Welcome to WorkSnap Pro

"Professionalism in a Snap"

WorkSnap Pro is an easy invoicing and estimating app designed specifically for field professionals. Whether you're a contractor, tradesperson, or service provider, WorkSnap helps you create professional invoices, estimates, and manage your business from anywhere.

Key Features

Invoicing Made Simple

• Create professional invoices in seconds
• Track payments and outstanding balances
• Send invoices via email with one tap
• Accept online payments (Stripe, PayPal, Square)

Professional Estimates

• Build detailed estimates with line items
• Get digital signatures from customers
• Convert approved estimates to invoices instantly
• Track estimate statuses and follow-ups

Job Management

• Organize work by jobs/projects
• Track job progress and completion
• Upload before/during/after photos
• Log time and billable hours

Get Paid Faster

• Multiple payment processors supported
• Payment schedules and milestones
• Automated payment reminders
• Partial payment tracking

Automation

• Quote Nudge - automatic follow-ups on sent estimates awaiting approval
• Payment reminders at 3, 7, 14, and 30 days overdue
• SMS and email follow-up templates
• Review request automation after job completion

Customer Portal

• Secure links for customers to view invoices and estimates
• Online payment directly from invoice
• Digital signature approval for estimates
• No login required for customers

Reports & Insights

• Customizable dashboard
• Profitability reports
• Accounts receivable aging
• Tax collection summaries

Who Is WorkSnap Pro For?

WorkSnap Pro is built for field professionals who need to:

• Create invoices and estimates on the go
• Accept payments in the field
• Track jobs and projects
• Manage customer relationships
• Automate follow-ups and reminders

Common industries: Contractors, Electricians, Plumbers, HVAC, Landscaping, Cleaning Services, Handyman Services, and more.

Getting Started

1. Set up your account - Add your company details and branding
2. Add your first customer - Build your customer database
3. Create your first estimate or invoice - Start getting paid
4. Connect payment processing - Accept online payments

Ready to get started? Continue to Account Setup & Onboarding.

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Next: Account Setup & Onboarding