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SPECIFICTION
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Smart Book

wwwsmartbook.com

From $25/mo Free trial WebiOSAndroid
Visit wwwsmartbook.com
Spec score 8.3 #5 of 26 in Pest Control Software

What it is

Smart Book is a CRM and field-service management platform for owner-led local service businesses, including lawn care, cleaning, property maintenance, pool service, HVAC and pest control. It manages customers, schedules, recurring work, estimates, invoices, reporting and field roles. Jobs can run once or recur weekly, bi-weekly, monthly or on a custom schedule. Estimates support line items and secure approval links; accepted work can become a job, with invoices tied to the client and job. Technicians use the My Day phone workflow to see assigned jobs, route order, directions, notes and attachments, then mark starts and completions. Stripe connections support invoice payments, saved cards and AutoPay when enabled and authorized; processing fees are separate. The Whole Crew plan costs $30 a month or $300 a year, both with unlimited team members and owner, admin, dispatcher and technician roles. A 7-day trial is available, but there is no free plan. Smart Book runs on Android, iOS and web.

Spec sheet

Product
Smart Book is a CRM and field-service platform connecting customers, schedules, recurring work, estimates, jobs, invoices, payments and field actions.Read 15 Oct 2026 · wwwsmartbook.com
Integrations
The terms identify Base44 infrastructure, Stripe payments, Resend email and Twilio SMS as third-party providers.Read 15 Oct 2026 · wwwsmartbook.com
Mobile apps
The terms refer to iOS and Android mobile store apps and state that subscription purchases and Stripe subscription-management checkout are not offered inside those apps.Read 8 Oct 2026 · wwwsmartbook.com
Support
Support covers product questions, setup, account access, billing, technical issues and privacy requests through a public support channel.Read 15 Oct 2026 · wwwsmartbook.com
License
The terms describe Smart Book software and interface content as proprietary and grant only a limited, revocable, non-transferable internal-use right.Read 15 Oct 2026 · wwwsmartbook.com
Maker
Smart Book is founder-operated by Dustin Gage, who says he runs lawn-care and property-maintenance work in Tennessee and serves in the Tennessee Army National Guard.Read 15 Oct 2026 · wwwsmartbook.com
API and SDK availability
The reviewed official pages describe integrations and browser workflows but do not publish a public API or SDK reference.Read 15 Oct 2026 · wwwsmartbook.com
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.Read 15 Oct 2026 · wwwsmartbook.com
Company disclosure
The about page says Smart Book does not publish invented customer counts, testimonials, awards or compliance certifications.Read 15 Oct 2026 · wwwsmartbook.com
CRM
Client records can hold contact details, service locations, notes, communication preferences, files and activity history, with duplicate detection and merge tools.Read 15 Oct 2026 · wwwsmartbook.com
Customer communications
Appointment, invoice, overdue and receipt email workflows are available, while managed text messaging is planned for a later release.Read 15 Oct 2026 · wwwsmartbook.com
Data portability
Smart Book supports CSV client import and supported business-data export, with subscription cancellation kept separate from workspace deletion.Read 15 Oct 2026 · wwwsmartbook.com
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.Read 8 Oct 2026 · wwwsmartbook.com
Deletion recovery
A verified owner can schedule workspace deletion with a 30-day recovery period.Read 15 Oct 2026 · wwwsmartbook.com
Estimates
Estimates support line items, discounts, tax, terms, notes, expiration dates and secure customer approval links.Read 15 Oct 2026 · wwwsmartbook.com
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.Read 8 Oct 2026 · wwwsmartbook.com
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.Read 8 Oct 2026 · wwwsmartbook.com
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.Read 15 Oct 2026 · apps.apple.com
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.Read 15 Oct 2026 · g2.com
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.Read 15 Oct 2026 · play.google.com
Independent check: JustUseApp
The JustUseApp SmartBook page reviews an unrelated educational app and therefore cannot be used as a rating for wwwsmartbook.com.Read 15 Oct 2026 · justuseapp.com
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.Read 15 Oct 2026 · getapp.com
Industries
Supported use cases include lawn care, landscaping, property maintenance, cleaning, pressure washing, pool service, mobile detailing, handyman work, pest control and HVAC.Read 15 Oct 2026 · wwwsmartbook.com
Invoicing
Invoices include balance and due-date tracking, PDF export, payment recording and links back to the related client and job.Read 15 Oct 2026 · wwwsmartbook.com
Limit: accounting scope
Smart Book focuses on invoicing, payment collection and customer or job history rather than full accounting or general-ledger functions.Read 15 Oct 2026 · wwwsmartbook.com
Limit: enterprise scale
The product explicitly says it is not intended for 200-truck franchises or sales-led enterprise rollouts.Read 15 Oct 2026 · wwwsmartbook.com
Limit: landscaping tools
The landscaping page says Smart Book does not provide landscape CAD, takeoff or aerial property measurement tools.Read 15 Oct 2026 · wwwsmartbook.com
Limit: routing
The route-scheduling page says the product does not provide advanced route optimization, multi-vehicle optimization, GPS fleet tracking or telematics.Read 15 Oct 2026 · wwwsmartbook.com
Limit: service availability
The terms state that the service may be unavailable and provide no uptime guarantee.Read 15 Oct 2026 · wwwsmartbook.com
Limits
The current plan includes CRM, scheduling, estimates, invoices, reporting, and field roles; Stripe processing fees are separate and managed text messaging is planned for a later release.Read 8 Oct 2026 · wwwsmartbook.com
Other providers
The terms identify Base44 for application infrastructure, Stripe for payment processing, Resend for external email delivery, and Twilio for SMS when enabled.Read 8 Oct 2026 · wwwsmartbook.com
Payment data
The maker says full card numbers are handled by Stripe rather than stored in Smart Book’s ordinary business database.Read 8 Oct 2026 · wwwsmartbook.com
Payments
Businesses can connect Stripe for invoice card payments, saved-card workflows and AutoPay when enabled.Read 15 Oct 2026 · wwwsmartbook.com
Payments integration
Businesses can connect their Stripe account for customer invoice payments, saved-card workflows, and AutoPay when enabled and authorized.Read 8 Oct 2026 · wwwsmartbook.com
Permissions
Owner, admin, dispatcher and technician roles separate management, office, financial and field access.Read 15 Oct 2026 · wwwsmartbook.com
Recurring work
Recurring schedules support weekly, biweekly, monthly and custom intervals.Read 15 Oct 2026 · wwwsmartbook.com
Refund limit
Paid fees are generally non-refundable except where law or an express exception applies.Read 15 Oct 2026 · wwwsmartbook.com
Reporting
The product provides reporting surfaces, notifications, audit history, customer activity and launch or quality diagnostics.Read 15 Oct 2026 · wwwsmartbook.com
Scheduling
Users can schedule one-time jobs, manage a calendar and assign team members from a shared office-and-field schedule.Read 15 Oct 2026 · wwwsmartbook.com
Security controls
The site describes business-scoped authorization, restricted financial fields, server-side authorization, protected public-token flows and provider-signature verification.Read 15 Oct 2026 · wwwsmartbook.com
Self-hosting
The reviewed official pages describe a hosted service and do not state a self-hosting option.Read 15 Oct 2026 · wwwsmartbook.com
System requirements
The official site does not publish desktop installation or system-requirement specifications; technicians are described as using My Day from a phone.Read 15 Oct 2026 · wwwsmartbook.com
Target customer
Smart Book is aimed at owner-led local service businesses such as lawn care, cleaning, property maintenance, pool service, HVAC, and pest control, and says it is not built as an enterprise fleet-management suite.Read 8 Oct 2026 · wwwsmartbook.com
Target customers
The product targets owner-led and growing local service businesses, especially crews of roughly 1–15 people.Read 15 Oct 2026 · wwwsmartbook.com
Technician workflow
The My Day view gives technicians assigned stops, route order, directions, notes, attachments, start actions and completion actions.Read 15 Oct 2026 · wwwsmartbook.com

Plans and prices

Whole Crew — monthly $30 a month Monthly Unlimited team members · owner, admin, dispatcher, and technician roles included · Stripe processing fees separate Read 8 Oct 2026 · wwwsmartbook.com
Whole Crew monthly $30 a month monthly Unlimited team members · owner, admin, dispatcher and technician roles · Stripe processing fees separate Read 15 Oct 2026 · wwwsmartbook.com
Whole Crew — annual $300 a year Annually Unlimited team members · owner, admin, dispatcher, and technician roles included · Stripe processing fees separate Read 8 Oct 2026 · wwwsmartbook.com
Whole Crew annual $300 a year annually Unlimited team members · owner, admin, dispatcher and technician roles · $60 less than 12 monthly payments Read 15 Oct 2026 · wwwsmartbook.com

Every Smart Book plan and price →

Strong points and limits

Strong points

  • Supports recurring and one-time job schedules
  • Technician My Day mobile workflow
  • Secure estimate approvals and job conversion
  • Stripe payments, saved cards and AutoPay
  • Unlimited team members on listed plans

Limits

  • No free plan
  • Stripe processing fees are separate
  • Managed text messaging is planned for later
  • Not designed as an enterprise fleet-management suite

Who it suits

Smart Book suits owner-led local service companies needing customer records, recurring scheduling, estimates, invoicing and technician workflows. It is not built as an enterprise fleet-management suite.

Verdict

Smart Book brings office and field tasks into one service-business workflow, with mobile technician tools and Stripe payment options. Pricing starts at $30 a month, with a 7-day trial and no free tier.

Where Specifiction places it

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