A step-by-step tutorial showing technicians how to use the GreenSky financing integration inside ServiceTitan Mobile 2.0: presenting financing options on estimates, launching the GreenSky application flow, completing and submitting customer loan applications, viewing/accepting offers, and using the supplied credit-card info to take payment. The chunk also outlines the high-level onboarding steps required to activate the GreenSky integration (sign-up, enrollment/training, test transaction, receive Merchant ID, then contact implementation).
ServiceTitan's partnership with GreenSky, a first look home improvement financing company allows you, our clients, to provide fast financing solutions to your customers right From ServiceTitan Mobile 2.0. With GreenSky you can close larger deals more easily, increase average jobs with easy upsells and improve your customers experience. Let's take a step by step look at the Greensky financing process in mobile 2.0. Your technician is at a customer's location and creates a few estimates. When the estimates are presented, a Financing Available banner will appear on the estimates. There will also be a financing button at the top right corner of the screen. If your customer is interested in applying for financing options, tap the financing button. Greensky will open up from the right showing three financing plans. First select a plan. The next page is the application pre populated with some data from the customer's record in Servicetitan. Your customer will then need to fill out the additional fields in the application. Note that this additional information is only submitted to Greensky and will not be stored in Servicetitan. They can add a co applicant if desired. Tap next to review and accept the disclosure. Toggle the button on to activate the next button to move forward. The following screen will present a preview of the application for your customer to review. At this stage, your customer can make any adjustments to the information before submitting it. After review, submit the application for approval. Note that Internet connection is required for this process to be successful. Within a matter of seconds, Greensky will present the results. If approved, all loan details will also be provided here on this page. Your customer can recalculate the terms if they want to adjust the amount to finance. Upon accepting the offer, the agreement will be presented with an option to email it to the customer. Click on View Agreement to see the offer along with the credit card number. At this point, you can take this credit card number to finalize the payment and close out the job. To do that, tap on Hide to go back to the job. If you haven't done so already, go ahead and collect a signature for the estimate your customer chooses to purchase and take the appropriate steps to proceed to the invoice page. When entering the payment, select Greensky Financing for the payment type. Then enter the credit card information just as you would for any credit card payment and you're done. The following are the next steps required to set up Greensky Integration first, sign up with Greensky at the link provided. Once approved, Greensky will send you confirmation and instructions on how to complete your account setup. Complete the enrollment form, training and test transaction provided by Greensky. They will also provide you with a Merchant ID upon successful completion of all required tasks. Finally, contact your Implementation Specialist or Success Manager to complete the integration.
