Overview
When setting up Financeit loan options in ServiceTitan, technicians and office employees can offer financing to customers by emailing a link to their estimates in an online portal. In the portal, customers can choose from available financing plans and apply for a Financeit loan. They can enter a loan amount to view the corresponding monthly payments for the available plans, which also determines their eligibility for specific plans.
Who uses this feature
Back office employees
Applies to all business types
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
Before using this feature
Before using this feature, you first need to:
Set up online estimates. You can customize your invoice email template to include the {OnlineEstimateLink} text.
Set up your Financeit integration. You can create default and custom rules to customize your financing plans.
Enable Financeit in online estimates
Go to the navigation bar and click Settings
.In the side panel, click Integrations > Financing.
Click the Financing Display Settings tab.
Turn on the Allow Customer to Apply for Financing Through Online Estimates toggle.
Click Save.
The Financeit integration is now automatically included on all estimates accessed through the Online Estimates Portal.
Invite customers to complete the Financeit application
You can invite customers to complete a Financeit application by emailing them a link to view their estimates online, which can be done from both the ServiceTitan and ServiceTitan Mobile. For more, see Use Online Estimates.
Online estimates workflow for Financeit financing
When your customer receives and opens an online estimate, they have the option to apply for Financeit financing directly from the Online Estimates Portal.
Send an estimate email to a customer, which includes an estimates link to the Online Estimates Portal.
When the customer clicks the estimates link, the portal opens, showing their estimates.
When a customer clicks Get Pre-Qualified, a new browser page with the loan application opens.
The customer is directed to the Financeit website and loan application form and process. ServiceTitan has no control over the questions or application processes from here.