Overview
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 now will also have the ability to easily send your customer an application to finance their job with Wisetack directly from your job details page on the mobile app.
Please Note: You must have financing with Wisetack enabled to send financing applications to customers.
📖 Help Center Article:
To learn how to sign up for Wisetack Consumer Financing, check out our Help Article, "Wisetack Consumer Financing - Signing Up" in the HCP Help Center.
How to Send Financing Applications to Customers from the HCP Mobile App
With Housecall Pro’s consumer financing option, you and your employees will be able to offer financing while in the field on your mobile devices via the HCP mobile app.
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.
*Please Note: The financing options during checkout will only appear for jobs that fall within our partner’s approved dollar amounts ($500 - $25,000).
To send financing applications via the HCP mobile app:
Navigate to the Job Details page for your customer's job and tap 'Pay' from the menu at the top.
If the total cost of your job falls within the consumer financing range, the option for your customer to check out with financing options will appear.
To initiate the financing process, tap the 'Qualify Now' button.
You can also tap the ‘View Details’ hyperlink to show the customer more information on their financing options.
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You'll then be directed to the "See if you qualify" screen, where your customer's phone number will automatically populate.
Confirm the phone number, then tap 'Send Financing Options' to send your customer a text message with a unique application link to apply for financing through Wisetack via their mobile phone.
From here, your customer will need to fill out the application on their own device using the link they were provided.
Your checkout screen will let you know when your application was sent and if it was approved or denied.
If approved, the purchase amount will be applied to the job total and reflected in the Activity Feed on the Job Details page.
You will receive the payment for the job after the job’s completion on the specified service date.
Please 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 Center Article:
To learn more about sending financing options to customers from the HCP Web Portal, check out our Help Article, "Send financing applications to customers - web portal" in the HCP Help Center.
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