Recurring schedules without rebuilding the calendar
Set weekly, biweekly, monthly, or one-time service patterns so repeat work starts from a defined schedule instead of manual recreation.
Service scheduling software
Service scheduling software for recurring jobs, crews, and customer history.
Smart Book helps owner-led service businesses schedule weekly, biweekly, monthly, and one-time work while keeping the customer, service location, assigned technician, completion status, invoice, and payment history connected.
7 days free · $30/month or $300/year · no per-tech Smart Book fee.
How do I manage scheduling and invoicing for my crew?
Keep the customer, service location, assigned crew, job status, and invoice connected. In Smart Book, the office schedules one-time or recurring work, technicians use My Day to work their assigned jobs, and completed work moves into the invoice and payment workflow. Review completed jobs and unpaid invoices as separate queues so each has a clear next action.
Before the visit
Save the service address and access notes, choose the service frequency, and assign the technician or crew.
At the job
The assigned technician opens My Day, reviews the job details, and records completion. The office can then review the completed work.
After completion
Create or send the linked invoice using the configured workflow. Track the balance and payment history on the customer record.
Rebuilding the same recurring jobs every week
Schedules separated from customer and property notes
Unclear technician assignments and changing daily priorities
Completed work disconnected from invoicing and payment follow-up
Connected workflow
Keep the feature connected to the rest of the customer lifecycle.
Create the customer → add the service location → schedule recurring or one-time work → assign the technician → work the day from My Day → complete the job → invoice and collect payment.
Customer and location context stays attached
Keep service addresses, access details, job notes, and prior service history tied to the work your office and field team see.
Assignments stay visible
Assign the technician or crew responsible for the job and keep that assignment connected to the scheduled work.
Technician My Day focuses field work
Field users can see assigned stops, directions, notes, and job actions without broad office-finance access.
One-time and recurring work share one system
Use the same customer record for a recurring maintenance plan and the occasional one-time estimate or service call.
Scheduling flows into billing
Keep job completion tied to invoice creation, payment status, receipts, and customer history instead of re-entering the work elsewhere.
A repeatable service-business workflow.
1
Create the customer
Save contact information and the service location once.
2
Set the schedule
Choose recurring or one-time work and the appropriate service frequency.
3
Assign the field team
Put the job on the calendar and assign the responsible technician or crew.
4
Work the day
Technicians use My Day for assigned stops, directions, notes, and job actions.
5
Complete the service
Mark the job complete and preserve it in the customer history.
6
Move into billing
Create or send the invoice when configured and keep payment history connected.
Built for everyday local service work.
Lawn care routes
Recurring cleaning
Pool service
Pest control visits
Property maintenance
Landscaping maintenance
Handyman appointments
Pressure washing jobs
Mobile detailing appointments
Know the boundary before you buy
Smart Book is not currently an enterprise workforce-optimization platform with advanced labor forecasting, shift bidding, or complex capacity modeling. It is built around straightforward service scheduling for owner-led crews.
Frequently asked questions
What is service scheduling software?
Service scheduling software helps a service business organize one-time and recurring jobs, assign technicians or crews, keep service locations and notes attached to the work, and give the office and field team a shared schedule.
Can Smart Book schedule recurring service?
Yes. Smart Book supports recurring schedules including weekly, biweekly, monthly, and one-time work.
Can I assign jobs to technicians?
Yes. Jobs can be assigned to technicians or crews, and field users can work assigned jobs from Technician My Day.
Can technicians see their schedule from a phone?
Yes. Technician My Day is designed for phone-friendly access to assigned stops, directions, notes, and job actions.
Can scheduling stay connected to estimates and invoices?
Yes. Approved estimates can stay connected to scheduled work, and completed jobs can stay connected to invoices and payment history.
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 replace advanced workforce optimization software?
Not currently. Smart Book focuses on straightforward scheduling, recurring work, assignments, route-day visibility, and the customer-to-payment workflow rather than enterprise workforce optimization.
See the workflow on real Smart Book product screens.
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