General Questions

General questions about SnapSuite

What is SnapSuite?
SnapSuite is an all-in-one business management system specifically designed for companies in the skilled trade industry. SnapSuite takes the business processes you already have in place, and streamlines them, making your business more efficient. We help business owners take projects from prospect to paycheck faster.

Can SnapSuite connect with my accounting system?
Yes, there is a SnapSuite sync software available for most popular accounting systems such as Quickbooks, Sage, and Xero, but depending on which versions you are running, and what data you wish to sync, some custom implementation may be required at an additional cost.

Is SnapSuite just a dispatching software?
No, SnapSuite is so much more than just a dispatching tool. SnapSuite handles all aspects of the business process. It is truly a complete business management software system.

Does SnapSuite have a mobile app?
Yes, you can use SnapSuite on all modern mobile devices such as iPhone, iPad, and tablets. The next question we get is: Is there a difference between the mobile app on IOS and Android, and the answer is no, both mobile apps are identical.

Can I export my data from your software?
Yes. You retain ownership of your data at all times. If you decide to cancel, we export all of your data and provide a download link.

I don't trust the cloud (yet) what are my options?
With the progression and direction of the internet and software development concepts, the "cloud" has become a bit of an inevitability, but if you're not comfortable with having your data stored outside your office, we can install our SnapSuite Connector which is a sync service that can replicate your data to your local office in real time. In the event the entire internet goes down, your data will be safe. Just keep in mind that if the internet goes out is because we have bigger problems like an asteroid hitting the earth. I'm not sure you'll be thinking about your data at that moment.

How many clients can the system hold?
We do not limit the number of clients; however, there may be additional charges if your total amount of stored data exceeds the limitations of your plan.

Can I get a reference from an existing customer?
We completely understand that it's hard to trust a new company with such a limited track record. For this reason, we developed a business model that allows you to try our product free for 14 days, as well as tiered pricing, starting at $99/mo. that gives you a chance to try the software and get to know and trust us without any big commitment (or upfront expense!).

Dispatching

My technicians still have flip phones, can they still update work orders on the road?
Yes, you can use text messaging to send in updates that automatically change work order status, even if you have a phone from 1992.

Do I have to pay per user or for my technicians to access the system?
No, we do not charge per user fees. Our pricing model is determined by the number of new work orders you require on a monthly basis, not by the number of users accessing the system.

Work Orders

Can I schedule Preventive Maintenance with pre-set tasks?
Yes, you can create a template work order and assign a set of related tasks that can repeat for a customer based on the preventive maintenance schedule (weekly, monthly, quarterly, etc.).

Can I decide what happens to a work order when a tech sends in a new status?
Yes, you can decide who gets notified based on selected status and even update the customer that a technician is on their way.

Sales

Can we customize the sales quote template?
Yes, we can take your existing template and upload it into the system, or help you design a new template.

Pricing

How competitive are you price-wise?
Very competitive. We don't charge per user fees. Our prices are based on the number of work orders you create each month.