yourbusiness.shinecx.com, and it’s where a lot of the magic happens: customers pick options, accept, sign, and pay, all on a page that looks like your business.
How customers reach it
There are no customer logins. Every page is opened from a link your ShineCRM sends, by text or email. Each estimate, invoice, receipt, recurring-services view, and card-save request has its own link. A customer who visits your bare workspace address just sees a simple branded landing page telling them to use the link you sent. Every page is branded as your business: your name in the header, your logo on the white document areas, and the same clean navy-and-cyan styling across all customers.The estimate page
When you send an estimate, the customer opens a page with:- A letterhead with your logo or name, the estimate number, and the valid-until date
- Your intro message
- A What’s included list of services, with photos and prices
- A totals card (subtotal, discounts, taxes, and grand total)
Package estimates
If you built a package estimate, the customer sees up to three tier cards instead of a line list, and picks one. The tier you marked Recommended gets a highlight and a ribbon.The discounts panel
For single-option estimates, customers see their full discount story in one place:- Applied: every discount currently lowering their price, with the total saved up top
- Not applied: a qualifying discount that lost out to a better combination, with an honest reason
- Available: a conditional discount they don’t qualify for yet, each with a one-tap button that makes the exact changes needed to unlock it (for example, “Switch both to bi-annual”) and shows the savings
Guarantees and testimonials
If you’ve added them, your guarantees and customer testimonials show on the estimate, before the accept step, to build trust.Accepting
At the bottom, the customer signs (typed or drawn), optionally ticks your terms-of-service box if you require it, and accepts. The button adapts to what you asked for: Accept estimate, Accept and save card, or Pay deposit. If you required a deposit or a saved card, accepting sends the customer to a secure Stripe Checkout page (never an embedded card form), then back to a confirmation. Their selections and signature are saved before the redirect, so nothing is lost if their browser hiccups. After a plain acceptance they see a short confirmation that you’ll be in touch to schedule; revisiting the link later shows a read-only record of what they agreed to and when.The invoice page
An invoice link opens a clean, hosted invoice: a status badge (paid, due, overdue, partially paid, and so on), the amount, and the full document with line items, discounts, taxes, and any payment history. An unpaid invoice has a Pay by card button that goes to Stripe Checkout. A paid one offers View receipt and a PDF download.All online payments on the portal go through Stripe Checkout (a redirect to Stripe’s secure page). Square is in-person only, on your mobile app, and never appears on the customer’s portal.
Tips
Above the pay button, customers can add a tip with your preset percentages or a custom amount. On a partially paid invoice, the tip is figured on the remaining balance. The full tip is yours to pass to the technician.The receipt page
After paying, the customer lands on a Payment received page with the amount, date, and method, built from the same document as the invoice so the proof of payment always matches the bill. They can download a PDF. If the payment is still settling, the page shows “processing” and updates itself when it clears.The recurring services page
A customer with recurring services has a read-only page showing Your services (each with a friendly cadence like “every 2 weeks,” the next due date, and the per-visit price), Upcoming visits, and Service history. There are no customer actions here; it’s a clear summary of what they’re signed up for.The contact form
Your lead form lives atyourbusiness.shinecx.com/contact, branded to your business, with the fields and consent wording you configured. Submissions create a lead in your CRM.