Wisetack payment in the ArcSite app

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This article will review how Wisetack consumer financing appears in the typical estimate, proposal, and payment workflow in the ArcSite app. For integration details, please see this article. 

ArcSite + Wisetack allows your business to offer clients fast and friendly financing options without leaving the ArcSite app.

Step 1.

In takeoff and estimate options, select payment and scroll down to the Wisetack payment section to show your client a preview of a low monthly payment. For more on takeoffs and estimates click here.

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Step 2. Click ‘Send Customer Application,’ which will prompt the modal shown below. ArcSite will then send the necessary data to the cloud and ask for the client's mobile number. 

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Once entered, your client will receive an SMS message with a link to complete Wisetack’s short application. It takes about a minute for clients to see their options, and they can do so without impact to their credit score. Clients receive up to 6 monthly payment options depending on the dollar amount that they applied for and can select the plan that best fits their budget.

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Step 3. At this point, please confirm with your client that Wisetack payment is desired. If not, provide your client with your normal proposal payment options (example shown below).

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Step 4. If your client selects the Wisetack option, the proposal includes the Wisetack logo and link with more information.

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