Overview
When you set up GreenSky® loan options in ServiceTitan, technicians and office employees can offer financing to customers by emailing them a link to their estimates in an online portal. Customers can select from available financing plans in the portal as well as apply for a GreenSky® loan. By entering a loan amount, they can see what the monthly payments would be for the available plans, which also determines which plans a customer qualifies for.
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.
Get started with GreenSky® Custom Financing. You can create default and custom financing rules for plans you want to offer customers.
Enable GreenSky® 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.
The GreenSky® integration is now automatically included on all estimates accessed through the Online Estimates Portal.
Invite customers to complete the GreenSky® application
You can invite customers to complete a GreenSky® 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 information, see Use Online Estimates.
Online estimates workflow for GreenSky® financing
When your customer receives and opens an online estimate, they have the option to apply for GreenSky® 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, a blank Apply For Financing window 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 Next. The Applicant verification section displays.
The customer enters the phone number and email address that will be used to send the verification code and clicks Next.
Note: The code is sent both through text and email after the customer enters the information and clicks Next.
In the verification code screen that opens, the customer enters the code that was sent and clicks Next.
In the GreenSky® application screen that opens, the customer enters all the required information and clicks Next.
In the Disclaimers screen that opens, the customer attests to all of the required disclaimers and clicks Next.
In the Review screen that opens, the customer reviews all of the information they have entered and clicks Submit Application.
After GreenSky® 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 after activating their account.
Declined: The loan was declined. For guidance on how to get the loan approved, please contact GreenSky®.
Pending: The loan is under review. Please contact GreenSky® to complete the application process.
If the customer receives an Approved status, they must click Accept Offer in order to move on to the next steps of activating their account.
After accepting, the customer is sent an email with the loan agreements and instructions on how to activate their account.