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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