Overview
Facilitated by ServiceTitan Integrated Financing, Financeit Financing enables you to offer your customers an easier way to pay for major services using instant and paperless financing options in ServiceTitan Mobile.
Who uses this feature
Administrators and office employees.
For Canada customers only.
Feature configuration
Account configuration is required to use this feature. Please contact the ServiceTitan Financing team at financing@servicetitan.com.
Things to know
Before using this feature, you need to set up Financeit in ServiceTitan. Once your account is set, your technicians can use Financeit in ServiceTitan Mobile.
If you make updates to Financeit in ServiceTitan on the office side, your technicians need to download the Pricebook and sync changes in the Mobile App for any updates to appear on their end. This must be done for technicians to see a Financeit Financing payment type when recording payment for an Invoice.
The Letter of Completion must be signed by the customer for your business to receive funds for each invoice.
You can present the Letter of Completion to customers in either French or English.
If you're completing a loan application with a customer and there's an issue with the application, you'll need to contact Financeit. ServiceTitan facilitates this integration and access to Financeit Financing options, but Financeit manages the loan application. Call Financeit at 1-888-536-3025 or email them at service@Financeit.io.
Benefits of using Financeit Financing
Enable your team to close larger deals on the spot, boosting revenue
Give your technicians opportunities to upsell higher-end equipment and services
Eliminate paperwork, enabling your customers to experience a quick and easy loan application process
Get instant financing/loan application decisions in a matter of seconds
Access to an advanced yet easy-to-use fintech solution, giving you a competitive edge
Set up Financeit in ServiceTitan
Go to the navigation bar and click Settings
.In the side panel, click Integrations > Financing.
Under Providers, find Financeit and click Configure.
Then click Get Started.
Set up default accounts - "Add a merchant ID to serve as the foundation for your default rule, which automatically applies to any Business Unit without a custom assignment." Enter:
Merchant ID
Name ("User facing name for merchant ID")
Account Email (for example, t@t.com).
Click Next.
Set up accounts for specific business units (optional) — Click +Add Account to configure a custom account group for specific business units the same way, with its own Merchant ID, Name, and Account Email.
Then click Next, or Skip if you don't need business-unit-specific accounts.
Exclude business units from financing (optional) - select any business units to exclude.
Then click Next, or Skip.
Review - lists each account group, its Merchant ID, and account email.
Click Save to finish.
Saving takes you to the Financeit page: an Accounts section listing each group by name and Merchant ID (for example, Default → 918713421), an Application Emails section, and a Rules section.
Under Application Emails ("Add email addresses for office employees who should be receiving emails about Financeit, including approvals, denials, and anything else related to Financeit."), enter an Email Address and click Add. Added addresses list below the field with a trash icon to remove them.
Create a default rule
On the Financeit page, in the Rules section, click Create Default Rule.
Select Rule Set Up - Choose Use multiple spending tiers (Recommended — "Offer different plans for jobs with different proposal prices") or Do not use spending tiers ("Offer the same plans for all jobs, regardless of proposal price").
Select Plans - Add financing plans to spending tiers. For every eligible Job, customers will be offered the plans within the tier that corresponds with the cost of their job Estimate.
Use Expand All/Collapse All to manage tier cards.
Each tier card (starting with Tier 1) has a Total Spend range (for example, $0 to $4,000) and a Plans table ("Select a primary plan that will be used to calculate monthly costs when presenting estimates to customers.") with Plan and Description columns.
Click Add Plans to add financing plans to that tier.
If you chose multiple spending tiers, click Add Tier to add additional tiers, each with its own Total Spend range and plans.
The last remaining tier can't be deleted (Delete Tier is disabled).
Click Save to finish, or click the X to discard.
Edit a default rule
On the Financeit page, in the Rules section, find the default rule and click its name (or the edit icon) to open it.
Update the selected plan(s) or amortization option(s) as needed.
Click Save to apply your changes.
Set up Financeit Custom Financing in ServiceTitan
On the Financeit page, in the Rules section, click Add Rule to open the Create Custom Rule wizard.
Set Details – Enter a rule name and select the business unit(s) to apply it to.
Then click Next.
Plans - Identical in shape to the Default Rule wizard's Select Plans step: choose Use multiple spending tiers (Recommended) or Do not use spending tiers, then add plans to each tier's Total Spend range via Add Plans (and Add Tier for additional tiers).
Click Save to finish, or X to discard.
Your custom rule appears in the Rules section, listing its name (a clickable link), business units, plan IDs, and last-edited date.
Configure Financeit presentation settings
Go to the navigation bar and click Settings. In the side panel, click Integrations > Financing.
Click the Settings tab (shared across all financing providers, alongside Providers and Pre-qualifications).
Under Presentation, select a Presentation Type. This is what your customers see when applying for Financeit in ServiceTitan Mobile.
Note: The Lead with total price presentation type is selected by default, but you can choose one that fits your business needs. The As low as option will only show when the estimate is more than $1,000.
Select Show Estimated Financing on Printed Estimates if needed.
When done, click Save.
If you want to learn more about your Financeit integration, go back to the Accounts section on the Financeit page.
You'll find your Merchant ID, the main email address used by default for Financeit communications, and other account details. You can request to add another account as needed; only ServiceTitan can add or update these details for you. For more information or change requests, contact financing@servicetitan.com.
Record Financeit Financing payment for an invoice in ServiceTitan
You can also take customer Payments from the office:
Click Collect and apply payment.
Enter the amount and select Financeit Financing from the Type dropdown.
Add a memo and other information as needed.
When you're done, select whichever option is applicable to your payment process: Save, Save & Batch, or Charge Account.