--- title: How Do I Track Financing and Get Paid on a Job? description: Learn how to send financing requests, track their status, and request payment once a Job is complete. --- [Skip to content](https://support.jobnimbus.com/how-can-i-track-financing-and-get-paid#main-content) English Show submenu for translations [Contact Us](https://support.jobnimbus.com/kb-tickets/new?hsLang=en) ![JN\_Logo\_Long-White@1x.png\]](https://support.jobnimbus.com/hs-fs/hubfs/JN_Logo_Long-White@1x.png?height=40&name=JN_Logo_Long-White@1x.png) Open main navigation Close main navigation - English Show submenu for translations - [Contact Us](https://support.jobnimbus.com/kb-tickets/new) - [Go to the JobNimbus Toolbox](https://www.jobnimbus.com/support/) [Go to the JobNimbus Toolbox](https://www.jobnimbus.com/support/) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.jobnimbus.com/?hsLang=en) 2. [Financials](https://support.jobnimbus.com/financials?hsLang=en) 3. [Financing](https://support.jobnimbus.com/financials?hsLang=en#financing) # How Do I Track Financing and Get Paid on a Job? ## Learn how to send financing requests, track their status, and request payment once a Job is complete. **Note:** JobNimbus Financing will be entering Nimbus Labs beginning September 7th. If you have questions, please reach out to your Customer Account Executive for details. #### **On This Page** - [Tracking Financing and Getting Paid on Web](https://docs.google.com/document/d/1W79KcTz-g66j0JK-dP32ndsHsZapLu8SEqzV-PkMgVo/edit#bookmark=id.vn8ggvk3zhn1) - [Tracking Financing and Getting Paid on Mobile](https://docs.google.com/document/d/1W79KcTz-g66j0JK-dP32ndsHsZapLu8SEqzV-PkMgVo/edit#bookmark=id.taulppq8o5q0) - [What the Statuses Mean](https://docs.google.com/document/d/1W79KcTz-g66j0JK-dP32ndsHsZapLu8SEqzV-PkMgVo/edit#bookmark=id.z7778so49sjd) --- ### **Tracking Financing and Getting Paid on Web** - Open the Job, then in the left menu select **Financing**. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Aug-20-2026-06-31-55-3548-PM.png?width=670&height=395&name=image-png-Aug-20-2026-06-31-55-3548-PM.png) ### Send Loan 1. Select **Send Loan**, then choose **Email** or **Text Message**. (Send email shown below) ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Aug-20-2026-06-33-22-4033-PM.png?width=209&height=141&name=image-png-Aug-20-2026-06-33-22-4033-PM.png) 2. Confirm the customer's name and contact information, which fill in from the Job. Enter the loan amount and the estimated service completion date, then select **Email Loan Application**. To share the link yourself instead, select **Create Link Only**. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Aug-20-2026-06-29-53-5284-PM.png?width=586&height=649&name=image-png-Aug-20-2026-06-29-53-5284-PM.png) Once the loan has been created and sent, you can view the loan detail page by clicking on the Name: ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Aug-25-2026-04-45-17-4763-PM.png?width=1075&height=715&name=image-png-Aug-25-2026-04-45-17-4763-PM.png) From the loan detail page, you can also attach source documents to your loan: ![](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202026-08-25%20at%2010-39-10%E2%80%AFAM-png-1.png?width=1082&height=903&name=Screenshot%202026-08-25%20at%2010-39-10%E2%80%AFAM-png-1.png) Select **Attach existing** and click the estimate you want to attach. ![](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202026-08-25%20at%2010-50-12%E2%80%AFAM-png.png?width=568&height=261&name=Screenshot%202026-08-25%20at%2010-50-12%E2%80%AFAM-png.png)   ### Send Prequal 1. Select **Send Prequal**, then choose **Email** or **Text Message**. (Send email shown below) #### ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Aug-20-2026-04-12-21-5735-PM.png?width=296&height=202&name=image-png-Aug-20-2026-04-12-21-5735-PM.png) 2. Confirm that prefilled contact information is correct, then select **Send prequal**. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Aug-20-2026-06-29-14-4345-PM.png?width=586&height=433&name=image-png-Aug-20-2026-06-29-14-4345-PM.png)   **Tip:** Confirm the customer is interested in financing before sending the application. A quick question while reviewing the Estimate is usually enough. The table below the buttons lists every financing record for the Job: the applicant's name, when it was created, its status, when it was last updated, and the total loan amount (or, for a prequal, the amount the customer qualifies up to). Select a customer's name to open the record's detail view, including a progress tracker showing where the record sits: **Offer Financing**, **Application**, **Decision**, or **Payment**. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Aug-20-2026-06-24-10-8241-PM.png?width=670&height=276&name=image-png-Aug-20-2026-06-24-10-8241-PM.png) Once the job is complete, open the loan and select **Request Payment**. Wisetack asks the customer to confirm the job is complete, and once they do, you're paid in full, typically within one to three business days of their confirmation. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Aug-20-2026-04-53-33-3587-PM.png?width=670&height=83&name=image-png-Aug-20-2026-04-53-33-3587-PM.png) ### **Tracking Financing and Getting Paid on Mobile** 1. Open the Job and tap **Financing** under **Files**. ![](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202026-08-20%20at%201-23-38%E2%80%AFPM-png-1.png?width=250&height=542&name=Screenshot%202026-08-20%20at%201-23-38%E2%80%AFPM-png-1.png) 2. Tap the **plus (+)** button in the top corner.  ![](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202026-08-20%20at%201-25-00%E2%80%AFPM-png-1.png?width=250&height=542&name=Screenshot%202026-08-20%20at%201-25-00%E2%80%AFPM-png-1.png) 3. Tap **Send Loan** or **Send Prequal**. (Send email shown below) ![](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202026-08-20%20at%201-29-16%E2%80%AFPM-png.png?width=250&height=141&name=Screenshot%202026-08-20%20at%201-29-16%E2%80%AFPM-png.png) 4. Tap **Email** or **Text**, enter the loan amount and the estimated service completion date, then tap the send button. ![](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202026-08-20%20at%201-32-20%E2%80%AFPM-png.png?width=250&height=542&name=Screenshot%202026-08-20%20at%201-32-20%E2%80%AFPM-png.png) 5. Tap any record in the Financing list on the Job to open its detail view, including the same progress tracker described above: **Offer Financing**, **Application**, **Decision**, or **Payment**. ![](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202026-08-20%20at%202-09-48%E2%80%AFPM-png.png?width=250&height=542&name=Screenshot%202026-08-20%20at%202-09-48%E2%80%AFPM-png.png) 6. If a customer hasn't finished a **Pending** application - Tap **Resend Loan ![](https://support.jobnimbus.com/hs-fs/hubfs/undefined-Aug-20-2026-08-22-46-6719-PM.png?width=250&height=542&name=undefined-Aug-20-2026-08-22-46-6719-PM.png)** - Or show the **QR code** on your next visit. ![](https://support.jobnimbus.com/hs-fs/hubfs/undefined-Aug-20-2026-08-18-18-7855-PM.png?width=250&height=542&name=undefined-Aug-20-2026-08-18-18-7855-PM.png) From this loan detail page, you can also attach source documents to your loan by selecting **+ Add document(s)**: ![](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202026-08-25%20at%2010-26-11%E2%80%AFAM-png.png?width=250&height=542&name=Screenshot%202026-08-25%20at%2010-26-11%E2%80%AFAM-png.png) Select **Attach existing** and click the estimate you want to attach. Once the job is complete, open the loan and tap **Request Payment** . Wisetack asks the customer to confirm the job is complete, and once they do, you're paid in full, typically within one to three business days of their confirmation. ![](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202026-08-20%20at%202-25-19%E2%80%AFPM-png.png?width=250&height=345&name=Screenshot%202026-08-20%20at%202-25-19%E2%80%AFPM-png.png) --- ### **What the Statuses Mean** A prequal and a loan application move through two different sets of statuses. #### **Prequalification statuses** | Status | What It Means | What Your Customer Needs to Do | | --- | --- | --- | | Prequal Started | The customer started the prequal but hasn't seen their spending power yet. | Keep going, they haven't entered enough information to see their eligibility. | | Prequalified | You and the customer can both see their spending power. | Once you've settled on a price, send them a loan application so they can lock in their offer. | | Prequal Declined | Wisetack can't offer this customer a prequalification right now. | No additional steps needed. They'll need to pay using another method. | | Prequal Expired | The prequalification has expired. | If they want to re-apply, send them a new application. | | Prequal Canceled | The prequalification was canceled. | If this was a mistake, send them a new application to check their eligibility again. | #### **Loan statuses** | Status | What It Means | What Your Customer Needs to Do | | --- | --- | --- | | Pending | The customer started the loan application but hasn't seen their offer yet. | Keep going, they haven't entered enough information to see an offer. | | Action Required | The customer viewed their offer but hasn't completed the application. | Check their email and follow the instructions, often this is just accepting and signing the offer. | | Offer Locked | The customer is approved for Wisetack financing. Their offer is locked in for 90 days from approval. | Complete the work, then select Request Payment once it's done. | | Confirmed | The customer released the funds. You should receive payment within one to three business days. | Watch for emails detailing how they'll begin their monthly payments. | | Paid | Wisetack has sent the funds to your business. | No action needed. | | Declined | Wisetack can't offer this customer financing right now. | No additional steps needed. They'll need to pay using another method. | | Expired | The offer expired 90 days after approval. | If they want to re-apply, send them a new application, or have them pay another way. | | Canceled | The loan was canceled by the customer or by Wisetack. | If this was a mistake, send them a new application, or have them pay another way. | **Note:** Statuses are color-coded in the Financing list. For the full, current definitions, see Wisetack's own [Merchant Portal Application Statuses](https://support.wisetack.com/hc/en-us/articles/29370744202011-Merchant-portal-application-statuses) article. 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