Send Financing Applications to Customers (Web)
If your job falls within the approved lending range with Wisetack*, you will see a banner on the Job Details page alerting you of the potential monthly payment, with the option to send a financing application to your customer.
📌 Note: You must have financing with Wisetack enabled to send financing applications to customers. *The financing options during checkout will only appear for jobs that fall within our partner’s approved dollar amounts ($500 - $25,000)
📖 Help Article: To learn how to sign up for Wisetack Consumer Financing, check out "Wisetack Consumer Financing - Signing Up."
To send your customer a financing application:
Open a job and click the Send financing application button.
You'll then be directed to a page to confirm the customer details before sending them an SMS message with a link to apply.
Your customer's phone number information will be automatically populated in the "Send application for financing" prompt. You can confirm the phone number or change it before sending.
Once the information is confirmed, click Send Text to send the customer a link to apply for financing through Wisetack via their mobile phone.
📌 Note: When sending the estimate or invoice, please be sure that your customer has a full name and phone number and that the job or estimate has a service date and total dollar amount.
📖 Help Article: You can also send financing applications via the HCP mobile app! To learn more, check out our Help Article, "Send financing application to customers - mobile app" in the HCP Help Center.
Need help or have questions?
We're here for you! Chat with Support using the Blue Chat Bubble in your Housecall Pro account, or give us a call at (858) 842-5746.