Job snapshots are useful for instances where you cannot use the same measures for different rebate programs like HER (formerly HOMES) and HEAR. It's useful to be able to model a job using measures applicable to one program, save the version in what is called a 'snapshot'. Then go in and modify the measures for the 2nd rebate program (removing the ones not eligible if already used) and save in a new snapshot. This is also useful when coming up with different retrofitting scenarios for a customer. Being able to easily go back to a previous version is possible with this.

Job snapshots are only available for programs that are set up to use this feature. Talk to you Snugg Pro Program Success manager for more details.

To take a snapshot of a job, go to the job header and click Snapshots:

The menu showing all existing snapshots appears along with a link to the Live Job. Click on the Create new snapshot button.

This will bring up another prompt where you will enter a Name for your snapshot, select predefined Tags as defined by your Program or Company and click Create Snapshot:

Click on Snapshots in the job's header to bring up a list of all the snapshots that have been taken for the job and the ability to go back to the Live Job:

Click Compare on any of the snapshots to view the difference between the one selected and the currently viewed snapshot. You can change the left or right comparison by selecting the dropdowns for Snapshot A or Snapshot B. Notice the search input where you can quickly find any field by name.

Program Tags enforce naming consistency for your job snapshots. When building integrations, you can query job snapshots by tags via the API. These are free form text that can have multiple use cases for a program. They may be used to help a contractor set up 'Good', 'Better' and 'Best' retrofitting scenarios to present to the customer. Alternatively, they can be used to mark a milestone of the job. For example, job 'as installed'.

To configure Snapshot Tags, you must be a program level admin user. Go Program Settings and click on Job Snapshots. Click on 'Add a new tag'. Here you will add the tag name that will appear on the snapshot, a user-friendly description and if the tag can appear more than once per job. You will also set permissions on who can add or remove a tag from a snapshot:

As a program level admin, you can configure Snugg Pro to take an automatic snapshot of an entire job when the job is moved to a given stage. When a job moves to this stage, a snapshot is created and marked with an 'A' showing that it was automatically created.

Go to Program Settings and click on Stages. Check the boxes labeled 'Take a snapshot' next to the stage you want to capture. You can select a maximum of 4 automatic snapshots: