Account Setup & Onboarding

Get your WorkSnap Pro account configured and ready to create invoices and estimates.

Creating Your Account

1. Visit WorkSnap Pro and click Sign Up
2. Enter your email address and create a password
3. Verify your email address
4. Complete the onboarding wizard

Organization Setup

After signing up, you'll set up your organization:

Company Information

• Organization Name: Your business name (appears on invoices)
• Address: Your business address
• Phone Number: Contact number for customers
• Email: Business email for communications

Business Branding

• Logo: Upload your company logo (supported formats: PNG, JPG; recommended size: 400x400px or larger)
• Brand Colors: Customize to match your brand

Invoice Settings

Configure defaults for your invoices:

Setting	Description	Example
Invoice Prefix	Letters before invoice number	INV, WS
Starting Number	First invoice number	1001
Payment Terms	Default due date	Net 30
Default Tax Rate	Auto-applied tax percentage	8.25%
Currency	Your operating currency	USD

Estimate Settings

Similar settings for estimates:

Setting	Description	Example
Estimate Prefix	Letters before estimate number	EST, Q
Starting Number	First estimate number	1001
Default Validity	Days until estimate expires	30 days
Deposit Required	Default deposit percentage	50%

Adding Team Members

If you have a team, you can invite them:

1. Go to Settings > Team
2. Click Invite Member
3. Enter their email address
4. Assign a role (Admin, Member, etc.)
5. They'll receive an invitation email

User Roles

Role	Permissions
Owner	Full access, billing, delete organization, manage integrations
Admin	Full access except billing; can manage team, automations, templates
Member	Create and manage invoices, estimates, jobs, customers

Note: Only Owners and Admins can configure automation settings, email templates, and integrations.

Security Settings

Keep your account secure:

• Use a strong, unique password
• Enable two-factor authentication in Settings > Security (if available for your plan)
• Regularly review team member access
• Log out of shared devices

Next Steps

Once your account is set up:

1. Install the mobile app
2. Add your first customer
3. Create your first invoice

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