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What do I need to do to get started with Homeowner Financing?

Homeowner Financing is now turned ON automatically for contractor accounts in both the U.S. and Canada - no setup required to start offering financing on estimates.

If you'd prefer not to offer financing, you can turn it OFF in two places:

  1. At the account level under Settings > Homeowner Financing ("Show Homeowner Financing option on all new estimates")

  2. On an individual basis using the "Show Homeowner Financing" toggle while editing a specific estimate.

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