Getting StartedUpdated May 1, 2026

Getting Started with SnapEstimate Pro

Welcome to SnapEstimate Pro. This guide walks through the first 10 minutes after you create your account — enough to capture a real lead and send your first estimate.

1. Sign in or create an account

Open the app and tap Create Free Account (or Sign In if you already have one). You can continue with Google or with email. No credit card required to start.

2. Quick setup

After signing in, the app will ask a few short questions: your business name, the trades you do, and your service area. This takes about 60 seconds.

You can change any of this later in Settings.

3. Add your first lead or customer

From the home screen, tap Add Lead (or Leads → New Lead). Enter:

Customer name
Phone number
Address
Service type (fence, deck, roofing, etc.)
A short note about what they want done

That's it. The lead is saved.

4. Capture job notes on-site

When you're at the job, open the lead and tap Add Note or the voice icon to record a voice note describing the scope. Voice notes are transcribed automatically so you can review the text later.

Tip: talk through the scope like you'd describe it to a coworker — what's wrong, what needs to be done, materials, access notes, anything unusual.

5. Add photos

Tap the camera icon to take photos directly into the lead. Take wide shots first, then close-ups of anything specific. Photos stay attached to the job and won't clutter your camera roll.

6. Create your first estimate

From the lead, tap Create Estimate. SnapEstimate Pro will draft an estimate using the scope, notes, and any photos you captured. Review the line items, adjust pricing, and add anything that's missing.

7. Review and send

Before sending, scan through:

Customer name and address are correct
Scope is clear
Line items reflect what you'll actually do
Total is right
Deposit (if any) is set

Then tap Send. The customer gets a link they can open on any phone or computer.

Next steps

If you get stuck, you can always reach us through the support form inside the app.