Features

Everything you need to run your business.

ProSnap gives contractors the tools to quote, schedule, invoice, and get paid — all in one place.

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Jobs & Scheduling

Schedule, assign, and track every job from calendar to completion.

✓Drag-and-drop calendar with day, week, and month views

✓Assign jobs to specific crew members with role-based access

✓Automated SMS and email reminders sent to clients before job day

✓Job status tracking: Scheduled → In Progress → Completed

✓Recurring job support for weekly, bi-weekly, or monthly visits

✓Job notes, internal crew notes, and activity log per job

Quotes & Estimates

Send branded quotes with line items, deposits, and e-signatures.

✓Build quotes with line items, quantities, unit prices, and tax

✓Collect a deposit percentage on client approval

✓Digital e-signature captured directly in the client portal

✓Quote expiration dates to create urgency

✓Convert approved quote to job and invoice in one click

✓Branded quote PDF with your logo and colors

Invoicing

Professional invoices with online payment links via Stripe.

✓Auto-generate invoice from a completed job

✓Online payment via Stripe — credit card, debit, ACH

✓Partial payments and deposit tracking

✓Automatic overdue payment reminders

✓Invoice status tracking: Draft → Sent → Paid

✓Downloadable PDF invoice for your records

Client Portal

Give clients a private portal to view jobs, approve quotes, and pay invoices.

✓Magic link login — no password required for clients

✓Clients view upcoming and past jobs in real time

✓Approve quotes and pay invoices directly in the portal

✓View before & after photos from completed jobs

✓Download invoices and payment receipts

✓Branded with your business logo and colors

Review Requests

Automatically request Google and Yelp reviews after every completed job.

✓Automatically triggered after job is marked complete

✓Direct links to your Google Business and Yelp profiles

✓Customizable message with your business name

✓Track how many reviews were requested vs received

✓Follow-up reminder if client hasn’t left a review

✓Helps boost local SEO and online reputation

Reports & Insights

Track revenue, job completion rates, and top clients at a glance.

✓Monthly and annual revenue charts

✓Job completion rate and average job value

✓Top clients ranked by total revenue

✓Outstanding invoice totals and aging report

✓Expense and receipt tracking per job for profitability

✓Export reports to CSV for accounting

Before & After Photos

Document your work with timestamped photos attached to every job.

✓Upload multiple photos per job from mobile or desktop

✓Timestamped and GPS-tagged automatically

✓Organized by job with before and after labels

✓Share photo gallery directly with the client

✓Build a portfolio of your best work

✓Stored securely with private signed URLs

Online Booking

Let clients book services directly from your custom booking page.

✓Custom booking page at your own ProSnap URL

✓Clients select service type, preferred date, and time

✓Auto-confirm or manually approve each booking request

✓Booking form captures name, address, phone, and job details

✓Syncs directly to your ProSnap calendar

✓Embed booking link on your website or share via text

Checklists & Templates

Reusable job templates with checklists, line items, and upsells.

✓Create reusable templates for your most common job types

✓Step-by-step checklists for crew to complete on-site

✓Auto-populate line items and pricing when template is applied

✓Mark checklist items complete from the mobile app

✓Attach required photos to specific checklist steps

✓Reduce callbacks by ensuring nothing gets missed

Service Agreements

Send legally signed service agreements with every quote — digitally signed and stored automatically.

✓Create reusable service agreement templates with your own terms

✓Auto-attach your default agreement to every new quote

✓Edit the agreement per quote without affecting your saved template

✓Clients review and e-sign directly inside the client portal

✓Signature, signer name, timestamp, and IP address all recorded

✓Download a combined Signed Quote & Service Agreement PDF for your records

Change Orders

Handle scope changes mid-job with client-approved change orders — signed, tracked, and reflected in your job total automatically.

✓Create change orders directly from any job when scope changes

✓Line item builder with tax, subtotal, and auto-calculated totals

✓Send to client via email with a branded notification

✓Client reviews, e-signs, and approves directly in their portal

✓Job total updates automatically when a change order is approved

✓Approved change orders appended to the revised signed quote PDF

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