Get started with GreenSky® Custom Financing

Overview

GreenSky® Custom Financing is a third-party financing integration within ServiceTitan that allows back office employees and technicians to offer flexible payment options to customers, helping to increase close rates and average sale values.

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 ServiceTitan Financing 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

Want to learn more?

• Visit ServiceTitan Academy to enroll in courses for GreenSky® Custom Rule Financing for Office Users

• See Use GreenSky® Custom Rule Financing in ServiceTitan