How to integrate and use Wisetack with Zuper?

How to integrate and use Wisetack with Zuper?

With Zuper Pro’s consumer financing powered by Wisetack, your customers will have the option to finance their jobs when you send estimates and invoices.

Now the customers can get loans from Wisetack to pay for field services. With the Wisetack – Zuper Integration, businesses can offer Wisetack financing to their customers for high quotes. When customers choose Wisetack Financing, the business gets paid from Wisetack, while the customer can pay the invoice amount to Wisetack in installments.

The financing option helps businesses offer loans to their customers ranging from $500 to $25,000.

Six Phases:

1. Merchant Onboarding.


2. Settings - Configuration


3. Pre-Qualification Check.


4. Applying for a Loan and Payment Release.


5. Loan Cancellation Scenario. 


6. Accessing Finance History


 

To onboard new merchants for consumer financing via Wisetack, kindly contact our Support Team at support@zuper.co.     

Once submitted, the information provided takes up to 5 business days to review.
Once approved, Click here to learn more.


The configurations are the pre-defined settings that enable the admin to modify the essential details. 

1. Select the “Settings” icon from the left panel and choose the “Organization Settings” section. 



2. Under the “Configurations,” select the “Quotation and Invoice Settings.”


3. . Enable the “Financing” module by setting the following details:

a. Enable Financing – Select this as Yes to enable consumer financing.

b. Payment Mode Facilitating the Payment (Mandatory) – Choose the payment mode as “Wisetack.”

c. Amount Range to facilitate financing option (in USD) (Mandatory) – The default range is $500 - $25000.

Note: The business can modify the financing option as per the need. 




3. Pre-Qualification Check (Web App & Mobile App)

The eligibility check is a significant part of the Pre-Qualification phase. The business and customer can know about the eligible amount with the maximum qualifying criteria set by Wisetack.

 The pre-qualification happens in the Quotes module. Based on the qualifying amount, the business and customers can choose another payment mode if they wish.

 1. Select the “Quotations” module from the left panel and choose the “+ New Quote” option.     Fill in the necessary “Customer & Job Details,” “Billing Contact,” and “Billing Address” information.

 Enter the necessary “Parts and Services.”
Note: Based on the final amount, the finance section specifying the approximate details of the loan, tenure, and interest will be visible to the customer at the bottom of the screen. 
Web App:


Quote view on the Mobile App. 


Select the "Quotes" module from the top-left hamburger icon.   Next, select the "+ “ icon from the bottom-right corner to create a new Quote.

 Fill in the necessary “Customer & Job Details,” “Billing Contact,” and “Billing Address” information, followed by the Line items.

Note: The finance section specifying the approximate details of the loan, tenure, and interest will be visible to the customer at the bottom of the screen.




4. . Save the draft version of the quote by selecting the “Save” option on the pop-up window.

Select the “Send Pre-Qualification” link to the customer to check their eligibility amount, or the application form can be filled out by the customer directly on the form during the field service. 

Web App:


Mobile App:



6. Fill in the “Mobile Number” and “Purpose (Mandatory Field)” and click the “Send Prequalification Link” button.

Web App:




Mobile App:

 Fill in the “Mobile Number” and “Purpose (Mandatory Field)” and click the “Send Pre-qualification” button.


7. The “Pre-qualification” can be sent as a link while sending a quote. Mark a check on the “check box,” which will add the “Pre-qualification” link to the email. Now choose the “Send” button.





8. In the bottom right section of the screen, the financing status will display the qualified amount, expired date, requested by, and external link. Under the “More” dropdown, select the “Mark as Accepted” to accept the quote.




9. Select the required line items and choose the “Mark as Accepted” button on the pop-up window.



10. A pop-up window will prompt you to collect the deposit amount for the quotation. Select “Yes” to confirm.



11. Fill in the necessary deposit collection information on the pop-up window and select the “Collect Deposit” button. Under the “More” dropdown, select the “Convert to Invoice” option. Select the “Convert” button on the pop-up for a quote to get converted as an invoice.

 By following the above steps, businesses and customers can know about the eligible amount with the maximum qualifying criteria set by Wisetack. 


4. Applying for a Loan and Payment Release (Web App & Mobile App)

The pre-qualification link is an optional one. The business can directly create an invoice, and
customers can opt-in for a loan if needed.

 After following the steps above to convert the quote to an invoice, you can verify the invoice details from the following steps.

Note: The finance section specifying the approximate details of the loan, tenure, and interest will be visible to the customer at the bottom of the screen. 
1. Verify the pre-filled “Customer & Job Details,” “Billing Contact,” and “Billing Address” information as the invoice is converted from the quotation.



2. Verify the necessary “Item Details.” The final amount will be displayed and saved in the invoice as a draft.

Web App:



Mobile App:

 Verify “Customer & Job Details,” “Billing Contact,” and “Billing Address” information, followed by the Line items.

Note: The finance section specifying the approximate details of the loan, tenure, and interest will be visible to the customer at the bottom of the screen. 



3. Save the draft version of the invoice by selecting the “Save as Draft” option on the pop-up window.




4. The invoice creation is done successfully.



5. The saved invoice draft has been sent to the customer, and the status has been updated successfully.

Next, you can view the “Financing Options Available” section. First, select the “Send Loan Application” button on the Web App.


Web App:



Mobile App:

Select the “Share with Customer” button or use the “Fill Now” option on the Mobile App.


 

6. Enter the Mandatory fields – USD Amount and Purpose. Next, fill in the optional fields: Completion Date, Mobile Number, First Name, Last Name, and the email.

 
Web App:


 

Mobile App:

Enter the Mandatory fields – USD Amount and Purpose. Next, fill in the optional fields: Completion Date, Mobile Number, First Name, Last Name, and the email.



7. Customers can review and accept the terms of Wisetack. The status will be updated as “Terms Accepted” after the customer agrees with the terms.

The Financing section in the middle of the screen shows the Loan Application status. 




Once the job is complete and the customer approves the job completion, Wisetack will release the loan amount to the business.

 The status in our Zuper App will change to “Amount Settled.”

 The details will be sent to the customer’s registered email and SMS that Wisetack has settled the loan.


 An initiated loan can be canceled during one of the following scenarios.

 1. Edit Invoice: (Mandatory)

Financing will be canceled if the due amount is less than the requested loan amount or if the customer is changed.

This is a Mandatory scenario.


 2. Invoice Detail (Cancellation)

The loan will be canceled if the invoice is canceled from the invoice detail page.

 3. Archived Invoices (Back-office cancellation message will be displayed)

Only the Manager will have access to cancel the loan in case of the invoice is archived from the mobile apps.

 4. Mark as paid

(Invoice Detail | Back-office cancellation Message will be displayed).

If the amount due is equal to the requested loan amount, the Manager or the back office can only cancel the loan.

 5. Collect Payment (Stripe) Invoice Detail |

Back-office cancellation Message will be displayed)

In the case of stripe payments, if the amount due is equal to the requested loan amount, the Manager or the back office can only cancel the loan.

 6. Delete Invoice (Only Manager App or Back office)

The Manager will cancel the loan.

With this significant Zuper-Wisetack integration, now the customers no need to worry about the amount, and based on the customer's eligibility, the amount of loan applied will be approved. 

 

6. Accessing Finance History

All Finance history can be viewed on a single page:

Accounting -->Financing.

Financing has two primary tabs: 

1. Pre-qualifications: All finance pre-qualification histories of the customer can be tracked under this tab.

2. Loan Applications: The customer's loan application history can be tracked under this tab.

Note: You can view each line item using the Action a view icon   and filter the required details using the filter icon 



Following the above phases will helps you to understand the Zuper-Wisetack organization.  Zuper Pro’s consumer financing is powered by Wisetack, and Your customers will have the option to finance their jobs when you send estimates and invoices.


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