App Showdown finalist profile: SnapDsk – A digital customer rolodex and so much more

When they first created SnapDsk, brothers Clint and Cory Vernon were inspired by the longtime family housekeeping business started by their grandmother. Back in 2010, a QuickBooks® Desktop solution fulfilled a need in their own business – to give employees quick access to customer data without letting them into QuickBooks proper.

Fast-forward to 2018, and SnapDsk – short for “Snappy Operations Desk” – is now a simple-to-use, easily updated and versatile customer-rolodex web app anyone can use. It was also one of the finalists in this year’s Small Business App Showdown at QuickBooks Connect.

SnapDsk integrates seamlessly with QuickBooks Online data and allows for lightning fast customer searching, SMS texting, and task and job tracking from any device.

In addition to easy and fast customer search and profile editing, users can:

• Create custom fields for unique customer information, as well as customized drop-down lists.
• SMS text customers directly from the app – creating single text threads, or saving and sending messages to whole customer groups.
• Permit multiple employees to view, track and respond to any text thread – allowing for rapid and consistent customer service.

Managers can also create, assign and track employee tasks – assigning tasks directly, or placing 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.

A team rooted in the needs of service businesses

“Cory and I grew up in the family business our grandmother founded in 1989, and we’re both still active in it as it continues to grow,” says Clint Vernon. “In fact, what ties our whole team together is our on-the-ground experience with small business.”

He describes SnapDsk as a straightforward, simple, cost effective solution for small business owners, employees, and contractors to quickly and easily update the customer information they need, while actively taking care of customers in person, over the phone or through text message.

“Our entire focus is on the day-to-day operations of the company – the person answering the phone at the office and the teams out in the field doing the work,” Vernon says.

“So often, it’s hard to understand what customers are saying over the phone, or we misspell information as it’s said; the SnapDsk search engine is designed to alleviate those problems,” Vernon says. “And, with many customer conversations now switching to SMS, SnapDsk is an easy and cost-effective solution for managing those interactions.”

Small business users need straightforward interfaces and tech, he says. And, that means any employee at the front desk with three lines ringing who needs customer info fast will appreciate SnapDsk.