What Smart Book helps you get done
Smart Book connects recurring schedules, estimates, jobs, crew actions, invoices, and customer payments to the same client record.
Keep contact details, service locations, notes, communication preferences, customer requests, files, and connected activity history together. Duplicate detection and merge tools help keep the client book clean.
Create one-time jobs, manage a calendar, assign team members, and keep office users and field technicians working from the same schedule.
Manage weekly, bi-weekly, monthly, and custom recurring schedules for businesses built around repeat service.
Build line-item estimates with discounts, tax, terms, notes, and expiration dates. Send secure customer approval links and convert accepted work into jobs.
Create invoices, track balances and due dates, export PDFs, record payments, and keep invoices connected to the client and job that produced them.
Connect your business Stripe account for customer invoice payments, saved-card workflows, and AutoPay when enabled and authorized.
Technicians can use My Day for assigned jobs, route order, directions, job notes, attachments, start actions, and completion actions without broad office-finance access.
Owner, admin, dispatcher, and technician roles separate management, office, financial, and field permissions — all included in the same Smart Book plan.
Use appointment, invoice, overdue, and receipt workflows with customer email at launch. Managed text messaging is planned for a later Smart Book release.
Review business activity, reporting surfaces, notifications, audit history, customer activity, and launch/QA diagnostics.
Import clients from CSV, export supported business data, manage account deletion, and keep subscription cancellation separate from business-data deletion.
Business-scoped access rules, restricted financial fields, server-side authorization, protected public-token flows, and provider-signature verification help keep business data separated.
Jump into CRM, scheduling, estimates, route work, invoicing, recurring service, or an industry-specific page.
See where Smart Book differs from Jobber, Housecall Pro, and ServiceTitan—and where a competitor may fit better.
Use the CSV import and lifecycle-test checklist before moving daily operations into Smart Book.
Smart Book is particularly well suited to lawn care and landscaping, property maintenance, cleaning, pressure washing, pool service, mobile detailing, handyman work, pest control, HVAC, and similar local service businesses.
Scope: Smart Book is built for owner-led and growing local service teams, not as an enterprise multi-truck fleet-management suite.