Recurring + one-time scheduling
Run repeat customers and one-off jobs from the same schedule.
Field service CRM software
Field service CRM software for customer records, scheduling, estimates, invoices, and payments.
Smart Book helps owner-led field service businesses keep customer records, recurring schedules, estimates, jobs, invoices, card payments, team roles, and service history connected in one workflow instead of spread across a calendar, notebook, and separate billing app.
Try one job before you switch.
Add a client, schedule a job, and create an invoice during your free trial.
Try Smart Book with one job7 days free · No credit card required · Then $30/month or $300/year if you continue.
Sign up with Google, or enter your email, choose and confirm a password, then verify your email. No card details.
See the product tour first7 days free · $30/month or $300/year · no per-tech Smart Book fee.
Customer records, service locations, and contact history
Recurring and one-time scheduling on one calendar
Estimates, approvals, jobs, invoices, and payments connected
Team roles, technician My Day, and customer-facing reminders
From scheduled to paid
One workflow instead of a calendar, notebook, invoice app, and group chat.
Add the customer → schedule recurring or one-time work → assign the technician → send the estimate or reminder → complete the job → invoice and collect payment.
Whole-crew access
Owner, admin, dispatcher, and technician roles are included in the current Smart Book plan.
Estimate → job → invoice
Keep approvals, work, invoices, and customer history connected instead of splitting them across apps.
Online payments
Connect Stripe for customer card payments, saved-card workflows, and receipts.
Explore the full field service software features, review Smart Book pricing, walk through the product tour, or see why Smart Book uses a flat-rate whole-crew plan.
Built for field service CRM
Keep the customer, schedule, job, invoice, and payment connected.
Field service CRM should bring the customer record, scheduled work, field execution, and billing together instead of forcing the office to re-enter the same information in separate tools. Smart Book keeps the operational record centered on the client and service location.
Customer records stay complete
Keep contact details, service locations, access notes, job notes, and service history tied to one client record your office and field team both use.
Recurring and one-time work share one calendar
Schedule weekly, biweekly, monthly, or one-time jobs without rebuilding the same appointments or splitting recurring accounts from one-off calls.
Estimates stay connected to the job
Send estimates for customer approval and keep approved work tied to the same customer record through the scheduled job and invoice.
Technicians get assigned work on their phones
Use role-based access and technician My Day so field staff focus on assigned stops, directions, notes, and job actions without broad office-finance access.
Completion flows into billing
Keep finished jobs connected to invoices, payment status, receipts, and customer history instead of recreating billing details elsewhere.
Whole-crew pricing stays predictable
The current Smart Book Whole Crew plan is $30/month or $300/year with owner, admin, dispatcher, and technician roles included.
Field service CRM workflow
From a new customer to a completed and paid service job.
Create the customer once, then let the same record support recurring schedules, one-time estimates, changing assignments, billing, and service history.
1
Add the customer and service location
Save contact details, address, access instructions, and service notes for the home or business.
2
Schedule recurring or one-time work
Set weekly, biweekly, monthly, or one-time service, or create an estimate when the work needs customer approval first.
3
Assign the technician or crew
Put the job on the calendar and assign the person or team responsible for that service.
4
Send reminders and work My Day
Use configured reminders for the customer while field staff work assigned visits from a phone-friendly view.
5
Complete the job
Mark the work complete and keep the service tied to the same customer and service history.
6
Invoice and collect payment
Create or send the invoice when configured, accept connected card payments, and keep the receipt with the customer record.
Built around real service work
Smart Book is designed for owner-led local crews that need the basics done reliably before they need enterprise complexity.
Lawn care routes
Cleaning schedules
Handyman appointments
Pool service routes
Pressure washing jobs
Property maintenance accounts
Related Smart Book guides
Compare adjacent workflows and service-business use cases.
Field service CRM software FAQ
Questions field service owners ask before switching to one CRM.
Can Smart Book keep customer records and service locations organized?
Yes. Client and service-location records keep contact details, addresses, access notes, job notes, and service history tied together.
Can Smart Book schedule recurring and one-time work on one calendar?
Yes. Smart Book supports recurring schedules including weekly, biweekly, monthly, and one-time jobs on the same schedule.
Can estimates stay connected to the resulting job and invoice?
Yes. Estimates can be created, sent for approval, and kept connected to the customer record through the scheduled job and invoice.
Can technicians see only the work assigned to them?
Smart Book includes role-based access and technician My Day so field staff can work assigned jobs without broad office-finance access.
Can completed jobs become invoices and accept card payments?
Yes. Smart Book connects job completion and invoicing, and supports connected Stripe payment workflows for customer card payments.
Does Smart Book charge per technician?
No. The current Whole Crew plan includes owner, admin, dispatcher, and technician roles for $30/month or $300/year.
Does Smart Book include inventory, payroll, or specialized trade compliance?
Not currently. Smart Book focuses on CRM, scheduling, estimates, field workflows, invoices, payments, and service history rather than inventory, payroll, or trade-specific compliance systems.
Need to compare the broader workflow? See all Smart Book features, review the product tour, compare the $30/month Whole Crew plan, or review the Trust Center.
Run the jobs. Let Smart Book handle more of the admin.
Founding 100 launch businesses can request free setup/import help during onboarding.
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