Forum Discussion

GloriousAir's avatar
GloriousAir
Contributor 3
10 months ago

How to offer financing options to customers who can’t pay upfront?

As a HVAC Contractor, we are thinking about financing our service to our client who cant affort the Lum some of money up front, can I get some advice for the best way possible to start some kind of f...
hvac
processing payments
RCuppett-DOO's avatar
RCuppett-DOO
Contributor 2
18 days ago

KQuinn612​ I was curious, about two things.

  1. Are you required to provide Hearth with so many "guarantees" or projects per month in order to use their service.
  2. To clarify, Hearth does not pay you directly, they pay the H/O and you have to rely on the H/O to not spend what they were given. Meaning we are giving them the link directly and not applying on their behalf?

Thanks!

Becca

KQuinn612's avatar
KQuinn612
Contributor 2
16 days ago

Yes, you would provide your link to the client (each of our estimators has their own, as do I) and they take it from there. You would have nothing to do with the application process or their funding process at all, completely hands-off. Just have the client call or email the Hearth Support team with any questions, which will also be on each team members .pdf info sheet with their unique application link.