Invoicing
7 features
Invoicing
7 features
Create Invoices from Your Phone
Build professional invoices anywhere, anytime. No computer needed.
One-Tap Invoice Sending
Send invoices instantly via email. Customers get a professional PDF.
Photo Attachments
Add photos of completed work as proof. Build trust with visual documentation.
Custom Line Items
Add labor, materials, and custom items. Set your own prices.
Invoice Tracking
See which invoices are paid, pending, or overdue at a glance.
PDF Downloads
Download or print invoices as professional PDFs anytime.
Invoice Templates
Create reusable invoice templates for recurring services and common jobs.
Invoicing
Create and send professional invoices in seconds
Create Invoices from Your Phone
Build professional invoices anywhere, anytime. No computer needed.
One-Tap Invoice Sending
Send invoices instantly via email. Customers get a professional PDF.
Photo Attachments
Add photos of completed work as proof. Build trust with visual documentation.
Custom Line Items
Add labor, materials, and custom items. Set your own prices.
Invoice Tracking
See which invoices are paid, pending, or overdue at a glance.
PDF Downloads
Download or print invoices as professional PDFs anytime.
Invoice Templates
Create reusable invoice templates for recurring services and common jobs.
Estimates & Proposals
8 features
Estimates & Proposals
8 features
Professional Estimates
Create polished proposals that impress customers and win bids.
Digital Signatures
Get customer approval with legally-binding digital signatures.
Convert to Invoice
Turn approved estimates into invoices with a single tap.
Deposit Requirements
Require deposits upfront. Set as flat amount or percentage.
Expiration Tracking
Set quote validity periods. Never lose track of pending estimates.
Customer Approval Portal
Customers review and approve estimates via secure share links.
Estimate Templates
Save and reuse estimate templates for common job types. Start proposals faster.
Snap EstimatesPRO
Create branded proposals with cover pages, executive summaries, and signature blocks.
Estimates & Proposals
Win more jobs with professional estimates
Professional Estimates
Create polished proposals that impress customers and win bids.
Digital Signatures
Get customer approval with legally-binding digital signatures.
Convert to Invoice
Turn approved estimates into invoices with a single tap.
Deposit Requirements
Require deposits upfront. Set as flat amount or percentage.
Expiration Tracking
Set quote validity periods. Never lose track of pending estimates.
Customer Approval Portal
Customers review and approve estimates via secure share links.
Estimate Templates
Save and reuse estimate templates for common job types. Start proposals faster.
Snap EstimatesPRO
Create branded proposals with cover pages, executive summaries, and signature blocks.
Online Payments
7 features
Online Payments
7 features
Stripe Integration
Accept credit cards, debit cards, and ACH payments through Stripe.
PayPal Integration
Let customers pay with PayPal balance or linked cards.
Square Integration
Accept card payments through Square with low 2.6% + $0.10 fees.
Payment Schedules
Split payments into milestones: deposit, progress, and final payments.
Partial Payments
Accept and track partial payments. See remaining balance instantly.
One-Click Payments
Customers click a link in their invoice and pay instantly.
Secure Processing
All payments processed securely. We never store card numbers.
Online Payments
Get paid faster with online payment options
Stripe Integration
Accept credit cards, debit cards, and ACH payments through Stripe.
PayPal Integration
Let customers pay with PayPal balance or linked cards.
Square Integration
Accept card payments through Square with low 2.6% + $0.10 fees.
Payment Schedules
Split payments into milestones: deposit, progress, and final payments.
Partial Payments
Accept and track partial payments. See remaining balance instantly.
One-Click Payments
Customers click a link in their invoice and pay instantly.
Secure Processing
All payments processed securely. We never store card numbers.
Automated Follow-ups
6 features
Automated Follow-ups
6 features
Quote Nudge™
Automatically follow up on sent estimates at 2 and 5 days.
Payment Reminders
Automated reminders for overdue invoices at 3, 7, 14, and 30 days.
SMS NotificationsPRO
Reach customers via text message for higher response rates.
Review Requests
Automatically request reviews after job completion.
Maintenance Reminders
Schedule follow-ups for recurring service opportunities.
Custom Templates
Personalize every automated message with your voice.
Automated Follow-ups
Let automation chase payments and win more jobs
Quote Nudge™
Automatically follow up on sent estimates at 2 and 5 days.
Payment Reminders
Automated reminders for overdue invoices at 3, 7, 14, and 30 days.
SMS NotificationsPRO
Reach customers via text message for higher response rates.
Review Requests
Automatically request reviews after job completion.
Maintenance Reminders
Schedule follow-ups for recurring service opportunities.
Custom Templates
Personalize every automated message with your voice.
Jobs & Projects
10 features
Jobs & Projects
10 features
Job Tracking
Create jobs to organize estimates, invoices, and change orders.
Before/During/After Photos
Document work progress with photo galleries for each job.
Job Timeline
Track start dates, target completion, and actual finish dates.
Financial Summary
See total estimated, invoiced, and paid amounts per job.
Site Addresses
Store job locations separately from customer billing address.
Status Updates
Track job progress: active, completed, on hold, or cancelled.
Time Tracking
Start and stop timers to track time spent on each job.
Manual Time Entries
Log time manually with date, duration, and notes.
Billable Hours
Mark time as billable or non-billable. See totals at a glance.
Labor on Invoices
Automatically add tracked time as labor when creating invoices.
Jobs & Projects
Track larger projects from start to finish
Job Tracking
Create jobs to organize estimates, invoices, and change orders.
Before/During/After Photos
Document work progress with photo galleries for each job.
Job Timeline
Track start dates, target completion, and actual finish dates.
Financial Summary
See total estimated, invoiced, and paid amounts per job.
Site Addresses
Store job locations separately from customer billing address.
Status Updates
Track job progress: active, completed, on hold, or cancelled.
Time Tracking
Start and stop timers to track time spent on each job.
Manual Time Entries
Log time manually with date, duration, and notes.
Billable Hours
Mark time as billable or non-billable. See totals at a glance.
Labor on Invoices
Automatically add tracked time as labor when creating invoices.
Scheduling & CalendarPRO
6 features
Scheduling & CalendarPRO
6 features
Job SchedulingPRO
Schedule jobs with start and end dates and times.
Calendar ViewPRO
See all scheduled jobs in a visual calendar interface.
Google Calendar SyncPRO
Sync scheduled jobs with Google Calendar. Never double-book.
Microsoft 365 SyncPRO
Connect to Outlook Calendar for seamless scheduling.
Zoho Calendar SyncPRO
Sync with Zoho Calendar for job visibility.
Schedule NotesPRO
Add notes to scheduled jobs for reminders and instructions.
Scheduling & Calendar
PROOrganize your day and sync with your favorite calendar
Job SchedulingPRO
Schedule jobs with start and end dates and times.
Calendar ViewPRO
See all scheduled jobs in a visual calendar interface.
Google Calendar SyncPRO
Sync scheduled jobs with Google Calendar. Never double-book.
Microsoft 365 SyncPRO
Connect to Outlook Calendar for seamless scheduling.
Zoho Calendar SyncPRO
Sync with Zoho Calendar for job visibility.
Schedule NotesPRO
Add notes to scheduled jobs for reminders and instructions.
Change OrdersPRO
4 features
Change OrdersPRO
4 features
Create Change OrdersPRO
Document scope changes with pricing adjustments.
Client SignaturesPRO
Get digital signatures for change order approval.
Link to JobsPRO
Associate change orders with specific jobs for tracking.
Convert to InvoicePRO
Bill approved change orders with one click.
Change Orders
PROHandle scope changes professionally
Create Change OrdersPRO
Document scope changes with pricing adjustments.
Client SignaturesPRO
Get digital signatures for change order approval.
Link to JobsPRO
Associate change orders with specific jobs for tracking.
Convert to InvoicePRO
Bill approved change orders with one click.
Work OrdersPRO
6 features
Work OrdersPRO
6 features
Create Work OrdersPRO
Generate work orders for service calls and maintenance tasks.
Assign to TeamPRO
Assign work orders to team members with due dates.
Priority LevelsPRO
Set urgent, high, normal, or low priority for task management.
Checklist TemplatesPRO
Create reusable checklists for common service tasks.
Field CompletionPRO
Technicians mark tasks complete from their phone on-site.
Convert to InvoicePRO
Turn completed work orders into invoices with one tap.
Work Orders
PROManage service calls and maintenance tasks
Create Work OrdersPRO
Generate work orders for service calls and maintenance tasks.
Assign to TeamPRO
Assign work orders to team members with due dates.
Priority LevelsPRO
Set urgent, high, normal, or low priority for task management.
Checklist TemplatesPRO
Create reusable checklists for common service tasks.
Field CompletionPRO
Technicians mark tasks complete from their phone on-site.
Convert to InvoicePRO
Turn completed work orders into invoices with one tap.
Recurring Invoices
4 features
Recurring Invoices
4 features
Invoice Templates
Create templates for recurring billing.
Flexible Schedules
Weekly, biweekly, monthly, quarterly, or yearly billing.
Auto-Generation
Invoices created and sent automatically on schedule.
Start & End Dates
Control exactly when recurring billing starts and stops.
Recurring Invoices
Set it and forget it for repeat customers
Invoice Templates
Create templates for recurring billing.
Flexible Schedules
Weekly, biweekly, monthly, quarterly, or yearly billing.
Auto-Generation
Invoices created and sent automatically on schedule.
Start & End Dates
Control exactly when recurring billing starts and stops.
Reports & Analytics
6 features
Reports & Analytics
6 features
Profitability Reports
See revenue, costs, and margins by period and customer.
A/R Aging Reports
Track overdue invoices by 30, 60, 90+ day buckets.
Tax Summaries
Export tax collected for easy filing.
Customizable Dashboard
Drag-and-drop tiles to see the metrics that matter to you.
Follow-up Analytics
Track conversion rates from automated follow-ups.
CSV Export
Export invoices, customers, and payments for your accountant.
Reports & Analytics
Understand your business at a glance
Profitability Reports
See revenue, costs, and margins by period and customer.
A/R Aging Reports
Track overdue invoices by 30, 60, 90+ day buckets.
Tax Summaries
Export tax collected for easy filing.
Customizable Dashboard
Drag-and-drop tiles to see the metrics that matter to you.
Follow-up Analytics
Track conversion rates from automated follow-ups.
CSV Export
Export invoices, customers, and payments for your accountant.
Customer Management
5 features
Customer Management
5 features
Customer Database
Store customer names, addresses, emails, and phone numbers.
Color-Coded Tags
Organize customers with custom tags and colors.
Customer History
See all invoices, estimates, and jobs for each customer.
CSV Import
Import existing customer lists from spreadsheets.
Communication Log
Track all emails and SMS sent to each customer.
Customer Management
Keep all your customer info organized
Customer Database
Store customer names, addresses, emails, and phone numbers.
Color-Coded Tags
Organize customers with custom tags and colors.
Customer History
See all invoices, estimates, and jobs for each customer.
CSV Import
Import existing customer lists from spreadsheets.
Communication Log
Track all emails and SMS sent to each customer.
Customer PortalPRO
5 features
Customer PortalPRO
5 features
Invoice ViewingPRO
Customers access invoices via secure links.
Estimate ApprovalPRO
Review and approve estimates with digital signatures.
Online PaymentPRO
Pay directly from the portal with Stripe, PayPal, or Square.
Payment HistoryPRO
Customers can view their complete payment history.
Document DownloadsPRO
Download invoices, estimates, and receipts as PDFs.
Customer Portal
PROLet customers view and pay invoices online
Invoice ViewingPRO
Customers access invoices via secure links.
Estimate ApprovalPRO
Review and approve estimates with digital signatures.
Online PaymentPRO
Pay directly from the portal with Stripe, PayPal, or Square.
Payment HistoryPRO
Customers can view their complete payment history.
Document DownloadsPRO
Download invoices, estimates, and receipts as PDFs.
Branding & Email
4 features
Branding & Email
4 features
Custom Email Branding
Add your brand colors to all outgoing emails.
Custom Messages
Personalize email templates with your own voice.
Email Tracking
See when emails are delivered and opened.
White-Label OptionPRO
Remove WorkSnap branding for a fully custom look.
Branding & Email
Look professional with every communication
Custom Email Branding
Add your brand colors to all outgoing emails.
Custom Messages
Personalize email templates with your own voice.
Email Tracking
See when emails are delivered and opened.
White-Label OptionPRO
Remove WorkSnap branding for a fully custom look.
Roadmap
Features we're actively building. Want to vote on priorities? Let us know
QuickBooks & Xero Sync
Automatically sync invoices with your accounting software.
GPS Time Verification
Verify time entries with GPS location stamps.
Inventory Management
Track materials and supplies across jobs.
Offline Mode
Work without internet, sync when connected.
WorkSnap is not accounting software
We handle invoicing and payments—that's it. For bookkeeping, taxes, or payroll, use your accountant or dedicated accounting software. QuickBooks and Xero sync coming soon.