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

Overview

Add financing plans to estimates in the Field Mobile App for your selected financing partner. This allows you to present options to customers before they apply for financing.

Who uses this feature

Technicians
Applies to all business types

Feature configuration

The Field Mobile App is optimized for iOS, iPadOS, and Android phones and tablets. For more, see System requirements and mobile app information.
If you're using the Field Mobile App and need support, please contact Technical Support (through the office) or reach out directly to support@servicetitan.com.
Account configuration is required to use this feature. Please contact your office for details.
The Configure financing plans in mobile permission is required to use this feature. The View Total Price permission is required to see the estimated monthly amount and estimate total in the Estimates tab. Please contact the account administrator on your team.

Things to know

You can only select one financing partner at a time for all estimates on the job.
If you don't select a financing partner, ServiceTitan uses the preferred partner and primary plan set up on the office side to calculate the estimated monthly payment.
The names of certain screens, tabs, and so on may be different based on your selection in Menu > Settings. For more, see Show Residential or Commercial terms in the ServiceTitan Field Mobile App.

Best practices

Set up a financing partner and estimate options before your customers apply for financing. This allows you to start the sales process without delays.

Use cases

Create tailored estimates for your customers.
Align promo plans to equipment for rebates.

Step 1: Select a financing partner in the Field Mobile App

If multiple financing partners are enabled for your account, select the partner you want to use:

Open your current job and:
- If your default terminology is set to Residential, tap the Estimates tab.
- If your default terminology is set to Commercial, tap the Proposals tab.
On the Estimates tab, tap Add or Edit on the Financing Provider.
Select the financing provider you want to use then tap Save.

Step 2: Add financing plan options to estimates in the Field Mobile App

After you select a financing partner, you can add plan options to estimates:

Open your current job and:
- If your default terminology is set to Residential, tap the Estimates tab.
- If your default terminology is set to Commercial, tap the Proposals tab.
Build a new estimate or open an existing estimate to update it.
On the estimate that opens, scroll to the Financing Plans section and tap Select.
On the screen that opens, select the financing plan options you want to include in the estimate.
Turn on the toggle for the plan in which you want to show the estimated monthly payment.
When finished, tap Save.

After you tap Save, the financing plan or plans you selected are shown on the estimate.

Financing plans with monthly costs displayed for options 1042 and 1064.

When you present the estimate to the customer, they can choose the plan they want, apply for financing, and accept and sign the estimate.

Proposal screen showing financing options and estimated monthly payment for a water heater.

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:

Want to learn more?

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