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Mobile App

The full product, in the truck.

Most field apps are the web product with the good parts removed. ShineCRM's iOS and Android app carries the whole business: build a three-tier quote in a customer's driveway, answer your business line on a ladder, and take the payment at the door.

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What rides along

Sell, talk, collect, and run the day. From the phone.

Sell

Quote from the driveway

  • The full estimate builder: tiers, options, frequencies, discount rules
  • Customer-facing preview before you send
  • Send by email and text, or schedule the send
  • Autosave with an offline-safe outbox

Talk

Your business line, in your pocket

  • Business calls ring the app with the native call screen
  • Texts, emails, and calls on one thread per customer
  • Recording with consent, transcripts, and AI summaries
  • Missed calls text the customer back automatically

Collect

Close the job at the door

  • Square Tap to Pay in person
  • Charge a saved card on file
  • Send invoices and receipts on the spot
  • Full and partial refunds for card payments

Run

The crew's day, organized

  • Day and month calendar with jobs and visits
  • Clock in, breaks, timesheets with corrections and approval
  • Mileage per job, tied to the vehicle
  • Push notifications for leads, payments, and assignments

One product, two screens

Mobile and web share one source of truth.

The mobile quote builder literally mirrors the web builder's logic, and both talk to the same pricing engine as the customer portal. Start a quote in the driveway, polish it at the desk, and the numbers never disagree.

Frequently asked

Questions, answered.

Is the mobile app a companion app or the real thing?

The real thing. The estimate builder on mobile mirrors the web builder feature for feature: tiered good/better/best packages, optional lines, per-line frequency options, automatic discount rules, templates, and sending by email and text. Invoices, contacts, scheduling, conversations, reviews, and Suds AI are all there too.

What happens when I lose signal?

Your work doesn't vanish. Estimate and invoice edits autosave into a durable on-device outbox that survives the app being closed or killed, and syncs when you're back online. Outgoing texts queue the same way.

Can I take business calls in the app?

Yes. Calls to your business number ring the app with the native incoming-call screen on iOS, and you can dial out, mute, use speakerphone, and record (with the org-level consent flow). Recorded calls get transcripts and AI summaries on the customer thread, and missed calls can text the caller back automatically.

Can I take payments in person?

Yes. Square Tap to Pay runs from the app to take cards at the door, and you can charge a saved card on file or send an invoice by text on the spot.

What about my crew?

Technicians get a focused view: their schedule, their jobs, clock in and out with breaks, timesheets with a proper correction-request flow, and mileage per vehicle. Owners and admins see the whole business.

Mobile App

Run the business from wherever the business is.

iOS and Android, included with every ShineCRM account.

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