Jobs
Jobs with Client and Location, Plus Private Notes
Pick a client once and it follows the job. Add the job site. Private internal notes on every estimate and invoice never reach the client.
Pick the client once
Attach a client to the job and it fills in on the estimates and invoices you make for it.
Know where the work is
Add the job site to the job, and it's filled in as the place of work on new estimates and invoices.
Private notes on every document
Every estimate and invoice has internal notes that only you see. They never reach the client, the PDF or any shared page.
Add photos to a job
Create a job and attach site photos from your phone.
- 1
Create a job with a name, a location and the client.
- 2
Tap Add photos and choose your pictures. They are shrunk on your phone before they upload.
- 3
Upload them. Each photo is filed under the job.
- 4
Tap any photo to see it full size.
- 5
Open the job any time to find all of its photos in one place.
Most of your paperwork is about a job. Set the client and the location once and stop retyping them on every document.
Private internal notes on every estimate and invoice are for you alone. They never appear on the PDF, the shared link or anything your client can open.
Have more questions? See our FAQReady to leave the paperwork behind?
Install TaxSnap on your phone
No app store needed - it installs straight from this page.
iPhone & iPad
In Safari, tap the Share icon, then "Add to Home Screen".
Android
Open this page in Chrome, then tap Install when prompted.