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Prequalifying lets your customers get a head start on the sales process by instantly seeing their purchasing power with Wisetack, giving them the financial confidence to say "yes" to the project.
When your customer prequalifies, you both gain better insight into their budget, allowing you to recommend specific products and materials to win bigger jobs.
To get started, simply add your Prequal Link to your website, booking forms or more.
Get your Prequal Link
Find your Prequal Link in the merchant portal by heading to Account settings → Merchant information
*You can also email support@wisetack.com
Share your Prequal Link
Add your link to your website, quote template, email signature and more to make sure your customers know about it
PRO TIP: check out placement ideas below
Watch your leads and conversion climb
Once a customer prequalifies, you’ll get an email with the amount they prequalified for so you can follow up on the lead and close the sale
Access Prequal Link
Your customer sees the Prequal Link on your website and decides to see how much they prequalify for
Begin application
Your customer is assured that prequalifying won’t affect their credit score
Answer a few questions
Your customer quickly fills out the app on their own device
View max amount
Your customer is shown their prequalified amount and is excited to move forward with their financing application and get the job started!
To get more customers prequalified and maximize leads, make sure you're promoting your Prequal Link. Check out a few ideas below for where you can add your Prequal Link inside Jobber's templates.
Simply copy this text, add your unique Prequal Link, and head to your Jobber account to customize your request form, booking form and more.
Prequalify for financing without impacting your credit score to see how much you’re approved for! [INSERT PREQUAL LINK].
To customize your request form within Jobber, click on the Gear Icon > Settings > Requests. Select Customize Form and add your prequal link under the short description of your services at the top.
PRO TIP: Letting your customers prequalify for financing helps turn browsers into buyers.
To customize your request form within Jobber, click on the Gear Icon > Settings > Online Booking.
To customize your request form within Jobber, click on the Gear Icon > Settings > Emails and Messaging.
You can also add your Prequal Link to your website, social media, printed handouts and more. Check out the marketing toolkit for ready-to-use template copy and downloadable assets.
Have even more questions? Contact us. We’re always happy to talk.
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