Smart Book
What Smart Book is
Smart Book is a CRM and field-service management platform for local service businesses handling customers, schedules, estimates, invoices, and field teams. It supports one-time jobs and recurring schedules weekly, bi-weekly, monthly, or on a custom cycle. Businesses can prepare line-item estimates, send secure approval links, turn accepted work into jobs, and create invoices linked to the client and job. Technicians can use My Day on a phone to view assigned jobs, route order, directions, notes, and attachments, then mark work started or complete. Connecting Stripe enables invoice payments, saved-card workflows, and AutoPay when enabled and authorized; Stripe processing fees are separate. The platform includes reporting and field roles, and supports CSV client import and export of supported business data. Smart Book is aimed at owner-led operations such as lawn care, cleaning, property maintenance, pool service, HVAC, and pest control, rather than enterprise fleet-management needs. It costs $30 a month or $300 a year, with a 7-day trial and no free plan.
Who it suits
Smart Book suits owner-led local service businesses that manage recurring jobs, estimates, invoices, and technicians. Its stated target sectors include cleaning, HVAC, lawn care, pool service, and pest control.
What it does well
- Supports weekly, bi-weekly, monthly, and custom schedules
- Secure links let clients approve estimates
- Technicians can view routes, notes, and attachments
- Unlimited team members on both listed plans
- CSV client import and supported-data export
What to know first
- No free plan is available
- Stripe processing fees are separate
- Managed text messaging is planned for a later release
- Not built as an enterprise fleet-management suite
Limits
There is no free plan; the trial lasts 7 days. Stripe processing fees are separate, and managed text messaging is planned for a later release.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Whole Crew — monthly | Monthly · Unlimited team members · owner, admin, dispatcher, and technician roles included · Stripe processing fees separate | $30 a month |
| Whole Crew monthly | monthly · Unlimited team members · owner, admin, dispatcher and technician roles · Stripe processing fees separate | $30 a month |
| Whole Crew — annual | Annually · Unlimited team members · owner, admin, dispatcher, and technician roles included · Stripe processing fees separate | $300 a year |
| Whole Crew annual | annually · Unlimited team members · owner, admin, dispatcher and technician roles · $60 less than 12 monthly payments | $300 a year |
As wwwsmartbook.com lists them, read 8 Oct 2026. The maker's own page has the final word.
Getting started
- Visit https://wwwsmartbook.com/.
- Start the 7-day trial or choose Whole Crew monthly or annual billing.
- Use the web platform or the iOS or Android mobile app.
- Import client data by CSV if needed.
- Connect a Stripe account for supported payment workflows.
Verdict
Smart Book brings customer, job, billing, and field workflows together for local service businesses. Its monthly and annual Whole Crew plans include unlimited team members, while payment processing fees remain separate.
Questions
How much does Smart Book cost?
Whole Crew costs $30 a month or $300 a year. Stripe processing fees are separate.
Is there a free plan or trial?
There is no free plan. A 7-day trial is available.
Which platforms are available?
Smart Book is available on web, Android, and iOS. The terms refer to iOS and Android mobile store apps.
What payment integrations does it support?
Businesses can connect Stripe for invoice payments, saved-card workflows, and AutoPay when enabled and authorized.
Who is Smart Book designed for?
It targets owner-led local service businesses such as lawn care, cleaning, property maintenance, pool service, HVAC, and pest control. It is not built as an enterprise fleet-management suite.
Facts from Smart Book's own pages
- API and SDK availability
- The reviewed official pages describe integrations and browser workflows but do not publish a public API or SDK reference. · wwwsmartbook.com, 15 Oct 2026
- Card security
- Stripe handles full card numbers and Smart Book says it does not intentionally store full card numbers or security codes in its ordinary application records. · wwwsmartbook.com, 15 Oct 2026
- Company disclosure
- The about page says Smart Book does not publish invented customer counts, testimonials, awards or compliance certifications. · wwwsmartbook.com, 15 Oct 2026
- CRM
- Client records can hold contact details, service locations, notes, communication preferences, files and activity history, with duplicate detection and merge tools. · wwwsmartbook.com, 15 Oct 2026
- Customer communications
- Appointment, invoice, overdue and receipt email workflows are available, while managed text messaging is planned for a later release. · wwwsmartbook.com, 15 Oct 2026
- Data portability
- Smart Book supports CSV client import and supported business-data export, with subscription cancellation kept separate from workspace deletion. · wwwsmartbook.com, 15 Oct 2026
- Deletion
- A workspace deletion request has a 30-day recovery period before Smart Book attempts to permanently purge business-scoped records from its active application database. · wwwsmartbook.com, 8 Oct 2026
- Deletion recovery
- A verified owner can schedule workspace deletion with a 30-day recovery period. · wwwsmartbook.com, 15 Oct 2026
- Estimates
- Estimates support line items, discounts, tax, terms, notes, expiration dates and secure customer approval links. · wwwsmartbook.com, 15 Oct 2026
- Estimates and invoices
- Users can create line-item estimates, send secure approval links, convert accepted work into jobs, and create invoices connected to the client and job. · wwwsmartbook.com, 8 Oct 2026
- Field workflow
- Technicians can use My Day on a phone to view assigned jobs, route order, directions, job notes, attachments, and start and completion actions. · wwwsmartbook.com, 8 Oct 2026
- Independent check: Apple App Store
- The Apple SmartBook: Dual Language Books listing is by Stanislau Kurs and shows 4.5 out of 5 from 16 ratings, so it is not evidence about wwwsmartbook.com. · apps.apple.com, 15 Oct 2026
- Independent check: G2
- The G2 Smartbooks page says there are not enough reviews to provide buying insight; it is a different Smartbooks listing rather than a confirmed wwwsmartbook.com listing. · g2.com, 15 Oct 2026
- Independent check: Google Play
- The EV Smart Book listing is published by Porto Editora and shows 3.8 stars from 2.8K reviews, so it is unrelated to wwwsmartbook.com. · play.google.com, 15 Oct 2026
- Independent check: JustUseApp
- The JustUseApp SmartBook page reviews an unrelated educational app and therefore cannot be used as a rating for wwwsmartbook.com. · justuseapp.com, 15 Oct 2026
- Independent review coverage
- No matching wwwsmartbook.com profile or user-review rating was located in the reviewed G2, Capterra, GetApp, Software Advice, TrustRadius, Trustpilot or Gartner Peer Insights searches. · getapp.com, 15 Oct 2026
- Industries
- Supported use cases include lawn care, landscaping, property maintenance, cleaning, pressure washing, pool service, mobile detailing, handyman work, pest control and HVAC. · wwwsmartbook.com, 15 Oct 2026
- Integrations
- The terms identify Base44 infrastructure, Stripe payments, Resend email and Twilio SMS as third-party providers. · wwwsmartbook.com, 15 Oct 2026
- Invoicing
- Invoices include balance and due-date tracking, PDF export, payment recording and links back to the related client and job. · wwwsmartbook.com, 15 Oct 2026
- License
- The terms describe Smart Book software and interface content as proprietary and grant only a limited, revocable, non-transferable internal-use right. · wwwsmartbook.com, 15 Oct 2026
- Limit: accounting scope
- Smart Book focuses on invoicing, payment collection and customer or job history rather than full accounting or general-ledger functions. · wwwsmartbook.com, 15 Oct 2026
- Limit: enterprise scale
- The product explicitly says it is not intended for 200-truck franchises or sales-led enterprise rollouts. · wwwsmartbook.com, 15 Oct 2026
- Limit: landscaping tools
- The landscaping page says Smart Book does not provide landscape CAD, takeoff or aerial property measurement tools. · wwwsmartbook.com, 15 Oct 2026
- Limit: routing
- The route-scheduling page says the product does not provide advanced route optimization, multi-vehicle optimization, GPS fleet tracking or telematics. · wwwsmartbook.com, 15 Oct 2026
Where Smart Book stands on Freedom251
- Maid Service#9 of 17
- Pressure Washing Software#18 of 29
- Handyman Software#17 of 27
- Lawn Care Software#14 of 18
- Pest Control Software#24 of 26