Shortcuts
The Shortcuts page provides instant access to all UpChannels features, organized by category with search capabilities.
How to access
- Click Shortcuts in the Get Started menu
- Use the global search bar (top of screen)
- Press
Ctrl/Cmd + Kanywhere in the app
Search functionality
Type in the search bar to filter all available pages and actions:
"sale" → Shows: Create Sale, Sales List, Sales Report
"inv" → Shows: Inventory, Invoice, etc.
Pro tip
Search matches titles, descriptions, and tags — type any keyword related to what you need.
Categories
| Category | Color | Features |
|---|---|---|
| Get Started | Blue | Dashboard, Step 1-2-3, Shortcuts |
| Sales | Orange | New Sale, Schedule, Order List |
| Catalog | Teal | Products, Services |
| Inventory | Green | Snapshot, Procurement, Management, Vendors, Labels |
| Growth | Pink | Customers, Messages, SMS Campaigns, Reviews, Ads, Competitors, Local Vibes, Partners, Loyalty |
| Finance | Yellow | Expenses, Assets & Liabilities |
| Reports | Purple | Journal, Sales, Services, Inventory, Expenses, P&L, Balance Sheet |
Featured shortcuts
Quick-access cards for the most common tasks:
| Shortcut | Description |
|---|---|
| Create Sale | Jump directly to Sales → New |
| Add Product | Open product creation form |
| Schedule Job | Go to Schedule page |
| Record Expense | Open expense entry form |
| Daily Journal | Log today's notes and metrics |
Using the shortcuts page
- Browse by category — Expand sections to see all pages
- Click any card — Navigates directly to that feature
- View descriptions — Hover or read the subtitle for context
What's next
- Start with Dashboard for your daily overview
- Create a sale: Sales → New
- Explore Growth tools for customer engagement