Smart Book vs WorkSlate
Smart Book
wwwsmartbook.comWorkSlate
getworkslate.comSide by side
| Figure | Smart Book | WorkSlate |
|---|---|---|
| Price from | $25/mo | $59/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| Plans published | 4 | 5 |
| Spec score · Pest Control Software | 8.3 (#5) | 7.6 (#23) |
| Integrations | The terms identify Base44 infrastructure, Stripe payments, Resend email and Twilio SMS as third-party providers. | QuickBooks Online sync is in limited beta and can sync customers, estimates, invoices, payments, refunds, and credit notes nightly. |
| Payments | Businesses can connect Stripe for invoice card payments, saved-card workflows and AutoPay when enabled. | WorkSlate accepts online card payments through Stripe Connect, with funds going directly to the business's bank account. |
| Product | Smart Book is a CRM and field-service platform connecting customers, schedules, recurring work, estimates, jobs, invoices, payments and field actions. | WorkSlate is an AI-powered field service management platform for trades businesses that manages jobs, scheduling, invoicing, and customer communication. |
| Security controls | The site describes business-scoped authorization, restricted financial fields, server-side authorization, protected public-token flows and provider-signature verification. | The Data Processing Addendum lists TLS 1.2+ encryption in transit, AES-256 encryption at rest, role-based access controls, internal multi-factor authentication, and regular vulnerability assessments, penetration testing, and audits. |
| Support | Support covers product questions, setup, account access, billing, technical issues and privacy requests through a public support channel. | The Business plan includes priority support. |
Plans
Smart Book
- Whole Crew — monthly$30 a month
- Whole Crew monthly$30 a month
- Whole Crew — annual$300 a year
- Whole Crew annual$300 a year
WorkSlate
- Starter$59 a month
- Inventory Management add-on$69 a month
- Professional$129 a month
- Business$249 a month
- EnterprisePriced on request
In their own words
Smart Book
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.
WorkSlate
WorkSlate is an AI-powered field service platform for trades businesses, covering jobs, scheduling, invoicing, and customer communication. It supports more than 18 trades, including HVAC, plumbing, electrical, landscaping, roofing, cleaning, and appliance repair. SmartFlow uses a job’s current status to show technicians the next logical action. AI tools include voice-to-notes, photo captions, descriptions, communication drafts, business insights, and an assistant; core AI features are included on every plan. Online card payments run through Stripe Connect, with funds going directly to the business’s bank account. A branded customer portal is available on Professional and Business for estimates, invoices, job progress, service history, messages, and requests. QuickBooks Online sync is in limited beta and syncs listed records nightly. Starter costs $59 a month and is capped at one user; Professional is $129 a month with five users, and Business is $249 a month with 15 users. There is no free plan, and a 14-day trial is listed. Native technician apps are rolling out to customers.