Shortcut Help Center

Quick answers for setting up Shortcut: quoting, scheduling, and getting paid.

Getting Started

New to Shortcut? Do these 5 steps first

If you complete these, you'll be able to send a proposal, schedule work, and get paid.

1

1) Set up payments (Stripe recommended)

Open Settings → Customers → Customer payments (click your name at the bottom-left of the sidebar, then Settings) and connect Stripe, or write your offline payment instructions.

2

2) Create your services

Add the 3–5 services you sell (hourly / sq ft / flat fee). Open Services →

3

3) Add a lead + send a proposal

Send it by email, SMS, or both. After sending, the person moves to Customers → Estimate pending until they accept. Open Leads →

4

4) Schedule + assign the job

Schedule the start date(s), then assign the job to a crew in Dispatch so workers can see it. Open Dispatch →

5

5) Complete the job → invoice → get paid

A worker or admin marks the job complete, and that creates the invoice. Check whether it's been paid in Finances →

Get the app

Shortcut runs on your phone too, with push notifications, GPS check-ins, and offline mode for crews: iPhone · Android. Same login as the web. See Mobile app.

Common problems (quick fixes)

• I don't see an invoice → make sure the job is marked complete. The invoice is created from the completed job. Check Invoices →

• Customer paid by check or cash but reminders keep sending → mark the invoice as paid in Invoices →.

• Worker can't see jobs → confirm the job is assigned to their team (crew) for today in Dispatch →.

• Not getting push notifications → sign in on the mobile app once, then switch Push on under Settings → General → Notifications (click your name at the bottom-left of the sidebar, then Settings).

Still stuck?

Email [e-mail] with the customer name + what you were trying to do + a screenshot if possible.