GreenSky® - FAQ
What is the ServiceTitan and GreenSky® integration?
ServiceTitan has partnered with GreenSky® to build a completely paperless financing solution. You can select GreenSky® loan options in Settings > Integrations > Financing. Technicians go through the entire financing process in ServiceTitan Mobile. Greensky® handles the loan approval, financing, and loan agreement.
Is there an additional charge to use the ServiceTitan and GreenSky® integration?
No. You pay only the normal fees associated with using ServiceTitan and GreenSky®. There are no additional fees or setup charges for the integration.
Does the GreenSky® integration require any paperwork from the homeowner?
No. This is a completely paperless process.
How many GreenSky® plans can our technicians show in ServiceTitan Mobile?
Technicians can show up to six GreenSky® plans. These GreenSky® plans are selected by you when you set up loan options in ServiceTitan by going to Settings > Integrations > Financing.
Can I use my existing GreenSky® Merchant ID to enable the integration?
No. ServiceTitan customers can sign up through the GreenSky® landing page.
If I am using GreenSky® today, do I have to sign up with GreenSky® again for another account to obtain the "Merchant ID" for the integration?
Yes. Sign up for another account through the GreenSky® landing page.
Why can't the homeowner see the potential GreenSky® financing payment per month on the Mobile 2.0 Estimate page?
GreenSky® integration is for financing only and is not part of the estimate or invoice process in ServiceTitan. GreenSky® treats each application based on the homeowner and not the amount of financing they want. For example, if a job is $10K, GreenSky® will return the financing available for the homeowner (if approved), based on the homeowner FICO score and other criteria.
When I submit an application in the GreenSky® integration, how long does it take to process and receive an Approved, Pending, or Not Approved response?
When an application is submitted or resubmitted, it takes approximately 10 to 30 seconds to receive a response from GreenSky®.
Who do I contact if I have issues or recommendations to improve the GreenSky® integration?
Please contact the ServiceTitan Financing team at financing@servicetitan.com for any integration questions. If you have a question for GreenSky®, you can contact GreenSky® directly.
What is GreenSky®?
GreenSky®, LLC ("GS") is a third party service provider and program administrator to federally insured, federal, and state chartered banks that provide consumer loans under the GreenSky® programs. GreenSky® helps businesses grow by giving them the ability to offer credit to their customers. GreenSky® works with bank partners to provide GreenSky® program loans to customers in our merchants, provider, and retailer networks nationwide. The GreenSky® Programs serve customers ranging from the world's largest and most demanding businesses, to small and medium businesses, and consumers nationwide.
How can I learn more about GreenSky®?
After your application is approved, GreenSky® schedules a training session via web conferencing.
Does the GreenSky® integration work in Canada?
No. GreenSky® is available only in the United States.
Is GreenSky® a bank, and how does it lend money?
GreenSky® is not a bank, they are a credit technology platform provider supporting federally insured, federal, and state chartered financial institutions.
What happens after a homeowner is approved for GreenSky® financing?
After they're approved, the homeowner is given an account number as part of their loan agreement package. When the homeowner has received and reviewed their loan agreement and agrees to use the GreenSky® loan, the homeowner provides the account number to be used like a standard credit card with your payment processor.
How does a homeowner pay a contractor?
After they're approved, the homeowner is given an account number as part of their loan agreement package. When the homeowner has received and reviewed their loan agreement and agrees to use the GreenSky® loan, the homeowner provides the account number to be used like a standard credit card with your payment processor.
Where can I go to see other frequently asked questions regarding GreenSky®?
http://www.greenskycredit.com/merchant-faq/
GreenSky® Direct Funding
What is Direct Funding?
Direct funding is a direct deposit of GreenSky® funds owed to you. Instead of using a virtual credit card to receive GreenSky® funds, your team initiates the fund transfer in a GreenSky® portal. It removes the need to process the virtual card and helps you save on the associated credit card processing fees. Plus, users of direct funding will gain access to a new rate sheet with lower merchant fees.
How do I get paid through Direct Funding?
In order to get paid via Direct Funding, you need to:
Log in to the GreenSky® merchant portal
Select which customer you would like to submit the transaction authorization request for
Submit the transaction authorization request
After submitting the transaction, your customer will receive a request to authorize the transaction through text, email, or phone.
Once the customer approves the transaction, no further action is required and funds will be deposited in your account within 24-48 hours.
How do I submit a transaction authorization request?
After logging in to your GreenSky® merchant portal account:
Select the My Account tab. You will see a list of applications available.
Select the row for the customer you would like to submit the request for.
For each transaction authorization request, you need to provide:
Charge Amount
Total Job Amount
Job Status
Once you complete the information and click submit, the authorization request will be sent to the customer. After the customer approves the request, you will be automatically notified.
How long does it take to get paid through Direct Funding?
It takes 24-48 hours to receive funds in your bank account. You will log into your GreenSky portal and initiate the fund request from there.
I forgot my log into details to the GreenSky merchant portal, who do I contact?
Please contact your GreenSky CGM or if you do not know your CGM, contact GreenSky support at 800-357-1558.
TURNS FAQ
What is the ServiceTitan and TURNS integration?
ServiceTitan has partnered with TURNS to build a completely paperless financing solution. Technicians go through the entire financing process in ServiceTitan Mobile. TURNS handles the loan approval, financing, and loan agreement.
Is there an additional charge to use the ServiceTitan and TURNS integration?
No. You pay only the normal fees associated with using ServiceTitan and TURNS. There are no additional fees or setup charges for the integration.
Does the TURNS integration require any paperwork for the homeowner?
No. This is a completely paperless process.
Why can't the homeowner see the potential TURNS financing payment per month on the ServiceTitan Mobile Estimate screen?
The TURNS integration is for financing only and is not part of the estimate or invoice process in ServiceTitan. TURNS treats each application based on the homeowner and not the amount of financing they want. For example, if a job is $10,000, if the homeowner is approved, TURNS returns the financing available, based on the homeowner's FICO score and other criteria.
When I submit an application in the TURNS integration, how long does it take to process and receive a response?
When a TURNS application is submitted or resubmitted, it takes approximately 10-30 seconds to receive a response from TURNS.
Who do I contact if I have any TURNS integration questions?
Please contact the ServiceTitan Financing team at financing@servicetitan.com with any integration questions. If you have a question for TURNS, you may contact TURNS directly.
Who do I contact if I have issues or recommendations to improve the TURNS integration?
Please contact the ServiceTitan Financing team at financing@servicetitan.com.
What is Fortiva?
Fortiva is the company that TURNS uses to process their financing applications.
Service Finance - FAQ
What is the ServiceTitan & Service Finance integration?
ServiceTitan has partnered with Service Finance to build a completely paperless financing solution. You can select Service Finance loan options in Settings > Integrations > Financing. Technicians go through the entire financing process in ServiceTitan Mobile. Homeowners can view as low as monthly payments, complete their application, obtain approval, and sign their loan document from Service Finance.
Is there an additional charge to use the ServiceTitan and Service Finance integration?
No. You pay only the normal fees associated with using ServiceTitan and Service Finance. There are no additional fees or setup charges for the integration.
Does the Service Finance integration require any paperwork for the homeowner, for example, submit an application?
No. This is a completely paperless process. All application details and signatures can be provided digitally.
How many Service Finance plans can our technicians show?
Technicians can show up to six Service Finance plans. These Service Finance plans are selected by you when you set up loan options in ServiceTitan by going to Settings > Integrations > Financing.
Can I use my existing Service Finance account to enable the integration?
No. If you are an existing Service Finance user, you can sign up to be under the ServiceTitan sponsorship and have access to our exclusive rate card and can utilize the integration. For more details, contact our financing team through our Service Finance page.
If I am using Service Finance, do I have to sign up with Service Finance again for another account to obtain the Merchant ID for the integration?
Yes. You need to sign up under the ServiceTitan sponsorship. For more details, contact our financing team through our Service Finance page.
When I submit an application in the Service Finance integration, how long does it take to process and receive a response?
When an application is submitted, it takes up 10-30 seconds to receive a response from Service Finance, depending on your internet connection.
Who do I contact if I have any Service Finance integration questions?
Please contact the ServiceTitan Financing team at financing@servicetitan.com for any integration questions. If you have a question for Service Finance, contact your dealer concierge.
What is Service Finance?
Service Finance Company is a nationally licensed sales finance company and an approved Federal Housing Administration (FHA) Title I Lender. The company provides more than 60 financing solutions which include promotional and standard installment terms for home improvement contractors enrolled in the SFC Financing Program. For more information, see https://www.svcfin.com/.
How can I get all the necessary knowledge about Service Finance?
When your application is approved, Service Finance sends you a welcome package which includes training materials and details on your Service Finance dealer concierge.
Does the Service Finance integration work in Canada?
No. Service Finance is available only in the United States. For Canadian financing, please contact financing@servicetitan.com to learn more about Financeit.
Financeit - FAQ
What is the ServiceTitan & Financeit integration?
SerivceTitan has partnered with Financeit to build a completely paperless financing solution. Technicians go through the entire financing process in ServiceTitan Mobile. This includes completing the application, obtaining approval, and going through Financeit's funding checklist.
Is there an additional charge to utilize the ServiceTitan & Financeit integration?
No. You pay only the normal fees associated with using ServiceTitan and Financeit. There are no additional fees or setup charges for the integration.
Does the Financeit integration require any paperwork for the homeowner, for example, submit an application?
No. This is a completely paperless process. Loan application, signed invoice, and letter of completion can all be done through the mobile app.
When I submit an application in the Financeit Integration, how long does it take to process to receive a response?
When an application is submitted or resubmitted, it takes approximately 30-60 seconds to receive a response from Financeit.
Who do I contact if I have any Financeit integration questions?
Please contact the ServiceTitan financing team at financing@servicetitan.com with any integration questions. If you have a question for Financeit, you may contact Financeit directly.
Who do I contact if I have issues or recommendations to improve the Financeit integration?
Please contact the ServiceTitan Financing team at financing@servicetitan.com.