Feature guide
Show monthly financing options
Display an estimated monthly payment next to your total, so a large project feels manageable. Two minutes to set up, and entirely optional.
Open your estimator, go to the Financing tab, toggle it on, and add up to three term lengths with their APRs. The results page then shows an estimated monthly payment alongside the total. Priceguide does not provide the financing, it displays finance you already offer.
Priceguide does not offer financing. This is a display tool that surfaces the financing you already have with your own provider. No credit checks, no applications, and you are not acting as a financial adviser. Only ever show terms you can genuinely deliver.
Why it works
A homeowner looking at $14,500 for a roof replacement hesitates. The same homeowner looking at roughly $242 a month often does not, because the number has moved from a lump sum they do not have to a payment they can picture.
Nothing about the job changed. Only the framing did, and that framing is the one your competitors are already using on the phone.
Setting it up
Open your estimator for editing
From your dashboard, find the estimator and click Edit.
Go to the Financing tab
Along the top of the editor: Questions, Pricing Lab, Content Settings, Financing.
Toggle Enable Financing on
The configuration options appear underneath.
Add your terms
Up to three term lengths, each with its own APR. Click + Add term for each one.
A typical set12 months at 7.9% APR
36 months at 9.9% APR
60 months at 12.9% APR
Which rates should you enter? The ones your financing partner actually offers. Home improvement financing commonly sits somewhere between roughly 7% and 15% APR for customers with good credit, with shorter terms usually carrying lower rates, but do not guess from that. Ask your provider for the exact figures before you publish anything.
Set a minimum project value, optionally
Financing a $300 service call helps nobody. A minimum of $1,000 or $2,000 means the display only appears where a monthly payment is genuinely useful. Leave it at $0 to show it on every estimate.
Add a customer disclaimer, optionally
Appears at the bottom of the financing card.
Disclaimer you can adaptFinancing terms shown are estimates only. Actual rates and terms are subject to credit approval through [your financing partner]. Contact us for full details.
Save, publish and check it as a customer
The monthly figure sits alongside the total, not instead of it. What good looks like: the results page shows both the total range and a monthly figure, and if you added several terms you can toggle between them.
Getting the most from it
| Do this | Why |
|---|---|
| Tell whoever answers the phone it is live | The feature is wasted if your team is still leading with the lump sum on follow-up calls |
| Only show rates you can actually deliver | Displaying an attractive rate and quoting something higher in person costs you the job and the trust |
| Set a sensible minimum | A monthly payment on a small job looks faintly ridiculous |
| Say estimate, not offer | It is an illustration of what finance might look like, not a credit offer |
If you are a franchise location
Check whether your brand has a national financing partner before entering your own terms. Many do, and the rates are usually better than anything you would arrange locally. If your brand does not offer one, this is yours to set up.
Troubleshooting
| What you see | What it means |
|---|---|
| Financing not showing on the results page | Either the toggle is off, or the estimate total is below your minimum project value. |
| Monthly figure looks wrong | Check the APR is entered as a percentage rather than a decimal, and that the term is in months. |
| It shows on estimates that are too small | Set a minimum project value. |
| Customers think you are lending them the money | Strengthen your disclaimer and name your finance partner in it. |
| Changes not appearing | You saved without publishing. See your change did not save. |
Does Priceguide provide the financing?
No. This displays finance you already offer through your own provider. There are no credit checks or applications involved anywhere in Priceguide.
Do I need a financing partner to use it?
Yes. Without one there is nothing real to display, and showing terms you cannot honour will cost you more than it earns.
How many terms should I show?
Two or three. One looks like a take-it-or-leave-it, and more than three makes people compare rather than decide.
Is this different from monthly and annual pricing?
Yes, completely. This shows what a one-off job would cost per month under finance. If you sell genuinely recurring services, see monthly, annual and setup fees.
Will it show on the emailed estimate?
It follows the results page.
Not sure what to display? Email [email protected] with your provider's terms and we will tell you how to enter them.