See how FieldPulse lets customers pay over time through a financing partner, and find the setup guides and the business funding option. Who uses this: Admins turn on a financing partner in Company Settings > Features & Plugins. Availability: United States. Requirements differ by partner, so see each setup article.
Overview
FieldPulse integrates with financing partners so customers can finance an emergency repair when funds are tight, or a large project, from the estimates and invoices you send. The partners are integrated directly with FieldPulse, so customers apply in seconds and your business does not handle their sensitive information. Only one of the two financing partners can be enabled at a time. FieldPulse Capital is different: it funds your business directly rather than your customer.How it works
- Enable: An Administrator turns on one financing partner in Company Settings > Features & Plugins.
- Offer: Customers see the financing option on the estimates and invoices you send.
- Apply: The customer applies through the partner.
- Business funding: FieldPulse Capital is a separate option for your own cash flow.