=THLfDScXMx2By8%2F56aqra8gc2hPA2A8N%2BScFNYGeZnc%3D)

1. After the customer chooses a plan, tap the following buttons below the plan and have the customer complete the steps for each:

*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)
  - Apply for Financing: Submit an application to apply for financing with Synchrony. For more, see Step 2: Select a Synchrony

Financing plan in the Field Mobile App.
  - Accept and Sign Estimate: Accept the estimate as *Sold* and receive the customer’s signature confirming the sale.

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

![Proposal for a water heater with financing options and monthly payment details highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image-1793195493447.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A40%3A08Z&se=2026-10-31T03%3A40%3A08Z&sr=c&sp=r&sig=THLfDScXMx2By8%2F56aqra8gc2hPA2A8N%2BScFNYGeZnc%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.

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

1. On the *Apply for Financing* screen:
  1. Make sure Synchrony 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.

![Financing application form highlighting provider options and sale details for users.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/synchrony.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A40%3A08Z&se=2026-10-31T03%3A40%3A08Z&sr=c&sp=r&sig=THLfDScXMx2By8%2F56aqra8gc2hPA2A8N%2BScFNYGeZnc%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 **Select Plan**.

![Financing information with payment details and options for selecting a plan.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/select plan (step 2).png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A40%3A08Z&se=2026-10-31T03%3A40%3A08Z&sr=c&sp=r&sig=THLfDScXMx2By8%2F56aqra8gc2hPA2A8N%2BScFNYGeZnc%3D)
3. After you tap Select Plan, confirm the customer’s information on the screen that opens then select one of the following options:
  - Text Link: Text the application to the customer to fill out and send later. After this, you can tap **Go to Application Details** to see the pending application, or **Return to Estimate** to go back to the estimate.
  - Email Link: Email the application to the customer to fill out and send later. After this, you can tap Go to Application Details to see the pending application, or Return to Estimate to go back to the estimate.![Form for Synchrony application with fields for customer information and submission options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Jack.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A40%3A08Z&se=2026-10-31T03%3A40%3A08Z&sr=c&sp=r&sig=THLfDScXMx2By8%2F56aqra8gc2hPA2A8N%2BScFNYGeZnc%3D)

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

After the application is sent, you can check its status and complete tasks as needed:

1. Search for and open the Synchrony application you want to manage.
2. On the *Application Details* tab that opens, you can:
  1. View the *Status* of the application: *Approved, Action Required, Declined,* or *Pending*.
  2. 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.

![Application details for John Smith, including loan status, amounts, and payment plan.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/John Smith - Application Details.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A40%3A08Z&se=2026-10-31T03%3A40%3A08Z&sr=c&sp=r&sig=THLfDScXMx2By8%2F56aqra8gc2hPA2A8N%2BScFNYGeZnc%3D)
3. Tap the Tasks tab to complete any outstanding actions required for the application. If a required item is missing, you’ll see an action button below it:
  - Authorize Payment: Provide job information to securely authorize a payment.
  - Send Sales Slip: Email the customer the Sales Slip to review and sign.
  - Customer Signature: The customer must e-sign the sales slip sent to their email.

![Payment authorization and customer signature tasks for John Smith's application details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/John Smith - tasks.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A40%3A08Z&se=2026-10-31T03%3A40%3A08Z&sr=c&sp=r&sig=THLfDScXMx2By8%2F56aqra8gc2hPA2A8N%2BScFNYGeZnc%3D)

## Authorize Payment

If the application is approved or conditionally approved, you can authorize a payment:

1. On the *Tasks* screen, tap Authorize Payment.
2. On the *Authorize Payment* screen that opens, enter the *Application Information*.
3. Select up to two products and enter their information.
4. When finished, tap Submit.

![Form for authorizing payment with applicant information and product details sections.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/authorize - submit.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A40%3A08Z&se=2026-10-31T03%3A40%3A08Z&sr=c&sp=r&sig=THLfDScXMx2By8%2F56aqra8gc2hPA2A8N%2BScFNYGeZnc%3D)

## Send Sales Slip

After the payment is authorized, you can send a sales slip to the customer that they can e-sign:

1. On the *Tasks* screen, tap Send Sales Slip.
2. On the *Send Sales Slip* screen that opens, enter in the customer’s email address and select their date of birth.
3. When finished, tap Send Sales Slip.

![Form to confirm email and date of birth for sending a sales slip.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/send sales slip.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A40%3A08Z&se=2026-10-31T03%3A40%3A08Z&sr=c&sp=r&sig=THLfDScXMx2By8%2F56aqra8gc2hPA2A8N%2BScFNYGeZnc%3D)

## Customer Signature

After the sales slip is emailed to the customer, you can check the signature status and resend the sales slip:

1. On the *Tasks* screen, tap Check Status.
2. If you need to resend the same sales slip, tap Resend.

![Options to check status or resend sales slip for customer signature.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/check status or resend.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A40%3A08Z&se=2026-10-31T03%3A40%3A08Z&sr=c&sp=r&sig=THLfDScXMx2By8%2F56aqra8gc2hPA2A8N%2BScFNYGeZnc%3D)
3. If the customer rejected the sales slip, tap Create New Sales Slip.

## Void a Sales Slip

If the customer has not yet signed the sales slip and you need to cancel it, you can void it:

1. On the Tasks screen, find the sales slip card, then tap Void.

> [!NOTE]
> **Note**: The Void button is only available when the customer has not yet signed the sales slip.

![User interface for creating a sales slip with options to resend or void.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/tasks - void.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A40%3A08Z&se=2026-10-31T03%3A40%3A08Z&sr=c&sp=r&sig=THLfDScXMx2By8%2F56aqra8gc2hPA2A8N%2BScFNYGeZnc%3D)
2. Then tap Void to confirm.

![Prompt to void a sales slip with options to cancel or confirm the action.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/void.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A40%3A08Z&se=2026-10-31T03%3A40%3A08Z&sr=c&sp=r&sig=THLfDScXMx2By8%2F56aqra8gc2hPA2A8N%2BScFNYGeZnc%3D)
3. The voided sales slip appears under the Tasks tab with a *Voided* status and the date it was voided.

![Sales slip details showing voided status and expiration date for John Smith's application.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/task - sales slip.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A40%3A08Z&se=2026-10-31T03%3A40%3A08Z&sr=c&sp=r&sig=THLfDScXMx2By8%2F56aqra8gc2hPA2A8N%2BScFNYGeZnc%3D)

## Want to learn more?

- See [Use Synchrony Financing in ServiceTitan](/construction/docs/use-synchrony-financing-in-servicetitan)
- 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)
- See [Charge a financing partner loan on an invoice in the ServiceTitan Field Mobile App](/construction/docs/charge-financing-partner-loan-invoice-servicetitan-field-mobile-app)

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)

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)

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)

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