Onboarding | Smart Book

Name: Smart Book
Price: 30 USD
Author: Dustin Gage

Onboarding on Smart Book. An all-in-one client management and scheduling platform designed for service pro.

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Support
Features — Features on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Pricing — Pricing on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
About — About on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Customers — Customers on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Vs Jobber — Vs Jobber on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Vs Housecall Pro — Vs Housecall Pro on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Flat Rate Field Service — Flat Rate Field Service on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Demo — Demo on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Vs Service Titan — Vs Service Titan on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Housecall Pro Alternative — Housecall Pro Alternative on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Trust — Trust on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Updates — Updates on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Login — Login on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Register — Register on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Forgot Password — Forgot Password on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Reset Password — Reset Password on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Payment Complete — Payment Complete on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Payment Cancelled — Payment Cancelled on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Terms — Terms on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Privacy — Privacy on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Home — Home on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Notifications — Notifications on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Audit Log — Audit Log on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Data Management — Data Management on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Clients — Clients on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Client Duplicates — Client Duplicates on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
My Day — My Day on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Mobile More — Mobile More on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
My Account — My Account on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Schedule — Schedule on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Reports — Reports on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Invoices — Invoices on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Estimates — Estimates on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Recurring Schedules — Recurring Schedules on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Team — Team on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Pending Invoices — Pending Invoices on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
New Job — New Job on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Services — Services on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Message Templates — Message Templates on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Settings — Settings on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Onboarding — Onboarding on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Billing — Billing on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Account Data — Account Data on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Launch Health — Launch Health on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Quality Assurance — Quality Assurance on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Payments — Payments on Smart Book. An all-in-one client management and scheduling platform designed for service pro.
Customer Requests — Customer Requests on Smart Book. An all-in-one client management and scheduling platform designed for service pro.

For owner-led lawn care, cleaning, HVAC, pest control & trades crews

Owner-operators: run your whole service crew for $30/mo — no per-tech fees.

Smart Book is built for owner-led lawn care, cleaning, HVAC, pest control and trades shops — clients, recurring schedules, estimates, jobs, invoices, card payments and technician My Day in one login.

Owner, admin, dispatcher & technician roles included.

No features hidden behind near-mandatory Smart Book add-ons. CRM, scheduling, estimates, invoices, reporting, and crew roles are included in the current plan. Stripe processing and optional outside email/SMS provider charges remain separate.

No introductory/revert pricing. $30/month is the current monthly list price, not a teaser rate scheduled to jump higher after signup.

Start free — no credit card See the product tour

Eligible first-time subscriptions get 7 days free. No credit card required. If no payment method is added by trial end, the subscription pauses instead of creating a charge.

Cancel renewal anytime, export supported business data before you leave, and Smart Book does not sell business customer data.

Payment trust: Stripe Checkout handles full card numbers, and Apple Pay can appear through Stripe on eligible devices and browsers. Privacy: Smart Book does not sell business customer data. See data, cancellation and refund terms .

Best fit: owner-led crews of about 1–15. Not built for 200-truck franchises or sales-led enterprise deployments.

Smart Book weekly schedule board with recurring service jobs and crew assignments using demo data — Weekly schedule and crew assignments.

Smart Book client record showing an accepted estimate connected to an invoice using demo data — Weekly schedule and crew assignments.

Stop stitching together a calendar, notebook, invoice app, and crew group chat.

Smart Book keeps the call-to-cash work tied to the same customer record, from recurring service to final payment.

Stop rebuilding the schedule every week

Set one-time or recurring work, assign the crew, and keep office and field on the same schedule.

Estimate to invoice in one record

Quote the work, get approval, schedule the job, finish it, and keep the invoice tied to the same customer history.

Your crew sees their day from a phone

Technicians get My Day with stops, route order, directions, notes, start, and completion actions.

Get paid by card without chasing checks

Connect your business Stripe account for customer invoice payments, saved-card workflows, and AutoPay when enabled.

Add a new tech without a software bill jump

Owner, admin, dispatcher, and technician roles are included in the same Smart Book plan, so adding field access does not create another Smart Book seat charge.

What the after-state looks like

These are current Smart Book interface screens filled with demo records so a service owner can picture real dates, jobs, crew assignments, and dollar totals before creating an account.

Smart Book weekly schedule screen showing recurring service jobs and crew assignments using demo data — **Recurring work stays on the week.** See scheduled jobs by day and assignee instead of rebuilding the route from scratch every week.

Smart Book client record showing an $800 accepted estimate connected to an $800 invoice using demo data — **$800 estimate → $800 invoice.** The accepted estimate and invoice total stay connected to the same client record instead of living in separate apps.

Smart Book My Day screen showing route progress, scheduled stops, addresses, and job actions using demo data — **The crew sees the next stop.** My Day shows route progress, addresses, scheduled stops, and job actions from the field.

Walk through the no-account product tour

Switch without getting trapped.

Smart Book is still an owner-operated product, so the continuity answer is not a made-up customer-count claim. It is practical exit protection: import your client list from CSV, export supported business data when you need a portable copy, cancel billing without silently deleting the workspace, and use the 30-day recovery period before scheduled permanent deletion.

Recent shipped work is published on the dated Product Updates page , and customers can reach the public Smart Book Support channel .

CSV client import.
Supported business-data export.
7-day no-card trial.
Separate subscription cancellation and workspace deletion.

Built for recurring local service work.

Smart Book is designed for lawn care and landscaping, property maintenance, cleaning, pressure washing, pool service, mobile detailing, handyman work, pest control, HVAC, and similar field-service businesses.

One flat price for the whole crew.

7 days free, then $30 monthly or $300 annually.

Owner, admin, dispatcher, and technician roles are included. Annual billing saves 17% — two months free compared with 12 monthly payments.

Less than the cost of one no-show a month — and no per-tech bill that grows with your crew.

No features hidden behind near-mandatory Smart Book add-ons. CRM, scheduling, estimates, invoices, reporting, and field roles are included in the current plan. Stripe processing fees and optional external email/SMS provider charges remain separate.

No introductory/revert pricing. $30/month is the current monthly list price, not a teaser Smart Book rate scheduled to jump higher after signup.

See pricing · Why flat-rate pricing

Founder-operated by Dustin Gage.

I’m Dustin Gage, founder of Smart Book. I operate lawn care and property-maintenance work in Tennessee and serve in the Tennessee Army National Guard, including two deployments. I built Smart Book because recurring schedules, crews, estimates, invoices, payments, and customer history all have to stay connected in the real day-to-day work.

Lawn care & property-maintenance operator · Tennessee Army National Guard · two deployments.

Why Smart Book was built · Dated product updates

Smart Book FAQ

Does Smart Book charge per technician?

No. The current plan is flat-rate with owner, admin, dispatcher, and technician roles included.

Can I try Smart Book without a credit card?

Yes. Eligible first-time subscriptions get a 7-day no-card trial. Without a payment method at trial end, the subscription pauses.

Can I move my client list in and get my data back out?

Yes. Smart Book includes CSV client import and supported business-data export tools.

What if Smart Book changes, closes, or I decide to leave?

Smart Book is founder-operated, so the continuity protection is concrete rather than a made-up scale claim: a public support channel, dated product updates, supported business-data exports, billing cancellation that does not silently delete the workspace, and a 30-day recovery period before scheduled permanent deletion. You have an exit path for your client book.