Service Titan Knowledge Base

View or edit a Service Finance default ruleLast updated on 09/14/2022

ServiceTitan integrates with Service Finance Company, a nationally licensed sales finance company and an approved FHA Title I lender, allowing your technicians to offer financing in ServiceTitan Mobile.

If you have set up your Service Finance integration and created a default rule for all your financing jobs, you can view or edit the default rule or add a custom rule.

View or edit your default financing rule

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

  2. In the side panel, click Integrations > Financing. The Financing screen opens displaying the merchant account that was set up for you.

  3. Click the Service Finance Loan Options tab.

  4. Hover over the rule and click View icon-visible.png or Edit icon-pencil.png as shown below.

  5. View the information or make any desired changes. For more information, see Create a default financing rule.

  6. When you’re finished, click Finish.

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

Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.