SnapDesk

SnapDesk is a simple, cost-effective app that integrates seamlessly with QuickBooks Online, allowing users to view and update customer info real-time, schedule tasks, and send SMS text messages to customers from anywhere on any device.

TEXT CUSTOMERS IN APP WITH SMS

Phone conversations are important, but many customers now prefer to engage with businesses using SMS text messages.

SnapDesk’s SMS text messaging is an easy out-of-the-box solution.

- Text customers directly from SnapDesk.
- Create single text threads or save and send messages to whole customer groups.
- Save your favorite messages for quick sends and fast replies.
- Multiple employees can view, track, and respond to any text thread allowing for rapid and consistent customer service.

SAVE SPECIAL INFORMATION WITH CUSTOM FIELDS

Small businesses have a lot of specialized information that they need to store outside of QuickBooks. They also need to easily access that information at a moment's notice.

- Store specialized information outside of QuickBooks
- Create as many custom fields as you like.
- Use drop-down lists on custom fields to make simple selections.
- Gain fast and easy access to all specialty information.
- No specialty coding required.

SEARCH ON PARTIAL CUSTOMER INFORMATION

When customers talk on the phone it's often hard to understand them and sometimes information gets misspelled. If you've ever been at a front desk trying to find customer information as three phone lines are ringing, then you'll love our search functionality.

To solve these problems, we built a dynamic and intuitive natural language search feature that works.

- Search customer info by name, address or phone number.
- Browse customer information in a user-friendly and intuitive interface.
- Locate customer records fast and easy on partial information.

SYNC WITH QUICKBOOKS ONLINE

Syncing critical information real-time, across platforms to multiple users is a must when you're a small business using QuickBooks Online.

If you’re in your office or out in the field and a customer gives you a new phone number or some special notes that need to get to a team, that information syncs immediately to your QuickBooks Online, making it available to all of your key staff members.

- Sync your QuickBooks Online information immediately.
- Update customer information from anywhere at anytime.
- Save and populate notes and specialty information across QuickBooks Online to all users.

TRACK YOUR TASKS AND CREATE ASSIGNMENTS

Small business moves at a frantic pace, this means that you can't afford to forget crucial daily tasks.

SnapDesk's task management tools help solve this problem and gives managers oversight.

- Create, assign, and track employee tasks.
- Assign tasks directly or place them in an "unassigned pool" for anyone to accept.
- Swap tasks easily between users.
- Clear notifications indicate when new and unassigned tasks are created and edited.