> For the complete documentation index, see [llms.txt](https://docs.shortcutco.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.shortcutco.com/readme/start-here-get-set-up-send-a-proposal-and-get-paid.md).

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

## The 5-step path

{% stepper %}
{% step %}

### Set up your business settings

Make sure your business settings are configured so nothing blocks you.
{% endstep %}

{% step %}

### Create services

Create services so you can quote.
{% endstep %}

{% step %}

### Add a lead and send a proposal

Add a lead and send a proposal to your customer.
{% endstep %}

{% step %}

### Schedule and assign the job

Schedule and assign the job so your team can see it.
{% endstep %}

{% step %}

### Complete the job and get paid

Complete the job to trigger an invoice, then get paid.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
Shortcut’s default:

* 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.
  {% endhint %}

<details>

<summary>Still stuck?</summary>

Email **<hello@shortcutco.com>** with your account email + the customer name + a screenshot of what you’re seeing.

</details>