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Short, clear guides for every part of Cutvey, with the steps, the buttons and the limits.
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Getting started
Set up your workspace, bring your work over and invite your team.
- Your first hour in Cutvey
- Move from HoneyBook or Dubsado
- Invite your team and choose roles
Proposals and contracts
Proposals clients sign online, packages, contracts, forms and bookings.
- Send your first proposal
- Offer packages in a proposal
- Send a contract on its own
Clients and messages
Client records, the client portal, languages and Messages.
- Your clients: statements, merge and archive
- The client portal
- Messages with your team, crew and clients
Projects and planning
Phases, tasks, files, the brief, shot lists, locations and moodboards.
- Projects, phases and the project board
- Build a shot list and storyboard
- Make a moodboard and share it with your client
Crew and shoots
Book crew, send call sheets, log timecards and approve crew invoices.
- Build and send a call sheet
- Book crew, holds and deal memos
- Crew invoices and W-9s
Gear
Your inventory, labels, check-out, service and renting gear out.
- Set up your gear inventory
- Book, check out and return gear
- Rent out your gear
Review and delivery
Share cuts, collect timecoded notes, get approval and deliver the finals.
- Share a cut for review
- Approvals and team sign-off
- Deliver final files
Galleries
Deliver and proof photos and video, with download rules and a store.
- Create and share a gallery
- Favorites, lists and selections
- Sell downloads and prints
Invoices and payments
Get paid by card on your own Stripe account, and let reminders do the chasing.
- Send an invoice and get paid
- Autopay for retainers and payment schedules
- Reminders and late fees
Project money
Budgets, expenses, time, purchase orders and change orders on each job.
- Budget a project and track its costs
- Log expenses and bill them to the client
- Add scope with a change order
Books
Income, expenses, bank feeds, mileage and reports for tax time.
- Connect your bank
- Switch to double-entry accounting
- Give your accountant access
Integrations
Calendars, Gmail, QuickBooks, Xero, Slack, Zapier, your AI and the Cutvey apps.
- Send studio mail from Gmail
- Sync Google Calendar or Outlook
- Connect ChatGPT or Claude
Popular articles
From a draft to money in your account, by card or bank.
Give your client up to four choices, each with its own lines, and let them pick one.
Upload a cut, send one link, and collect timecoded notes and the approval.
Crew, schedule, weather and maps on one sheet, sent only to the people whose sheet changed.
Start here
A calm tour of setup, from your logo to your first proposal.
Bring your clients, open invoices and active projects with you, in the right order.
Add teammates by email, give each a role, and decide what they can see.
Take card payments on your own Stripe account, so money goes straight to you.
Still stuck
Write to a person.
Tell us what you were trying to do, what you expected and what happened instead. A screenshot saves a round of questions.