Smart Book vs Wallist

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.

Wallist combines marketing, website management, and field-service tools for service professionals. Its handyman workflow covers customer tracking, estimates, scheduling, invoices, and payment collection, with lead capture, dispatch, customer messaging, and payment tools. An AI-assisted profile builder generates a logo, hero image, overview, and about-us description that users can edit. Estimates can include services, discounts, tax rates, attachments, and terms. SMS and email updates cover appointments, reminders, and on-the-way notices; jobs can be rescheduled by drag and drop. Customers can review and approve estimates and pay invoices in the branded Client Hub. Card and ACH payments run through Stripe, with listed fees of 3% for cards and 1% for ACH; customers can also pay by check, Venmo, cash, or other means. Wallist works on Android, iOS, and the web. Promote Starter is free. A 30-day trial provides access to all features and does not require a credit card.