How to Disable Wisetack
If you'd like to remove Wisetack from your account, follow the directions below:
Click 'My money' in your Housecall Pro navigation bar.
Select the 'Consumer financing' tab from the menu on the left, then click on the 'Manage' button in the top right corner of the page.
Click the toggle next to "Offer financing on invoices and estimates" in the Manage window (the toggle will turn gray), then click 'Save' in the bottom right corner.
Please Note: 'Save' must be clicked to save the selected setting. If the integration is toggled off (the toggle is grey) but the 'Save' button is not clicked, then the setting will not be saved and Wisetack will remain active when the window is closed.
How to Re-Enable the Wisetack Integration
To re-enable the Wisetack integration:
Click 'My money' in your Housecall Pro navigation bar.
Select the 'Consumer financing' tab from the menu on the left, then click on the 'Manage' button in the top right corner of the page.
Click the toggle next to "Offer financing on invoices and estimates" in the Manage window (the toggle will turn blue), then click 'Save' in the bottom right corner.
❗Important Note:
Any emails (invoices or estimates) that were sent while Wisetack was active will continue to show the 'As low as' offer at the top of the emails (as we can't unsend an email). However, all emails sent after financing has been disabled will no longer have that offer visible.
For any financing applications that have been started prior to financing disabled (i.e., a homeowner is approved for financing then the account disables financing), these loans will continue to be eligible to pay for an invoice. They will correctly mark a job as paid, display in My Money, and sync to Quickbooks.
📖 Help Center Article:
To learn more about Wisetack, check out our Help Article, "Wisetack Consumer Lending Overview" in the HCP Help Center.
Please Note: Wisetack is currently not available via Housecall Pro in Canada. Other eligibility requirements may apply.
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