Overview
When setting up GoodLeap loan options in ServiceTitan, technicians and office employees can offer financing to customers by emailing a link to their estimates in an online portal. In the portal, customers can choose from available financing plans and apply for a GoodLeap loan. They can enter a loan amount to view the corresponding monthly payments for the available plans, which also determines their eligibility for specific plans.
Who uses this feature
Back office employees
Applies to all business types
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
Before using this feature
Before using this feature, you first need to:
Set up online estimates. You can customize your invoice email template to include the {OnlineEstimateLink} text.
Set up your GoodLeap integration. You can create default and custom rules to customize your financing plans.
Enable GoodLeap in online estimates
Go to the navigation bar and click Settings.
In the side panel, click Integrations > Financing.
Click the Financing Display Settings tab.
Turn on the Allow Customer to Apply for Financing Through Online Estimates toggle.
Click Save.
Click the GoodLeap Accounts tab and enter a default email address to associate with the financing applications.
Note: This email address must be associated with a valid user in GoodLeap. All applications submitted through online estimates will be shown under this user in GoodLeap Origin Portal.
Click Save.
The GoodLeap integration is now automatically included on all estimates accessed through the Online Estimates Portal.
Invite customers to complete the GoodLeap application
You can invite customers to complete a GoodLeap application by emailing them a link to view their estimates online, which can be done from both the mobile and office versions of ServiceTitan. For more, see Use Online Estimates.
Online estimates workflow for GoodLeap financing
When your customer receives and opens an online estimate, they have the option to apply for GoodLeap financing directly from the Online Estimates Portal.
Send an estimate email to a customer, which includes an estimates link to the Online Estimates Portal.
When the customer clicks the estimates link, the portal opens, showing their estimates.
Note: Customers can click the As Low As link to view the payment and plan details. They can also choose to accept an estimate by clicking Accept Now. For more, see Use Online Estimates.
When a customer clicks Apply now, the Apply For Financing screen opens.
The customer enters information to determine their loan amount and clicks Show Available Plans. The available plans displayed are based on the information entered.
The customer selects a plan and then clicks Start Application. A GoodLeap web page opens in a new tab for the customer to complete.
On the GoodLeap web page, the customer completes the GoodLeap financing application and their information is submitted for a credit check.
After GoodLeap processes the loan application, one of the following loan decisions is returned to the customer, which can take a few minutes depending on the internet connection.
Approved: The loan was approved and can be used immediately.
Conditionally Approved: The loan was conditionally approved but additional information is required before continuing the decision process.
Approved with Stipulations: The loan was approved but additional information is required before receiving funding.
Declined: The loan was declined. For guidance on how to get the loan approved, please contact GoodLeap.
Pending: There is a freeze on one or more of the credit bureaus. An email is sent to the customer with instructions on how to unfreeze the accounts and next steps once unfrozen.
Counter Offer: The customer is approved for a plan that's different from the one they originally applied for. This loan can be used immediately.
If the customer receives an approved status, they are sent an email with access to sign their loan documents.
Want to learn more?
Visit ServiceTitan Academy and enroll in GoodLeap Financing.