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Integrations

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6 results found

  1. Remove Sunlight Financial Banner

    Please remove the Sunlight Financial banner in the financials tab. We do not want it and you can't force this on up.

    37 votes

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    1 comment  ·  Financing  ·  Admin →
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  2. Ability to email Sunlight Financial Application to contacts

    Ability to email Sunlight's financial application to contacts would be great.

    3 votes

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    0 comments  ·  Financing  ·  Admin →
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  3. Prequalify Icon For Sunlight Financial

    Currently we have and Icon to click when sending a customer the Application for Financing. Problem is, there isn't one for prequalifying a customer. This would make the process just as smooth as sending the credit application, because it would autofill all the customers contact info.

    3 votes

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    0 comments  ·  Financing  ·  Admin →
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  4. Show payment matrix

    We should be able to show payments on estimates. Kind of like when you go buy a car. Show a break down of the payments available. People buy cars based on the payment. They will absolutely purchase upgrades and higher ticketed items, if they can see the payment. You can set it up so the contractor can input their financing terms in the back end, and it will do the math to show the payment. Game changer here.

    3 votes

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    0 comments  ·  Financing  ·  Admin →
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  5. Hearth

    Hearth is a great platform to work with for the contractor.
    Most companies that help the contractor finance a job pass the loan origination fees to the contractor and ask youto simply mark jobs up and offer discounts to your non financing customers.
    Hearth charges a flat fee to use their service and then as many people for as much as your clients can get are able to finance through them.
    We have loved it as a company.

    3 votes

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    0 comments  ·  Financing  ·  Admin →
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  6. Greensky Integration on Estimates

    Add Greensky payment option to estimates with monthly payment listed.

    1 vote

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    0 comments  ·  Financing  ·  Admin →
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