Show Lending Options to Non-Commercial Customers Only
If you'd like to have lending options presented for non-commercial customers only:
Navigate to the customer profile for a commercial customer
Click the pencil in Contact info to edit the customer's information
Select Business
Click Update to save the changes
All future invoices sent to that customer will not have lending options presented.
Important Reminders
Available on jobs and estimates from $500 up to $65,000 with terms up to 120 months
You must first sign up for Wisetack and be approved before you will be able to offer financing to your customers.
When your customer fills out the application, it is only a soft pull. There is no impact on their credit score for simply filling out the application.
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.