Overview
In addition to TURNS second look financing, you can submit a single financing application that automatically applies to multiple lenders in a pre-defined sequence. This simplifies the application process and increases your customer's chances of approval.
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 and office setup is required to use this feature. Please contact your office for details.
Things to know
To use single application waterfall financing, GreenSky, ServiceFinance, or Synchrony must be enabled, along with TURNS.
All financing is provided by third-party financing partners; ServiceTitan is not responsible for any credit decisions.
Contractor financing fees may vary based on the selected plan and are subject to individual lender terms.
Step 1: Finalize the first look estimate in the Field Mobile App
Open your current job and tap the Estimates tab.
If you haven't done so already, select your preferred first look lender as your financing partner and add plan options to the estimate.
Present the estimate to the customer.
After the customer chooses a plan, tap the following buttons below the plan and have the customer complete the steps for each:
Apply for Financing: Submit a prequalification application to apply for financing. For more, see Step 2: Submit a prequalification application for financing.
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: Submit a prequalification application for financing in the Field Mobile App
On the Apply for Financing screen:
Under Sale Amount, enter the desired loan amount.
If applicable, add the down payment amount.
Tap Find Plans to continue.
Each plan option that was shown on the estimate is available to choose from. Find the plan the customer wants then tap Select Plan.
On the next screen, confirm the customer's information and fill out the application form. Tap Next to continue.
The application is processed and you'll see the status within minutes:
If the application to the primary lender is declined, it's sent to a secondary lender.
If the application is approved by the second lender, you'll receive an approval message and the conditions of the loan. Find the plan the customer wants then tap Select Plan.
Tap Confirm Selection to accept the offer.
The application is sent. Tap Return to Job to go back to the job, or Go to Application Details to view the application.
