Greensky Integration

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

New to Greensky... So... how often does GreenSky update payment factors on their side but they don't get updated in ServiceTitan? I have a very upset customer whose loan docs came through with a monthly payment $100 higher than the calculator showed. And my Greensky account manager is on vacation.

I tried downloading pricebook to see if it is MY fault I had inaccurate info but it's still the same. I'm super annoyed right now.


Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions
2 REPLIES 2

DiamondK1
Contributor

If I recall correctly GreenSky's bills can be a little confusing. It's possible it was off, however it's also possible it's just how everything is written in the docs that is confusing. Were you able to lookover the document with the client to confirm?


Kristen Johnson - Office Manager - Diamond Heating Cooling, Plumbing & Electric

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Figured it out- the customer was approved for a different interest rate than the calculator was using.


Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions