As a small business, you’re most likely a G Suite user. If you’re like us, you’re among over 3 Million businesses now using Google Contacts, Gmail, Google Calendar, Google Docs, Google Drive and host of other small business software as a service (SaaS) applications in conjunction with QuickBooks Online to manage daily operations.
Like you, we use the entire array of Google applications because they’re easy, intuitive, cost-effective and they work. For those reasons, we see a need to better integrate Google’s small business tools with SnapDsk and QuickBooks Online.
Right now we are working on ways to help you and your business bridge the gap between Google and Quickbooks Online. Specifically, we want to help you with essential day-to-day tasks that involve scheduling recurring text messages, sending Google Contacts text messages, syncing Google Calendar with QuickBooks Online, attaching documents to QuickBooks Online, printing attachments from QuickBooks Online and more.
Storing PDFs, images and other specialty documents is a must. This is especially true when you’re dealing with customer information in QuickBooks Online, or any other Customer Relationship Management tool (CRM). We’re focusing on a host of QuickBooks Online attachments that will allow you to transfer and import various documents using SnapDsk.
Coupling SnapDsk Custom Fields with the ability to attach documents to Quickbooks Online will make finding, organizing and keeping track of specialty customer information even easier than before.
Being able to print all attachments is the flip-side of attaching documents to QuickBooks Online and SnapDsk. As a user, you want to be able to print the documents and images you’ve stored alongside your customer information. This all comes as part of the larger goal of getting you easier access to the documents and custom information you keep in SnapDsk and your QuickBooks Online instance.
We’ve upgrading our Tasks Module. If you subscribe to SnapDsk at the Essentials subscription level, you can invite multiple users to your company’s SnapDsk instance. This is a great feature for businesses with managers and various operators or individuals in the field. Each needs access to customer information and SnapDsk features, but with varying degree of access permission.
With the update to our tasks module, Admins and Managers will be able to create customized task templates to store common, recurring to-do’s or reminders for reuse . These templates will be entirely customizable and further enable you to create recurring tasks as part of a larger weekly, monthly, and yearly schedule.
With the upgrade to the tasks module, comes the additional ability to define and schedule recurring tasks. Recurring tasks are a great addition for a variety of service businesses. SnapDsk recurring tasks will allow service businesses to better plan and remind customers of their next service, produce customizable automated reminders, and store specific tasks that can be reused over and over again.
SnapDsk recurring tasks will keep you from spending time remaking the same task repeatedly for the same customer.
Tasks and recurring tasks obviously require a calendar, so we’re building that too. As an Admin or Manager, you need to view all of the various tasks within your company calendar. With the SnapDsk calendar, you’ll be able to plan your work more effectively while maintaining oversight.
It takes a significant amount of time for you or your office staff to send reminder texts. These reminders are also often crucial when they involve appointments, service, and billing. Being able to send a scheduled text message at set intervals relative to a specific event helps to alleviate this burden.
With SnapDsk’s prescheduled text messages, you’ll be able to send SMS text reminders every two weeks or deliver an appointment reminder hourly, daily or weekly from the date and time of their scheduled appointment.
There are various SMS apps that allow you to send scheduled texts to customers and clients. However, SnapDsk brings these capabilities together in one convenient and easy-to-use package with extremely economical messaging rates.
As of 2017, over 3 Million businesses use Google’s G Suite to help manage day-to-day operations. Microsoft also maintains a significant market share when it comes to small business software, but the tides are changing and small businesses are realizing success with Google Products – SnapDsk included!
Building a Google integration is one of our biggest priorities. It’s also no small feat. Expect this essential integration to roll out in parts throughout the year.
The first part of our G Suite Integration focuses on Google Contacts. Most likely you already supplement your QuickBooks Online customer financial information with non-financial customer info stored in Google Contacts. These are individuals who you and your company may work with on any given day. However, they’re not directly related to your financials, so they don’t necessarily make it into your QuickBooks Online customer list.
With the SnapDsk Google Contacts Integration, you’ll be able to login to SnapDsk as an Admin or Manager and view your company’s Google Contacts directly in SnapDsk. From there you’ll be able to utilize SnapDsk’s other tools to assign and schedule tasks to employees specific to those contacts. With SnapDsk’s SMS text messaging you’ll also be able to use SnapDsk to send text messages to Google Contacts groups and individuals.
As time goes by, expect this integration to get even deeper, especially when it comes to syncing QuickBooks Online with Google Contacts and other G Suite Applications. The SnapDsk Google Contacts integration is just the beginning.
We’re interested in building automated solutions for small and medium-sized businesses and SnapDsk is just the start. Try SnapDsk with full functionality for 14-days FREE! Since everyone loves free, we’re also adding 100 SMS text messages so you can start texting immediately.