ShineCRM

ShineCRM is the all-in-one field service CRM built for home service operators. Manage your team, clients, and revenue from your phone. JOBS + SCHEDULING Create and dispatch jobs in seconds. See your full schedule, assign crew, and track job status from the road. ESTIMATES + QUOTES Build professional estimates with line items, tiered pricing, and custom discounts. Send via email or text. Clients sign off on their portal. INVOICES + PAYMENTS Generate invoices from completed jobs. Accept online payments through Stripe. Track what's paid, overdue, and outstanding in one view. RECURRING SERVICES Set up ongoing service plans for repeat clients. Automate the job creation schedule so nothing falls through the cracks. CLIENT MANAGEMENT Keep every contact, address, job history, note, and document in one place. Know your client before you pick up the phone. CUSTOMER PORTAL Give clients their own branded portal to view estimates, approve quotes, make payments, and access their service history. REVIEWS + REPUTATION Built-in review request pipeline. Trigger review asks after completed jobs and track your ratings. TEAM + ROLES Add staff with role-based access. Crew see only their own schedule. Managers get the full picture. Start your free trial at shinecx.com.