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Welcome to the ShineCRM docs. ShineCRM is the all-in-one CRM, scheduling, and payments platform for exterior cleaning and home-service businesses. ShineCRM ships as a web dashboard and a mobile app backed by the same data. The guides below cover both, and call out the differences with Web dashboard / Mobile app tabs whenever the steps change.

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What you can find here

Guides

Step-by-step help for running your business in ShineCRM: contacts, estimates, jobs, invoices, payments, the unified inbox, and AI.

Integrations

What connects to ShineCRM today (Google Calendar, Stripe, and Square) and what is built in (texting, email, and paid-plan calling).

Programmatic access

How to manage scoped API keys and MCP connections for your organization.

Support

Reach a real person on the ShineCRM team.

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New to ShineCRM?

Start with Getting started. It walks you from creating your account to sending your first estimate.

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Need to delete your account?

See Delete your account. It covers what gets removed (including photos, attachments, and call recordings), when each part happens, what we keep and why, and what can block deletion.

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Why ShineCRM

ShineCRM was built by Sean van Gessel, who ran Winning Window Cleaning in Victoria, British Columbia. His window-cleaning and gutter work exposed two recurring problems: customer conversations scattered across tools and repeat work that was difficult to keep organized between seasons. That experience shaped ShineCRM’s focus on exterior cleaning workflows, a shared customer conversation history, and recurring services. These docs explain the product’s current behavior, permissions, and limits. For the product overview and current offer, visit ShineCRM or pricing. To evaluate it for your trade, start with exterior cleaning workflows and the software comparison reference.