Everything you need to get the most out of ShineBook. Step-by-step guides for every feature.
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Download the app, set up your profile, and learn your way around the dashboard on day one.
Add clients, build property profiles, assign services, and track client health scores.
Use the calendar to create one-time and recurring cleaning jobs, track statuses, and manage your workday.
Create estimates, convert them to invoices, capture signatures, and accept payments through multiple gateways.
Build efficient daily routes, see all jobs on a map, and save fuel with optimized drive order.
Log expenses manually, scan receipts with your camera, or use voice entry. Categorized for taxes.
Track Schedule C categories, estimate quarterly taxes, and export P&L reports for your accountant.
Track cleaning supplies, set reorder thresholds, and get low-stock alerts before you run out in the field.
Ask the cleaning assistant questions, log expenses by voice, and get a personalized daily briefing each morning.
Clock in and out of jobs, log mileage automatically or manually, and track labor hours by client.
Build seasonal cleaning plans, schedule deep-clean services, and send clients proactive service recommendations.
Understand how iCloud backup works, export your data, and why ShineBook has no cloud servers or tracking.