Use GreenSky® Financing in the ServiceTitan Field Mobile App

Overview

You can provide GreenSky® 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.

Things to know

• Submitting a GreenSky® prequalification request allows the applicant to get a decision without impacting their credit.

Step 1: Finalize the GreenSky® 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 GreenSky® as your financing partner and add plan options to the estimate.

3. Present the estimate 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 a prequalification request to apply for financing with GreenSky. For more, see Step 2: Select a GreenSky® Financing plan in the Field Mobile App and Step 3: Submit a GreenSky® Financing prequalification request 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.

      Note: Tap View Financing Terms to review details about the terms of the financing plan.

      

      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.

Step 2: Select a GreenSky® Financing plan in the Field Mobile App

1. On the Apply for Financing screen:

   1. Make sure GreenSky® 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. 

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. 

3. After you tap Select Plan, complete the prequalification request form. For more, see Step 3: Submit a GreenSky® Financing prequalification request in the Field Mobile App.

Step 3: Submit a GreenSky® Financing prequalification request 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 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 and attest to the disclosures then tap Submit.

After the prequalification request is submitted, GreenSky® sends a response automatically:

• Approved: The request is approved for financing.

• Declined: The request is declined.

• Pending: The request is pending. Check back at a later time to see the final decision.

Step 4: Manage a submitted GreenSky® Financing request in the Field Mobile App

After the request is sent, you can check its status and make changes if needed:

1. Search for and open the GreenSky® request you want to manage.

2. On the request that opens, you can:

   • View the Status: Approved, Declined, or Pending.

   • View additional details: Provider, Loan ID, Applicant Name, Application Date, Requested Financing Amount, Max Approved Amount, Est. Monthly Payment, Plan Details, and Job number.

     Note: Tapping the job number opens the job.

Want to learn more?

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

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

• See Charge a financing partner loan on an invoice in the ServiceTitan Field Mobile App