| Built for | Exterior cleaning only (8 verticals) | Broad home service platform |
| Options your customer can toggle on a quote | Available in ShineCRM. Customers toggle optional add-ons per line and watch the total recompute live before signing. | Their docs show customers choosing between whole estimate options, not toggling individual lines. The one per-line checkbox documented is adding a service plan at approval. 1 , 2 |
| One-time and recurring prices on the same line | A line can offer several frequencies (one-time, quarterly, annual, and more), each with its own price. The customer picks. | Not shown in their estimate documentation. Recurrence is not supported on estimates per their own docs; service plans bill on a cycle chosen at acceptance. 1 , 3 |
| Good / Better / Best packages | Packaged estimates with up to three named tiers are available on web and mobile. | Multi-option estimates exist on all plans; the visual Sales Proposal Tool is included free only on MAX ($299/month billed annually), otherwise a paid add-on. 4 , 5 |
| Discounts that fire automatically | Discount rules trigger off what the customer selects (a line added, a frequency chosen) and recompute live on the quote. | Their discount documentation describes manual, whole-document discounts, one percentage at a time. 6 |
| Tax rates per line item | Each line carries its own tax rates; totals are computed per line after discounts. | Their docs state only one tax rate can be applied per invoice; lines carry a taxable yes/no flag. 7 |
| Recurring service plans | Plans with their own pricing and schedule. Pause, skip, reschedule, and revise terms with effective-dated versions. | Service Plans are included free only on MAX. Per their docs, plan visits are not auto-scheduled (they wait in an unscheduled-visits queue) and plan billing frequency cannot be changed after acceptance. 5 , 8 , 3 |
| AI | Suds AI drafts follow-ups on business events and, only where you opt in per automation, sends them, with a second supervisor AI reviewing every auto-send. | AI Team (reporting, marketing copy, coaching, in-app help) is free on all plans. CSR AI, the answering agent, is a paid add-on priced only through sales. 9 , 10 |
| Two-way texting | Starter, Pro, and Max include a business number with a published monthly SMS allowance. | Available on all plans once you complete carrier (A2P 10DLC) registration. 11 |
| Business-line calling | Starter, Pro, and Max include in-app calling, opt-in recording, transcripts, and AI summaries with published monthly minute allowances. | Voice is a paid add-on (calls in browser, recording, call tracking); pricing not published. 12 |
| Automated review requests | Starter, Pro, and Max include the rule-driven review pipeline: per-person cards, reminders in your voice, and multi-platform routing. | Included on all plans; per their docs, the request templates are not customizable. 13 |
| Users | Free includes up to 3 users. Starter, Pro, and Max include unlimited users. | One user on Basic, up to five on Essentials, up to eight on MAX, then $35/month per extra user. 5 |
| Card processing | Your own Stripe account for online payments. Paid plans add Square Tap to Pay in person and zero ShineCRM markup, making Stripe card payments 0.4% cheaper than on Free. | From 2.59% per card transaction (3.49% for Amex and commercial cards, 1% ACH). 5 , 14 |