TaskSnap Guide — from setup to signed report

1.1 Language (the app language)

This is the main language of the app itself. Set it to your mother tongue and work in the language you think in — menus, buttons and labels all follow this setting.

1.2 Document language (the language of your PDFs)

Separately from the app language, this is the language your generated PDF job reports are written in. That means you can run the app in your own language and still hand your customer a report in theirs — pick the language your customer reads.

💡 The classic combination: app in your mother tongue, reports in your customer's language. Two settings, no compromise.

1.3 Currency

The currency used for all calculations — hourly rate, materials and tax — and printed on every generated PDF.

1.4 Theme

Choose Standard (light) or Dark. It only changes how the app looks on your phone, whichever you prefer.

2.1 Photo layout

Decides where the photos you took appear in the job report. You have two options:

• Under each step — every photo appears directly beneath the checklist step it belongs to, so the customer follows the work step by step.
• At the end — all photos are collected at the end of the PDF, each one labelled with the name of the step it came from.

2.2 Extended protocol

When enabled, the completion date of every single step is printed next to that step in the job report — a full protocol of when each part of the job was finished.

2.3 Show date

Same as the extended protocol, but reduced: only the date is shown, without the extra detail.

2.4 Show time tracking

Every job has its own timer. Switch this on and the report shows at which point on the timer each step of the job was completed — transparent, fair proof of how the hours were actually spent.

• Logo — your logo is placed on the generated PDF report.
• Company name — shown in the header at the top of the PDF.
• Email — your contact address on the report.
• Phone — your contact number on the report.

4.1 Notifications

Allow notifications if you want TaskSnap to remind you about upcoming jobs and about your daily backup.

4.2 Create backup

Creates a backup directly on your phone. You will be asked for a PIN code, which is used to encrypt the backup file.

⚠️ Important: store this PIN somewhere safe. The backup is encrypted with it — without the PIN the backup cannot be restored. Keep it in a password manager or on a note you store away from your phone.

4.3 Share backup

The same as creating a backup, with a PIN, but the file is exported off the phone: send it to your email, save it to a folder, push it to WhatsApp — wherever you want your copy to live.

4.4 Restore backup

Import a backup file to bring all jobs, customers and photos back — after a phone change, a reinstall or a mistake. TaskSnap also creates a backup automatically once a day, so you always have a recent restore point.

4.5 CSV export for tax

Exports the data from your jobs as a CSV file, formatted for tax purposes — ready to hand to your accountant or to import into your tax software.

4.6 App error reports

If you enable this, an email is sent to us when an error occurs in the app, so we can look into it and support you. It's optional and off unless you turn it on.

5.1 Import from your phone contacts

Tap the person icon at the top of the customer screen, allow access to your contacts, then import the people you work with. Prefer to type it in? Tap + New customer.

5.2 Customer history

Open a customer and tap the button at the top next to Save — you see every job you have done for that customer. Handy on the phone when a customer asks "when were you here last?".

6.1 Three views

• Day — the jobs for the day you selected, searchable.
• Month — every job in a month, so you can search across it.
• List — all your jobs, over the whole period.

6.2 Creating a new job

Tap New job and fill in:

• Title — what the job is.
• Customer — pick one from your list. If you don't want to assign a customer, the job stays anonymous.
• Address — the address of the job, taken from the customer you selected.
• Date & time — the day of the job and the time of the appointment.
• Hourly rate — what your work costs per hour. The total is calculated automatically at the end from the time you tracked.

6.3 Reminder

Choose when TaskSnap should remind you about the job: 15 minutes, 30 minutes, 1 hour or 1 day before the appointment.

6.4 Recurring jobs

For repeat work — maintenance, cleaning, a weekly contract — turn on recurring and TaskSnap creates the follow-up jobs for you automatically instead of you re-entering them.

6.5 Inside the job: timer, checklist & photos

Open the job and you get your task list plus the job timer, so the customer can see in a fair, transparent way how long the work actually took. You can also adjust the time manually if you forgot to start or stop it.

Below that is the checklist. Tap + New step at any time to add a step, and attach one or several photos to every step. To remove a step, use the bin icon on the right.

6.6 Materials, receipts & voice notes

Add the materials you used and the receipts or invoices that go with them, right in the job. Below the boxes you can record a voice note — useful when your hands are dirty and typing isn't an option. Voice notes are sent along with the PDF report.

6.7 Report, signature & sending

Not finished yet? Tap Save and you can still send the customer a report of the exact current state — they receive all the data collected so far. The customer can sign the document and their signature is shown in the app and on the report. Beyond that, every document is digitally signed automatically.

Send it however your customer prefers: email, WhatsApp or any other app on your phone.

6.8 The four job statuses

💡 Invoicing is where InvoYX takes over: TaskSnap documents the work, InvoYX turns it into the invoice.