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. We asked them 8 questions, as a part of our “What Is” blog series, to learn more about their app and their company.
What is your App’s name, what do you do, & when did you get published on Intuit’s Apps.com?
Our app is called SnapDsk and we are a super simple customer Rolodex that just published on Valentines Day 2018.
SnapDsk is short for “Snappy Operations Desk”. It is a simple customer profile manager that integrates with QuickBooks Online.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.
What was the main problem you were trying to solve when you first developed SnapDsk?
A lot of small business owners run their companies out of QuickBooks and they often need their employees to get access to customer information but they don’t necessarily want their employees having access to the company’s other financial data. Our app helps small business owners give their employees quick access to their customers’ data without letting them into QBs.
SnapDsk grew organically from an operational need to separate customer service representatives from the more sensitive accounting side of the business. QuickBooks is the small business standard for accounting software, so we needed a cost-effective solution that integrated seamlessly and in real-time.
In our search, we discovered that most available solutions were bloated, overly complicated software, with often dubious QuickBooks synchronization. Popular options tended to focus on email marketing, retail management, or one-size-fits-all applications with too many features and complicated interfaces. We needed something that was simple, affordable, easy to train, and focused on small service businesses; so, we built it ourselves.
What companies (or users) are the best fit for SnapDsk?
We designed the app primary for small service businesses …often ones that send employees out around town all day. However, as we’ve started to grow, we’re seeing small business users connect with us from a far-flung myriad of industries including: real estate, accounting & bookkeeping firms, insurance agents, and law firms. Two of the most interesting, and unexpected, connections have been with a merchandise wholesaler and an industrial equipment leasing company; who knew?!
Really anyone who needs to quickly and easily share customer information with employees will find SnapDsk a cheap and effective solution.
Tell us about your users’ top 3 favorite features or benefits of SnapDsk.
The two features our users love the most so far are the simplicity and the custom fields. Our primary goal in developing SnapDsk was to make it fast and easy to find customers info.
Often small service business employees are unsophisticated users; for them, having a simple interface was a must. But even for the most sophisticated employee or business owner, if you’ve ever been at your front desk with three or four phone lines ringing all at once and were trying to quickly lookup customer info, then you appreciate your software being simple and fast.
Key to this was the search. Our users need to be able to search on customers not just by name but also by address and phone number; and they need it to be intuitive. So often a customer name or address is spelled wrong or it’s hard to understand what a customer is saying over the phone; you need the search to pull up a list of anything closely resembling what was entered so that the correct information can be quickly found.
Custom fields have been a huge hit. Often small business users have a lot of information that they need to store outside of QuickBooks and they need it to be easy to find at a moments notice. One nice addition that we’ve recently included is the ability to easily create drop-down lists on the custom fields so that employees can simply select an option.
The third thing that users have come to love about SnapDsk is a benefit that we’ve discovered this year along with our customers: we LOVE building custom plugins! From the get-go we knew at SnapDsk that we were going to want to be able to continually role out new functionality over the months and years ahead; we’ve got a lot of ideas about the direction we want SnapDsk to go. To that end, we build a dynamic architecture that allows for easy and seamless integration of new components. What we didn’t think about is that in the process of building that architecture for ourselves, we’ve really built it for everyone else as well!
In this first year we’ve ended up receiving a steady flow of questions from users asking us if we could incorporate into SnapDsk some piece of functionality or plugin that would address a specific business need of theirs. So far, the answer, each and every time, has been a resounding Yes!
The custom field drop-down list mentioned above was one of those requests. In addition, we’ve had requests for things like taking custom field information and combining it with QuickBooks data to produce custom CSV downloads; which we’ve build. We’ve had requests to create plugins to manage things like deferred revenue recognition and track credit insurance risk. We’re also getting lots of requests to fill specific needs centered around task management and we’re going to build out all of those for our customers as well.
Tell us about your company’s culture and leadership.
My grandmother founded a housekeeping company in 1989 that is still going strong today. SnapDsk was started by my brother and I to fulfill a need that we had in our own family business.
Though my brother and I grew up and went off to other careers, the family business has always been a close part of who we are; not only in our deep understanding of the trials and tribulations that a small business owner and its employees go through every day but more fundamentally in our appreciation for the hard effort and dedication that those owners and employees put into their work to truly make them “family” businesses.
How is SnapDsk different from your competitors?
We’re focused on simple solutions that help make our small business users life easier. If you have a CRM now that is managing sales leads or producing cool reports for you, we’re not trying to replace it, we’re trying to compliment it. Our focus is on the day-to-day operations of your company.
What is the pricing for SnapDsk?
Less than $0.99 per user. We are intentionally keeping our app cheap. We want our users to see it as a simple and easy plug-in to their current operations that will compliment QBs and help them service their customers more easily and effectively.
Does SnapDsk have any programs for Quickbooks ProAdvisors?
Some of the custom plugin requests mentioned above, like the deferred revenue recognition and credit risk insurance tracking plugins, have come from QuickBooks ProAdvisors.
If you’re a QuickBooks ProAdvisor and have a business or bookkeeping problem that you are trying to solve for yourself or any of your clients, drop us an email or give us a call! We’d love to talk with you!
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