Use Synchrony Financing in the ServiceTitan Field Mobile App

Overview

You can provide Synchrony 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.

Step 1: Finalize the Synchrony 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 Synchrony as your financing partner and add plan options to the estimate.

3. Present the estimate to the customer.

4. Tap Select Plan below the plan to proceed.

5. After the customer chooses a plan, tap the following buttons below the plan and have the customer complete the steps for each:

   • Apply for Financing: Submit an application to apply for financing with Synchrony. For more, see Step 2: Select a Synchrony

     Financing plan in the Field Mobile App.

   • Accept and Sign Estimate: Accept the estimate as Sold and receive the customer’s signature confirming the sale.

     Tip: Tap View Financing Terms to review details about the terms of the financing plan.

     

     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.

Step 2: Select a Synchrony Financing plan in the Field Mobile App

1. On the Apply for Financing screen:

   1. Make sure Synchrony 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.

      

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.

   

3. After you tap Select Plan, confirm the customer’s information on the screen that opens then select one of the following options:

   • Email Link: Email the application to the customer to fill out and send later. After this, you can tap Go to Application Details to see the

     pending application, or Return to Proposal to go back to the estimate.

   • Text Link: Text the application to the customer to fill out and send later. After this, you can tap Go to Application Details to see the pending

     application, or Return to Proposal to go back to the estimate.

     

Step 3: Manage a submitted Synchrony Financing application in the Field Mobile App

After the application is sent, you can check its status and complete tasks as needed:

1. Search for and open the Synchrony application you want to manage.

2. On the Application Details tab that opens, you can:

   1. View the Status of the application: Approved, Action Required, Declined, or Pending.

   2. View the additional details of the application: Provider, Loan ID, Application Date, Requested Financing Amount, Max Approved Amount, Est.

      Monthly Payment, Plan Details, and Job number.

      Note: Tapping the job number opens the job.

      

3. Tap the Tasks tab to complete any outstanding actions required for the application. If a required item is missing, you’ll see an action button below it:

   • Authorize Payment: Provide job information to securely authorize a payment.

   • Send Sales Slip: Email the customer the Sales Slip to review and sign.

   • Customer Signature: The customer must e-sign the sales slip sent to their email.

     

Authorize Payment

If the application is approved or conditionally approved, you can authorize a payment:

1. On the Tasks screen, tap Authorize Payment.

2. On the Authorize Payment screen that opens, enter the Application Information.

3. Select up to two products and enter their information.

4. When finished, tap Submit.

   

Send Sales Slip

After the payment is authorized, you can send a sales slip to the customer that they can e-sign:

1. On the Tasks screen, tap Send Sales Slip.

2. On the Send Sales Slip screen that opens, enter in the customer’s email address and select their date of birth.

3. When finished, tap Send Sales Slip.

   

Customer Signature

After the sales slip is emailed to the customer, you can check the signature status and resend the sales slip:

1. On the Tasks screen, tap Check Status.

2. If you need to resend the same sales slip, tap Resend.

   

3. If the customer rejected the sales slip, tap Create New Sales Slip.

Void a Sales Slip

If the customer has not yet signed the sales slip and you need to cancel it, you can void it:

1. On the Tasks screen, find the sales slip card, then tap Void.

   Note: The Void button is only available when the customer has not yet signed the sales slip.

   

2. Then tap Void to confirm.

   

3. The voided sales slip appears under the Tasks tab with a Voided status and the date it was voided.

   

Want to learn more?

• See Use Synchrony Financing in ServiceTitan

• See Select a financing partner and add financing plans to estimates in the ServiceTitan Field Mobile App

• See Search for and manage financing applications in the ServiceTitan Field Mobile App

• See Charge a financing partner loan on an invoice in the ServiceTitan Field Mobile App