Smart Book
What it is
Smart Book is a CRM and field-service management platform for owner-led service businesses that need to manage customers, schedules, estimates, invoices, and field teams. It handles one-time jobs as well as weekly, bi-weekly, monthly, and custom recurring work. For estimates, businesses can add line items and send secure approval links; accepted work can become a job, with invoices linked to the customer and job. On a phone, technicians can use My Day to review assigned jobs, route order, directions, notes, and attachments, then mark work started or completed. Businesses can connect Stripe for invoice payments, saved-card workflows, and AutoPay when enabled and authorized. The Whole Crew plan costs $30 a month when billed monthly or $300 a year when billed annually. Both plans include unlimited team members and owner, admin, dispatcher, and technician roles. Smart Book offers a 7-day trial and has no free plan. It supports CSV client import and export of supported business data, and provides a public support form for product, account, billing, technical, and privacy requests.
For and against
For
- Schedules one-time and multiple types of recurring work
- Estimates support line items and secure approval links
- Technicians can view job details and update work status by phone
- Stripe can support invoice payments, saved cards, and AutoPay
- Unlimited team members are included in both Whole Crew plans
Against
- There is no free plan
- Stripe processing fees are separate
- Managed text messaging is planned for a later release
Who it suits
Smart Book suits owner-led local service businesses such as lawn care, cleaning, property maintenance, pool service, HVAC, and pest control. It fits teams that need recurring job scheduling, customer records, estimates, invoices, and technician workflows in one platform.
Getting started
- Open the Smart Book website
- Start the 7-day trial
- Choose the Whole Crew monthly or annual plan
- Use CSV client import to bring in supported client data
- Connect Stripe if you want its payment workflows
Limits to know
The current plan includes CRM, scheduling, estimates, invoices, reporting, and field roles. Stripe processing fees are separate, and managed text messaging is planned for a later release.
The verdict
Choose Smart Book if your local service business needs customer management, recurring schedules, estimates, invoices, and phone-based technician workflows. Look elsewhere if you need a free plan or managed text messaging now; Stripe processing fees are also separate.
Questions
How much does Smart Book cost?
Whole Crew costs $30 a month when billed monthly or $300 a year when billed annually.
Is there a free plan or trial?
There is no free plan. Smart Book offers a 7-day trial.
Which platforms does Smart Book support?
Smart Book is available on Android, iOS, and the web.
Can technicians use a mobile app?
Yes. Technicians can use My Day on a phone to review assigned jobs and job details, and mark work started or completed.
Can Smart Book accept online payments?
Businesses can connect Stripe for invoice payments, saved-card workflows, and AutoPay when enabled and authorized. Stripe processing fees are separate.
Can I export business data?
Smart Book supports CSV client import and export of supported business data.
Facts on the record
- API and SDK availability
- The reviewed official pages describe integrations and browser workflows but do not publish a public API or SDK reference.wwwsmartbook.com · read 15 Oct 2026
- Card security
- Stripe handles full card numbers and Smart Book says it does not intentionally store full card numbers or security codes in its ordinary application records.wwwsmartbook.com · read 15 Oct 2026
- Company disclosure
- The about page says Smart Book does not publish invented customer counts, testimonials, awards or compliance certifications.wwwsmartbook.com · read 15 Oct 2026
- CRM
- Client records can hold contact details, service locations, notes, communication preferences, files and activity history, with duplicate detection and merge tools.wwwsmartbook.com · read 15 Oct 2026
- Customer communications
- Appointment, invoice, overdue and receipt email workflows are available, while managed text messaging is planned for a later release.wwwsmartbook.com · read 15 Oct 2026
- Data portability
- Smart Book supports CSV client import and supported business-data export, with subscription cancellation kept separate from workspace deletion.wwwsmartbook.com · read 15 Oct 2026
- Deletion
- A workspace deletion request has a 30-day recovery period before Smart Book attempts to permanently purge business-scoped records from its active application database.wwwsmartbook.com · read 8 Oct 2026
- Deletion recovery
- A verified owner can schedule workspace deletion with a 30-day recovery period.wwwsmartbook.com · read 15 Oct 2026
- Estimates
- Estimates support line items, discounts, tax, terms, notes, expiration dates and secure customer approval links.wwwsmartbook.com · read 15 Oct 2026
- Estimates and invoices
- Users can create line-item estimates, send secure approval links, convert accepted work into jobs, and create invoices connected to the client and job.wwwsmartbook.com · read 8 Oct 2026
- Field workflow
- Technicians can use My Day on a phone to view assigned jobs, route order, directions, job notes, attachments, and start and completion actions.wwwsmartbook.com · read 8 Oct 2026
- Independent check: Apple App Store
- The Apple SmartBook: Dual Language Books listing is by Stanislau Kurs and shows 4.5 out of 5 from 16 ratings, so it is not evidence about wwwsmartbook.com.apps.apple.com · read 15 Oct 2026
- Independent check: G2
- The G2 Smartbooks page says there are not enough reviews to provide buying insight; it is a different Smartbooks listing rather than a confirmed wwwsmartbook.com listing.g2.com · read 15 Oct 2026
- Independent check: Google Play
- The EV Smart Book listing is published by Porto Editora and shows 3.8 stars from 2.8K reviews, so it is unrelated to wwwsmartbook.com.play.google.com · read 15 Oct 2026
- Independent check: JustUseApp
- The JustUseApp SmartBook page reviews an unrelated educational app and therefore cannot be used as a rating for wwwsmartbook.com.justuseapp.com · read 15 Oct 2026
- Independent review coverage
- No matching wwwsmartbook.com profile or user-review rating was located in the reviewed G2, Capterra, GetApp, Software Advice, TrustRadius, Trustpilot or Gartner Peer Insights searches.getapp.com · read 15 Oct 2026
- Industries
- Supported use cases include lawn care, landscaping, property maintenance, cleaning, pressure washing, pool service, mobile detailing, handyman work, pest control and HVAC.wwwsmartbook.com · read 15 Oct 2026
- Integrations
- The terms identify Base44 infrastructure, Stripe payments, Resend email and Twilio SMS as third-party providers.wwwsmartbook.com · read 15 Oct 2026
- Invoicing
- Invoices include balance and due-date tracking, PDF export, payment recording and links back to the related client and job.wwwsmartbook.com · read 15 Oct 2026
- License
- The terms describe Smart Book software and interface content as proprietary and grant only a limited, revocable, non-transferable internal-use right.wwwsmartbook.com · read 15 Oct 2026
- Limit: accounting scope
- Smart Book focuses on invoicing, payment collection and customer or job history rather than full accounting or general-ledger functions.wwwsmartbook.com · read 15 Oct 2026
- Limit: enterprise scale
- The product explicitly says it is not intended for 200-truck franchises or sales-led enterprise rollouts.wwwsmartbook.com · read 15 Oct 2026
- Limit: landscaping tools
- The landscaping page says Smart Book does not provide landscape CAD, takeoff or aerial property measurement tools.wwwsmartbook.com · read 15 Oct 2026
- Limit: routing
- The route-scheduling page says the product does not provide advanced route optimization, multi-vehicle optimization, GPS fleet tracking or telematics.wwwsmartbook.com · read 15 Oct 2026
- Limit: service availability
- The terms state that the service may be unavailable and provide no uptime guarantee.wwwsmartbook.com · read 15 Oct 2026
- Limits
- The current plan includes CRM, scheduling, estimates, invoices, reporting, and field roles; Stripe processing fees are separate and managed text messaging is planned for a later release.wwwsmartbook.com · read 8 Oct 2026
- Maker
- Smart Book is founder-operated by Dustin Gage, who says he runs lawn-care and property-maintenance work in Tennessee and serves in the Tennessee Army National Guard.wwwsmartbook.com · read 15 Oct 2026
- Mobile apps
- The terms refer to iOS and Android mobile store apps and state that subscription purchases and Stripe subscription-management checkout are not offered inside those apps.wwwsmartbook.com · read 8 Oct 2026
- Other providers
- The terms identify Base44 for application infrastructure, Stripe for payment processing, Resend for external email delivery, and Twilio for SMS when enabled.wwwsmartbook.com · read 8 Oct 2026
- Payment data
- The maker says full card numbers are handled by Stripe rather than stored in Smart Book’s ordinary business database.wwwsmartbook.com · read 8 Oct 2026
- Payments
- Businesses can connect Stripe for invoice card payments, saved-card workflows and AutoPay when enabled.wwwsmartbook.com · read 15 Oct 2026
- Payments integration
- Businesses can connect their Stripe account for customer invoice payments, saved-card workflows, and AutoPay when enabled and authorized.wwwsmartbook.com · read 8 Oct 2026
- Permissions
- Owner, admin, dispatcher and technician roles separate management, office, financial and field access.wwwsmartbook.com · read 15 Oct 2026
- Product
- Smart Book is a CRM and field-service platform connecting customers, schedules, recurring work, estimates, jobs, invoices, payments and field actions.wwwsmartbook.com · read 15 Oct 2026
- Recurring work
- Recurring schedules support weekly, biweekly, monthly and custom intervals.wwwsmartbook.com · read 15 Oct 2026
- Refund limit
- Paid fees are generally non-refundable except where law or an express exception applies.wwwsmartbook.com · read 15 Oct 2026
- Reporting
- The product provides reporting surfaces, notifications, audit history, customer activity and launch or quality diagnostics.wwwsmartbook.com · read 15 Oct 2026
- Scheduling
- Users can schedule one-time jobs, manage a calendar and assign team members from a shared office-and-field schedule.wwwsmartbook.com · read 15 Oct 2026
- Security controls
- The site describes business-scoped authorization, restricted financial fields, server-side authorization, protected public-token flows and provider-signature verification.wwwsmartbook.com · read 15 Oct 2026
- Self-hosting
- The reviewed official pages describe a hosted service and do not state a self-hosting option.wwwsmartbook.com · read 15 Oct 2026
- Support
- Support covers product questions, setup, account access, billing, technical issues and privacy requests through a public support channel.wwwsmartbook.com · read 15 Oct 2026
- System requirements
- The official site does not publish desktop installation or system-requirement specifications; technicians are described as using My Day from a phone.wwwsmartbook.com · read 15 Oct 2026
- Target customer
- Smart Book is aimed at owner-led local service businesses such as lawn care, cleaning, property maintenance, pool service, HVAC, and pest control, and says it is not built as an enterprise fleet-management suite.wwwsmartbook.com · read 8 Oct 2026
- Target customers
- The product targets owner-led and growing local service businesses, especially crews of roughly 1–15 people.wwwsmartbook.com · read 15 Oct 2026
- Technician workflow
- The My Day view gives technicians assigned stops, route order, directions, notes, attachments, start actions and completion actions.wwwsmartbook.com · read 15 Oct 2026