Overview
When setting up Synchrony loan options in ServiceTitan, technicians and office employees can offer financing to customers by emailing a link to their estimates in an online portal. This ensures you can still protect your margins and close larger deals even when you're not presenting the estimate in person.
Who uses this feature
Administrators, office employees, managers, accountants, bookkeepers, and technicians
Applies to all business types
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
The Edit integrated financing settings permission is required to use this feature. Please contact the account administrator on your team.
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 Synchrony integration. You can create default and custom rules to customize your financing plans.
How it works
You email the customer a link to their estimates in an online portal.
In the portal, the customer chooses from available financing plans and applies for a Synchrony loan.
Enable Synchrony 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.
Select Synchrony under Choose a financing provider to show in Online Estimates.
Click Save.
The Synchrony integration is now automatically included on all estimates accessed through the Online Estimates Portal.
Invite customers to complete the Synchrony application
You can invite customers to complete a Synchrony 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 Synchrony financing
When your customer receives and opens an online estimate, they have the option to apply for Synchrony 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.
From here, the customer can click See if you prequalify.
Next, they can select a financing plan.
Once they select a plan, they can fill out a form to start the application process and click Get Prequalified. A new browser page with the loan application opens.
The customer is directed to the Synchrony website and loan application form and process. ServiceTitan has no control over the questions or application processes from here.