Everything you need to know about SnapDsk
SnapDsk gets your QuickBooks customer info from anywhere, simply, easily, & quickly. It is an easy-to-use customer Rolodex that integrates seamlessly with your QuickBooks Online data and allows for lightning fast customer searching, SMS texting, and task/job tracking from any device.
Where does the name “SnapDsk” come from? When was Snapdsk published on Intuit’s Apps.com?
SnapDsk is short for “Snappy Operations Desk”. Published on Valentine’s Day 2018, we are a simple customer profile manager that integrates seamlessly with QuickBooks Online. In addition to easy and fast customer search and profile editing, SnapDsk allows users to create custom fields for unique customer information as well as customized drop-down lists.
Users can SMS text customers directly from the app. They can create single text threads or save and send messages to whole customer groups. What’s more, they can save favorite messages for quick sends & replies. Multiple employees can view, track, and respond to any text thread allowing for rapid and consistent customer service.
Managers can create, assign, and track employee tasks. They can assign tasks directly or place them in an “unassigned pool” for anyone to accept. Tasks can easily be swapped between users and clear notifications appear as new and unassigned tasks are created and moved.