Smart Book vs TeamPoint

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.

TeamPoint is job management software for UK field service businesses, bringing jobs, customer records, scheduling, compliance, quoting, invoicing, and reporting into one platform. Scheduling offers calendar and map views showing availability, location, skills, and job status. Field teams can view job information, complete forms, capture photos and signatures, and update progress through the mobile app. The app works offline and syncs when a connection returns.

Customers can use a self-service portal to view jobs, worksheets, invoices, assets, and service contracts, approve quotes, and request work. Compliance tools capture digital risk assessments, photos, signatures, certificates, and site records, with audit trails and expiry-date visibility. Listed integrations include Xero, Sage, QuickBooks, Stripe, Chargebee, Microsoft 365, SharePoint, Dynamics 365, and other services; custom integrations can be requested. TeamPoint runs on Android, iOS, macOS, web, and Windows. The subscription costs £50 a month, billed £50 + VAT per user, per month, on a fixed-term contract of 12, 24, 36, or 48 months. A one-time setup fee is 3000.00 GBP, billed £3000 + VAT.