Best fit
Owner-led and growing local service teams that need CRM, recurring work, estimates, field execution, invoices, payments, and role-based team access in one system.
Smart Book solutions
Field service software solutions for the workflows small service businesses run every day.
Start with the job you need to improve: customer management, recurring scheduling, estimates, route-day execution, invoicing, payments, or an industry-specific workflow.
Explore by workflow
Choose the operational problem first.
Field service CRM
Keep customers, service locations, notes, recurring work, estimates, invoices, payments, and history connected.
Service scheduling
Schedule one-time and recurring work, assign technicians, and keep the office and field team on the same calendar.
Estimates and approvals
Create estimates, capture customer approval, schedule accepted work, and preserve pricing into the invoice workflow.
Invoicing and payments
Move completed work into invoices, track balances, collect card payments, send reminders, and retain receipts.
Route-day scheduling
Organize recurring stops, assignments, directions, property notes, completion, and customer history for route-based work.
Recurring service operations
Run weekly, biweekly, monthly, and one-time service without rebuilding the same customer workflow every visit.
Explore by industry
See how the same connected workflow applies to your trade.
Simple pricing
The current Whole Crew plan is $30/month or $300/year with owner, admin, dispatcher, and technician roles included.
Know the boundary
Smart Book is not positioned as an enterprise fleet, payroll, inventory, trade-compliance, or complex workforce-optimization platform.
Smart Book solutions FAQ
What businesses is Smart Book built for?
Smart Book is designed for owner-led local service businesses, especially recurring and appointment-based teams such as lawn care, landscaping, property maintenance, cleaning, pressure washing, pool service, pest control, handyman work, and mobile detailing.
Does Smart Book support recurring and one-time work?
Yes. Smart Book supports weekly, biweekly, monthly, and one-time work so recurring accounts and one-off service can remain connected to the same customer history.
Can Smart Book connect estimates, jobs, invoices, and payments?
Yes. Smart Book is designed to keep the customer record connected from estimate approval through scheduled work, completion, invoicing, payment status, and receipt history.
Can technicians use Smart Book from a phone?
Yes. Technician My Day gives field users a focused view of assigned stops, directions, notes, and job actions without broad office-finance access.
Does Smart Book charge per technician?
No. The current Whole Crew plan is $30/month or $300/year with owner, admin, dispatcher, and technician roles included.
Is Smart Book an enterprise field-service platform?
No. Smart Book is intentionally focused on owner-led and growing local service teams rather than 200-truck fleets, complex workforce optimization, or enterprise implementation programs.
Put one real customer workflow through Smart Book.
Start with a 7-day no-card trial, add a customer, schedule a job, and see whether the connected workflow fits the way your business actually operates.