> 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/troubleshooting/troubleshooting-hub-top-issues.md).

# Troubleshooting hub (top issues)

These are the most common "why didn't it work?" problems in Shortcut.

## 1) I don't see an invoice

Shortcut creates an invoice when a job is marked complete.

{% stepper %}
{% step %}

### Check job status

Open the job and confirm it's marked complete. [Open Jobs →](https://shortcutco.com/jobs)
{% endstep %}

{% step %}

### Check invoices

Go to [Invoices](https://shortcutco.com/invoices) and check the list. If the customer is on scheduled or offline billing, also check the **Pending** section at the top — completed work may be waiting there.

<figure><img src="https://2299783971-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOhi7KtJ4vY1pDKwWu5SV%2Fuploads%2Fgit-blob-90d4e052aa018cf877ca799765a2ecb983c35eaa%2Ffinances-invoice-list-statuses.png?alt=media" alt="Invoices list for troubleshooting invoice status"><figcaption><p>Start in Finances when a customer says they did not receive or pay an invoice.</p></figcaption></figure>
{% endstep %}
{% endstepper %}

## 2) Customer paid by check, but reminders keep sending

If you take manual payments, you must mark invoices as paid in [Finances](https://shortcutco.com/invoices).

{% stepper %}
{% step %}

### Open Finances

Go to [Finances](https://shortcutco.com/invoices).
{% endstep %}

{% step %}

### Find the invoice

Locate the invoice.
{% endstep %}

{% step %}

### Mark as paid

Click **Mark as paid**. See [Mark an invoice as paid](/readme/finances-invoices-and-payments/mark-an-invoice-as-paid-manual.md).
{% endstep %}
{% endstepper %}

## 3) Customer says they didn't receive an invoice

Use **Remind** to resend the invoice — available any time while it's unpaid.

{% stepper %}
{% step %}

### Open Finances

Go to [Finances](https://shortcutco.com/invoices).
{% endstep %}

{% step %}

### Find the invoice

Locate the invoice.
{% endstep %}

{% step %}

### Resend reminder

Click **Remind**.
{% endstep %}
{% endstepper %}

Still not arriving? Check the customer's email preferences. See [Customer email preferences and invoice delivery](/readme/finances-invoices-and-payments/customer-email-preferences.md).

## 4) Worker can't see jobs

Workers see jobs only when:

* They are in a Team, and
* The jobs are assigned to that team (crew) in [Dispatch](https://shortcutco.com/dispatch).

{% stepper %}
{% step %}

### Confirm team membership

Confirm the worker is on a team ([Settings → Users](https://shortcutco.com/settings/users)).
{% endstep %}

{% step %}

### Confirm assignment

Confirm jobs are assigned to that team in [Dispatch](https://shortcutco.com/dispatch).

<figure><img src="https://2299783971-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOhi7KtJ4vY1pDKwWu5SV%2Fuploads%2Fgit-blob-e5fb957fc09ae262f3f0e550e16f59ebd43ff74b%2Fworker-today-mobile.png?alt=media" alt="Worker Today mobile view with assigned visits"><figcaption><p>Check Today when a worker cannot find assigned jobs.</p></figcaption></figure>
{% endstep %}
{% endstepper %}

More checks: [Worker can't see jobs](/readme/worker-app/troubleshooting-worker-cant-see-jobs.md).

## 5) Scheduling is confusing (multiple services)

If a customer has multiple services, the first date you pick may start all services unless you set dates per service.

{% stepper %}
{% step %}

### Reopen the calendar

Reopen the scheduling calendar. [Open Jobs →](https://shortcutco.com/jobs)
{% endstep %}

{% step %}

### Select the service

Click individual services on the left.
{% endstep %}

{% step %}

### Set start dates

Set the correct start date per service.
{% endstep %}
{% endstepper %}

## 6) Optimize routes gave a strange order (or skipped stops)

* Set your **route start and end address** in **Scheduling & jobs** (**Settings → Operations**). Without it, the optimizer has no idea where the day begins and ends.
* Check the **Unmapped** count above the map, or the **Missing coordinates** flag on the Needs attention tab. A stop Shortcut can't place on the map is left out of optimization; click **Fix address** on the row.
* Stops in the **Unassigned** lane aren't optimized. Give them a crew first.
* Nothing changes until you click **Apply preview**, so if the preview looks wrong, just close the window.

See [Optimize routes and the Assistant](/readme/dispatch/optimize-routes-and-the-assistant.md).

## 7) Worker doesn't see clock in/out

The Time Clock card only appears in [Today](https://shortcutco.com/today) once an admin turns the feature on.

* Open **Timesheets** in the left navigation and check the **Time Clock** card says **Turn off Time Clock** (meaning it's on).
* Confirm the person is an **Active** employee, not Invited or Inactive.
* Have them fully reload [/today](https://shortcutco.com/today).

See [Timesheets & Time Clock](/readme/time-clock-and-timesheets.md).

## 8) One panel says "Data temporarily unavailable"

On the Dashboard and Costs, each section loads on its own. If one shows *"Data temporarily unavailable. Refresh to try again"*, the rest of the page is fine — retry that panel rather than reloading everything.

If the money tiles look out of date rather than broken, they refresh every hour. Use the **Refresh** button above them — see [Dashboard](/readme/dashboard.md).

## 9) A customer can't get into the customer portal

* **Do they have access?** Open their profile, click the globe (**Customer portal**), then **Portal settings**. **Portal access** should read **Invitation pending** or **Active**. **Not invited** means click **Send invitation**. **Revoked** means click **Restore access**, then **Send invitation**.
* **Did the email go out?** Check **Portal attention & notification delivery** on the same page. **failed** means click **Retry delivery**. **suppressed** usually means the address bounced, was marked as spam, or is a placeholder. Fix the email on their profile and invite again.
* **Expired or already used?** Every link works once. Invitations last 72 hours, and links customers ask for themselves last 15 minutes. Send them to your sign-in page to click **Email me a sign-in link**. That works for invited customers who haven't signed in yet, too.
* **Wrong sign-in page, or an old link?** Each company has its own sign-in page. Send them the link from **View Sign-in page** in [Settings → Customer portal](https://shortcutco.com/settings/customer-portal) (**Settings → Customers → Customer portal**). Old links to the earlier customer area open **Find your customer portal**, which emails a link only if that email has access.
* **Forgot their password?** Customer passwords can't be reset. They use **Email me a sign-in link** instead.
* **"Email me a sign-in link" on an invoice?** It only appears for customers who have access, and it sends the link to the email on their account.

See [Set up the portal, invite customers, and publish visits](/readme/customer-portal/customer-portal-set-up-invite-and-publish.md).

## Still stuck?

Email **<hello@shortcutco.com>** with the customer name + what you expected to happen + a screenshot.
