Professionalism in a Snap
Everything You Need to Run Your Business
97 features built specifically for contractors and tradespeople.
See It in Action
Watch how WorkSnap Pro helps contractors invoice, estimate, and get paid, all from one place.
Feature Highlights
Professional tools built for how contractors actually work.
Invoicing
Send from the job site in 60s
Estimates
Win bids with digital signatures
Payments
Card, PayPal, or Square
Scheduling
Calendar sync with Google & more
Starter includes an agreement-only portal for plan details, benefits and remaining visits. Enhanced adds the full customer document portal for estimates, invoices and their payment links. Individual invoice and estimate share links are separate from the customer portal and follow their own document permissions.
Invoicing
13 features
Invoicing
13 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.
Percentage Discounts
Take a percentage off any invoice or estimate before tax, with a label your customer sees on the PDF.
Line Item Descriptions
Add details under any line item. They carry through to previews, customer share pages, PDFs, and templates.
Tips on Invoices
Customers can add a tip when they view and pay an invoice online. Tips are added after tax and never discounted.
Scan-to-Pay QR Code
Unpaid invoice PDFs include a QR code that opens the invoice's online page, ready to pay.
Customer Statements
Download a PDF statement of a customer's invoices, payments, and outstanding balance from their page.
Send Invoices by TextSTARTER
Text a payment link straight to your customer's phone. Uses one SMS credit per message segment.
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.
Percentage Discounts
Take a percentage off any invoice or estimate before tax, with a label your customer sees on the PDF.
Line Item Descriptions
Add details under any line item. They carry through to previews, customer share pages, PDFs, and templates.
Tips on Invoices
Customers can add a tip when they view and pay an invoice online. Tips are added after tax and never discounted.
Scan-to-Pay QR Code
Unpaid invoice PDFs include a QR code that opens the invoice's online page, ready to pay.
Customer Statements
Download a PDF statement of a customer's invoices, payments, and outstanding balance from their page.
Send Invoices by TextSTARTER
Text a payment link straight to your customer's phone. Uses one SMS credit per message segment.
Estimates & Proposals
11 features
Estimates & Proposals
11 features
Professional Estimates
Create polished proposals that impress customers and win bids.
Digital Signatures
Get customer approval with 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 ProposalsENHANCED
Create polished project proposals with cover pages, scope of work, sections, images, pricing, and digital approval.
Good-Better-Best Options
Offer three pricing tiers on one estimate. Your customer compares them side by side and picks one when approving.
Optional Add-Ons
Mark items as optional. Customers check or uncheck them on the estimate page and the total updates live.
Item Dependencies
Link add-ons that belong together, so choosing one automatically includes what it requires.
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 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 ProposalsENHANCED
Create polished project proposals with cover pages, scope of work, sections, images, pricing, and digital approval.
Good-Better-Best Options
Offer three pricing tiers on one estimate. Your customer compares them side by side and picks one when approving.
Optional Add-Ons
Mark items as optional. Customers check or uncheck them on the estimate page and the total updates live.
Item Dependencies
Link add-ons that belong together, so choosing one automatically includes what it requires.
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 your connected Square account. Square sets processing fees; rates depend on your account and payment method. See Square's current pricing.
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 your connected Square account. Square sets processing fees; rates depend on your account and payment method. See Square's current pricing.
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 NotificationsSTARTER
Reach customers via text message for higher response rates.
Review Requests
Automatically request reviews after payment.
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 NotificationsSTARTER
Reach customers via text message for higher response rates.
Review Requests
Automatically request reviews after payment.
Maintenance Reminders
Schedule follow-ups for recurring service opportunities.
Custom Templates
Personalize every automated message with your voice.
Jobs & Projects
11 features
Jobs & Projects
11 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.
On My Way Notices
Tell the customer you are en route by email or text, with an optional arrival time and message.
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.
On My Way Notices
Tell the customer you are en route by email or text, with an optional arrival time and message.
Scheduling & CalendarSTARTER
6 features
Scheduling & CalendarSTARTER
6 features
Job SchedulingSTARTER
Schedule jobs with start and end dates and times.
Calendar ViewSTARTER
See all scheduled jobs in a visual calendar interface.
Google Calendar SyncSTARTER
Push scheduled jobs to Google Calendar so they show up wherever you plan your week.
Microsoft 365 SyncSTARTER
Connect to Outlook Calendar for seamless scheduling.
Zoho Calendar SyncSTARTER
Sync with Zoho Calendar for job visibility.
Schedule NotesSTARTER
Add notes to scheduled jobs for reminders and instructions.
Scheduling & Calendar
STARTEROrganize your day and sync with your favorite calendar
Job SchedulingSTARTER
Schedule jobs with start and end dates and times.
Calendar ViewSTARTER
See all scheduled jobs in a visual calendar interface.
Google Calendar SyncSTARTER
Push scheduled jobs to Google Calendar so they show up wherever you plan your week.
Microsoft 365 SyncSTARTER
Connect to Outlook Calendar for seamless scheduling.
Zoho Calendar SyncSTARTER
Sync with Zoho Calendar for job visibility.
Schedule NotesSTARTER
Add notes to scheduled jobs for reminders and instructions.
Change OrdersENHANCED
4 features
Change OrdersENHANCED
4 features
Create Change OrdersENHANCED
Document scope changes with pricing adjustments.
Client SignaturesENHANCED
Get digital signatures for change order approval.
Link to JobsENHANCED
Associate change orders with specific jobs for tracking.
Convert to InvoiceENHANCED
Bill approved change orders with one click.
Change Orders
ENHANCEDHandle scope changes professionally
Create Change OrdersENHANCED
Document scope changes with pricing adjustments.
Client SignaturesENHANCED
Get digital signatures for change order approval.
Link to JobsENHANCED
Associate change orders with specific jobs for tracking.
Convert to InvoiceENHANCED
Bill approved change orders with one click.
Service AgreementsSTARTER
7 features
Service AgreementsSTARTER
7 features
Reusable Service PlansSTARTER
Define a plan once: price, billing frequency, term length, visits per term, member discount, and the benefits your customer gets.
Sell a Plan in a Few TapsSTARTER
Enroll a customer from their page or the agreements list. The plan's terms are copied onto the agreement, so editing the plan later never re-prices it.
Automatic Membership BillingSTARTER
Each membership invoice is created on schedule as a draft, so you review it and send it in one tap.
Visits Tracked per TermSTARTER
See how many included visits remain in the current term. Unused visits expire when the term ends.
Member PricingSTARTER
The plan's discount is applied automatically to new estimates and invoices for that customer, labeled with the plan name.
Pause, Resume, Cancel, RenewSTARTER
Suspend billing without losing the agreement, cancel early, or activate an expired agreement to start a new term.
Service Agreement Details in the PortalSTARTER
Members see their plan, visits remaining, benefits, and when the current period ends. Document summaries and invoice or estimate links require the full customer document portal.
Service Agreements
STARTERSell maintenance plans, bill them on schedule, and give members their discount automatically
Reusable Service PlansSTARTER
Define a plan once: price, billing frequency, term length, visits per term, member discount, and the benefits your customer gets.
Sell a Plan in a Few TapsSTARTER
Enroll a customer from their page or the agreements list. The plan's terms are copied onto the agreement, so editing the plan later never re-prices it.
Automatic Membership BillingSTARTER
Each membership invoice is created on schedule as a draft, so you review it and send it in one tap.
Visits Tracked per TermSTARTER
See how many included visits remain in the current term. Unused visits expire when the term ends.
Member PricingSTARTER
The plan's discount is applied automatically to new estimates and invoices for that customer, labeled with the plan name.
Pause, Resume, Cancel, RenewSTARTER
Suspend billing without losing the agreement, cancel early, or activate an expired agreement to start a new term.
Service Agreement Details in the PortalSTARTER
Members see their plan, visits remaining, benefits, and when the current period ends. Document summaries and invoice or estimate links require the full customer document portal.
Reports & Analytics
7 features
Reports & Analytics
7 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.
Payment Mix, Churn and Audit
Twelve report tabs, including payment method mix, processing fees, customer churn risk, and a payments audit log.
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.
Payment Mix, Churn and Audit
Twelve report tabs, including payment method mix, processing fees, customer churn risk, and a payments audit log.
Customer Management
6 features
Customer Management
6 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.
One-Tap Text and Directions
Text a customer from their page, and open directions to their address or the job site in your maps app.
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.
One-Tap Text and Directions
Text a customer from their page, and open directions to their address or the job site in your maps app.
Full Customer Document PortalENHANCED
5 features
Full Customer Document PortalENHANCED
5 features
Invoice Viewing in the Customer PortalENHANCED
Customers access invoices via secure links.
Estimate Approval in the Customer PortalENHANCED
Review and approve estimates with digital signatures.
Online Payment in the Customer PortalENHANCED
Pay directly from the portal with Stripe, PayPal, or Square.
Payment History in the Customer PortalENHANCED
Customers can view their complete payment history.
Document Downloads in the Customer PortalENHANCED
Download invoices, estimates, and receipts as PDFs.
Full Customer Document Portal
ENHANCEDCustomers view their estimates, invoices and payment links in one place. Service agreement details are available separately on plans with Service Agreements.
Invoice Viewing in the Customer PortalENHANCED
Customers access invoices via secure links.
Estimate Approval in the Customer PortalENHANCED
Review and approve estimates with digital signatures.
Online Payment in the Customer PortalENHANCED
Pay directly from the portal with Stripe, PayPal, or Square.
Payment History in the Customer PortalENHANCED
Customers can view their complete payment history.
Document Downloads in the Customer PortalENHANCED
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
Track the send status of every email.
White-Label OptionSTARTER
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
Track the send status of every email.
White-Label OptionSTARTER
Remove WorkSnap branding for a fully custom look.
Built for Your Phone
5 features
Built for Your Phone
5 features
Install Like an App
Add WorkSnap Pro to your home screen from the browser. No app store, no updates to install.
Search Everything
Press Cmd/Ctrl+K or tap the search icon to jump to any customer, invoice, estimate, proposal, or job.
One-Tap Quick Create
The New Snap button opens New Invoice, New Estimate, New Job, New Customer, and Record Payment from any screen.
Thumb-Friendly Editors
Preview, Send, and Save sit in a bar at the bottom of the screen, and the item picker opens as a bottom sheet.
Swipeable Reports
All twelve report tabs fit a phone screen as a swipeable row, and every tab is reachable by keyboard.
Built for Your Phone
Everything works from the truck, with search, quick create, and thumb-friendly editors
Install Like an App
Add WorkSnap Pro to your home screen from the browser. No app store, no updates to install.
Search Everything
Press Cmd/Ctrl+K or tap the search icon to jump to any customer, invoice, estimate, proposal, or job.
One-Tap Quick Create
The New Snap button opens New Invoice, New Estimate, New Job, New Customer, and Record Payment from any screen.
Thumb-Friendly Editors
Preview, Send, and Save sit in a bar at the bottom of the screen, and the item picker opens as a bottom sheet.
Swipeable Reports
All twelve report tabs fit a phone screen as a swipeable row, and every tab is reachable by keyboard.
Security & Team
5 features
Security & Team
5 features
Two-Factor Authentication
Protect sign-in with a code from any TOTP authenticator app. Owners can require it for the whole team.
Team Roles
Invite your crew as Owners, Admins, or Members, each with the right level of access. Seats depend on your plan.
Team Activity Log
See who created, sent, approved, or deleted what, and when.
Your Data Stays Yours
Every record is scoped to your business, and WorkSnap never stores card numbers.
Secure Share Links
Customers open invoices, estimates, and change orders through unique links that carry only what the page shows.
Security & Team
Two-factor sign-in, team roles, and an activity log for the whole crew
Two-Factor Authentication
Protect sign-in with a code from any TOTP authenticator app. Owners can require it for the whole team.
Team Roles
Invite your crew as Owners, Admins, or Members, each with the right level of access. Seats depend on your plan.
Team Activity Log
See who created, sent, approved, or deleted what, and when.
Your Data Stays Yours
Every record is scoped to your business, and WorkSnap never stores card numbers.
Secure Share Links
Customers open invoices, estimates, and change orders through unique links that carry only what the page shows.
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
WorkSnap handles your field-service workflow, from estimates and jobs to invoices and payments. Use dedicated accounting software or your accountant for bookkeeping, taxes and payroll.
Ready to Get Started?
Create your free account, confirm your email, and choose a paid plan later in Billing. No credit card required to sign up.