Customer stories
Real service-business results, published only with customer permission.
Explore how Smart Book connects service work from the customer record through scheduling, invoicing, and payment. Named customer stories will appear here as customers approve them.
Evaluate a complete job in Smart Book.
No customer stories have been published yet. While they are pending, use the product tour to review the workflow and test these steps in your own trial.
- Save a customer and service location. Schedule a visit and assign the technician or crew.
- Review the assigned work in My Day and complete the job with its customer history attached.
- Create the linked invoice and review its balance, payment status, and receipt history.
Want to evaluate the product before stories are published?
Use the 7-day free trial, no credit card required, and test Smart Book with your own client book and workflow.