🔧Settings

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.

Your name and your company's name sit at the bottom-left of the sidebar, beside a settings cog. Click them to open the account menu, then click Settings. Settings opens on your Profile.

Click your name at the bottom-left to open the account menu. Settings is at the bottom.

The same menu has:

• Log out.

• Language: point at it and pick English or Español. See Your account.

• Help: opens a chat with Shortcut support.

If you've collapsed the sidebar, you see only the cog. Point at it to see your name, and click it to open the same menu. In the mobile app, tap Menu, then tap your name at the bottom.

Settings has its own sidebar. Back to Shortcut at the top takes you back to the page you came from. Under it are a Search box and the five groups. On a phone, open the menu to switch between Settings pages.

Company admins see all five groups. Crew members see General only.

In this Help Center, a path like Settings → Workspace → Users means: open Settings, then click Users under Workspace in the Settings sidebar.

Settings has its own sidebar, with every page sorted into five groups.

Find a setting fast

Type into the Search box at the top of the Settings sidebar. You can search for a page (tags) or for a setting on a page (late fee, logo, route start, deactivate). Matching pages appear with their matching settings listed underneath.

• ↑ and ↓ move through the results, Enter opens one, and Esc clears the box.

• Opening a setting scrolls straight to it and briefly highlights it. To send someone straight there, copy the link from the address bar.

• Everyday words work too: Stripe finds Customer payments, QuickBooks finds Integrations, crew finds Users and Teams, and gate code finds Custom fields.

• You only see pages you can open.

Search covers Settings only. For Timesheets, Reports, customers and everything else, use Jump to… (press /). Jump to… finds Settings pages by name as well.

Search finds the setting as well as its page: late fee finds Past-due policy on Customer payments.

What's inside

General — just you

• Profile — your first name, last name, and the email you sign in with.

• Security — change your password, or deactivate your own account.

• Notifications — which alerts you get, by push in the mobile app or by email. Admins also set the company notification language here.

See Your account.

Workspace — your company account

• Users — invite people, set their role, team, pay rate and license number. See Users and Teams.

• Teams — your crews: names, colours and who's on them. See Users and Teams.

• Plans & billing — your Shortcut subscription: plan, billing cadence, payment method and invoices. See Plans & billing.

• Company & brand — logo, business name, phone number and address, which appear on proposals, invoices, your intake form and your customer portal. See Company & brand.

• Integrations — QuickBooks Online, when it's available on your account.

Customers — what your customers see

• Website — your hosted marketing site. See Website.

• Lead capture — your website lead form: its link, the embed code, and which services it offers. See Lead capture.

• Customer portal — the office email and contact hours your customers see in the portal. See Customer portal.

• Customer payments — Stripe or offline payments, default invoice handling, processing fee, sales tax and your past-due policy. See Customer payments.

Operations — how the work runs

• Services — what you sell. See Services.

• Products — materials you sell with a service, like mulch by the yard or plants, with their unit, price and cost. See Products.

• Templates — reusable service bundles for estimates. See Templates.

• Chemicals — turn chemical tracking on and set its defaults. See Chemicals.

• Automations — campaigns, the built-in automations, and review requests. See Automations.

• Scheduling & jobs — daily job capacity and where routes start and end. See Scheduling & jobs.

Data & Organization — your own labels and fields

• Tags — your customer labels, like VIP or Commercial. See Customer tags.

• Custom fields — the extra details you track on every customer, like gate codes and pets. See Custom fields.

A small lock next to a page means it isn't included on your plan. That only happens on older plans; see Plans & billing.

Timesheets isn't in Settings. It has its own place in the left navigation, between Costs and Reports. See Timesheets & Time Clock.

In the mobile app, Settings leaves out Plans & billing, Customer payments, Website and Integrations. Open those on the web. You can edit people in the app, but inviting someone new needs the web.

Recommended setup order (fast path)

1. Customers → Customer payments — connect Stripe (or choose offline payments).

2. Operations → Services — create the services you sell.

3. Workspace → Teams, then Workspace → Users — create your crew(s) and invite your team, if you have employees.

4. Operations → Scheduling & jobs — set max jobs per day and your yard address.

5. Workspace → Company & brand — logo and business identity.

6. Customers → Lead capture — website lead form (optional).

Have an old bookmark to a settings page?

Bookmarks and emails that point at the old pages open the matching page in Settings. That covers links to Configuration, Catalog, Workforce, Account, Website and Automations. An old Workforce link opens Users. If it pointed at the Teams or Timesheets tab, it opens Teams or Timesheets instead.

Still stuck? Email [e-mail] with a screenshot of the Settings page you're on.