--- title: "Use Wells Fargo Financing in ServiceTitan Mobile" slug: "use-wells-fargo-financing-in-servicetitan-mobile" updated: 2026-10-15T01:00:49Z published: 2026-10-15T01:00:49Z canonical: "help.servicetitan.com/use-wells-fargo-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 Wells Fargo Financing in ServiceTitan Mobile ## Overview Built right into ServiceTitan, the Wells Fargo Financing integration allows you to offer Wells Fargo financing plans, submit an application, and receive a fast decision directly in the ServiceTitan Mobile App. --- ### #### 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. ## Select Wells Fargo Financing options for a Job 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 **Present** and then tap **View** Estimate under your preferred option. The sales amount is automatically populated with the total estimate amount. You can change the amount if needed. > [!NOTE] > **Note:** On the presentation screen, technicians see that as estimates increase in price, the financing plan used is changing as they unlock higher financing tiers. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-wells-fargo-financing-in-servicetitan-mobile-image-1sxf0svk.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A38Z&se=2026-10-31T02%3A47%3A38Z&sr=c&sp=r&sig=qWcy3O%2FYZ3VcyjqeqfMCilliLTYveoFuHNIGdhxfIMA%3D) 4. Tap **Apply for Financing**. 5. Tap **Apply Now** under *Wells Fargo*. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-wells-fargo-financing-in-servicetitan-mobile-image-scg70ka9.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A38Z&se=2026-10-31T02%3A47%3A38Z&sr=c&sp=r&sig=qWcy3O%2FYZ3VcyjqeqfMCilliLTYveoFuHNIGdhxfIMA%3D) 6. Tap **Calculate Plans**. Wells Fargo 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-wells-fargo-financing-in-servicetitan-mobile-image-9g452cdo.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A38Z&se=2026-10-31T02%3A47%3A38Z&sr=c&sp=r&sig=qWcy3O%2FYZ3VcyjqeqfMCilliLTYveoFuHNIGdhxfIMA%3D) 7. Tap the plan you want and then tap **Select Plan**. Each plan notes the term and spend threshold set in ServiceTitan. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-wells-fargo-financing-in-servicetitan-mobile-image-22lj95yr.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A38Z&se=2026-10-31T02%3A47%3A38Z&sr=c&sp=r&sig=qWcy3O%2FYZ3VcyjqeqfMCilliLTYveoFuHNIGdhxfIMA%3D) 8. Review and enter the customer information and tap **Continue**. > [!NOTE] > **Note:** You will be redirected to a Wells Fargo browser page to complete the full application and receive a decision. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-wells-fargo-financing-in-servicetitan-mobile-image-czni4sgs.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A38Z&se=2026-10-31T02%3A47%3A38Z&sr=c&sp=r&sig=qWcy3O%2FYZ3VcyjqeqfMCilliLTYveoFuHNIGdhxfIMA%3D) > [!TIP] > **Tip:** If you leave the web page, you can re-enter through ServiceTitan Mobile. 9. Once the application is complete, you will receive a decision automatically: 1. Approved 2. Declined 10. If approved, a future payment can be authorized. The user must consent to all disclaimers and select if they want to receive the documents through email or direct mail. Tap **Authorize** Payments to complete the authorization process. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-wells-fargo-financing-in-servicetitan-mobile-image-vloqpr1z.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A38Z&se=2026-10-31T02%3A47%3A38Z&sr=c&sp=r&sig=qWcy3O%2FYZ3VcyjqeqfMCilliLTYveoFuHNIGdhxfIMA%3D) 11. Once authorized, return to the ServiceTitan Mobile application. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-wells-fargo-financing-in-servicetitan-mobile-image-q1rlmhki.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A38Z&se=2026-10-31T02%3A47%3A38Z&sr=c&sp=r&sig=qWcy3O%2FYZ3VcyjqeqfMCilliLTYveoFuHNIGdhxfIMA%3D) > [!NOTE] > **Note:** Updating an authorization amount or charging a payment must be done in the Wells Fargo Portal. ## Want to learn more? - See [Payments](/construction/docs/payments-home) - See [Use Wells Fargo Financing in ServiceTitan](/construction/docs/use-wells-fargo-financing-in-servicetitan) 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