Financing is a feature for Successware Mobile that allows your customers to apply for a loan while you are on a job at their location. This allows you to collect full or partial payments for the job.
Once a customer is approved for a loan through our Mobile app, they can use it to pay for the work right from the Mobile app. The financing feature is not available on sales estimates, project phases or within the tutorial.
Financing Companies
To use the Financing feature, you will need a merchant account with a financing company. Currently Successware Mobile has a partnership with GreenSky, or you can use our in-house solution, Successware Financing. This article focuses on setting up Successware Mobile to use GreenSky.
GreenSky’s Contact Information:
Setting up Financing
Before your technicians will be able to use financing out in the field, you will need to enable the feature on the Successware Mobile Admin site and perform some setup in Successware.
To setup and manage the Financing Successware Mobile add-on, you will need to open the Successware Mobile Admin site.
1. Open the Main Menu from the toolbar in Successware.
2. Click on the Successware Mobile link.
3. Enter your Successware username and password.
4. Click the Log in button.
5. When you get into the Successware Mobile Admin site, click on the Business Settings option on the left-hand side of the screen.
6. Scroll down to the Financing Settings.
7. Click on the Edit button next to the finance processor that you are going to use to start filling out your merchant information.
8. For GreenSky:
- Enter the 8-digit Merchant ID provided by GreenSky.
- Enter the 4-digit Plan code provided by GreenSky. If you have multiple codes, list each one of them separated by a comma.
- Example: 1234,2345,3456
Changing Your Financing Settings
At any point you can come into your business settings to make changes to your Financing settings including changing your plans or temporarily disabling the feature.
You can temporarily disable financing processing by clicking on the On/Off switch.
If you need to change your plans, you can simply click Edit. Then type in your new plans or remove the plans you no longer want to support. Click Save after making your changes.
Using GreenSky in Successware Mobile
For more information about using GreenSky in Successware Mobile, check out our article:
Mobile for Classic - Using Financing with GreenSky
Looking for a more interactive course on Financing? Check out our Learning Management System (LMS)! Our courses are available to all Successware users. If you don't have a sign-in for our LMS, contact us at training@successware.com for a free account.