--- title: "Use GoodLeap Financing in the ServiceTitan Field Mobile App" slug: "use-goodleap-financing-in-fma" tags: ["Area - Field Mobile App (FMA)", "Area - Payments", "Role - Technician", "Focus - Construction", "Focus - Service Replacement", "Type - Commercial", "Type - Residential"] updated: 2026-10-28T15:20:25Z published: 2026-10-28T15:20:25Z canonical: "help.servicetitan.com/use-goodleap-financing-in-fma" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Use GoodLeap Financing in the ServiceTitan Field Mobile App > [!NOTE] > **Important integration changes** > > ServiceTitan's integration with GoodLeap has been discontinued as of April 2026. If you currently use the integration, you may continue to do so through December 31, 2026. After that date, the GoodLeap Financing integration will no longer be available. To transition to an alternative financing provider, please contact your Customer Success Manager or visit Integrated Customer Financing for available options. ## Overview You can provide GoodLeap Financing options to your customers while presenting estimates in the Field Mobile App. This improves your ability to sell and helps to increase your bottom line. --- ### #### 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](/v1/docs/system-requirements). - If you're using the Field Mobile App and need support, please contact [Technical Support](http://go.servicetitan.com/ask) (through the office) or reach out directly to [support@servicetitan.com](mailto:support@servicetitan.com). - Account configuration and office setup is required to use this feature. Please contact your office for details. ## Things to know - In Commercial terminology, jobs are referred to as work orders. - Submitting a GoodLeap application allows the applicant to get a decision without impacting their credit. ## Step 1: Finalize the GoodLeap estimate in the Field Mobile App 1. Open your current job and tap the **Estimates** tab. 2. If you haven't done so already, select GoodLeap as your [financing partner and add plan options](/v1/docs/select-a-financing-partner-and-add-financing-plans-in-fma) to the estimate. 3. [Present the estimate](/v1/docs/present-and-sell-estimates-in-fma#present-and-sell-estimates) to the customer. 4. After the customer chooses a plan, tap the following buttons below the plan and have the customer complete the steps for each: 1. **Apply for Financing:** Submit an application to apply for financing with GoodLeap. For more, see [Step 2: Select a GoodLeap Financing plan in the Field Mobile App](/v1/docs/use-goodleap-financing-in-fma#step-2-select-a-goodleap-financing-plan-in-the-field-mobile-app) and [Step 3: Submit a GoodLeap Financing application in the Field Mobile App](/v1/docs/use-goodleap-financing-in-fma#step-3-submit-a-goodleap-financing-application-in-the-field-mobile-app). 2. **Accept and Sign Estimate:** Accept the estimate as *Sold* and receive the customer's signature confirming the sale. For more, see [Sell an estimate](/v1/docs/present-and-sell-estimates-in-fma#sell-an-estimate). > [!NOTE] > **Note:** Tap **View Financing Terms** to review details about the terms of the financing plan. ![Proposal screen showing financing options and estimated monthly payment for a water heater.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-goodleap-financing-in-the-servicetitan-field-mobile-app-image-q8qxfppo.jpg?sv=2026-02-06&spr=https&st=2026-11-12T08%3A02%3A59Z&se=2026-11-12T09%3A02%3A59Z&sr=c&sp=r&sig=%2BMQR1d%2FbFvTLRtWuNQrHtnt6CualmzarlPU93YDQDSQ%3D) > [!NOTE] > **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 [Select a financing partner and add financing plans to estimates in the ServiceTitan Field Mobile App](/v1/docs/select-a-financing-partner-and-add-financing-plans-in-fma). ## Step 2: Select a GoodLeap Financing plan in the Field Mobile App 1. On the *Apply for Financing* screen: 1. Make sure **GoodLeap** is selected as the *Provider*. 2. Under *Sale Amount*, enter the desired loan amount. 3. If applicable, add the down payment amount. 4. Tap **Find Plans**. ![Form for applying for financing with provider selection and financial details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-goodleap-financing-in-the-servicetitan-field-mobile-app-image-e4pxaw2u.jpg?sv=2026-02-06&spr=https&st=2026-11-12T08%3A02%3A59Z&se=2026-11-12T09%3A02%3A59Z&sr=c&sp=r&sig=%2BMQR1d%2FbFvTLRtWuNQrHtnt6CualmzarlPU93YDQDSQ%3D) 2. On the screen that opens, each plan option that was shown on the estimate is available to choose from. Find the plan the customer wants then tap **Select Plan**. ![Financing options for a $10,000 loan with payment details and plan selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-goodleap-financing-in-the-servicetitan-field-mobile-app-image-4ieoal90.jpg?sv=2026-02-06&spr=https&st=2026-11-12T08%3A02%3A59Z&se=2026-11-12T09%3A02%3A59Z&sr=c&sp=r&sig=%2BMQR1d%2FbFvTLRtWuNQrHtnt6CualmzarlPU93YDQDSQ%3D) 3. After you tap **Select Plan**, confirm the customer's information on the screen that opens then tap one of the following options: - **Apply Now:** Have the customer fill out and send the application now. After this, you're taken directly to the finished application. - **Send Application Link:** Email the application to the customer to fill out and send later. After this, you can tap **Go to Application Details** to see the pending application, or **Return to Estimate** to go back to the estimate. ## Step 3: Submit a GoodLeap Financing application in the Field Mobile App 1. On the *Apply for Financing* screen, have the customer enter the *Applicant Information* then tap **Continue**. 2. If there's a co-applicant, have the customer enter the *Co-Applicant Information* then tap **Continue**. 3. On the next screen, have the customer enter the *Job Details* (Residential) or *Work Order Details* (Commercial) then tap **Continue**. 4. On the next screen, have the customer: 1. Review the *Disclosures*. 2. Select the box next to each disclosure. 3. Sign their name. 4. Tap **Continue**. 5. On the last screen, have the customer review the information, confirm it's correct, then tap **Submit**. ![Reviewing GoodLeap application details including financing amount and applicant information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-goodleap-financing-in-the-servicetitan-field-mobile-app-image-kjxwcq9o.jpg?sv=2026-02-06&spr=https&st=2026-11-12T08%3A02%3A59Z&se=2026-11-12T09%3A02%3A59Z&sr=c&sp=r&sig=%2BMQR1d%2FbFvTLRtWuNQrHtnt6CualmzarlPU93YDQDSQ%3D) After the application is submitted, GoodLeap sends a response automatically: - **Approved:** The application is approved for financing. - **Approved with conditions:** The customer is sent an email to upload the stipulation documents. These must be provided before continuing the funding process. - **Approved with Counter Offer:** Show the customer the new terms. If they want to proceed with the new offer, tap **Accept Offer**. - **Declined:** The application is declined. - **Pending:** The application is pending. Check back at a later time to see the final decision. ## Step 4: Manage a submitted GoodLeap Financing application in the Field Mobile App After the application is sent, you can check its status and make changes if needed: 1. [Search for and open](/v1/docs/search-for-and-manage-financing-applications-in-fma) the GoodLeap application you want to manage. 2. On the *Application Details* tab that opens, you can: - View the *Status*: *Approved, Conditionally Approved, Counter Offer, Declined,* or *Pending.* - View additional details: *Provider, Loan ID, Application Date, Requested Financing Amount, Max Approved Amount, Est. Monthly Payment, Plan Details,* and *Job* number. > [!NOTE] > **Note:** Tapping the job number opens the job. - Tap **Update Offer Details** to update the loan amount, if the application is approved. ![Loan application details for John Smith, including status, financing amount, and payment plan.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-goodleap-financing-in-the-servicetitan-field-mobile-app-image-z0ox8cfw.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A02%3A59Z&se=2026-11-12T09%3A02%3A59Z&sr=c&sp=r&sig=%2BMQR1d%2FbFvTLRtWuNQrHtnt6CualmzarlPU93YDQDSQ%3D) 3. Tap the **Tasks** tab to complete any outstanding actions required for the application. If a required item is missing, you'll see an action button below it: - **Upload Conditions:** Submit documentation to resolve open conditions and stipulations. After you tap **Upload Conditions**, you'll be prompted to upload all the required documents. - **Upload HIC:** Upload the customer's signed home improvement contract. After you tap **Upload HIC**, you'll be prompted to take photos of each page of the contract and upload them all at once. - **Add Project Info:** Add details about the work and equipment for this project. After you tap **Add Project Info**, you'll be prompted to select the primary project and any additional projects, if applicable. - **Finalize Loan Details:** Review and submit finalized loan details to GoodLeap. After you tap **Finalize Loan Details**, you can update the loan offer details as needed. Tapping **Update Offer Details** on the *Application Details* screen takes you through the same workflow. ![Task list for John Smith including uploading conditions and finalizing loan details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-goodleap-financing-in-the-servicetitan-field-mobile-app-image-vtkx4q1w.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A02%3A59Z&se=2026-11-12T09%3A02%3A59Z&sr=c&sp=r&sig=%2BMQR1d%2FbFvTLRtWuNQrHtnt6CualmzarlPU93YDQDSQ%3D) ## Update offer details for a GoodLeap Financing application If the application is approved or conditionally approved, you can update the offer details if needed. Changes can be submitted up until loan details are verified. To update the offer details: 1. On the *Application Details* screen, tap **Update Offer Details**. 2. On the *Change Order* screen that opens, change the desired financing amount. The amount you enter must be less than the max approved amount. 3. If needed, select a new plan by tapping **Edit Plan**. > [!NOTE] > **Note:** Plan availability is determined by the custom rules and plans set up by the office in Settings. 4. When finished, tap **Submit**. ![Financed amount details showing maximum and desired amounts with payment plan information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-goodleap-financing-in-the-servicetitan-field-mobile-app-image-625a517m.jpg?sv=2026-02-06&spr=https&st=2026-11-12T08%3A02%3A59Z&se=2026-11-12T09%3A02%3A59Z&sr=c&sp=r&sig=%2BMQR1d%2FbFvTLRtWuNQrHtnt6CualmzarlPU93YDQDSQ%3D) 5. On the screen that opens, tap **Done**. New loan documents are automatically sent to the customer. ## Want to learn more? - See [Select a financing partner and add financing plans to estimates in the ServiceTitan Field Mobile App](/v1/docs/select-a-financing-partner-and-add-financing-plans-in-fma) - See [Search for and manage financing applications in the ServiceTitan Field Mobile App](/v1/docs/search-for-and-manage-financing-applications-in-fma) Integration with third-party financing partners (e.g., GreenSky, Wisetack) that lets customers apply for financing on large jobs. **What it does:** Increases average ticket size and close rates by removing price barriers for customers who can't pay upfront. **Also called:** Customer financing, Payment plans **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** Customer Financing