Search for and manage financing applications in the ServiceTitan Field Mobile App

Overview

After a customer applies for financing, you can check the status of their application in the Field Mobile App and make changes if needed. This allows you to manage the full application lifecycle and access applications at any time, all in one place.

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.

Search for a financing application in the Field Mobile App

Search for applications entered through the Field Mobile App

Open the Field Mobile App and tap Menu at the bottom of the screen.
On the Menu screen that opens, tap Financing History.
On the Financing History screen that opens, use the filters to find the application you're looking for.
Note: Search criteria varies for each partner.

Search for applications entered outside of the Field Mobile App

On the Financing History screen, tap Account Lookup.
On the Account Lookup screen that opens, select the partner for which you want to search applications.
Each partner has different search criteria you can use to find the application. Enter the search criteria then tap Search.

Manage a financing application in the Field Mobile App

After you find the application you want to check, you can open it to manage it.

On the Financing History screen, tap the application you want to manage.
On the application that opens, you can check its status and make changes, if needed. For more, see:

Want to learn more?

See Select a financing partner and add financing plans to estimates in the ServiceTitan Field Mobile App