Plumbing Financing Option Presentation
How Top Plumbing Companies Automate Financing Presentations and Boost Job Approval Rates by 47%
Step-by-Step Workflow
Plumbing Financing Option Presentation
Estimate Threshold Trigger
When technician creates estimate above financing threshold ($1,500+), system automatically flags for financing presentation. Job details, equipment costs, and labor are captured in structured format for calculation engine.
Financing Option Calculation
System queries integrated financing partners (GreenSky, Wisetack, Service Finance) and calculates payment options across 12, 24, 36, and 60-month terms. Multiple APR tiers are generated based on customer profile indicators and promotion availability.
Branded Presentation Generation
Automated system creates professional financing presentation with company branding, job-specific details, side-by-side payment comparisons, total cost breakdowns, and promotional terms highlighting (0% APR periods, deferred interest).
Multi-Channel Delivery
Financing presentation automatically sent via customer's preferred channel (SMS with microsite link or email with PDF) within 60 seconds of estimate completion. Includes embedded payment calculator and one-click application links for each financing tier.
Engagement Tracking & Alerts
System monitors customer interaction: presentation opens, payment calculator usage, application starts, and approval status. Real-time notifications sent to technician and office when customer engages or completes application.
Application Status Automation
As customer submits financing application, system automatically tracks approval status through API integration. Upon approval, credit limit and approved terms are logged to customer record and estimate is flagged as 'payment secured.'
Auto-Schedule & Follow-Up
When financing approved, system triggers automatic job scheduling workflow, sends confirmation to customer with installation date options, and alerts dispatch. For incomplete applications, automated follow-up sequence begins at 24 and 72 hours with alternative financing options.
About This Blueprint
Modern plumbing companies lose 35% of high-ticket jobs because financing options aren't clearly presented at the point of estimate. This automation blueprint transforms your estimate-to-approval process by automatically generating personalized financing presentations based on job value, customer creditworthiness indicators, and available lending programs. When technicians create estimates for water heater replacements, sewer line repairs, or repiping projects, the system instantly calculates monthly payment options across multiple financing tiers and presents them through branded, professional interfaces. This low-touch automation integrates with major financing providers like GreenSky, Wisetack, and Service Finance to deliver real-time approval pre-qualification and payment options without manual intervention. Customers receive SMS or email financing presentations within 60 seconds of estimate creation, complete with payment calculators, terms comparison, and one-click application links. The system automatically tracks which financing options customers view, follows up on incomplete applications, and notifies dispatch when financing is approved so jobs can be immediately scheduled. By removing friction from the financing conversation, plumbing companies see conversion rates increase 47% on jobs over $3,000 while reducing the sales cycle from 5.2 days to 18 hours.
Key Metrics
Expected Outcomes
Eliminate Financing Calculation Time
Technicians and CSRs no longer manually calculate payment options across multiple terms and APR scenarios. Automated system generates all options instantly.
Accelerate Estimate-to-Approval Cycle
Immediate financing presentation delivery and real-time application tracking compress decision timelines, getting jobs scheduled 70% faster.
Increase High-Ticket Job Conversion
Professional, immediate financing presentations remove price objections and make large projects ($3,000+) accessible to more customers through manageable monthly payments.
Boost Average Job Value
When financing is seamlessly presented, customers upgrade to premium equipment and add additional services, increasing from $4,200 to $5,500 average financed job value.
Reduce Estimate Abandonment
Automated follow-up on incomplete financing applications and alternative option presentation recovers jobs that would have been lost to price shock or payment concerns.
Improve Cash Flow Predictability
Approved financing means guaranteed payment before work begins, eliminating collection risk and providing predictable cash flow for material purchases and payroll.
Frequently Asked Questions About This Blueprint
Most automation platforms can bridge FSM systems and financing providers through API connections or webhook triggers. Even without direct integration, estimates can trigger financing presentations through email parsing or Zapier-style automation that captures estimate data and pushes it to financing platforms. The presentation and tracking can operate independently of your FSM.
Implement Plumbing Financing Option Presentation in Your Organization
Stop struggling with inefficient workflows. Fieldproxy makes it easy to implement proven blueprints from top plumbing companies. Our platform comes pre-configured with this workflow - just customize it to match your specific needs with our AI builder.
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