Use Service Finance in the ServiceTitan Field Mobile App

Overview

You can provide Service Finance loan 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 Service Finance application triggers a credit check known as a hard inquiry, which typically causes a small, temporary decline in the applicant's credit score.

Step 1: Finalize the Service Finance 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 Service Finance 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 an application to apply for financing with Service Finance. For more, see Step 2: Select a Service Finance plan in the Field Mobile App and Step 3: Submit a Service Finance 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.

      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 Service Finance plan in the Field Mobile App

1. On the Apply for Financing screen:

   1. Make sure Service Finance 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 application. For more, see Step 3: Submit a Service Finance application in the Field Mobile App.

Step 3: Submit a Service Finance application in the Field Mobile App

1. On the Apply for Financing screen, have the customer enter the Applicant Information then tap Continue.

2. On the next screen, have the customer enter the Mailing Address then tap Continue.

3. On the next screen, have the customer select the Service Property details then tap Continue.

4. If there's a co-applicant, have the customer enter the Co-Applicant Information then tap Continue.

5. On the next screen, have the customer:

   1. Review the Disclosures.

   2. Select the box next to each agreement.

   3. Tap Continue.

6. On the last screen, have the customer review the information, confirm it's correct, then tap Submit. 

After the application is submitted, Service Finance sends a response automatically:

• Approved: The loan is approved and can be used immediately.

• Counter Offer: Show the customer the new terms. If they want to proceed with the new offer, they can tap Next and use the loan immediately.

• Pending: The application is pending. Check back at a later time to see the final decision. Contact ServiceFinance for more details.

• Declined: The loan is declined. Contact Service Finance for more details. They may provide guidance on how to get the loan approved.

Step 4: Manage a submitted Service Finance 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 the Service Finance application you want to manage.

2. On the Application Details tab that opens, you can:

   • View the Status: 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: Tapping the job number opens the job.

     

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.

   • Dealer Authorization: View and sign the dealer authorization form. 

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