Overview
If your customer has been approved to use GreenSky® or Synchrony financing, you can charge their loan on a job invoice in the Field Mobile App. This improves your ability to sell by providing customers with alternative payment options.
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.
If you're using the Field Mobile App and need support, please contact Technical Support (through the office) or reach out directly to support@servicetitan.com.
Account configuration is required to use this feature. Please contact your office for details.
The View Total Price permission is required to see the invoice total. Please contact the account administrator on your team.
Things to know
Your account must have GreenSky® or Synchrony Financing configured and set up, and your profile must have the Configure financing plans in mobile permission enabled to use this feature. Please contact your office for details.
Charge a GreenSky® loan in the Field Mobile App
Note: Your account must be configured and set up for GreenSky® Financing to use this feature. Please contact your office for details.
Open the job and tap the Invoice > Pay. On the Add Payment screen that opens:
Enter the Payment Amount.
(Optional) Add a Memo describing what the payment is for.
Tap the Payment Type dropdown and select GreenSky Direct Funding.
Enter the loan Account ID.
(Optional) Tap Find Plan Details to show the Available Credit.
Tap the Charge Type dropdown and select one of the following: Job Complete or Progress Payment.
When finished, tap Pay.
A message appears letting you know the payment request was submitted to the customer for approval. Tap Got it or X to close the message and return to the invoice.
When the customer authorizes the payment, it's shown on the invoice under Payments.
Charge a Synchrony loan in the Field Mobile App
Note: Your account must be configured and set up for Synchrony Financing to use this feature. Please contact your office for details.
Open the job and tap the Invoice > Pay. On the Add Payment screen that opens:
Enter the Payment Amount.
(Optional) Add a Memo describing what the payment is for.
Tap the Payment Type dropdown and select Synchrony Financing.
Enter the loan Account ID.
(Optional) Tap Find Plan Details to show the Authorized Amount.
When finished, tap Pay.
A message appears letting you know the payment was successful. Tap Back to Job or X to close the message and return to the invoice.
Note: If no Synchrony Financing loan account is found, then the charge will be recorded as a payment but not actually charged.