🚀Start Here - Get set up, send a proposal, and get paid

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.

The 5-step path

1

Set up your business settings

Choose how customers pay you and check the settings you need first. Go to step 1 →

2

Create services

Add the services you sell so you can quote them. Go to step 2 →

3

Add a lead and send a proposal

Add the customer as a lead and send them a proposal by email or SMS. Go to step 3 →

4

Schedule and assign the job

Schedule the job and make sure it's under a crew so your team can see it. Go to step 4 →

5

Complete the job and get paid

Complete the job to create the invoice, then get paid. Go to step 5 →

Our recommendations:

• Connect Stripe for online payments. It’s a better customer experience and saves you admin work.

• Start with 3–5 services. You can add more later.

• Send your first proposal to yourself once (email or SMS) so you know what customers see.

Later (optional)

Once the basics work, you can add these when you need them:

• Automations: reminders and follow-ups that send themselves

• Lead capture: website leads that land in Shortcut

• Templates: reusable service packages for faster quotes

• Dispatch: run the day's routes across your crews

Still stuck?

Email [e-mail] with your account email + the customer name + a screenshot of what you’re seeing.