Sunbit Training for Workiz

This training resource gives your team the tools needed to spread the word that you offer flexible payment plans for home services. Please share these assets with your technicians to help them with how and when to offer monthly payment options to your customers.


Register for 15-min training

Schedule time with your account manager to learn more about the Workiz + Sunbit integration, best practices for your technicians, and how to leverage all the Sunbit tools that are available to you. This is a great opportunity to ask any questions you and your team might have.


Quick 1-min tips on using Sunbit

4 interest-free payments*

With Workiz and Sunbit, all approved customers can pay in 4 interest-free installments. *6, 12, and 18-month plans are available with interest.

How to offer payment plans

Learn how to use Service Now, Pay Later through the new Workiz and Sunbit integration. This quick 1-minute video is a great way to learn the basics!

How to use pre-qualification

Learn what to do when you get a notification that a customer was pre-approved on Sunbit.


Customer experience walk-through

Check out this video if you want to see the Sunbit checkout process from the customer's point of view.


Watch the Webinar On Demand

Hear from the experts at Sunbit and Workiz to learn how to leverage the new Installments feature in your Workiz platform for customers to pay-over-time.


Payments “As Low As” with Sunbit

Highlighting monthly payment prices can be a powerful motivator for customers. Leverage monthly payment prices when you’re highlighting specific services or quoting customers on different jobs and services.


Share your Sunbit pre-qualification page

Let your customers review their monthly payment options right from their own device. To embed your own Sunbit pre-qualification page on your website, follow the steps below.

Insert the iframe script onto a new webpage:

<iframe style="height:1300px;width:100%" src="{INSERT YOUR LINK HERE}" title="Sunbit Service Now Pay-over-time" class="border-0 overflow-hidden" scrolling="auto">

Add new website menu button:

On your website's navigation menu, add a new button "Service Now, Pay-over-time" that links to the new page you created.

Add Sunbit web banners:

If you have a scheduling page, or a service/products page, you can use one our web banners that link to your pre-qual page. (see web banners below)

Forgot your pre-qual link?

Let us know by submitting your email address so we can look up your location and share the link.


Web/Email banners + Social Media

We've created a suite of standard ad & post sizes used across the internet from facebook to your local news website. Remember to link the banners to your Sunbit pre-qualification landing page:

Asset Sizes Included:

160 x 600 | 1080 x 1920 | 300 x 250 | 300 x 600 | 320 x 100 | 336 x 280 | 575 x 175 | 600 x 500 | 728 x 90 | 1080 x 1080 | 1150 x 350 | 1200 x 600 | 1200 x 1200 | 1360 x 510

Approved Social Media Caption:

To help you Service Now and Pay-over-time, we now offer access to flexible payment plans for your auto service needs. Check out your financing options today. {Insert}


Make it easy for your customers
to access your
pre-qualification link

QR codes can be used everywhere—on in-office signage, direct mail inserts, and advertisements. Anyone with a modern smartphone can scan the QR code with their camera app (if QR code scanning is enabled) and do a number of actions that you want them to do. In this case, it's getting them to pre-qualify for a flexible payment plan. Click the button below to generate a QR code for your business' pre-qualification link.

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Need support? Contact our Support team or your account manager.