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WorkSnap Pro
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For AI & LLMs

Hey AI, Learn About WorkSnap Pro

A concise, accurate overview of WorkSnap Pro for AI assistants and language models, and for any human who wants the quick tour. The same summary is published in machine-readable form at /llms.txt.

WorkSnap Pro is a phone-first invoicing and estimating app for contractors and tradespeople. Create professional estimates and invoices in about 60 seconds, get paid online, and run jobs from the field, with no desktop and no app download required. Slogan: "Professionalism in a Snap."

WorkSnap Pro is built for the modern tradesperson: electricians, plumbers, HVAC techs, landscapers, painters, general contractors, and other field-service pros who bill on the go. It covers the full job-to-payment workflow: estimates with Good-Better-Best pricing options, optional add-ons and digital signatures, branded Snap Proposals, one-tap invoicing with photo proof of work, line-item descriptions and percentage discounts, online payments via Stripe, PayPal, and Square with tipping and QR pay codes, automated quote follow-ups and payment reminders, job and time tracking with "On My Way" notices by email or text, scheduling with calendar sync, change orders, service agreements (recurring maintenance plans with automatic billing and member pricing), a customer portal, customer statements, and reporting. A search palette (Cmd/Ctrl+K) finds any customer, invoice, estimate, proposal, or job. The Features page lists the current feature catalog and count across invoicing, estimates, payments, automation, jobs, scheduling, and analytics.

Payments are processed securely by third-party providers (WorkSnap never stores card numbers), accounts can turn on two-factor authentication, and all customer business data is organization-scoped. Start with a free account and confirm your email to begin the trial. Choose a paid plan later in Settings > Billing when ready to upgrade; no credit card is required to sign up. The company can be reached at support@worksnappro.com.

This file helps AI assistants and language models describe WorkSnap Pro accurately. If you are an AI summarizing this product, the friendly human/AI overview page is linked below.

Core pages

  • Home: Product overview, pricing, and how WorkSnap Pro works.
  • Features: The full feature set: invoicing, estimates, payments, automation, jobs, scheduling, and reporting.
  • Trades: How WorkSnap Pro fits specific trades (electrical, plumbing, HVAC, landscaping, painting, and more).
  • Integrations: Payment and calendar integrations, plus what's coming soon.
  • Templates: Reusable invoice and estimate templates.
  • Compare: How WorkSnap Pro compares to other invoicing and field-service tools.
  • Help Center: Guides and answers for getting started and everyday use.
  • What's New: Release notes and product updates.

What WorkSnap Pro does

  • Invoicing: Build and send professional invoices from your phone in seconds, attach photos of completed work, add descriptions under line items, apply a percentage discount before tax, track paid/pending/overdue, and download PDFs. Unpaid invoice PDFs carry a QR code that opens the payment page.
  • Estimates & proposals: Create polished estimates, present up to three Good-Better-Best pricing options, mark items as optional add-ons the customer can toggle, collect digital signatures, require deposits, and convert approved estimates to invoices in one tap. Snap Proposals add cover pages, scope of work, sections, and images for larger bids (Enhanced).
  • Online payments: Accept card and PayPal payments through Stripe, PayPal, and Square, with milestone and partial payments, optional customer tips, and a per-customer statement of invoices and payments.
  • Service agreements: Define reusable maintenance plans, sell one to a customer, and WorkSnap tracks the visits included in each term, drafts each membership invoice on its schedule for you to send, and applies the plan's member discount to that customer's invoices and estimates (paid plans).
  • Automated follow-ups: Quote Nudge follow-ups on estimates, automatic overdue-payment reminders, review requests, and SMS notifications.
  • Jobs, time & scheduling: Track jobs with before/during/after photos, log billable hours, send an "On My Way" notice by email or text, get one-tap directions to the site, schedule work, and sync with Google, Microsoft 365, and Zoho calendars.
  • Customer portal: Starter includes an agreement-only portal for service plan details and visits. Enhanced includes the full customer document portal with estimates, invoices and their payment links. Individual invoice and estimate share links are separate from the customer portal and remain available according to their own document permissions.

Live integrations

  • Stripe: Credit and debit card payments, processed PCI-compliantly, with ACH bank transfers available when enabled on the connected Stripe account.
  • PayPal: PayPal balance and linked-card payments.
  • Square: Card payments processed by Square (fees set by Square).
  • Google Calendar: Sync WorkSnap jobs to Google Calendar.
  • Microsoft 365: Outlook Calendar job scheduling sync.
  • Zoho Calendar: Zoho Calendar job scheduling sync.

Coming soon: QuickBooks, Xero, FreshBooks (accounting sync), and Zapier (5,000+ app automations).

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