Home service businesses on Notifi can now offer financing right on estimates and invoices, so customers can check their options during the visit

SAN FRANCISCO, Calif., Sept. 10, 2026 – Wisetack, a customer financing platform for home service businesses, today announced an integration with Notifi, field service software with an AI operator built in. Businesses that run on Notifi can now offer pay-over-time options through Wisetack right on their estimates and invoices.

Notifi handles answering, booking, dispatch, and invoicing for residential HVAC, plumbing, electrical, roofing, garage door, and restoration companies. With financing on the estimate, customers can check their payment options for a large repair or replacement while the technician is still on site, instead of in a follow-up call.

“The best time to talk about how to pay for a big job is when the customer is looking at the estimate,” said Scott Kennedy, senior director of partnerships at Wisetack. “Notifi already puts the whole job on one record, from the first call to the invoice. Adding financing to that estimate means technicians don’t have to switch tools, and customers can choose how to pay without waiting for a callback.”

How it works

The integration keeps financing inside the estimate a technician is already reviewing with the customer:

1. Notifi estimates and invoices include a Wisetack financing option, whether they’re sent digitally, as a PDF, or by email.
2. The customer taps See Financing Options and starts prequalification from their own phone. Checking their options won’t affect their credit score, and customers can see their financing options in under a minute.
3. If the customer chooses to move forward, they complete the application and get a decision during the visit.
4. After the customer confirms the work is complete, Wisetack pays the business within 1 to 3 business days, depending on their bank.
5. Coming soon: Notifi estimates will also show a monthly payment option next to the job total.

Businesses can still take card payments and stored cards through Notifi Payments for smaller service calls.

Availability

The integration is available now to Notifi customers in the United States. To get started, businesses go to Settings > Developer & Data > Apps > Wisetack in Notifi and select Sign up. Once approved, financing appears on their estimates and invoices.

Learn more at notifi.co/partners/wisetack or wisetack.com/partner/notifi.

About Notifi

Notifi is field service software with an AI operator built in. It handles answering, booking, dispatch, and invoicing in one system for residential HVAC, plumbing, electrical, roofing, garage door, and restoration companies, and connects to payment, accounting, lead source, and review tools so each job stays on one record. [Confirm boilerplate with Notifi.]

About Wisetack

Wisetack is a customer financing platform for home services such as plumbing and electrical work. Software companies embed Wisetack into the tools businesses already use, and Wisetack is integrated into more than 40 software platforms. Through these integrations, tens of thousands of businesses offer their customers pay-over-time options at the point of sale. Founded in 2018 in San Francisco, Wisetack is backed by Greylock, Quadrille Capital, Insight Partners, and Bain Capital Ventures. All financing is subject to credit approval. Your terms may vary. Payment options through Wisetack are provided by our lending partners. See wisetack.com/faqs for details.

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