1) Set up Shortcut for your business

Outcome: Your account is ready to send proposals and collect payments.

What you'll do

• Choose how you want to get paid (Stripe recommended)

• Check that you have at least one service

• (Optional) Invite your team

Steps

1

Open Settings

Click your name at the bottom-left of the sidebar, then click Settings. Settings has its own sidebar with five groups; the steps below use it.

2

Choose how you get paid

Open Customers → Customer payments. You can:

• take payments online with Stripe (recommended), or

• collect checks, cash or bank transfers yourself and mark invoices paid in Shortcut. Write what customers should do in Offline payment instructions; they see it on their invoices.

3

Connect Stripe

If using Stripe, click Connect Stripe and complete setup in Stripe.

4

Confirm services

Open Operations → Services and confirm you have at least one service created. Open Services →

5

(Optional) Invite your team

Open Workspace → Teams to set up your crew(s), then Workspace → Users to invite people. Open Users → Once invited, your team signs in with the same email and password on the web or in the mobile app.

About billing

Shortcut is one plan — $180 per crew per month (save 20% with annual billing), unlimited users, and no per-transaction fee. Every new account gets a 14-day free trial with no credit card required. See Plans & billing for details.

Expected result

• Stripe shows as connected (if you chose Stripe)

• At least one service exists

Common issues

I can't find a service when quoting or scheduling

Create services first (Settings → Operations → Services).

Customers keep getting payment reminders after paying by check

You must mark invoices as paid in Finances when using manual payments.

Still stuck?

Email [e-mail] with a screenshot of your Customer Payments page.