GoodLeap Financing IntegrationLast updated on 05/12/2023

• Save time and improve customer experience by allowing customers to apply in ServiceTitan Mobile or on their own time through an application link sent directly to their email.

• Protect your margins by implementing minimum spends on individual financing plans.

• Enable your team to close larger deals with dynamic financing offerings based off of an estimate’s cost.

• Customize available financing offers based on a job’s business unit to ensure the correct plans are offered in the appropriate situations.

• Customize financing to offer premium loan option to customers with big-ticket items and jobs while minimizing merchant fees.

Get familiar with these commonly used terms across the Custom Financing tool:

• Default Rule: Financing rule that is not tied to a business unit. A job assigned to a business unit that does not have a custom rule loads financing offers according to the default rule.

• Custom Rule: Financing rule that is tied to specific business units. Any job assigned to these business units loads financing offers according to this custom rule.

• Default Tier: Financing plans selected under this tier are available for all purchase amounts. Only one financing plan will be used to calculate estimated monthly financing costs.

• Custom Tier: Financing plans in a custom tier will only be available if you enter a loan amount greater than the specified spend threshold.

• Spend Threshold: Set dollar amount that triggers a tier and corresponding financing plans to become available to the customer to apply for.

• Default Plan: The selected default plan will be used to calculate the estimated monthly financing cost on each estimate. The default plan from the custom tier with the highest available spend threshold will be used.

Custom Financing works in two ways:

• You can set a single default rule or;

• Create multiple custom rules by changing details, spend thresholds, and more. Afterwards, you can edit and manage rules as your business needs change.

1. Go to the navigation bar and click Settings . 

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

3. Click the GoodLeap Custom Financing tab if it’s not already open.

4. Add a default rule. If there’s an existing rule, click Edit .

5. In Set Details, enter a name for your rule. 

6. Enter or select one or more business units to apply the rule to your selection(s).

7. Enter or select one or more operating states to apply the rule to your selection(s).

8. When you’re done, click Next.

9. Select what job types you will be offering financing for.

10. When you’re done selecting job types, click Next.

11. In Select Plans, select the checkbox for the plans you want your technicians to use with your customers. You can select up to ten plans. Note: The plans you select within the same rule cannot have the same term with different rates as this is not compliant.

12. When you’re done selecting plans, click Next. 

13. In Set Tiers, you can select Default Tier or Custom Tiers depending on the type of default rule you want: 

    • Default Tier Select a plan from the Plan dropdown to calculate the monthly price of an estimate for a customer.

    • Custom Tiers For Tier 1, click + Assign Plan and select a plan. Note: You can assign multiple plans to a tier as there is no maximum. However, every tier needs to have at least one plan and every plan must appear in a tier. To create another tier, click + Add Tier. Add a Spend Threshold to your next tier. Estimates and loan amounts must be greater than the spend threshold to qualify for loans in this tier. Note: When your technician presents good, better, best estimates, we use the highest tier configured in settings for which the estimate qualifies to calculate the “as low as” amount.

14. When you’re done setting your rule(s), click Next. 

15. Review the details. If you need to edit your selections, click Edit.

16. When you're done, click Finish. You can view your default rule in the Financing > GoodLeap Custom Financing tab.

1. In the GoodLeap Custom Financing tab, go to the Default Rule and hover over the header. 

2. Click Edit . Note: To ensure that there is at least one financing plan available for your technicians to show customers, you can’t delete default rules. If you want to hide financing entirely from a specific business unit, you can do that by going to GoodLeap Accounts. Tip: If you want to view the rule first to edit specific sections, click the eye icon. 

3. Edit as needed and review your changes.

4. When you’re done, click Finish. 

You can create your own custom rules for your technicians to use in the field:

1. Go to the navigation bar and click Settings . 

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

3. Click the GoodLeap Custom Financing tab if it’s not already open.

4. Click + Custom Financing rule.

5. In Set Details, enter a name for your rule. 

6. Enter or select one or more business units to apply the rule to your selection(s).

7. Enter or select one or more operating states to apply the rule to your selection(s).

8. Click Next.

9. Select what job types for which you are offering financing.

10. When you’re done selecting job types, click Next.

11. Select the plans you want to include. You can select up to six plans. 

12. When you’re done selecting plans, click Next. 

13. In Set Tiers, select Custom Tiers. This gives you the option to assign plans to tiers. You can add as many tiers as needed up to the number of plans selected.

    Note: The number of plans you can select is six. For example, if you select up to six plans, you can add up to six tiers. If you select four plans, you can add up to four. Tip: Be sure to read the content to understand how these selections work together to calculate estimates. If you decide you want one tier for all your plans, select Default Tier instead. This takes you through a different workflow that does not include assigning plans to multiple tiers. 

14. For Tier 1, click + Assign Plan and select a plan from the dropdown.

    Note: You can assign multiple plans to a tier. There is no maximum, however every tier needs to have at least one plan and every plan must appear in a tier. Tip: When you assign multiple plans to the same tier, you need to select which plan should be used as the default to calculate the “as low as” amount on the mobile presentation screen.

15. To create another tier, click + Add Tier.

16. Add a Spend Threshold to your next tier. Estimates and loan amounts must be greater than the spend threshold to qualify for loans in this tier.

    Note: When your technician presents good, better, best estimates, we use the highest tier for which the estimate qualifies to calculate the “as low as” amount.

17. When you’re done setting your custom rules, click Next. 

18. Review the details, selected plans, tiers added, and assigned plans to those tiers. If you need to edit any of the items, click Edit.

19. When you’re done, click Finish. You can view your rules in the Financing > GoodLeap Custom Financing tab.

1. In the GoodLeap Custom Financing tab, go to Custom Rules and hover over the header of the rule you want to edit. 

2. Click Edit . Tip: If you want to view the rule first to edit specific items, click the eye icon. To delete the rule, click Delete . 

3. Edit as needed and review your changes. 

4. When you’re done, click Finish.

Once you have set up financing rules in ServiceTitan, your technicians in the field can start offering these options to your customers for specific jobs via the mobile app.

Select GoodLeap Financing options for a job

1. In Dashboard > Overview, tap View Current Job.

2. In the side menu, tap Estimates. 

3. Tap Present. Note: On the presentation screen, technicians see that as estimates increase in price, the financing plan used is changing as they “unlock” higher financing tiers.

4. Tap Financing.

5. Add the Sales Amount and tap Show All Plans. GoodLeap Financing opens to the custom financing plans set by your administrator in ServiceTitan. 

6. Tap the plan you want and tap Select Plan. Each plan notes the term and spend threshold set in ServiceTitan.

7. Review the customer information and tap Create Application.

   Note: You are redirected to a GoodLeap browser page and the customer receives an email to apply if they choose to complete on their own device. When ready, hand the technician device over to the customer to complete the application. If the application is completed on the technician device, the email sent to the customer can be disregarded. Tip: If you leave the web page, you can re-enter through ServiceTitan Mobile.

8. Once the application is complete, you will receive a decision automatically: 

   • Approved

   • Approved with conditions The customer will be sent an email to upload the stipulation documents. These must be provided before continuing the funding process. Note: You can click Check Status to see the latest upload status of the conditions.

   • Conditionally approved The customer will be sent an email to upload the condition documents. These must be provided before continuing the decision process Note: You can click Check Status to see the latest upload status of the conditions.

   • Declined

   • Pending

Visit ServiceTitan Academy and enroll in GoodLeap Financing.