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SnapDesk Utilities

Extra utilites and tools for keeping connected

SnapDsk Business Texting
Daily Task Manager

Assign simple to-do's or create time-sensitive events and manage tasks company-wide from any device

SnapDsk Business Texting
Business Document Management

Access, print and manage business documents from any device

SnapDsk Business Texting
QuickBooks Online Integrations

Sync QuickBooks Online customer info and invoices real-time on any device

SnapDsk Business Texting
Invoice and Payment Reminders

Text payment reminders and send invoices directly to customers

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Invoice and Payment Reminders

Send QuickBooks Online Invoice Reminders via Text Message

Getting paid isn’t always easy. In a recent survey of 400 small and mid-sized businesses, Hubspot found that 49% of small and medium sized businesses have a hard time following up with customers on late payments.

Additionally, 46% of small and medium sized businesses find it difficult to get paid on time.

SnapDesk automatically syncs your open invoices if you're a QuickBooks Online user. In one click, select a customer with an open invoice and send a link to collect payment.

  • Track down late payments
  • Send payment reminders
  • Text invoices directly to customers
  • Close more open invoices
  • Get paid faster
Customer Rolodex for google contacts QuickBooks Online and Xero with real time sync
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Daily Task Manager

Manage Daily Tasks, Not Sticky Notes

Texting with your customers will create notes, tasks and things to do. Getting those things done requires more than sticky notes. It's why we built a daily task manager directly into SnapDesk.

Because so many task management apps are unnecessarily bulky, we trimmed ours down. SnapDesk's built-in, simple, intuitive, easy-to-use, daily task manager gives you all the task management functionality your business needs.

  • Get a clear view of what needs doing and who's going to get it done
  • Create and assign simple todo tasks to employees and customers
  • Write reminder notes for yourself and anyone in your company
  • In-app notifications let you know when a task is complete
  • Maintain oversight and view all completed tasks at once
Daily Task Manager and Customer Rolodex SnapDesk
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Customer and Business Document Management
Upload, Access and Print Documents from Any Device

Save time and trees with paperless document storage. With SnapDesk you can start storing your company documents and PDFs digitally. Centralize your storage and everyone at your company will know where to look for documents like estimate forms, pricing tables, and schedules.

  • Upload PDFs directly to SnapDesk
  • Access documents from any device company-wide
  • Attach documents to individual customers
  • Print all documents directly from SnapDesk
Customer Rolodex for google contacts QuickBooks Online and Xero with real time sync
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QuickBooks Online Integrations

Update and Sync Your QuickBooks Online Customer Information

Small business needs robust integrations to effectively manage customers, invoices and daily operations. Since so many small businesses use QuickBooks Online, data integrations that span multiple services, systems and applications are a must.

Plenty of apps say they integrate with QuickBooks Online. SnapDesk's integrations go deeper.

QuickBooks Online Customer Data Integration and Sync

  • Sync all existing QuickBooks Online customers into SnapDesk in real-time
  • Instantly edit, create and sync customers between SnapDesk and QuickBooks Online
  • Sync your QuickBooks Online customer invoices directly to SnapDesk
  • See all open invoices for individual customers
  • Text invoice and payment reminders directly from SnapDesk

Customer Rolodex for google contacts QuickBooks Online and Xero with real time sync