Documentation Index
Fetch the complete documentation index at: https://docs.shinecx.com/llms.txt
Use this file to discover all available pages before exploring further.
This guide walks you through your first hour with ShineCRM. More detailed guides for each feature are coming soon.
Sign up
Download ShineCRM from the App Store or Google Play, or open the web dashboard on a desktop browser.
Create your organization
When you sign up, you’ll be prompted to create an organization. This is your private workspace where contacts, jobs, invoices, and team members live. Pick a business name, an org slug (used in your customer-facing portal URL), and your local time zone.
Open the Contacts tab and tap Add contact. Enter their name, phone, email, and service address.
Create your first job
From a contact’s detail page, tap New job. Pick a service type, schedule a time, assign a crew member, and add a price.
Send an estimate or invoice
After completing the job, you can convert it into an invoice or send an estimate beforehand. Customers receive a link to your hosted portal where they can view, accept, and pay.
More to come
This page is a placeholder. Detailed step-by-step guides for each feature area (scheduling, estimating, invoicing, payments, integrations) are being added soon.