---
title: "Use Wells Fargo Financing in the ServiceTitan Field Mobile App"
slug: "use-wells-fargo-financing-in-fma"
tags: ["Area - Field Mobile App (FMA)", "Role - Technician", "Focus - Construction", "Focus - Service Replacement", "Type - Commercial", "Type - Residential"]
updated: 2026-10-28T18:02:58Z
published: 2026-10-28T18:02:58Z
canonical: "help.servicetitan.com/use-wells-fargo-financing-in-fma"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Use Wells Fargo Financing in the ServiceTitan Field Mobile App

## Overview

You can provide Wells Fargo loan 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.

---

### 

#### 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](/v1/docs/system-requirements).
- If you're using the Field Mobile App and need support, please contact [Technical Support](http://go.servicetitan.com/ask) (through the office) or reach out directly to [support@servicetitan.com](mailto:support@servicetitan.com).
- Account configuration and office setup is required to use this feature. Please contact your office for details.

In Commercial terminology, jobs are referred to as work orders.

## Step 1: Finalize the Wells Fargo 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 Wells Fargo as your [Financing partner and add plan options](/v1/docs/select-a-financing-partner-and-add-financing-plans-in-fma) to the estimate.
3. [Present the estimate](/v1/docs/present-and-sell-estimates-in-fma#step-2-present-an-estimate-in-the-field-mobile-app) 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 Wells Fargo. For more, see [Step 2: Select a Wells Fargo plan in the Field Mobile App](/v1/docs/use-wells-fargo-financing-in-the-servicetitan-field-mobile-app#step-2-select-a-wells-fargo-plan-in-the-field-mobile-app) and [Step 3: Submit a Wells Fargo prequalification or application request in the Field Mobile App](/v1/docs/use-wells-fargo-financing-in-the-servicetitan-field-mobile-app#step-3-submit-a-wells-fargo-prequalification-or-application-request-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](/v1/docs/present-and-sell-estimates-in-fma#step-3-sell-an-estimate-in-the-field-mobile-app).

> [!NOTE]
> **Note:** Tap **View Financing Terms** to review details about the terms of the financing plan.

![Proposal for a water heater replacement with financing options and monthly payment details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image-1793210564773.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A03%3A03Z&se=2026-11-12T09%3A03%3A03Z&sr=c&sp=r&sig=1U2pYdyWAdC8tgpqq0RFxhRo7LP3p23TcSH748%2F0v8k%3D)

> [!NOTE]
> **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](/v1/docs/select-a-financing-partner-and-add-financing-plans-in-fma).

## Step 2: Select a Wells Fargo plan in the Field Mobile App

1. On the *Apply for Financing* screen:
  1. Make sure **Wells Fargo** 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**. ![Financing application form showing provider options and financing details for Wells Fargo.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-wells-fargo-financing-in-the-servicetitan-field-mobile-app-image-km24ztzz.jpg?sv=2026-02-06&spr=https&st=2026-11-12T08%3A03%3A03Z&se=2026-11-12T09%3A03%3A03Z&sr=c&sp=r&sig=1U2pYdyWAdC8tgpqq0RFxhRo7LP3p23TcSH748%2F0v8k%3D)
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 **Select Plan**. ![Financing information from Wells Fargo with payment details and plan selection options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-wells-fargo-financing-in-the-servicetitan-field-mobile-app-image-r13thry4.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A03%3A03Z&se=2026-11-12T09%3A03%3A03Z&sr=c&sp=r&sig=1U2pYdyWAdC8tgpqq0RFxhRo7LP3p23TcSH748%2F0v8k%3D)
3. After you tap **Select Plan**, tap one of the following options:
  1. **See If You Prequalify:** Have the customer fill out the prequalification form. This allows the customer to see their options without affecting their credit score.
  2. **Apply Now:** Have the customer fill out and send the application. After this, you're taken directly to the finished application. ![Options to apply for financing, including prequalification and application submission buttons.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-wells-fargo-financing-in-the-servicetitan-field-mobile-app-image-56ay4x19.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A03%3A03Z&se=2026-11-12T09%3A03%3A03Z&sr=c&sp=r&sig=1U2pYdyWAdC8tgpqq0RFxhRo7LP3p23TcSH748%2F0v8k%3D)

## Step 3: Submit a Wells Fargo prequalification or application request in the Field Mobile App

1. On the *Apply for Financing* screen, have the customer enter the *Applicant Information*.
2. Have the customer review the disclosure and select the box next to the agreement. ![Wells Fargo application form with fields for personal information and acknowledgment statement.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-wells-fargo-financing-in-the-servicetitan-field-mobile-app-image-fci28r5a.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A03%3A03Z&se=2026-11-12T09%3A03%3A03Z&sr=c&sp=r&sig=1U2pYdyWAdC8tgpqq0RFxhRo7LP3p23TcSH748%2F0v8k%3D)
3. Have the customer review the information, confirm it's correct, then tap **See If You Prequalify** or **Apply Now**.

If you tap **Apply Now**, the customer is directed to the full application on the Wells Fargo webpage.

If you tap **See If You Prequalify**, Wells Fargo sends a response automatically:

- **You've been prequalified:** The prequalification was successful and the customer is provided a credit line. They can now tap **Apply Now** to be directed to the full application on the Wells Fargo webpage.
- **We currently have no prequalified offers for you:** The customer can still tap **Apply Now** to be directed to the full application on the Wells Fargo webpage.

## Step 4: Authorize Wells Fargo payments in the Field Mobile App

After the application is approved by Wells Fargo, you can authorize the payments in the Field Mobile App. To authorize Wells Fargo payments:

1. [Search for and open](/v1/docs/search-for-and-manage-financing-applications-in-fma) the application.
2. Tap **Authorize Payments**. ![Application details for John Smith, including loan status, amounts, and payment information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-wells-fargo-financing-in-the-servicetitan-field-mobile-app-image-4tbskl1a.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A03%3A03Z&se=2026-11-12T09%3A03%3A03Z&sr=c&sp=r&sig=1U2pYdyWAdC8tgpqq0RFxhRo7LP3p23TcSH748%2F0v8k%3D)
3. Have the customer review the *Applicant Information* and *Plan Information* then tap **Next**.
4. Have the customer review the disclosures then select the boxes next to the agreements.
5. When finished, have the customer tap **Authorize Payments**. ![Authorization screen for electronic payment consent and document receipt acknowledgment.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-wells-fargo-financing-in-the-servicetitan-field-mobile-app-image-qcdg5j43.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A03%3A03Z&se=2026-11-12T09%3A03%3A03Z&sr=c&sp=r&sig=1U2pYdyWAdC8tgpqq0RFxhRo7LP3p23TcSH748%2F0v8k%3D)

## Want to learn more?

- See [Select a financing partner and add financing plans to estimates in the ServiceTitan Field Mobile App](/v1/docs/select-a-financing-partner-and-add-financing-plans-in-fma)
- See [Search for and manage financing applications in the ServiceTitan Field Mobile App](/v1/docs/search-for-and-manage-financing-applications-in-fma)

Integration with third-party financing partners (e.g., GreenSky, Wisetack) that lets customers apply for financing on large jobs.

**What it does:** Increases average ticket size and close rates by removing price barriers for customers who can't pay upfront.

**Also called:** Customer financing, Payment plans

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

**a.k.a.** Customer Financing