Welcome to ShineBook. This guide walks you through everything from downloading the app to creating your first client and scheduling your first cleaning job. It should take you about five minutes to complete setup.
Download & Install
ShineBook is a free download available on the App Store for iPhone, iPad, and Mac (Apple Silicon and Intel).
Open the App Store on your iPhone, iPad, or Mac.
Search for "ShineBook" or tap the direct download link at shinebook.app.
Tap Get and authenticate with Face ID, Touch ID, or your Apple ID password.
Tip: ShineBook works on iPhone, iPad, and Mac. If you buy it once on your Apple ID, it's available on all your Apple devices at no extra cost.
First Launch
When you open ShineBook for the first time, you'll see a brief welcome screen followed by the profile setup flow. This takes about 60 seconds.
Business Profile Setup
- Business name — this appears on your invoices and estimates.
- Your name — shown on documents and the daily briefing.
- Phone & email — used as contact info on PDFs.
- Business address — optional, but useful for tax reports and invoices.
- Logo — upload a photo from your library or skip for now.
Tap Save & Continue when you're done. You can edit any of these details later in Settings → Business Profile.
Tip: Adding your logo only takes a moment and makes a big difference on client-facing PDFs. Use a square image for best results.
Dashboard Overview
The Dashboard is the first screen you see each time you open ShineBook. It gives you a real-time snapshot of your cleaning business.
What you'll find on the Dashboard
- Daily Briefing — a plain-English summary of today's jobs, and action items generated each morning.
- Today's Jobs — all cleaning jobs scheduled for today, listed in route order with their current status.
- Revenue Overview — month-to-date revenue and a comparison against last month.
- Action Items — overdue invoices, jobs needing follow-up, and low-supply alerts.
- Upcoming Jobs — the next 7 days at a glance.
You can customize which widgets appear by tapping the Edit button in the top-right corner of the Dashboard.
Tab Navigation
ShineBook uses a bottom tab bar with five main sections. Here's what each one does:
- Dashboard — business overview, daily briefing, action items.
- Clients — your full client list, property details, service history.
- Schedule — calendar view of all cleaning jobs, drag to reschedule.
- Invoices — estimates, invoices, payment tracking.
- More — expenses, routes, supplies, time tracking, AI tools, settings.
Tip: On iPad and Mac, ShineBook uses a sidebar layout instead of the bottom tab bar. All the same sections are accessible — just look to the left.
Adding Your First Client
Clients are the foundation of ShineBook. Every job, invoice, and property is tied to a client record.
Tap Clients in the tab bar, then tap the + New Client button in the top right.
Enter the client's name, phone, and email. All fields are optional except the name.
Tap Add Property to enter their service address. You can add multiple properties per client — useful for clients with multiple homes or offices.
Fill in the property details: size, property type (home, office, commercial, etc.), special equipment needs, and access notes. These help the AI assistant give better service recommendations.
Tap Save Client and you're done.
You can also import clients from your iPhone Contacts. On the Clients screen, tap the menu icon and choose Import from Contacts.
Creating Your First Job
Once you have a client, creating a cleaning job takes about 30 seconds.
Tap Schedule in the tab bar, then tap any date on the calendar or tap + New Job.
Select a client and property from the list, or search by name.
Choose the service type (standard clean, deep clean, move-in/out, etc.) and set the date and time.
Optionally set a price, add notes, or make it a recurring job (weekly, bi-weekly, monthly).
Tap Save Job. It will appear on your calendar and in today's route if the date is today.
Next step: Head over to the Client Management guide to learn about property profiles, service assignments, and client health scores.