With Housecall Pro’s consumer financing option turned on, customers will automatically have the option to finance their jobs when you send estimates and/or invoices.
You won’t need to send anything separately, the option for your customer will appear as shown below:
If your customer is approved and accepts a loan to finance their job, the loan amount will be applied to the job total and reflected in the job’s activity feed. You will receive the payment for the job after the job’s completion on specified service date.
Note: The financing options during checkout will only appear for jobs that fall within our partner’s approved dollar amounts ($500 - $15,000)