# Shortcut

## Shortcut Help Center

- [Shortcut Help Center](https://docs.shortcutco.com/readme.md): Quick answers for setting up Shortcut: quoting, scheduling, and getting paid.
- [Start Here - Get set up, send a proposal, and get paid](https://docs.shortcutco.com/readme/start-here-get-set-up-send-a-proposal-and-get-paid.md): If you complete the first five pages in this section, you’ll be able to send a proposal, schedule work, and collect money—without talking to support.
- [1) Set up Shortcut for your business](https://docs.shortcutco.com/readme/start-here-get-set-up-send-a-proposal-and-get-paid/1-set-up-shortcut-for-your-business.md)
- [2) Create services (so you can quote)](https://docs.shortcutco.com/readme/start-here-get-set-up-send-a-proposal-and-get-paid/2-create-services-so-you-can-quote.md)
- [3) Add a lead and send a proposal](https://docs.shortcutco.com/readme/start-here-get-set-up-send-a-proposal-and-get-paid/3-add-a-lead-and-send-a-proposal.md)
- [4) Schedule + assign the job](https://docs.shortcutco.com/readme/start-here-get-set-up-send-a-proposal-and-get-paid/4-schedule-+-assign-the-job.md)
- [5) Get paid (complete job → invoice → payment)](https://docs.shortcutco.com/readme/start-here-get-set-up-send-a-proposal-and-get-paid/5-get-paid-complete-job-greater-than-invoice-greater-than-payment.md)
- [Later (optional): Customize automations](https://docs.shortcutco.com/readme/start-here-get-set-up-send-a-proposal-and-get-paid/later-optional-customize-automations.md)
- [Later (optional): Lead Capture (website leads)](https://docs.shortcutco.com/readme/start-here-get-set-up-send-a-proposal-and-get-paid/later-optional-intake-form-website-leads.md)
- [Later (optional): Templates](https://docs.shortcutco.com/readme/start-here-get-set-up-send-a-proposal-and-get-paid/later-optional-templates.md)
- [Later (optional): Set up Dispatch](https://docs.shortcutco.com/readme/start-here-get-set-up-send-a-proposal-and-get-paid/later-optional-set-up-dispatch.md)
- [Dashboard](https://docs.shortcutco.com/readme/dashboard.md): The Dashboard is your "how is my business doing?" home screen.
- [Tasks (to-dos)](https://docs.shortcutco.com/readme/dashboard/tasks-to-dos.md)
- [Settings](https://docs.shortcutco.com/readme/configuration.md): Everything you set up once — you, your team, your company, how customers reach and pay you, and how the work runs. Open it from your name at the bottom-left of the sidebar.
- [Users and Teams](https://docs.shortcutco.com/readme/configuration/workforce-users-+-roles-+-teams.md): Invite your team, set their role, crew and pay rate, and organize your crews. Users and Teams both live in Settings → Workspace.
- [Plans & billing](https://docs.shortcutco.com/readme/configuration/billing-subscription.md)
- [Company & brand](https://docs.shortcutco.com/readme/configuration/company-profile.md)
- [QuickBooks integration](https://docs.shortcutco.com/readme/configuration/quickbooks-integration.md): Connect QuickBooks Online and keep your books in sync automatically.
- [Lead capture (website form)](https://docs.shortcutco.com/readme/configuration/intake-form-tracking-+-embed-+-redirect-+-services.md)
- [Customer payments (Stripe, offline payments, fees)](https://docs.shortcutco.com/readme/configuration/finances-settings-stripe-manual-payments-fees.md)
- [Services (pricing structures)](https://docs.shortcutco.com/readme/configuration/services-pricing-structures.md)
- [Templates](https://docs.shortcutco.com/readme/configuration/templates.md)
- [Scheduling & jobs (capacity + routes)](https://docs.shortcutco.com/readme/configuration/settings-capacity-+-route-start-and-end.md)
- [Custom fields](https://docs.shortcutco.com/readme/configuration/custom-fields.md): Track the things your business cares about — gate codes, pets, irrigation zones — on every customer.
- [Leads, Prospects, Customers](https://docs.shortcutco.com/readme/leads-prospects-customers.md): One Customers workspace with views for every stage.
- [How to add a lead](https://docs.shortcutco.com/readme/leads-prospects-customers/how-to-add-a-lead.md)
- [Prospect management (approve, remind, void)](https://docs.shortcutco.com/readme/leads-prospects-customers/prospect-management-approve-remind-void.md)
- [Customers overview + importing](https://docs.shortcutco.com/readme/leads-prospects-customers/customers-overview-+-importing.md)
- [Customer tags (create, apply, filter)](https://docs.shortcutco.com/readme/leads-prospects-customers/customer-tags.md): Label customers with your own tags — VIP, gate codes, do-not-text — and filter Customers, Jobs, and Dispatch by them.
- [Proposals](https://docs.shortcutco.com/readme/proposals.md): Proposals are how you send estimates to prospective or current customers.
- [How to create and send a proposal](https://docs.shortcutco.com/readme/proposals/how-to-create-and-send-a-proposal.md)
- [Proposal service options (edit + alternatives)](https://docs.shortcutco.com/readme/proposals/proposal-service-options-edit-+-alternatives.md)
- [Jobs & Scheduling](https://docs.shortcutco.com/readme/jobs-and-scheduling.md): Jobs are the work you do for customers.
- [Create a job for an existing customer](https://docs.shortcutco.com/readme/jobs-and-scheduling/create-a-job-for-an-existing-customer.md): Add new work for an existing customer straight from their profile.
- [Scheduling calendar (multi-service start dates)](https://docs.shortcutco.com/readme/jobs-and-scheduling/scheduling-calendar-multi-service-start-dates.md)
- [Scheduling chemical programs (starting rounds & linked programs)](https://docs.shortcutco.com/readme/jobs-and-scheduling/scheduling-chemical-programs.md): Pick the first visit and Shortcut plans the whole season — suggested starting rounds, catch-up, and linked start dates when a customer has multiple programs.
- [Calendar](https://docs.shortcutco.com/readme/jobs-and-scheduling/calendar.md): Plan which stops happen on which day, which crew owns them, and in what order.
- [Reschedule a job (just this event vs future events)](https://docs.shortcutco.com/readme/jobs-and-scheduling/reschedule-a-job-single-visit-vs-update-future-events.md)
- [Pause, resume, or cancel a job](https://docs.shortcutco.com/readme/jobs-and-scheduling/pause-resume-or-cancel-a-job.md)
- [Adding one-off services to a visit](https://docs.shortcutco.com/readme/jobs-and-scheduling/adding-one-off-services-to-a-visit.md): Add a one-time service charge to a single visit from Dispatch, the customer profile, or the worker app.
- [Mark a job complete (and what happens next)](https://docs.shortcutco.com/readme/jobs-and-scheduling/mark-a-job-complete-and-what-happens-next.md)
- [Bulk price changes](https://docs.shortcutco.com/readme/jobs-and-scheduling/bulk-price-changes.md): Raise (or change) prices across many customers at once, and notify everyone properly.
- [Dispatch](https://docs.shortcutco.com/readme/dispatch.md): Dispatch is where you run the day: put every stop under the right crew, in the right order, keep an eye on the field, and close the day out.
- [Assign crews and set the route order](https://docs.shortcutco.com/readme/dispatch/assigning-and-ordering-routes.md): Get every stop under a crew, put the stops in driving order, and make a good order stick for next week.
- [Views, filters, and columns](https://docs.shortcutco.com/readme/dispatch/views-filters-and-columns.md): Change the date, narrow the board with filters, pick your columns, and save the setup as a view you can come back to or share.
- [Optimize routes and the Assistant](https://docs.shortcutco.com/readme/dispatch/optimize-routes-and-the-assistant.md): Let Shortcut work out the driving order, and use the Assistant (Cmd+K) to fix a day or rebalance crews.
- [Route map](https://docs.shortcutco.com/readme/dispatch/route-map.md): See the day's routes on a map, follow one crew at a time, draw an area to filter the board, and keep the map and the table pointed at the same stop.
- [Operational notes](https://docs.shortcutco.com/readme/dispatch/operational-notes.md): Leave instructions on a stop that the crew sees on their phone, with a severity and an expiry so old notes don't pile up.
- [Crew ownership (recurring jobs)](https://docs.shortcutco.com/readme/dispatch/crew-ownership.md): Give each recurring job a home crew so visits come pre-assigned every time.
- [Split visits and sending more than one crew](https://docs.shortcutco.com/readme/dispatch/split-and-shared-visits.md): Move one service to another crew, or send several crews to the same stop, and still bill the customer once.
- [Needs attention](https://docs.shortcutco.com/readme/dispatch/needs-attention.md): One tab for everything that needs a decision: skipped and sent-back stops, stops with no crew, double-bookings, overdue chemical rounds, and more.
- [Messaging from Dispatch (SMS + email)](https://docs.shortcutco.com/readme/dispatch/messaging-from-dispatch.md): Text or email the customers on today's board — with a check of exactly who will receive it before anything sends.
- [Closing out the day](https://docs.shortcutco.com/readme/dispatch/closing-out-the-day.md): Complete stops from the office, check the money on the Close out tab, and deal with hourly visits that ran past the day.
- [Messaging (shared inbox)](https://docs.shortcutco.com/readme/messaging-inbox.md): Text customers from a shared team inbox.
- [Finances (Invoices & payments)](https://docs.shortcutco.com/readme/finances-invoices-and-payments.md)
- [Finances overview (invoice list + filters)](https://docs.shortcutco.com/readme/finances-invoices-and-payments/finances-overview-invoice-list-+-filters.md)
- [How invoices are created](https://docs.shortcutco.com/readme/finances-invoices-and-payments/how-invoices-are-created-job-driven.md)
- [Billing modes (when invoices are created)](https://docs.shortcutco.com/readme/finances-invoices-and-payments/billing-modes.md)
- [Pre-pay invoicing](https://docs.shortcutco.com/readme/finances-invoices-and-payments/pre-pay-invoicing.md)
- [Invoice statuses explained (Paid, Unpaid, Overdue, Void)](https://docs.shortcutco.com/readme/finances-invoices-and-payments/invoice-statuses-explained-paid-unpaid-overdue.md)
- [How customers pay an invoice](https://docs.shortcutco.com/readme/finances-invoices-and-payments/how-customers-pay-an-invoice.md)
- [Mark an invoice as paid (offline payments)](https://docs.shortcutco.com/readme/finances-invoices-and-payments/mark-an-invoice-as-paid-manual.md)
- [Remind / resend an invoice](https://docs.shortcutco.com/readme/finances-invoices-and-payments/remind-resend-an-invoice-after-24-hours.md)
- [Customer email preferences and invoice delivery](https://docs.shortcutco.com/readme/finances-invoices-and-payments/customer-email-preferences.md)
- [Processing fees (optional)](https://docs.shortcutco.com/readme/finances-invoices-and-payments/processing-fees-optional.md)
- [Sales tax](https://docs.shortcutco.com/readme/finances-invoices-and-payments/sales-tax.md)
- [Late fees](https://docs.shortcutco.com/readme/finances-invoices-and-payments/late-fees.md)
- [Refunds & credit memos](https://docs.shortcutco.com/readme/finances-invoices-and-payments/refunds-and-credit-memos.md): Send money back, record a credit, reissue a QuickBooks invoice, or undo a payment you recorded by hand.
- [Automations](https://docs.shortcutco.com/readme/automations.md): Automatic customer messages and follow-up work. Covers campaigns you build, Shortcut's built-in automations, and how to see exactly what each one did.
- [Build and publish a campaign](https://docs.shortcutco.com/readme/automations/build-and-publish-a-campaign.md): Create a campaign from a template or from scratch, choose how it starts, add steps, test it, and publish it.
- [Templates, starts, and steps](https://docs.shortcutco.com/readme/automations/automations-list-+-triggers-exact.md): Every campaign template and what it does, every event a campaign can start from, and the built-in library automations.
- [Campaign results, activity, and receipts](https://docs.shortcutco.com/readme/automations/campaign-activity-and-receipts.md): Read a campaign's results, find any customer's run, open the exact message that was sent, and stop, restart, or archive a campaign.
- [Review requests](https://docs.shortcutco.com/readme/automations/review-requests.md): Automatically ask happy customers for Google reviews — and catch unhappy feedback privately.
- [Troubleshooting: an automation didn't fire](https://docs.shortcutco.com/readme/automations/troubleshooting-an-automation-didnt-fire.md): Find out exactly why a campaign or built-in automation didn't message a customer, using health, Activity, run details, and receipts.
- [Chemicals](https://docs.shortcutco.com/readme/chemical-tracking.md): Set up chemical tracking, manage programs and products, record field applications, and export compliance history in Shortcut.
- [Products](https://docs.shortcutco.com/readme/products.md): Sell materials like mulch by the yard, plants, pavers or a sprinkler head alongside your services, with their own price, cost and tax setting, from estimate to invoice to your margins.
- [Snow removal](https://docs.shortcutco.com/readme/snow-removal.md): Sell snow services that wait for snow, send out everyone who is due when it falls, offer salting on call, and bill each push by the depth.
- [Costs & Profitability](https://docs.shortcutco.com/readme/costs-and-profitability.md): Log expenses, set labor rates, and see real margins on jobs and customers.
- [Timesheets & Time Clock](https://docs.shortcutco.com/readme/time-clock-and-timesheets.md): Let your crew clock in and out from their phone, then review and correct the hours on Timesheets.
- [Reports](https://docs.shortcutco.com/readme/reports.md): Reports answers the recurring questions — where the money came from, who owes you, and the paperwork you have to file.
- [Website](https://docs.shortcutco.com/readme/website-builder.md): A hosted marketing website for your business, built from your Shortcut data.
- [Customer portal](https://docs.shortcutco.com/readme/customer-portal.md): A branded place for your customers to see published visits, service reports, invoices, and payments. Every customer still gets the invoice payment page, portal or not.
- [Set up the portal, invite customers, and publish visits](https://docs.shortcutco.com/readme/customer-portal/customer-portal-set-up-invite-and-publish.md): Set your portal contact details, invite customers, and publish the visits and service reports you want them to see.
- [Worker app](https://docs.shortcutco.com/readme/worker-app.md): The Worker app is optimized for mobile and built for crews in the field.
- [Worker app overview](https://docs.shortcutco.com/readme/worker-app/worker-app-overview.md)
- [Troubleshooting: worker can't see jobs](https://docs.shortcutco.com/readme/worker-app/troubleshooting-worker-cant-see-jobs.md)
- [Mobile app (iPhone + Android)](https://docs.shortcutco.com/readme/mobile-app.md): Shortcut Field is the Shortcut app for iPhone and Android: the same account and the same screens as the web, plus push notifications, GPS check-ins, camera photos, and offline mode for crews.
- [Your account](https://docs.shortcutco.com/readme/your-account.md)
- [Troubleshooting](https://docs.shortcutco.com/readme/troubleshooting.md)
- [Troubleshooting hub (top issues)](https://docs.shortcutco.com/readme/troubleshooting/troubleshooting-hub-top-issues.md)

## Developers

- [Shortcut Developers](https://docs.shortcutco.com/developers/readme.md): Build on Shortcut with the REST API, webhooks, and an MCP server for AI agents, all on one token and scope model.
- [Quickstart](https://docs.shortcutco.com/developers/quickstart.md): Create an API token, check it, create a lead, and see the lead in Shortcut, in about five minutes.
- [Workspaces and tokens](https://docs.shortcutco.com/developers/concepts/workspaces-and-tokens.md): How a Shortcut workspace, its API tokens, and the people who create them fit together.
- [Glossary](https://docs.shortcutco.com/developers/concepts/glossary.md): The objects in the Shortcut API, what each one is in the app, and how ids work.
- [Scopes](https://docs.shortcutco.com/developers/concepts/scopes.md): Every Shortcut API scope, the presets in Settings, and what the complete, send, and trigger scopes do.
- [Conventions](https://docs.shortcutco.com/developers/concepts/conventions.md): How every Shortcut API request and response is shaped - authentication, JSON, envelopes, pagination, dates, money, and versioning.
- [Sync](https://docs.shortcutco.com/developers/concepts/sync.md): Keep another system in step with Shortcut using updatedSince and createdSince, with a watermark and a five-minute overlap.
- [Idempotency, retries, and rate limits](https://docs.shortcutco.com/developers/concepts/idempotency-and-retries.md): Retry any write safely with Idempotency-Key or the MCP requestKey, stay inside the rate limits, and trace a request with its request id.
- [Errors](https://docs.shortcutco.com/developers/concepts/errors.md): Every Shortcut API error type and code, what causes it, and how to fix it.
- [API reference](https://docs.shortcutco.com/developers/api-reference/reference.md): The Shortcut REST API - base URL, authentication, and every object it returns. Endpoints are rendered from the OpenAPI description.
- [Objects](https://docs.shortcutco.com/developers/api-reference/reference/objects.md): Every object the Shortcut API returns, each defined once with its fields, an example, and the endpoints that return it.
- [The token object](https://docs.shortcutco.com/developers/api-reference/reference/objects/token.md): The token object in the Shortcut API - every field, an example, and the endpoints that return it.
- [The customer object](https://docs.shortcutco.com/developers/api-reference/reference/objects/customer.md): The customer object in the Shortcut API - every field, an example, and the endpoints that return it.
- [The property object](https://docs.shortcutco.com/developers/api-reference/reference/objects/property.md): The property object in the Shortcut API - every field, an example, and the endpoints that return it.
- [The lead object](https://docs.shortcutco.com/developers/api-reference/reference/objects/lead.md): The lead object in the Shortcut API - every field, an example, and the endpoints that return it.
- [The estimate object](https://docs.shortcutco.com/developers/api-reference/reference/objects/estimate.md): The estimate object in the Shortcut API - every field, an example, and the endpoints that return it.
- [The estimate reminder object](https://docs.shortcutco.com/developers/api-reference/reference/objects/estimate-reminder.md): The estimate reminder object in the Shortcut API - every field, an example, and the endpoints that return it.
- [The job object](https://docs.shortcutco.com/developers/api-reference/reference/objects/job.md): The job object in the Shortcut API - every field, an example, and the endpoints that return it.
- [The visit object](https://docs.shortcutco.com/developers/api-reference/reference/objects/visit.md): The visit object in the Shortcut API - every field, an example, and the endpoints that return it.
- [The visit completion object](https://docs.shortcutco.com/developers/api-reference/reference/objects/visit-completion.md): The visit completion object in the Shortcut API - every field, an example, and the endpoints that return it.
- [The invoice object](https://docs.shortcutco.com/developers/api-reference/reference/objects/invoice.md): The invoice object in the Shortcut API - every field, an example, and the endpoints that return it.
- [The invoice delivery object](https://docs.shortcutco.com/developers/api-reference/reference/objects/invoice-delivery.md): The invoice delivery object in the Shortcut API - every field, an example, and the endpoints that return it.
- [The payment object](https://docs.shortcutco.com/developers/api-reference/reference/objects/payment.md): The payment object in the Shortcut API - every field, an example, and the endpoints that return it.
- [The payment reversal object](https://docs.shortcutco.com/developers/api-reference/reference/objects/payment-reversal.md): The payment reversal object in the Shortcut API - every field, an example, and the endpoints that return it.
- [The service object](https://docs.shortcutco.com/developers/api-reference/reference/objects/service.md): The service object in the Shortcut API - every field, an example, and the endpoints that return it.
- [The product object](https://docs.shortcutco.com/developers/api-reference/reference/objects/product.md): The product object in the Shortcut API - every field, an example, and the endpoints that return it.
- [The tag object](https://docs.shortcutco.com/developers/api-reference/reference/objects/tag.md): The tag object in the Shortcut API - every field, an example, and the endpoints that return it.
- [The custom field object](https://docs.shortcutco.com/developers/api-reference/reference/objects/custom-field.md): The custom field object in the Shortcut API - every field, an example, and the endpoints that return it.
- [The team object](https://docs.shortcutco.com/developers/api-reference/reference/objects/team.md): The team object in the Shortcut API - every field, an example, and the endpoints that return it.
- [The user object](https://docs.shortcutco.com/developers/api-reference/reference/objects/user.md): The user object in the Shortcut API - every field, an example, and the endpoints that return it.
- [The webhook object](https://docs.shortcutco.com/developers/api-reference/reference/objects/webhook.md): The webhook object in the Shortcut API - every field, an example, and the endpoints that return it.
- [The webhook delivery object](https://docs.shortcutco.com/developers/api-reference/reference/objects/webhook-delivery.md): The webhook delivery object in the Shortcut API - every field, an example, and the endpoints that return it.
- [Meta](https://docs.shortcutco.com/developers/api-reference/reference/meta.md): The token making the request and its workspace.
- [Customers](https://docs.shortcutco.com/developers/api-reference/reference/customers.md): The people and businesses the workspace serves.
- [Properties](https://docs.shortcutco.com/developers/api-reference/reference/properties.md): Service addresses that belong to customers.
- [Leads](https://docs.shortcutco.com/developers/api-reference/reference/leads.md): Requests for service, from your website, ads, or another system.
- [Estimates](https://docs.shortcutco.com/developers/api-reference/reference/estimates.md): Prices offered to a lead or customer.
- [Jobs](https://docs.shortcutco.com/developers/api-reference/reference/jobs.md): The recurring or one-time work you sold.
- [Visits](https://docs.shortcutco.com/developers/api-reference/reference/visits.md): One stop on the schedule: a job's work on one date.
- [Invoices](https://docs.shortcutco.com/developers/api-reference/reference/invoices.md): What customers owe, and its delivery.
- [Payments](https://docs.shortcutco.com/developers/api-reference/reference/payments.md): Payments against invoices.
- [Services](https://docs.shortcutco.com/developers/api-reference/reference/services.md): The service catalog jobs and estimates are made from.
- [Products](https://docs.shortcutco.com/developers/api-reference/reference/products.md): Products sold alongside services.
- [Tags](https://docs.shortcutco.com/developers/api-reference/reference/tags.md): Labels attached to customers and leads.
- [Custom fields](https://docs.shortcutco.com/developers/api-reference/reference/custom-fields.md): Extra fields on every customer's profile.
- [Teams](https://docs.shortcutco.com/developers/api-reference/reference/teams.md): Crews: the people who work together in the field.
- [Users](https://docs.shortcutco.com/developers/api-reference/reference/users.md): Staff: company admins and employees.
- [Webhook subscriptions](https://docs.shortcutco.com/developers/api-reference/reference/webhook-subscriptions.md): Signed events sent to your HTTPS endpoint.
- [MCP overview](https://docs.shortcutco.com/developers/mcp/overview.md): What the Shortcut MCP server is, how a token shapes what an agent can do, and the protocol details for building your own client.
- [Connect Claude](https://docs.shortcutco.com/developers/mcp/connect-claude.md): Connect Claude.ai, Cowork, Claude Desktop, Claude Code, or the Claude API to your Shortcut workspace by signing in, or with an API token.
- [Connect Cursor and other clients](https://docs.shortcutco.com/developers/mcp/connect-cursor-and-others.md): Connect Cursor, VS Code, Windsurf, and your own agents to the Shortcut MCP server with an API token.
- [Connect ChatGPT](https://docs.shortcutco.com/developers/mcp/connect-chatgpt.md): Connect ChatGPT to your Shortcut workspace by signing in to Shortcut from ChatGPT.
- [MCP tools](https://docs.shortcutco.com/developers/mcp/tools.md): Every tool the Shortcut MCP server offers, with the scopes each needs, what it changes, and its arguments.
- [Recipes](https://docs.shortcutco.com/developers/mcp/recipes.md): Prompts that work well with the Shortcut MCP server, from a read-only first session to an agent that takes in leads.
- [Webhooks](https://docs.shortcutco.com/developers/webhooks/overview.md): Get a signed HTTPS request the moment a customer, lead, estimate, job, visit, invoice, or payment changes in Shortcut, instead of polling.
- [Events](https://docs.shortcutco.com/developers/webhooks/events.md): Every Shortcut webhook event type, the scope it needs, exactly when it fires, and example payloads for each family.
- [Verify signatures](https://docs.shortcutco.com/developers/webhooks/verify-signatures.md): Check the Shortcut-Signature header on every webhook request, with complete examples in Node, Python, Ruby, PHP, and Go.
- [Retries and monitoring](https://docs.shortcutco.com/developers/webhooks/retries-and-monitoring.md): What Shortcut counts as delivered, when it retries, when it turns a webhook off, and how to see and resend every delivery.
- [Local development](https://docs.shortcutco.com/developers/webhooks/local-development.md): Receive Shortcut webhook events on your own computer while you build, through an HTTPS tunnel, and test them with test events and real changes.
- [Push website leads](https://docs.shortcutco.com/developers/guides/push-website-leads.md): Send every request from your own website's contact form to Shortcut as a lead, safely retried and never duplicated.
- [Daily schedule bot](https://docs.shortcutco.com/developers/guides/daily-schedule-bot.md): Post each crew's route for the day to Slack every morning with a short script and a read-only token.
- [Sync customers from your CRM](https://docs.shortcutco.com/developers/guides/sync-customers-from-your-crm.md): Keep customers in step between your CRM and Shortcut, keyed by your CRM's own ids, in both directions.
- [Export invoices and payments to accounting](https://docs.shortcutco.com/developers/guides/export-invoices-and-payments-to-accounting.md): Copy Shortcut invoices, their lines, and payments into an accounting system, and keep balances current.
- [Changelog](https://docs.shortcutco.com/developers/resources/changelog.md): New endpoints, fields, tools, and changes to the Shortcut API and MCP server.