Service Titan Knowledge Base

Use Financeit FinancingLast updated on 01/17/2023

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.


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

  1. Go to the navigation bar and click Settings settings.png.

  2. In the side panel, click Integrations > Financing.

  3. Click Financeit Accounts.

  4. In the Default Account Settings, enter the Partner ID and the account email. Tip: When you click Add Account, you can add more accounts with different partner IDs.

  5. Under Application Emails, enter the email address and click Add. This enables you to add email addresses for office employees who should be receiving emails about Financeit. This includes approvals, denials, and anything else related to Financeit. Note: By default, the main account email address is already added and cannot be deleted. If you don’t add more recipients, Financeit-related emails will only be sent to that email address.

  6. In the Excluded Business Units, select the business unit you want to exclude from the dropdown.

  7. When you’re done, click Save.


Set up Financeit Custom Financing in ServiceTitan

  1. Click Financeit Custom Financing.

  2. In the Default Rule, click Add Financing Rule.

  3. Enter a rule name.

  4. Select a business unit.

  5. Click Next.

  6. Select a Financeit plan.

  7. Select an amortization from the dropdown.

  8. Click Next.

    Note: You can select up to one Financeit financing plan for a technician. 

  9. Review the selected plan and click Finish.

  10. Click Financing Display Settings

  11. Go to Presentation Settings and select a presentation type. This content 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. As low as option will only show as an option when the estimate is more than $1,000. 

  12. Select the Show Estimated Financing on Printed Estimates toggle if necessary.

  13. When done, click Save

    If you want to learn more about your Financeit integration? Click the Financeit Accounts tab in Financing. Here you'll find your partner ID, main email address that will be used by default for any Financeit communication sent by Financeit, and other details. You can request to add another account as needed. Note that only ServiceTitan can add or update these details for you. For more information or change requests, contact financing@servicetitan.com


Submit a loan application for Financeit

Once you're all set, your technicians can start submitting loan applications for jobs in ServiceTitan Mobile:

  1. In the ServiceTitan Mobile app > Dashboard, find the job you want and tap View Current Job if you’re not already in that job.

  2. Go to the side menu and tap Estimates.

  3. Tap Present.

    Presentation Mode opens to view the estimate(s) for the job and apply for financing.

  4. Tap Financing and then tap Apply Now for Financeit. A new loan application form opens.

    Note: This is going to redirect you to the Financeit website and loan application form and process. ServiceTitan has no control over the questions or application processes from here.

    If you select Invite, you’ll see the following form. Make sure to complete it to invite the customer to apply and submit it at a later time. If you select Or start an application now, you’ll walk the customer through the loan application. Ensure they enter information for all the fields, including selecting the box at the bottom to agree to the consent clause.

  5. Fill out the application form and select a program.

    About the programs: Speak with your account manager at Financeit to specify which plans you want to appear on this form.

  6. When done, choose how you want to complete the loan application.

    If you select Invite, you’ll see the following form. Make sure to complete it to invite the customer to apply and submit it at a later time.

    If you select Or start an application now, you’ll walk the customer through the loan application. Ensure they enter information for all the fields, including selecting the box at the bottom to agree to the consent clause.

  7. When you're done, tap Submit. The application starts processing and you get a status within minutes. If the loan application is approved, you’ll receive an approval status and conditions of the loan.

    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.


Complete the funding checklist for Financeit

When the customer is ready to accept the conditions of the approved loan, tap Continue > Open Funding Checklist.

The Open Funding Checklist button is a single access link that can be tapped at any time in the mobile app. This allows the checklist to be filled out gradually over multiple visits on the same job by different technicians.

This checklist must be completed by the technician with help from the customer to ensure all the correct information and documentation is submitted to Financeit and your business receives funds. Tap each of these items on the list and enter information:

  1. Verify [customer name] identity: In the form, select as needed and enter information in the fields, including agree to the terms of the Identification and Verification Form. When you’re done, tap Continue. This takes you back to the Funding Checklist and you’ll see the item marked as completed (green and white checkmark). Go to the next item.

  2. Submit proof of income: Note: This item is only applicable if the applicant is approved with conditions. In the Submit proof of income screen, choose one of two options: Invite customer to complete this step or Upload document. Inviting the customer will send an email to the customer, so they can complete and submit this information at a later time. If you select to upload a document, you can use the camera to upload pictures of accepted proof of income documentation. When you’re finished, tap Done.

  3. Set up payments: In the Set up payments screen, choose one of two options: Invite customer to complete this step or Upload document. Inviting the customer will send an email to the customer to complete and submit this information at a later time. If you select to upload a document, you can use the camera on your device to upload pictures of accepted forms of payment documentation. When you’re finished, tap Done.

  4. Once you have completed these items, the ServiceTitan Mobile app will automatically process and send the information and uploaded documents to Financeit. Note: All these items must be completed and marked as completed on the list for your business to receive funds.


Collect funding

  1. Go back to the job and tap Invoice.

  2. Tap Pay to collect payment.

  3. Tap the Choose payment type dropdown and select Financing by Financeit.

  4. Enter an amount. You can select the full balance or a different amount. Add a memo/note as needed.

  5. When you're done, tap Charge at the top right of the screen. A Customer Acknowledgement/Letter of Completion opens. To display the Letter of Completion in French, click the language menu and select French.

    Note: This letter must be signed by the customers for your business to receive funds for service.

  6. Let the customer read the content. Once they’ve acknowledged the terms, have them sign in the box.

  7. Tap Accept. The invoice and signatures are automatically sent to Financeit for processing.

  8. To close out the job, tap Finish Job.

  9. Go back to the Funding Checklist.

  10. On the list, tap Confirm purchase details, and then verify that invoice and purchase details match to receive funds for this service.

Tip: You can also submit a loan application from Invoices when in a current job in ServiceTitan Mobile and follow the same steps in this workflow.


Download Pricebook and/or sync changes in ServiceTitan Mobile

Before you use Financeit with your customers via the app, download the Pricebook and sync all changes that may have occurred on the back end. This ensures that all the items you’re offering to your customers via ServiceTitan Mobile are updated.

Download the Pricebook
  1. Go to the current job and tap the Sync icon.

    Tip: You can do this from any of the main actions on the side menu for any job.

  2. Tap Download pricebook.

Sync changes
  1. Go to the current job and tap the Sync icon.

    Tip: You can do this from any of the main actions on the side menu for any job.

  2. Tap Sync changes to ensure all back-end updates have synced with ServiceTitan Mobile.


Record Financeit Financing payment for an invoice in ServiceTitan

You can also take customer payments from the office:

  1. Search for the desired invoice.

  2. Click Collect and apply payment.

  3. Enter the amount and select Financeit Financing from the Type dropdown.

  4. Add a memo and other information as needed.

  5. When you’re done, select whichever option is applicable to your payment process: Save, Save & Batch, or Charge Account.


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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.