Apply for Ramp Expense Management and Bill Pay

Overview

You can apply for Ramp Expense Management, Ramp Bill Pay, or both directly from ServiceTitan. Expense Management gives your team corporate cards and expense tracking, and Bill Pay lets you pay vendor bills from ServiceTitan. Start in ServiceTitan, finish with Ramp, and your products turn on once Ramp approves you.

Things to know

• Ramp reviews every application and makes the approval decision. ServiceTitan collects your initial details and sends them to Ramp.

• Your Ramp account is not active until you finish Ramp's part of the application. Ramp sends you a link by email after you submit in ServiceTitan.

• Bill Pay works inside Accounts Payable. If Accounts Payable is not turned on for your account, see Set up and use Ramp Bill Pay.

• A business can onboard to Ramp once through this application. Multiple entities are not supported.

• If Expense Management or Bill Pay is already active for your account, you cannot apply again here. To add the other product, contact your Customer Success Manager (CSM).

Best practices

• Decide which products you need before you start. Adding a second product later goes through your CSM instead of this application.

• Confirm your company country is set to United States before you begin.

• Have your legal business name, EIN, and online banking login ready. Ramp uses Plaid to connect your business bank account.

• Watch for Ramp's email after you submit, including your spam folder, and finish that step promptly. Ramp does not review your application until you do.

• Once approved, finish setting up each product. Expense Management needs general ledger account mapping, and Bill Pay needs Accounts Payable.

Use cases

• An HVAC business owner wants technicians to buy parts at supply houses on company cards and applies for Expense Management.

• An office manager who mails checks to vendors applies for Bill Pay to pay bills from ServiceTitan.

• A bookkeeper applies for both products in one application to manage card spend and vendor bills together.

Apply for Expense Management and Bill Pay

You can start your application from either of these places. Both lead to the same application.

The Ramp application page or your Fintech onboarding page, where you choose Expense Management, Bill Pay, or both

Step 1: Choose your products and submit your application

1. Open the fintech onboarding page.

2. If prompted, confirm your business details. For your first entity, ServiceTitan fills in your legal business name and EIN from your account. Review them and edit if needed.

3. In the Bill Pay and Expense Management section, select Expense Management, Bill Pay, or both.

   Note: If Expense Management or Bill Pay is already active for your account, these options are unavailable. To add the other product, contact your CSM.

4. Complete the short application and review your details.

5. Click Submit. A message confirms that Ramp will email you a link to finish your application.

Step 2: Finish your application with Ramp

1. Open the email from Ramp and click the link to its application.

2. Connect your business bank account through Plaid.

3. Enter the product details Ramp requests and accept Ramp's terms.

4. Submit your application to Ramp.

Note: Ramp starts reviewing your application only after you finish this step. Until then, your application shows as submitted in ServiceTitan.

Step 3: Track your approval

Ramp reviews your application and returns a decision of approved or declined.

1. Return to the fintech onboarding page in ServiceTitan.

2. Check the status of your Ramp application. Once approved, your active products are listed.

When Ramp approves you, ServiceTitan turns on the products you applied for. There is no separate step to turn them on.

Tip: ServiceTitan does not send a separate notice when Ramp approves you. Check the fintech onboarding page to confirm your products are active.

Step 4: Set up your products

After approval, finish setting up each product you applied for:

• For Expense Management, see Set up and use Ramp Expense Management.

• For Bill Pay, see Set up and use Ramp Bill Pay.

FAQs

Want to learn more?

• See Understand Accounts Payable

• See Set up and use Ramp Expense Management

• See Set up and use Ramp Bill Pay