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How Do I Connect My Wisetack Account?

Learn how to connect a Wisetack account in JobNimbus Financing so your team can offer customers financing on Estimates and Jobs.

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

Note: This task requires Settings access. If you don't see the Financing option, ask an admin to connect the account for you.

Connecting Your Account

  1. Click on your profile icon or initials in the top right corner. Then, select Settings from the dropdown menu.

  2. In the Settings menu on the left-hand side, under Financials, select Financing.

  3. Find the Wisetack card. If your account is active, it reads "You're approved to offer consumer financing."

Managing Locations

  1. Select Manage on the Wisetack card to open Manage Accounts.

  2. Review your connected account and the locations it covers.

  3. Select Add Locations to add locations.



  4. Check the box on any location you want to add and select Done.

 

Note: Every location connected to your account can offer financing on its own Jobs.

Applying for a New Account

If your company doesn't have a Wisetack account yet, apply from the Manage Accounts page. Wisetack asks for your company's Federal EIN, basic information on anyone who owns 25% or more of the business, and a business bank verification. Wisetack doesn't run a personal credit check on the business itself.

If you already use Wisetack outside JobNimbus, connect your existing account instead of creating a new one. You'll keep the same lender relationship with fewer steps.

 

Tip: Check out Who Supports Wisetack? to learn how to reach Wisetack directly with account or application questions.