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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
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
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
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
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