For the complete documentation index, see llms.txt. This page is also available as Markdown.

🙋Your account

Everyone on your team manages their own login in Settings → General. Click your name at the bottom-left of the sidebar, then click Settings. Settings opens on your Profile. In the mobile app, tap Menu, then tap your name at the bottom.

Crew members see Profile, Security and Notifications only. Admins see the rest of Settings too; see Settings.

Profile

Your First name, Last name, and Email address. Changing your email asks for your Current password first. Click Save profile. Open Profile →

Security

Change your password with Current password, New password (at least 8 characters) and Confirm new password, then click Update password.

Settings → Security: Current password, New password and Confirm new password with Update password, and the Danger Zone card with Deactivate account
Security: change your password, or deactivate your own account under Danger Zone.

Deactivate account

Under Danger Zone, Deactivate account removes your login and keeps your history. Shortcut asks you to confirm with your current password, then signs you out.

If you're the only active admin, Shortcut won't let you do it. Make someone else an admin in Settings → Users first. To shut Shortcut down for the whole company, use Close company account on Plans & billing instead.

Notifications

Choose which alerts reach you and how:

  • Each alert has a Push switch (a notification on your phone, from the mobile app), plus an Email switch when that alert can be emailed. Crews get alerts like route changes and the morning brief. Admins get new leads, estimate answers, customer messages, payments, overdue invoices, and more. On a busy day, payments roll up into one running total that updates quietly instead of buzzing for each one; see Mobile app.

  • Changes save as soon as you flip a switch.

  • Haven't signed in on the app yet? The page shows Install Shortcut for push alerts with Google Play and App Store links. Sign in on the app once and push starts working.

  • Admins also set the Company notification language (English or Español). It's used for anyone who hasn't picked a language of their own under Language.

Text-message alerts for crew members are a per-person SMS notifications checkbox that an admin sets in Settings → Users.

Settings → Notifications: Install Shortcut for push alerts with Google Play and App Store links, the Company notification language set to English, and alerts such as Your route changed, New lead, New customer message and Payment received, each with a Push switch and, where the alert can be emailed, an Email switch
Notifications: a Push switch for every alert, and an Email switch where the alert can be emailed.

Language

Shortcut works in English and Español. Click your name at the bottom-left of the sidebar, point at Language, and pick one. The flag beside Language shows the one you're using.

Shortcut remembers your choice on every device you sign in on. It also sends your own notifications in that language.

Log out

Click your name at the bottom-left of the sidebar, then click Log out.

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