Use Financeit Financing in the ServiceTitan Field Mobile App

Overview

You can provide Financeit Financing options to your customers while presenting estimates in the Field Mobile App. This improves your ability to sell and helps to increase your bottom line.

Things to know

• If there's an issue with the application you're completing with a customer, you'll need to contact Financeit. ServiceTitan facilitates this integration and access to Financeit Financing options, but Financeit manages the loan application. For assistance, call Financeit at 1-888-536-3025 or email them at service@Financeit.io.

Step 1: Finalize the Financeit estimate in the Field Mobile App

1. Open your current job and tap the Estimates tab.

2. If you haven't done so already, select Financeit as your financing partner and add plan options to the estimate.

3. Present the estimate to the customer.

4. After the customer chooses a plan, tap the following buttons below the plan and have the customer complete the steps for each:

   1. Apply for Financing: Submit an application to apply for financing with Financeit. For more, see Step 2: Select a Financeit Financing plan in the Field Mobile App.

   2. Accept and Sign Estimate: Accept the estimate as Sold and receive the customer's signature confirming the sale. For more, see Sell an estimate.

      Note: Tap View Financing Terms to review details about the terms of the financing plan.

      

      Note: The estimated monthly payment is only shown on the one plan you selected it for when you added plan options to the estimate. For more, see Select a financing partner and add financing plans to estimates in the ServiceTitan Field Mobile App.

Step 2: Select a Financeit Financing plan in the Field Mobile App

1. On the Apply for Financing screen:

   1. Make sure Financeit is selected as the Provider.

   2. Under Sale Amount, enter the desired loan amount.

   3. If applicable, add the down payment amount.

   4. Tap Find Plans. 

2. On the screen that opens, each plan option that was shown on the estimate is available to choose from. Find the plan the customer wants then tap Start Pre-Qualification. 

3. After you tap Start Pre-Qualification, confirm the customer's information on the screen that opens.

4. Tap Apply Now to direct the customer to Financeit's webpage to complete the application.

After the application is submitted, Financeit sends a response automatically:

• Approved: The application is approved for financing.

• Declined: The application is declined.

• Pending: The application is pending. Check back at a later time to see the final decision.

Note: If the application is declined, let the customer know that Financeit will send them an email with the details. They can contact Financeit for additional information.

Step 3: Manage a submitted Financeit Financing application in the Field Mobile App

After the application is sent, you can check its status.

1. Search for and open the Financeit application you want to manage.

2. On the Application Details tab that opens, you can:

   • View the Status of the application: Approved, Declined, or Pending.

   • View the additional details of the application: Provider, Loan ID, Application Date, Requested Financing Amount, Max Approved Amount, Est. Monthly Payment, Plan Details, and Job number.

     Note: Tapping the job number opens the job.

   • Tap View Check List to open and view the checklist on Financeit's webpage. 

Want to learn more?

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

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