What is Wisetack?
Wisetack is a financing platform for contractors looking to give their customers a monthly payment option, helping you close bigger jobs and deliver a better customer experience.
Why enroll in Wisetack Progress Payments?
This service allows you to receive two separate payments - one as an initial payment, and the other as the final payment - right through the PaintScout platform.
Disclaimer: Wisetack has a short application process to enable this feature, meaning that not everyone will be approved. If you are interested in Progress Payments, get started on your application here.
How do I set up Wisetack Progress Payments?
Click the person icon in the top right of your page and go to your Account Settings > Integrations section.
Locate Wisetack and click the settings drop-down.
Configure an initial payment amount.
Please Note: as long as the deposit meets certain requirements, Wisetack will automatically split the total into two payouts on estimates/invoices.
Using Progress Payments on Estimates and Invoices
On the Estimate/Invoice, head to the side menu and click on Payments & Lending
An alert will confirm if the criteria for a split payout are met.
What your customer sees
While in the Wisetack customer portal, customers will see a Release Payout button. When they’re ready, clicking this button will release the deposit amount.
