Smart Book vs Workly

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.

Workly is a mobile and web app for service businesses to estimate jobs, schedule work, manage invoices, and organize operations. Its AI suggests estimate line items and pricing based on a job, and approved estimates can be converted into invoices. Users can add work to a calendar, assign a crew, manage appointments in a mobile view, and use a dispatch board. The site describes taking payment with iPhone Tap to Pay and shows an instant deposit. Workly says it serves solo operators and growing teams in trades including plumbing, HVAC, electrical, roofing, and landscaping. It lists Android, iOS, and web availability, while its App Store listing says the app is for iPhone and requires iOS 13.0 or later. Annual Premium costs $119.99 a year, billed annually as an in-app purchase. The App Store listing advertises a 3-day free trial for creating invoices and 24/7 in-app chat support. Workly, LLC is headquartered in Cheyenne, Wyoming.