Service Titan Knowledge Base

Get started with GreenSky® Custom FinancingLast updated on 03/22/2022


Sign up with GreenSky® Custom Financing

Here is an overview of the sign-up process with GreenSky®:

  1. Sign up with GreenSky® at www.greenskycredit.com/sponsor/servicetitan.

  2. Once you're approved, GreenSky® sends you confirmation and instructions on how to complete your account setup.

  3. Complete the GreenSky® Merchant Enrollment Form. GreenSky® sends you a link to the form.

  4. Complete GreenSky® training to learn how to drive close rates and increase your sale average. You can opt to listen to a prerecorded training or participate in live training.

  5. GreenSky® sends you links to listen to a recorded session or sign up for live training.

  6. GreenSky® sends you directions on how to run a test transaction.

Note: GreenSky® will provide you with a merchant ID. Please provide this merchant ID to the ServiceTitanFinancing team at financing@servicetitan.com.


Set up GreenSky® Custom Financing in ServiceTitan

Once you have successfully signed up with GreenSky®, contact the ServiceTitan Financing team at financing@servicetitan.com to schedule a training session. Make sure to have your GreenSky® merchant ID ready. During your training session, the ServiceTitan Financing team guides you through the following items:

  • A 15 to 30-minute training session on how to use GreenSky® features

  • Entering your GreenSky® merchant ID in ServiceTitan

  • Setting up loan options in ServiceTitan

  • Turning on GreenSky® in ServiceTitan Mobile

  • Talk to you about making sure your technicians are prepared to start using GreenSky® out in the field


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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.