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CONSUMER FINANCING

Drive bigger business with consumer financing

Be the obvious choice and make your services more accessible to your clients with affordable financing inside Workiz.

Sell with confidence

Win big jobs faster by showing the monthly payment option on estimates or invoices.

Pre-quality customers

Your clients can apply for pre-qualification themselves, from the comfort of their home, and with a 90% approval rate.

Get paid upfront

Get paid immediately while customers pay over time. It's good for your cashflow and good for your clients' wallets.

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Win more jobs

Turn 'too expensive' into 'let’s do it!'

Make the experience easy and convenient for everyone by showcasing “as low as” amounts directly on your Workiz estimates and invoices. For example, showing $91.28/month* rather than $2,000 makes it easier for your customers to say ‘yes’.

60 SECOND PRE-QUALIFICATION

Know their spending power before you build the proposal

Check a client's pre-qualified limit in 60 seconds - no credit pull, no awkward conversation. Then build the estimate around their true budget, not the one you assumed they had.

FLEXIBLE PAYMENT PLANS

Offer clients friendly terms so they stop stalling

Clients choose their own plan, from 3 months to 10 years. No hidden fees, no deferred interest. Just a fair monthly number they can say yes to.

TEAM-WIDE VISIBILITY

Everyone on your team can close a bigger job

Pre-qualification credit limits show up across the job, so your dispatcher on the phone and your tech on-site can both have the financing conversation with confidence.