How do I Request Financing Through Wisetack?

Navigate to the Job for which you need to request financing.
1. Please note that your Contact and Job's information needs to be fully filled out in order to successfully request financing.
Under the Estimates tab, select Create, then select Estimate.
Under the More section on the left-hand side of the Estimate page, select the Update option next to Financing.
Select the Wisetack option from your available providers, then select the financing plan from the resulting dropdown.
The chosen option will then show under Financing at the top of the page for each Estimate option.
1. The totals listed on the Estimate are listed as being "as low as" amounts. Customers must apply for financing for more accurate terms by selecting "see options" when signing the estimate.

Note:

The same financing provider must be applied across all Estimate pages within a single Estimate.
Wisetack only offers financing up to $25,000, if an Estimate exceeds this amount you will have the work with your customer for the additional payment amount.
If using financing options, deposits cannot be collected on an Estimate.

Learn how to apply Wisetack financing options to your Estimates.