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What's new in SalesThumb

Continuous updates from the SalesThumb team — features, improvements, and the occasional bug fix. Subscribe via RSS.

September 2026

September 20, 2026

HQ Scorecard: utilization now reflects real technician and bay capacity

The HQ Scorecard's Utilization and Franchise Health Index now measure booked hours against each shop's actual active technicians and bays and its business hours, so multi-technician networks may see lower figures than before. The Shop Scorecard also gained a CSV export.

  • FixedUtilization no longer assumes one 8-hour technician per shop, no longer counts cancelled or no-show appointments as booked time, and now matches the Utilization by Shop report. Shops with no active technicians/bays or no business hours are left out of the calculation, and the card shows "-" when none have that data.
  • NewExport CSV on the HQ Reports Shop Scorecard table.

September 17, 2026

Mobile app: labeled navigation tiles and a create button beside the thumb

The mobile bottom navigation now shows a row of labeled, color-coded tiles under the thumb button with no solid bar behind them, and each list screen's create action moved into a labeled "+" pill next to the thumb.

  • ImprovedReplaced the mobile app's quick-access icons with a row of labeled tiles under the thumb button — each tab's name is written inside its tile, and the tab you're on turns white so it's obvious where you are.
  • ImprovedRemoved the opaque bar behind the mobile navigation — list content now scrolls through under the tiles instead of stopping at a solid strip.
  • ImprovedEach mobile list screen's create action is now a labeled pill beside the thumb button (+ Quote, + Customer, + Invoice, + Message, + Book, + Shift), replacing the per-screen floating "+" buttons.

August 2026

August 29, 2026

Printable day schedules and workflow polish

A printable schedule for shops that still post the day's jobs on a wall, franchise-sales meeting confirmations, and a Kanban drag fix.

  • NewPrintable, installer-grouped day-schedule PDF for shops that post a paper schedule.
  • NewFranchise Sales meeting bookings now send confirmation and reminder emails to the prospect.
  • FixedFixed a bug where dragging a quote card up or down within the same Kanban column silently reverted on drop instead of persisting.
  • ImprovedMoved Territory Mapping under Locations in the HQ sidebar.

August 27, 2026

Self-serve signup is live

"Get Started" now leads to a real signup flow instead of a waitlist form — alongside WhatsApp messaging, Apple Pay everywhere, and an AI Assistant that fills in its own setup from your real shop data.

  • NewSelf-serve signup launched — create a shop and start using SalesThumb directly, no waitlist.
  • NewWhatsApp Business messages now land in the same shop inbox as SMS and email, connected in one click.
  • NewApple Pay is live on every customer-facing charge page — invoice pay, gift cards, booking/quote deposits, and tip-the-tech.
  • NewAI Assistant setup can auto-fill About Us, Services, Hours, Pricing, Policies, and your booking link from real shop data — never silently overwrites existing text. Its Knowledge Base answers now pull live current prices instead of stale hand-typed ones.
  • NewTerritory Mapping: added a Market Scorecard (opportunity/performance ranking by territory), a boundary map image on the Territory Report PDF, drive-time isochrone boundaries, and ZIP/county rendering on the HQ map.
  • ImprovedAdded a warranty tier conversion analytics report.

August 23, 2026

Calendar redesign, HQ Invoice Locking, and a kiosk warranty upsell

The calendar got a real overlapping-appointment timeline, HQ can now lock invoices on a schedule, and the kiosk picked up a warranty upsell at checkout.

  • NewCalendar redesigned: a Google/Outlook-style overlapping-appointment timeline for Week and Day views, plus per-customer color-coding.
  • NewHQ Invoice Locking: HQ can lock invoices on a daily or weekly schedule so shop staff can't edit them after the fact; shops can request a time-bounded temporary unlock.
  • NewKiosk Window Tint screen redesigned to one row of four equal blocks (day/night preview plus Good/Better/Best), with one shared shade/VLT control instead of three separate ones.
  • NewNo-fault warranty upsell at kiosk checkout — a shop-optional toggle with a real warranty-tier picker on the review screen, charged on the invoice and actually registered, not just a line item.
  • SecurityNew signups and password resets are now screened against a breach-password database, so a known-compromised password gets rejected at signup instead of accepted.

August 15, 2026

Territory Mapping launches

Franchisors can now build and manage real territories on a map — by radius, ZIP list, Census Block Group, county, or hand-drawn polygon — verified against real U.S. Census population data.

  • NewTerritory Mapping: build franchise territories by radius, ZIP list, Census Block Group, county, or hand-drawn polygon, verified against real Census population data.
  • NewTerritory Optimizer: given a seed point and target population, auto-suggests a radius or assembles real Census Block Groups to hit it.
  • NewTerritory Rebalancer: reassign ZIP codes between two territories with a live before/after population preview.
  • NewCompetitor mapping: plot competitor storefronts — manual entry or bulk paste — alongside territories on the same map.
  • NewSales Matrix: custom Good/Better/Best tier labels, wired into settings, kiosk, quote builder, and the product dialog.
  • NewBring-your-own-Twilio: shops can connect their own Twilio account in Settings instead of using the SalesThumb-hosted number.

August 8, 2026

AI SMS receptionist, Meta Ads messaging, and a rebuilt HQ Settings

After-hours texts can now get a real, autonomous AI-drafted reply — including a catalog-priced quote — and Facebook/Instagram messages join the unified inbox.

  • NewAI SMS receptionist: after-hours inbound texts get an autonomous AI reply, including drafting and sending a real, catalog-priced quote overnight within a shop-configurable daily cap.
  • NewMeta Ads messaging: Facebook Messenger, Instagram DMs, and Lead Ad form submissions now land in the unified inbox.
  • ImprovedHQ Settings rebuilt as a tile grid, replacing one long monolithic form.
  • ImprovedQuotes and invoices now draw from one shared sequential number counter per shop, instead of counting independently.

July 2026

July 30, 2026

Passkey login, HQ Store, and multi-service booking

Passwordless login via passkey, a franchisor-to-franchisee store, and customers can now book multiple services in one appointment.

  • NewPasskey login (Face ID / Touch ID / Windows Hello) — satisfies the two-factor requirement on its own.
  • NewHQ Store: franchisors can curate a catalog and sell physical goods — uniforms, promo items, displays — directly to child shops.
  • NewPublic booking page: customers can check multiple à-la-carte services onto one booking instead of just one, with itemized per-service pricing and a shop-level toggle to hide pricing from customers.
  • NewPre-work service and liability waiver gate on the public invoice page — shops can opt in to require a customer signature before the invoice/payment page is usable.
  • ImprovedPricing Rules replaced a one-at-a-time create modal with a spreadsheet-style matrix (vehicle class × window set) with bulk save.

July 28, 2026

Launch pricing revised — Founding 50 shortened, Basic/Starter intro offer added

Two changes to launch pricing, and the discounted price now actually appears on the tier cards. The 2026-07-20 Founding 50 program's 20%-off months-13-36 tail was dropped, and Basic and Starter — previously always full price — picked up their own separate intro offer.

  • ImprovedFounding 50 is now 50% off Growth or Pro for the first 12 months, then full price. The 20% off for months 13-36 announced on 2026-07-20 has been retired.
  • NewNew intro offer on Basic and Starter: 20% off the first 3 months. Open to everyone — not capped at 50 shops and not conditioned on merchant services.
  • FixedThe /pricing tier cards now show the discounted price. They had been rendering full price in production since launch: the sale price was gated behind the PRELAUNCH flag, which production runs with off, so the hero banner advertised a discount the cards below it never reflected.

July 21, 2026

Test Drive demo launch + marketing site refresh

Test Drive — a gated lead-capture demo — launched 2026-07-19 and had its remaining access-gating and seeding issues closed out this week, alongside a round of marketing-site content and comparison-page updates.

  • NewTest Drive (launched 2026-07-19): a gated lead-capture form that unlocks a seeded 12-shop demo workspace.
  • FixedRequired a real captured lead before granting Test Drive access (2026-07-20).
  • FixedSeeded Test Drive shops at the Pro tier instead of a legacy value.
  • FixedMade /test-drive reachable during prelaunch.
  • ImprovedPublished 6 new blog posts covering Product and Operations topics.
  • ImprovedAdded a Last Name field to the lead-capture form.
  • ImprovedAdded a technician-app comparison row and 3 new tracked competitors to the comparison table.
  • ImprovedReordered nav dropdowns and switched the Test Drive link to indigo.
  • ImprovedAdded SSRF-guard and admin-IP-allowlist bullets to the Security page.

July 21, 2026

Mobile app Tier 3 rollout — 2FA, blast composer, royalty review, franchise pipeline

The mobile app picked up four new screens — two-factor verification, blast composer, royalty review, and franchise pipeline — along with login and dark-mode fixes.

  • NewAdded a real two-factor verification screen (TOTP, backup codes, SMS) to the mobile app.
  • NewAdded an SMS/email blast composer to mobile.
  • NewAdded a royalty statement review screen with a record-payment action.
  • NewAdded a Franchise Sales pipeline and prospect-detail screen.
  • FixedFixed a web-login Origin-header CSRF failure and a stalled navigation after 2FA.
  • FixedFixed an app-hang-on-launch loop for accounts enrolled in two-factor authentication.
  • FixedFixed dark-mode contrast bugs and leftover light-mode colors across multiple mobile screens.
  • ImprovedMade the first-run welcome screen role-aware, matching existing onboarding.

July 21, 2026

Platform security hardening — session, credential, and access-control fixes

A multi-day security audit closed critical admin-session and staff-offboarding vulnerabilities, encrypted stored secrets, and added session revocation plus tighter access controls across integrations and billing jobs.

  • SecurityClosed a critical admin-impersonation vulnerability: because the impersonation session and the impersonated user's own ordinary login session shared the same underlying user ID, the person being impersonated could see the admin's impersonation banner in an unrelated tab, kill the admin's live support session, or receive a genuine admin session token — not another admin hijacking a session.
  • SecurityFixed a critical vulnerability where the primary staff-removal flow never revoked the removed member's sessions or blocked them from re-entering the shop afterward, closing a gap the prior day's fix to the sibling removeMember mutation had missed.
  • NewAdded session revocation ("sign out other devices") to account security settings.
  • SecurityEncrypted stored two-factor secrets and third-party integration credentials at rest, masking them on read.
  • SecurityEnforced organization-level two-factor authentication policy and per-plan team seat limits on invites and bulk provisioning.
  • SecurityFixed a cross-organization data leak that let contract data be accessed via orgContracts.allocate.
  • SecurityGated integration-credential changes (ShopMonkey, Google Business Profile, etc.) behind the manage-integrations permission.
  • SecurityAdded rate limiting to a public endpoint and post-upload verification to file-upload routes.
  • FixedFixed a cross-shop data leak in bank-account-update document URLs.
  • ImprovedAdded concurrency and idempotency guards to billing, royalty, and campaign background jobs to prevent duplicate charges and payments.

July 20, 2026

Founding 50 pricing launch + billing correctness fixes

A billing-correctness pass fixed a critical double-subscription bug on plan switches and corrected several marketing pages that overstated seat limits and pricing, alongside the rollout of the Founding 50 early-adopter discount. (Two related items -- the Branded Customer App add-on price and the Sunbit/Affirm financing removal -- landed the following day, 2026-07-21.)

  • NewLaunched the Founding 50 program: 50% off Growth or Pro for months 1-12 (20% off months 13-36) for shops that sign up and maintain active SalesThumb merchant services.
  • FixedFixed a critical bug where switching pricing plans created a second Stripe subscription (legacy billing, since retired) instead of updating the existing one, which could double-bill customers.
  • ImprovedRaised live pricing to Growth $399/mo and Pro $599/mo with seat caps of 5 (Starter) and 10 (Growth), and removed inaccurate "+$15/mo per extra seat" overage copy.
  • FixedCorrected FAQ and pricing-comparison pages that falsely advertised unlimited seats.
  • FixedFixed Basic-tier billing to match marketing copy — no SMS/email allowance included.
  • FixedCorrected a stale hardcoded $49 Basic-tier price shown in the competitor-comparison table.
  • FixedFixed inaccurate claims about the Drip Campaign Pack and SMS/Email Volume add-ons.
  • ImprovedPriced a planned Branded Customer App add-on at $199/mo (2026-07-21); it has since moved back to the roadmap and is not available yet.
  • FixedRemoved the Sunbit and Affirm financing options, which were non-functional stubs presented to customers as real (2026-07-21).

July 17, 2026

Product UX: real content filters, cleaner onboarding, mobile nav refresh

Several usability improvements shipped across the knowledge base/guides, onboarding, and the mobile app.

  • ImprovedThe Knowledge Base and Guides pages now use real single-select category and industry filters instead of stacking every article on one long page.
  • FixedSignup and onboarding pages now distinguish network errors from server errors, and fixed a duplicate-business-name error during onboarding.
  • ImprovedRedesigned the mobile app's tab bar navigation with a floating look and a 5th quick-access icon, expanded the quick-destination panel, and fixed clipped filter chips on the quotes, invoices, and warranty screens.
  • ImprovedMobile conversation messages now appear immediately when sent instead of waiting on the server round-trip.
  • NewAdded bulk actions (assign rep, move stage, enroll in sequence) to the Franchise Sales pipeline list view.
  • ImprovedThe pricing comparison table now includes a Basic column with the real feature list.

July 17, 2026

Security & reliability hardening

A full-codebase security and correctness audit resolved 28 findings this week, closing access-control gaps and race conditions across the platform.

  • SecurityClosed role-based access control and cross-organization data-isolation gaps found across multiple areas of the app.
  • SecuritySwept and fixed stored HTML-injection vulnerabilities across customer-facing content.
  • SecurityClosed server-side request forgery (SSRF) gaps in webhook-replay and plotter-bridge fetch code paths.
  • SecurityWebhook signing secrets are now encrypted at rest, and two-factor backup codes are now hashed at rest.
  • SecurityClosed an admin two-factor authentication and IP-allowlist bypass on internal APIs.
  • SecurityPinned 5 vulnerable transitive dependencies flagged in a dependency audit.
  • FixedFixed race conditions that could cause double-booked appointments, incorrect inventory deduction, and stale quote totals under concurrent edits.
  • FixedInvoice and quote error messages no longer leak raw database error details to users.
  • FixedClosed a gap where the booking assistant, dispute helper, and claim triage AI features were not properly restricted to the plans that include them.

July 17, 2026

Payments: refund fix, deposit reporting, self-serve bank updates

A cluster of payments fixes and additions landed this week, including a fix for a broken refund button and new self-serve tools for merchants.

  • FixedFixed the refund button on invoices, which was not appearing for payments processed through the current payment processor.
  • NewAdded transactions, deposits, and chargebacks reporting built directly from SalesThumb's own payments records.
  • NewMerchants can now request a payout bank-account update directly from Settings > Payments instead of needing manual support intervention.
  • NewMerchants now accept the required Payment Processing Agreement in-app, with each acceptance recorded for compliance.
  • SecurityFixed a race condition that could let a duplicated payment submission overcharge a customer, and added duplicate detection for chargebacks.
  • ImprovedUpdated card processing rates across plan tiers and locked the Basic plan price at $99/mo.
  • ImprovedCleaned up customer-facing payments copy to consistently show SalesThumb branding, and renamed the confusing /kb/connect-stripe help article to /kb/connect-payments.

July 16, 2026

Built-in shop texting — no more Twilio setup

SalesThumb now provisions and verifies your shop's texting number automatically, replacing the old manual Twilio-credential setup.

  • NewSalesThumb now automatically provisions a managed phone-texting subaccount and verifies your shop's number for SMS with an automated phone call — no more manually pasting Twilio SIDs, auth tokens, or numbers into Settings.

July 14, 2026

Mobile app: Purchase Orders, warranty claims, redesigned navigation, and more

A broad round of mobile app additions and polish, including new Purchase Order and warranty-claim workflows, gift-card support in Quick Sale, and a redesigned bottom navigation bar.

  • NewAdded Purchase Order screens (list, create, receive) to the mobile app
  • NewAdded staff-side warranty claim filing on mobile
  • NewAdded dispute/chargeback visibility to the mobile app
  • NewAdded Sales Playbook controls to the mobile Automations screen
  • NewAdded manager shift create/edit/delete to the mobile Schedule screen
  • NewWired gift-card sale and redemption into Quick Sale
  • NewAdded a "scrap this roll" action to Film Usage tracking
  • ImprovedRedesigned the mobile bottom navigation bar with flanking quick-access icons
  • ImprovedAdded a Today/1-day range option to the mobile dashboard chart
  • FixedMade invoice/quote rows tappable in the customer portal
  • FixedFixed dark-mode contrast issues across several mobile screens

July 14, 2026

Pricing plans: GROWTH tier added as a real, enforced plan tier; billing model consolidated

Reconciled the billing and plan data model onto the real flat 4-tier (Basic/Starter/Growth/Pro) structure plus HQ and CRM/Franchise Sales add-ons, and added GROWTH as a genuine, enforced database plan tier so Growth-tier features unlock correctly. Note: this closes the internal DB/feature-gating gap for GROWTH -- live GROWTH-tier checkout is a separate, still-pending item.

  • ImprovedConsolidated plan and pricing data onto a single source of truth across checkout, webhook, admin, and customer billing surfaces
  • NewAdded GROWTH as a real, enforced database plan tier, closing the gap between marketing pricing and what the system actually enforced
  • ImprovedSome Growth-tier features (including inventory v2, warranty tiers, bulk SMS/email, and sales playbook) now correctly unlock at the Growth plan tier. Unlimited seats moved to Pro on 2026-07-20; Growth includes 10

July 14, 2026

New sign-in options: magic-link email login and SMS two-factor authentication

Added passwordless magic-link sign-in on web (July 13) and mobile (July 14), and SMS as an alternate two-factor method alongside authenticator-app codes (July 14), as part of a security/auth push spanning July 12-14. Also repaired a broken password-reset flow (July 13) and a mobile cold-start loading stall on the 2FA screen (July 12).

  • NewAdded magic-link (passwordless email) login on the web app
  • NewAdded magic-link (passwordless email) login on the mobile app
  • NewAdded SMS as an alternate two-factor authentication method alongside TOTP
  • FixedRepaired a broken password-reset flow
  • FixedFixed a mobile app cold-start loading stall caused by an improperly-gated 2FA screen

July 14, 2026

Platform security hardening: tenant isolation, rate limiting, and access control

A multi-day security sweep closed cross-tenant data-isolation gaps across dozens of API routers, added rate limiting to public-facing endpoints, and fixed authentication and webhook verification issues.

  • SecurityClosed a platform-wide tenant-isolation sweep spanning 26 API routers and 71 confirmed cross-tenant data-access findings
  • SecurityScoped catalog items (services, film products, pricing rules), invoices, staff commissions/tips, and appointment scheduling to the caller's own shop
  • SecurityFixed cross-tenant IDOR issues in community replies and prospect field value lookups
  • SecurityAdded rate limiting to public survey, lead-intake, and bearer-token-authenticated endpoints
  • SecurityHardened webhook signature verification and unregister push tokens on logout
  • SecurityClosed an OAuth suspension-bypass issue and a stale org/billing group bug when moving a shop between organizations
  • SecurityFixed two org-membership race conditions (last-owner demotion/removal and duplicate-member creation) and, separately, closed a franchise-sales tenant-isolation gap in prospect task/activity/field mutations

July 10, 2026

Owner-configurable permissions, Teaching Wizard v2, and Sales Matrix kiosk upgrades

Shop owners can now configure permissions per role or per person, the in-app Teaching Wizard was rebuilt around those permissions with verified tours for all 5 roles, and the Sales Matrix kiosk gained bulk pricing controls, white-label branding, and an optional visualizer step.

  • NewAdded owner-configurable permissions — presets, custom sets, and per-person overrides
  • ImprovedRebuilt the Teaching Wizard (v2) with permission-driven steps, spotlighting, and owner visibility controls
  • NewAdded comprehensive full-role Teaching Wizard tours covering all 5 roles (48 verified steps)
  • NewAdded bulk sale-% apply across Sales Matrix catalog tabs
  • NewWired white-label branding into the Sales Matrix kiosk
  • NewAdded an optional Vizme visualizer step to the Sales Matrix kiosk (default off, per-shop 3D/photo mode)
  • ImprovedRedesigned the operator dashboard with KPIs moved to the top and the duplicate setup checklist removed
  • NewWired BuildingPicker into Flat Glass bid creation

July 10, 2026

AI Opportunity Map (Waves 1 & 2): AI features expand to every role

Two waves of AI Opportunity Map features shipped across every role, alongside expanded AI-assistant tool coverage and new AI-assisted tools for super-admin support operations.

  • NewShipped AI Opportunity Map Wave 1 — 7 AI features across every role
  • NewShipped AI Opportunity Map Wave 2 — 7 more AI features across HQ, franchise sales, and mobile
  • NewExpanded AI assistant tool coverage to sales matrix, inventory, staff, and reviews
  • NewAdded AI-assisted support triage, incident postmortems, and an ops morning brief for super-admin
  • NewAdded an Enterprise AI-spend soft-cap monitor with alerting
  • FixedSurfaced previously-silent AI mutation failures on franchise-sales, AI tool, and admin pages instead of failing silently
  • ImprovedWired an AI-outreach copy button and Blast handoff into the 4 AI tool pages, and de-duplicated outreach candidates against recently-contacted customers

July 10, 2026

Pricing simplified to a flat 6-tier model + site-wide accuracy sweep

Pricing moved to a flat 6-tier model with roughly 40 fabricated feature claims removed, and a broader accuracy sweep corrected stale pricing and unsubstantiated product/testimonial claims across the marketing site.

  • ImprovedRestructured pricing to a flat 6-tier model and removed roughly 40 fabricated feature claims
  • FixedRemoved fabricated Item-19 financial data and other unbacked claims from the public franchise pages
  • FixedLabeled /built-for testimonials as illustrative and removed 2 unsubstantiated claims
  • FixedRemoved a false license-plate-to-VIN decode claim from the CRM and booking feature pages
  • FixedRemoved fabricated mobile-app capability claims and labeled illustrative review mockups as such
  • FixedReconciled Pro/HQ pricing and corrected stale pricing-page copy
  • FixedCorrected a stale Growth-tier price ($249 to $299; Growth is $399 since 2026-07-20) on the TintWiz alternatives/FAQ page

July 10, 2026

Security audit: critical 2FA, permission, and money-path fixes across the platform

A multi-round security audit (Round 7, Round 9, and a full 10-dimension pass closing 6 critical, 10 high, 10 medium, and 5 low-severity findings) hardened authentication, admin permissions, tenant isolation, and payment/royalty logic across the platform.

  • SecurityClosed a full-platform security audit spanning 6 critical, 10 high, 10 medium, and 5 low-severity findings (10-dimension audit, following earlier Round 7 and Round 9 passes)
  • SecurityClosed a shop-level role-escalation gap in member update/invite/remove flows, plus broader role-hierarchy privilege-escalation gaps found in a later audit pass
  • SecurityAdded missing admin-permission gates across organization, franchise-agreements, franchise-sales, marketing-fund, and org-broadcast management actions
  • SecurityVerified tenant ownership of customer/building records before Flat Glass bid creation, closing a cross-shop data-access gap
  • SecurityClosed 3 high-severity money-path race conditions (missing row locks), plus additional TOCTOU races and a weak idempotency key
  • SecurityFixed a critical 2FA gap that let an already-enrolled secret be reset without the current TOTP code, plus a separate login-time 2FA verification bypass
  • SecurityGated refund issuance behind the issueRefunds permission, stopped a spoofable IP header from bypassing the admin IP allowlist, and added an SSRF guard for tenant-supplied integration URLs
  • SecurityAdded TOTP-verification rate limiting and admin-AI throttling, fixed a QuickBooks Online query-injection issue, and stopped a database error-message leak
  • SecurityFixed cross-org royalty tampering, commission double-counting, unenforced coupon logic, and a kiosk privacy-blur bug that could expose customer PII on the customer-facing display

July 5, 2026

Security: impersonation scope follow-up fix

A follow-up fix closed a scope gap in the impersonation stop-branch signing oracle.

  • SecurityClosed an impersonation stop-branch signing-oracle scope gap

July 5, 2026

Sales Matrix custom categories

Shops can now define their own Sales Matrix categories and control which built-in categories appear on the kiosk, and a batch of Sales Matrix gap-audit findings was closed.

  • NewSales Matrix now supports shop-defined custom categories (e.g., Detailing) beyond the built-in categories
  • NewPer-shop toggles let owners hide Sales Matrix categories they don't offer from the kiosk
  • FixedClosed 8 confirmed gap-audit findings in Sales Matrix covering tax, privacy, tenant isolation, and analytics

July 4, 2026

Multi-tenant security hardening (Round 6)

A tenant-isolation audit round closed multiple cross-tenant data leaks and impersonation gaps across media, broadcasts, quotes, and vehicle records.

  • SecurityAdded signed media tokens, closing an open /api/media read and a stored-key IDOR
  • SecurityVerified the real Svix HMAC signature on the Resend webhook, failing closed in production
  • SecurityClosed 3 cross-org isolation gaps in org broadcast (audits + announcements)
  • SecurityClosed a cross-tenant metadata leak in quote.addLineItem and hardened customerPipeline writes
  • FixedFixed stopImpersonation being gated so the impersonated target could never call it
  • SecurityClosed a cross-tenant vehicle-data leak and fixed royalty ownership/payment-history bugs

July 4, 2026

Franchise: territory deposits, agreement guards, royalty fixes

Territory reservation deposit tracking shipped, agreement expiration enforcement was hardened with a corrective-action evidence requirement, and several royalty and marketing-fund integrity gaps were closed.

  • NewTerritory reservation deposit tracking
  • FixedAgreement expiration enforcement, status-transition guards, and a corrective-action evidence requirement
  • SecurityClosed a marketing-fund claim double-approve/pay race and added receipt-URL ownership verification
  • FixedClosed 3 royalty paths where a real amount owed could be lost or dodged

July 4, 2026

Payments: chargeback and refund-race fixes

Card chargebacks are now tracked as disputes, and a refund-payment race condition and idempotency-key flaw were closed.

  • FixedCard chargebacks are now recorded as disputes instead of only being logged
  • SecurityClosed a refundPayment race condition and idempotency-key flaw

July 4, 2026

Mobile app: stability and crash fixes

A round of mobile stability fixes closed a crash-on-open bug, native-module crashes, and navigation edge cases, plus silent-failure error handling on several mutations.

  • FixedFixed a crash-on-open bug caused by a missing SafeAreaProvider
  • FixedFixed a walkie-talkie native-module crash and added an error boundary
  • FixedLazy-loaded expo-notifications and expo-secure-store to avoid module-scope native crashes
  • FixedFixed 5 navigation edge cases (role-gate bypass, unmatched route, blank inspection form, back-nav guard)
  • FixedAdded error handling to 8 mobile mutations that were previously failing silently, with a follow-up fix for the award-grant mutation on 2026-07-05

July 3, 2026

Royalty payment terms and audit-trail viewer

Royalty payments gained early-payment discount / late-payment penalty terms, plus a combined royalty and marketing-fund audit-trail viewer.

  • NewRoyalty early-payment discount / late-payment penalty terms
  • NewRoyalty and marketing-fund audit-trail viewer

July 3, 2026

New SalesThumb Payments processing

Merchant payment processing migrated to SalesThumb Payments, with a new customer fee/surcharge engine and payment configuration.

  • NewMigrated merchant payment processing to SalesThumb Payments
  • NewAdded a customer fee/surcharge engine and payment configuration

July 3, 2026

Mobile app: Flat Glass field-estimate flow

A Flat Glass field-estimating flow shipped for the mobile app, and live growth automations were surfaced on the mobile Automations screen.

  • NewFlat Glass field-estimate flow with building capture and live pricing
  • ImprovedLive growth automations surfaced on the mobile Automations screen

July 2, 2026

Franchise HQ: compliance audits, agreements, benchmarking

A batch of Franchise HQ tools shipped: FDD enforcement, compliance audit checklists, agreement lifecycle tracking, multi-unit financial benchmarking, franchisee satisfaction tracking, a site-selection workflow, and territory/marketing-fund claim workflow backend enforcement.

  • NewFDD enforcement added to the franchise agreement flow
  • NewCompliance audit checklists added
  • NewFranchise agreement lifecycle tracking (term/renewal/amendment records)
  • NewMulti-unit financial benchmarking across shops
  • NewFranchisee satisfaction (NPS) tracking
  • NewSite-selection workflow for tracking candidate sites
  • NewTerritory backend enforcement and marketing-fund claim workflow

July 1, 2026

Security: upload-sign and media-key hardening

Two tenant-isolation fixes closed gaps in the upload-sign endpoint and R2 media-key construction.

  • SecurityScoped the upload-sign endpoint to the target shop and hardened customerPipeline tenant isolation
  • SecuritySanitized appointmentId used in R2 media-key construction

July 1, 2026

Franchise onboarding: LMS, e-signature, document hub, ACH

Franchise onboarding tools shipped as part of a gap-closing sprint: LMS lessons, e-signature, a document hub, and ACH automation.

  • NewFranchise LMS lessons, e-signature, document hub, and ACH automation added

July 1, 2026

Mobile app: AI chat assistant, dashboard, and Team Hub

The mobile app gained an in-app AI assistant with confirm-gated actions, a point-of-sale tint preview, voice-to-text for team messaging, a help center, and Team Hub / omnichannel support.

  • NewAsk SalesThumb in-app AI chat assistant with confirm-gated write actions
  • NewTint Shade Preview point-of-sale visualizer
  • ImprovedOn-device voice-to-text transcripts added to Walkie-Talkie messages
  • ImprovedTappable dashboard timelines (7D/30D/90D)
  • NewIn-app Help & Support center
  • NewAdded Team Hub and platform-wide custom fields, plus new Facebook Messenger and web chat channels, with matching mobile support

June 2026

June 30, 2026

Mobile app: field-estimating tools, walkie-talkie, and Polar Tint branding

A mobile app batch added a phone-based tint estimator with a calibration accuracy pass, async team voice messaging, flat-glass and legal-reference tools, a first-run welcome flow, and multi-brand build support for Polar Tint.

  • NewWalkie-Talkie async team push-to-talk voice messaging
  • NewTint Estimator — phone-based VLT (window tint darkness) estimator for installers and sales, with a split-screen calibration accuracy pass
  • NewAutomations control screen to view and toggle live growth automations from the phone
  • NewFlat-glass square-footage calculator added to the quote builder
  • NewTint Laws legal VLT quick-reference by state
  • ImprovedRole-aware first-run welcome overlay
  • ImprovedMulti-brand build support with Polar Tint in-app branding

June 29, 2026

Mobile app: Digital Vehicle Inspection launch

Digital Vehicle Inspection (DVI) forms and appointment booking arrived on the mobile app, the first piece of a mobile expansion that continued through the following week.

  • NewDigital Vehicle Inspection (DVI) forms and appointment booking added to the mobile app

June 26, 2026

New payment processor: SalesThumb Payments replaces Stripe Connect

SalesThumb migrated every merchant charge path off Stripe Connect and onto SalesThumb Payments, from merchant onboarding through deposits, tips, refunds, and invoice payments.

  • NewMerchant onboarding now runs through SalesThumb Payments (KYC + merchant creation), replacing Stripe Connect
  • NewBooking deposits, customer tips, and invoice payments (keyed-in and public pay-link) now process through SalesThumb Payments
  • NewQuote deposits and gift card charges moved to SalesThumb Payments, closing out the last remaining Stripe charge paths
  • NewNew webhook endpoint verifies and dispatches payment, refund, and chargeback events, closing the invoice reconciliation loop
  • FixedOperator-initiated refunds corrected to use the processor's live refund endpoint
  • SecurityPayment webhook payloads are verified with HMAC signatures before being processed
  • ImprovedFee reports and the merchant health page now show SalesThumb Payments references instead of Stripe

June 25, 2026

Quote & invoice workflow: duplicate, schedule rails, AI suggestions

Quotes and invoices on the web app gained copy-forward duplication, schedule-aware creation, and AI line-item suggestions on invoices.

  • NewDuplicate/copy-forward action for quotes and invoices, pre-filling a new document from an existing one
  • NewSchedule rails (day schedule + month calendar) shown when creating a new quote or invoice
  • NewAI line-item suggester added to new invoices, previously available only on quotes

June 25, 2026

Mobile app for iOS and Android — field, sales, and manager parity

SalesThumb shipped its first native mobile app feature set for iOS and Android, bringing installer, sales, and manager workflows to parity with the web app, alongside a run of critical stability and usability fixes ahead of launch.

  • NewInstaller-side AI photo tools (damage scan, install QC check, warranty-claim triage, photo-to-quote) plus a Today "copilot" card with suggested next actions
  • NewSales-side mobile invoicing and take-payment flow (card, cash, check, ACH, financing, other) with a convert-quote-to-invoice action
  • NewManager Dashboard and Reports — revenue trend, close-rate funnel, installer leaderboard, low-stock film, time-off summary
  • NewHQ Pulse: multi-shop revenue comparison for franchise/chain owners
  • NewRead-only inventory lookup screen with low-stock and reorder alerts
  • NewSchedule team-view for managers: Jobs, Team Shifts, and who's currently clocked in
  • NewDeeper customer detail screens — lifetime metrics, vehicle CRUD, appointment/invoice/quote history, quick-create
  • NewAI-suggested reply drafts in the SMS conversation inbox
  • FixedFixed native app authentication — a missing Better-Auth bearer plugin meant the app could log in but never loaded any data
  • FixedRestored in-app back navigation and swipe-back, which was missing app-wide due to a root layout bug
  • FixedReplaced dead-end "Access Restricted" screens with an escape path, and added a confirmation step before recording a payment
  • FixedAdded error/retry states to Dashboard, Customers, Quotes, Invoices, Messages, Profile, and Earnings tabs, which previously showed infinite spinners
  • ImprovedApp pinned to light mode at the time (dark mode was added later) with unified brand colors and added accessibility labels across screens

June 24, 2026

AI feature hub on marketing site + outside AI crawlers blocked from product

The marketing site gained a dedicated AI feature hub with six deep-dive pages, while SalesThumb blocked outside AI/LLM crawlers from indexing or training on its product surfaces, keeping the marketing site itself AI-discoverable.

  • NewNew AI feature mega-menu (desktop + mobile) linking six AI deep-dive pages, replacing a single plain /ai link
  • SecurityBlocked outside AI/LLM crawlers (GPTBot, ClaudeBot, PerplexityBot, and others) from indexing or training on product surfaces (/app, /admin, /api, /kiosk, and similar) via robots.txt and X-Robots-Tag headers, while keeping the marketing site AI-visible
  • SecurityFixed a gap where a tokenized customer link was excluded from search indexing but not from the AI-crawler disallow list, and added a regression test tying both lists to one source of truth
  • FixedCompacted the AI navigation dropdown so it fits within the viewport

June 21, 2026

Inventory and job workflow improvements

Shops gained finer inventory controls, a one-screen material-deduction flow after job completion, and a new commercial flat-glass bid tool.

  • NewDistribution-center stock limits: reorder point, par level, and max-on-hand for items and film
  • NewNew one-screen inventory-deduction flow after a job: preview material usage, then apply (per-shop opt-in, off by default)
  • NewAttach a specific pre/post-install inspection template to a job instead of only the shop default
  • NewCommercial flat-glass bid studio: takeoff, multi-day labor phasing, and deposit/progress-billing math
  • ImprovedFewer steps in create-flows: autofocus and Enter-to-submit on inline create

June 21, 2026

Security hardening: tenant isolation, admin 2FA, perimeter defenses

A security pass briefly switched on database-level tenant isolation in production (rolled back the same day), closed a cross-shop data leak, and locked down the admin console ahead of the PRELAUNCH flip.

  • SecurityRow-Level Security (Phase 1, 7 core tables, dedicated app_user database role) was switched on in production, then rolled back the same day after it broke HQ and location views. It is not active today; tenant isolation is enforced in application code
  • SecurityClosed a cross-shop tenant data leak where a client-supplied shopId wasn't validated against org ownership
  • SecurityTwo-factor authentication now enforced on the super-admin console
  • SecurityBlocked refunds with an empty or missing charge ID, and added confirmation dialogs before destructive or money-moving admin actions
  • SecurityPerimeter hardening: IP rate limits on public endpoints, security headers, and Twilio webhook signature verification

June 21, 2026

Sales Matrix pricing: PPF and Ceramic now match tint's tax-split model

The per-panel and tiered pricing engine built for tint was extended to PPF and Ceramic.

  • NewPPF panel picker now prices through the per-panel grid, emitting a taxable FILM line and untaxed LABOR line
  • NewCeramic tiered pricing now uses the same FILM/LABOR tax-split model as tint and PPF

June 21, 2026

AI Tools Suite: Waves 3-4 and hub reorganization

The AI wave continued with two more three-feature releases, an un-gated Maintenance Reminders tool, and a reorganized AI Tools hub.

  • NewAI Wave-3: Rep Copilot ('Today's next moves'), Photo-to-Quote, and Fill-My-Slow-Days
  • NewAI Wave-4: Intake Damage Scan, Install QC, and Demand Forecast
  • ImprovedMaintenance Reminders tool un-gated and shipped (previously stuck behind a placeholder)
  • ImprovedAI Tools hub reorganized into 4 scannable sections

June 20, 2026

AI Wave-1 & Wave-2, AI Booster credits, and a mobile flat-glass estimator

Two more waves of read-only AI tools shipped alongside a prepaid AI credit system for shops that hit their monthly usage cap, plus a phone-friendly flat-glass field estimator.

  • NewAI Wave-1: Report Writer, Content Studio, and Review Responder
  • NewAI Wave-2: Business Analyst ('Ask your shop'), Dynamic Pricing Advisor, and Churn/LTV at-risk scoring
  • NewAI Booster: prepaid AI credit packs to extend a shop's monthly AI spend cap, with an at-cap upsell prompt
  • NewMobile-friendly field estimator for flat-glass jobs

June 19, 2026

AI inventory photo capture + platform SMS guardrails

Shops gained AI-assisted inventory intake, and the platform gained shared SMS spend guardrails now that all shops run on one ISV 10DLC account.

  • NewAI photo capture when adding a new inventory item
  • ImprovedPlatform-level SMS guardrails: spend cap with auto-pause, threshold alerts, and per-shop daily rate limits

June 18, 2026

AI Assist Suite — 8 new read-only AI tools

SalesThumb shipped its first wave of read-only, tenant-scoped AI tools into the operator AI hub.

  • New8-feature AI Assist suite: quote win-back, no-show risk, close-rate coach, intake DVI summary, maintenance reminder, end-of-day brief, inventory reorder, and review-themes tools

June 17, 2026

Tenant-isolation test coverage locked across 5 routers

A dedicated security-lock test suite covered tenant isolation across five core routers ahead of the later security hardening pass.

  • ImprovedTenant-isolation test coverage added across the messaging, gift card, appointment, customer, and vehicle routers

June 17, 2026

Sales Matrix: tint window-pricing builder, taxable toggles, oversized-vehicle builder

The tint pricing engine gained a full visual pricing builder, per-shop tax toggles, an oversized-vehicle builder, expanded VLT shade options, and a new PPF panel coverage display on the invoice.

  • NewVisual flow-chart window-pricing builder for tint under Settings -> Sales Matrix -> Window Tint
  • NewCustom/Oversized tint vehicle builder for buses, RVs, and limos
  • ImprovedVLT shade presets expanded to the full marketplace range
  • ImprovedPer-shop 'product taxable? / labor taxable?' toggles
  • ImprovedPPF picker now shows covered exterior panels per coverage level on the invoice

June 14, 2026

Kiosk, reputation, and warranty features

Shipped a zone-grouped PPF panel selector for the kiosk Sales Matrix, AI-drafted review-reply draft-assist with negative-review routing, and a new warranty Recoat & Inspection-Due engine.

  • NewKiosk Sales Matrix PPF panel selector reorganized into zone-grouped tiles
  • NewAI-drafted review-reply draft-assist plus automatic negative-review routing
  • NewNew Recoat & Inspection-Due Engine for warranty

June 14, 2026

Quotes: expiring-soon pipeline and auto-expiry

Quotes now surface which ones are about to lapse or have gone unopened, with one-click resend, a mobile banner, and a daily cron to auto-expire lapsed quotes.

  • NewQuotes pipeline surfaces an 'expiring soon' callout for sent/viewed quotes about to lapse, with one-click email resend
  • NewMobile app shows an expiring-soon banner on the quotes tab
  • NewDaily cron automatically flips lapsed sent/viewed quotes to expired
  • New'Needs attention' nudge surfaces quotes that were sent but never opened by the customer

June 14, 2026

Booking deposits: collect-then-confirm deposit-hold flow, hardened

Deposit-required bookings now hold the slot instead of confirming it for free, with a full collect-then-confirm state machine, plus hardening for manual-capture, reconciliation, and double-booking.

  • NewDeposit-hold flow: deposit-required bookings hold the slot instead of confirming it for free, with a full collect-then-confirm state machine
  • ImprovedDeposit hardening: manual-capture authorize-hold, deposit reconciliation, and a double-booking fix

June 14, 2026

Payments: money-path security hardening

A wave of fixes hardened the money path against double-spend, over-payment, and coupon/webhook abuse, and HQ/top-customer lifetime-spend figures now compute live from completed payments.

  • SecurityHardened the then-live Stripe webhook money path for idempotency, atomicity, and tenant-scoping
  • SecurityClosed a gift-card double-spend race condition with an atomic conditional decrement
  • SecurityClosed a SaaS-coupon leak by switching to an allowlist instead of a tenant coupons table
  • FixedGuarded invoice payment recording against over-payment
  • ImprovedAdded cumulative refunded-amount tracking per payment
  • FixedHQ and top-customer lifetime-spend figures were showing $0 or stale data — now computed live from completed payments

June 13, 2026

Mobile: fixed quote 'Send to Customer'

Fixed a mobile bug where sending a quote to a customer was always rejected because no delivery channel was actually being sent.

  • FixedMobile 'Send to Customer' button on quotes was always rejected because no delivery channel was actually being sent

June 13, 2026

Payments: new provider abstraction routes tips, invoice charges, and booking deposits through Stripe

Introduced a payment-provider abstraction (StripeAdapter + provider registry) and used it to route customer tips, invoice keyed-in charges, and new booking-deposit PaymentIntents through a single interface, plus added deterministic idempotency keys to Stripe billing calls. (Stripe was replaced by SalesThumb Payments on 2026-06-26; SalesThumb Payments is the only live processor.)

  • NewNew payment-provider abstraction (StripeAdapter + provider registry) now routes customer tips, invoice keyed-in charges, and booking-deposit PaymentIntents through a single interface
  • NewBookings now collect a deposit at creation time (through Stripe then; through SalesThumb Payments since 2026-06-26)
  • ImprovedAdded deterministic idempotency keys to billing.ts Stripe calls

June 12, 2026

Kiosk: PPF coverage bullets now pull from real data

Fixed the kiosk Sales Matrix PPF panel so its 'what's covered' bullets are pulled from real warranty coverage panels instead of placeholder content.

  • FixedKiosk PPF 'what's covered' bullets now derive from real coverage panels instead of placeholder content

June 2, 2026

Pre-launch waitlist mode

salesthumb.com now runs in a reversible pre-launch mode: pricing, demo, and signup pages redirect visitors to a waitlist signup instead of showing live commercial content, and a bug that had silently disabled those redirects (plus subdomain and custom-domain routing) was fixed.

  • NewAdded a reversible pre-launch/waitlist mode for the marketing site; the pricing, pricing-comparison, demo, and signup pages now redirect visitors to the waitlist signup instead of showing live pricing and trial CTAs
  • FixedFixed pre-launch redirects, shop subdomain routing (e.g. acme.salesthumb.com), and custom-domain resolution, which had silently never been running because the site's middleware lived outside the directory Next.js requires for it to load
  • ImprovedWaitlist signup now sends subscribers a confirmation email and generates a pre-launch social share (OG) card
  • ImprovedHomepage marquee updated with an early-access spotlight

May 2026

May 19, 2026

Nationwide SEO push — 50 states, 250 industry × state pages, 250 city pages, FAQ + glossary hubs

Massive marketing-surface expansion: per-state landing pages now cover all 50 US states; industry × state intersection pages (5 verticals × 50 states); per-city landing pages (50 hubs × 5 cities); dedicated /faq and /glossary AEO hubs; /about and /franchise marketing pages; /llms-full.txt verbose variant for AEO crawlers.

  • NewAll 50 US states have dedicated /regions/<state> pages with VLT laws + market context
  • New/industries/<vertical>/<state> — 250 new long-tail intersection pages
  • New/locations/<city-state> — 250 new city landing pages with Service schema (areaServed by city)
  • New/faq — 38-question AEO hub with FAQPage schema
  • New/glossary — 32 industry terms with DefinedTermSet schema for LLM citation
  • New/franchise marketing page + /about page
  • New/llms-full.txt verbose variant for Perplexity + Anthropic + OpenAI crawlers

May 18, 2026

Marketing site features tour — 12 new feature deep dives + cluster hero polish

Backfilled 12 deep-dive sections across 4 marketing-thin features (magic-link portal, live job tracker, smart pricing, live activity feed). Cluster pillar pages got a 2-column hero with a preview-mockup + numbered jump-list. /features hub hero compressed so pillars peek above the fold.

  • New12 new feature deep-dive sections with custom hand-built mockups
  • ImprovedCluster pages now show a preview mockup atop the 'Inside this pillar' jump-list
  • ImprovedHero compression on /features and /features/cluster/<id>

May 15, 2026

Schema drift cleanup — 47 prod tables reunited with code

Lost schema files from iCloud corruption recovered. All 47 prod tables now have code definitions — split into recovered-marketing.ts, recovered-admin.ts, and topical recovered-*.ts files. demoLeadsRouter rebuilt + capture form back online. tsc clean.

  • Fixed47 prod tables now have Drizzle schema definitions
  • FixeddemoLeadsRouter rebuilt + /demo form fully functional again
  • ImprovedSchema split into topical recovered-*.ts files for easier maintenance

May 2, 2026

Sales matrix + the playbook ops platform — bulk ops, AI personalization, HQ chain defaults, deep reporting

Big multi-batch landing. The sales matrix is a point-of-sale package builder the rep walks the customer through with a tablet. The post-invoice sales playbook went from a fire-and-forget queue to a full ops surface — bulk operations, AI-personalized cross-sell pitches, HQ chain-wide defaults with drift audit, real-time engagement detection, period-over-period reporting with sparklines, customer-portal opt-out (also via SMS keyword), per-shop and per-org notification preferences, daily failure alerts, daily reply digests at both shop and HQ tiers, and chain-wide CSV exports for board reporting.

  • NewPackage builder at /app/package-builder — point-of-sale package builder. Service tiles grouped by category, tap to add, tap again to bump qty. Sticky right rail shows the live invoice draft with editable qty + price. One tap materializes a real invoice (or quote) and jumps to its detail page. (Previously lived at /app/sales-matrix; that route was reclaimed for the analytics Sales Matrix.)
  • NewSales playbook — every fully-paid invoice auto-enqueues a 6-step sequence: review request at +24h, warranty registration at +7d, cross-sell at +30d, maintenance check at +90d, win-back at +180d, anniversary at +365d. Cross-sell pitches are service-aware (tint→PPF, ceramic coating→wrap, detail→ceramic coating) AND customer-history-aware (repeat-ceramic-coating customers get a maintenance pitch, not another wrap push).
  • NewAI-personalized cross-sell pitches — at enqueue time we feed the customer's last 5 paid services + primary vehicle to Haiku, get back a 1-sentence pitch grounded in their actual history. Falls back cleanly to the deterministic copy when AI is off.
  • NewPer-shop SMS templates — edit the body + delay + enabled state for each of the 6 plays. Snapshot semantics mean in-flight plays survive template edits unchanged. Live preview with vertical-aware sample values, one-tap test-fire to your own phone, plus a Test-all button that fires every enabled template back-to-back so the whole sequence can be validated in one tap. First-time / Repeat preview toggle so you see both faces of the {{pitch}} merge field.
  • NewHQ chain-wide defaults — multi-location orgs set the default SMS copy + delays from /app/hq/[orgId]/playbook. Resolution at enqueue: shop override → org default → hardcoded. Drift audit shows which shops have customized which kinds.
  • NewPer-shop kill switch + per-customer opt-out — pause the whole shop's playbook from /app/playbook (existing rows hold; flip back to resume). Customers can opt out of nudges only (keeping transactional SMS) from the customer portal OR by texting NUDGES OFF / NUDGES ON.
  • NewBulk play actions + cron failure alerting — pause-all / resume-all / skip-all on the playbook page (two-step confirm). Due plays fire hourly via the unified messaging stack once scheduling is turned on (SMS opt-out gated, per-shop quota). UI banner when 3+ plays fail in any rolling hour, plus an email to shop OWNERs + the shop email when failures hit 5+ in any hour (deduped per-hour, daily GC of the dedup log).
  • NewReply detection + attribution — playbook SMS replies flagged ✓ Replied within 14 days (real-time on inbound, with hourly cron backstop). Attribution card shows total revenue from invoices that came after a play, plus a high-confidence subtotal where the play also got a reply.
  • NewThese plays got replies — emerald panel surfacing engaged plays with the actual customer message + AI intent. Quick-actions: open conversation, build a quote (auto-prefills the customer + cross-sell line item), or jump to book-appointment when intent reads as BOOKING / RESCHEDULE.
  • NewSmart slot-fill — when an appointment is canceled or no-shows, AI ranks your waitlist + recent inquiries and surfaces the top 3 customers to text. Each candidate gets a draft SMS the operator can fire as-is, edit, or copy.
  • NewPlain-English booking — customer types 'just bought a Tesla, want darkest legal tint' and the AI matches it to the shop's actual menu. Hallucination-guarded: AI never picks a service that's not in your catalog. Auto-advances to the time picker on tap.
  • NewPlaybook conversion funnel report — per-kind sent → replied → quoted → invoiced, with reply % and close % columns. Period-over-period delta arrows on Sent + Revenue, 7d/30d/90d window selector, 'biggest swing' highlight banner with runner-up callout, and revenue-per-play KPI (single normalized productivity number, with delta vs prior). 12-week sparkline per kind row with hover popover showing the per-week numbers; current-week bar tints emerald/rose based on trend vs trailing average.
  • NewDaily reply digest emails — per-shop at 8am, per-org at 8:15am, per-org failure leaderboard at 8:30am. Each lists yesterday's playbook activity with one-tap conversation links. Per-shop and per-org opt-outs (mirrored on Notification Settings + the playbook config page so operators find them where they look).
  • NewCSV exports — per-shop reply CSV, chain-wide play CSV (HQ-tier), and per-shop performance funnel + 12-week trend CSV. RFC-4180 escaped for Excel + Google Sheets.
  • NewPLAYBOOK_REPLIED_30D smart segment in the bulk-blast composer — target customers who've shown engagement with your outreach.
  • NewCustomer-detail engagement timeline — visual horizontal strip showing scheduled / sent / replied for every play with a 'now' line bisecting future vs past. 30d / 90d / All zoom toggle, axis date labels at start / midpoint / end, and per-dot hover popovers with full play info. Queued-play badge on the AI 'what should they book next?' panel so the operator doesn't fire a duplicate touch.
  • ImprovedActivity feed All / Playbook only filter — every entity audit log gets a tab to triage every salesPlay.* and org.playbook* event without scrolling past unrelated quote/invoice/appointment churn.
  • ImprovedMarketing site defaults to light theme — visitors on a dark OS now see the white-surface brand. Existing users who explicitly chose dark keep their preference. HQ dropdown copy 'From 2 shops to 200' → 'Built for 2 shops or more'.

May 1, 2026

Sales playbook, smart slot-fill, plain-English booking

Three big swings at the gap between 'shop did the work' and 'shop got paid again.' Every paid invoice now fires a 12-month nudge sequence with revenue attribution. Every cancellation gets an AI-ranked candidate list to fill the slot. Every confused booking-page visitor can describe what they want in plain English.

  • NewSales playbook — every fully-paid invoice auto-enqueues a 6-step sequence: review request at +24h, warranty registration at +7d, cross-sell at +30d, maintenance check at +90d, win-back at +180d, anniversary at +365d. Cross-sell pitches are service-aware (tint→PPF, ceramic coating→wrap, detail→ceramic coating, etc.).
  • NewPlaybook revenue attribution — paid invoices that arrive within 60 days after a SENT play get credited to that play. Live $-attributed figure on the playbook page with per-kind breakdown so you can see which nudges drive the most revenue.
  • NewReply-detection — when a customer replies within 14 days of a playbook SMS, the play is flagged ✓ Replied. Reply-rate KPI on the playbook page tells you which kinds actually start conversations.
  • NewPer-shop kill-switch + per-customer opt-out — shop-wide pause toggle on the playbook page (existing rows stay queued, ready to resume). Customers can opt out of playbook nudges from the customer portal without losing transactional SMS.
  • NewPer-shop playbook templates — every shop can edit the SMS body and delay days for each of the 6 play kinds. Snapshot at enqueue means in-flight plays keep their original copy when you tune templates.
  • NewSmart slot-fill — when an appointment is canceled or no-shows, AI ranks your waitlist + recent inquiries and surfaces the top 3 customers to text. Each candidate gets a draft SMS the operator can fire as-is, edit, or copy.
  • NewPlain-English booking — customer types 'just bought a Tesla, want darkest legal tint' and the AI matches it to the shop's actual menu. Hallucination-guarded: AI never picks a service that's not in your catalog. Auto-advances to the time picker on tap.
  • ImprovedCompressed dashboard — 10 stacked cards collapsed into 4 hero rows + a 2-column auto-flow grid. On a busy day the dashboard is roughly half as tall; quiet-day cards still hide cleanly.

April 2026

April 29, 2026

AI everywhere — inbox triage, customer briefs, dispute defender

Big AI drop. Every inbound text now auto-categorized for urgency + intent. Every customer detail page gets a one-tap brief + next-service recommendation. Every chargeback gets an evidence-pack suggestion + cover-note draft. Plus bulk operations on lists, a daily standup digest, and a visual service-history timeline.

  • NewAI inbox triage — every inbound SMS auto-tagged with intent (booking / question / complaint / payment / etc.) and urgency (low / normal / urgent). Urgent threads bubble to the top of the inbox.
  • NewInbox filter chips — All / Unread / Needs reply / Urgent + per-intent chips (Booking / Question / Complaint / Payment) that only render when there's at least one match.
  • NewAI customer brief — one-click 2-sentence relationship summary on any customer (Long-time VIP, 8 ceramic visits…) with tags like VIP, Ceramic loyalist, Open balance, At-risk.
  • NewAI suggest next service — reads the customer's history + your active catalog and recommends 1-3 services to pitch with reason + SMS-ready copy. One-click to send the SMS or build a quote.
  • NewAI dispute defender — on any chargeback, surveys the evidence on file (photos / quote / messages / warranty / past appointments) and recommends which sections to pack + drafts a 2-3 sentence cover note in your voice. One-click apply.
  • NewInline AI quote suggest — when the quote builder is empty, an inline tip-bar lets the rep type a free-form description and have line items pre-filled, priced from your own catalog where a match exists and otherwise as an AI estimate to review.
  • NewBulk operations on Quotes and Invoices lists — multi-select via checkbox column + sticky action bar with Mark sent / paid / void / approved / expired / delete.
  • NewPickup list with one-tap notify — today's READY/COMPLETED jobs in a dashboard card. One tap texts the customer their car is ready (idempotent — anti-spam guard).
  • NewAuto-text when work starts — when a job moves to IN_PROGRESS, the customer auto-gets a 'we just started on your vehicle' SMS with a tracking link.
  • NewVisual service-history timeline — every customer detail page shows past visits as chronological nodes (emerald for completed, rose for no-show, outline for upcoming).
  • NewMorning standup digest — early-morning email to the shop owner with today's appointments, urgent inbox count, and AR aged 30+ days. Skips quiet days entirely.
  • NewCustomer portal upgrades — per-appointment links to the photo gallery (when complete) and the reschedule/cancel flow (when upcoming). One place to manage everything.
  • ImprovedMarketing site refresh — landing hero now leads with 'The best shop software on the planet' + a CSS-rotating vertical eyebrow (tint / PPF / ceramic / detail / wrap). Each industry page leads with its own superlative claim.
  • NewTip-the-tech — on the customer photo gallery, the customer can tip the team by card (preset chips + custom amount). No SalesThumb platform fee is taken from the tip; the shop's normal card processing rate applies. Auto-records as a payment with tipCents set so the existing tip-distribution UI picks it up.
  • NewMy day AI brief — one button on the dashboard generates a 2-3 sentence morning brief from real numbers (today's appointments, urgent inbox, aged AR, inventory risks). Lazy — only fires on click.
  • Improved/track/[token] now links straight to the photo gallery + tip flow once a job is COMPLETED — same publicToken powers the live job tracker, the post-job photos page, and the tip checkout.

April 27, 2026

Lobby & sales-counter TVs, AI pricing, bulk blasts

A big drop expanding SalesThumb beyond the back office and into the showroom. Lobby TVs, sales-counter casting, AI close-rate pricing, customer photo galleries, and a bulk-blast composer.

  • NewDigital signage — pair any browser-equipped TV (Chromecast, Fire TV, Apple TV, Mac mini) in 30 seconds. Auto-rotating playlists with 11 slide kinds: image, video, web URL, promo card, reviews feed, jobs queue, weather, booking QR, before/after, warranty trust, upsell bar.
  • NewSales-counter cast — the rep's tablet drives the big screen behind them. Spotlight a single product, side-by-side compare 2-3 services, or push 3 cross-sell cards. They can't buy what they don't know we have.
  • NewHQ-pushable signage — org admins build a playlist once and every shop in the system sees it in their display picker. Adoption snapshot shows which playlists are actually running across the org.
  • NewSmart Pricing — per-service close-rate analysis. We tell you when reps are leaving money on the table (RAISE), when to lower a price to remove the haggle (REDUCE), and when to hold. One-click apply.
  • NewBulk blast composer — pick a segment (VIPs, new in 30 days, dormant 90+, churned), preview recipients live, send. SMS opt-outs filtered automatically. Test mode shows how many would get it, without sending anything.
  • NewCustomer-facing photo gallery — token-link page (no login) where customers see their before/after photos, share with friends, and leave a one-tap review. Review-request SMS now lands them here first.
  • NewEmbeddable reviews widget — iframe snippet that drops your featured reviews into your own shop website. Theme + accent customizable.
  • NewPer-shop QR-print page — booking, kiosk, and review-link QR posters with size presets and clean print stylesheet.
  • NewAI Quote Suggest — describe a job in plain English; get back structured line items priced from your own catalog where a match exists (otherwise an AI estimate to review).
  • ImprovedSidebar compressed — AI Tools and Growth groups now collapse into single hub entries (each lists every tool inside) so the rail stays at a manageable length even as features grow.
  • ImprovedCmd+Shift+K palette (Cmd+K opens AI Help) — searches everything: customers, quotes, invoices, kiosks, AI tools, settings. Power-user one-keystroke access.
  • ImprovedPer-role sidebar — SERVICE_WRITER, FRONT_DESK, and TECHNICIAN see only the rows that matter to their role; OWNER and ADMIN see everything.
  • ImprovedInventory subnav — Overview · Rolls · Items · Alerts · Purchase Orders · COGS · Suppliers tabs across every /app/inventory/* page.
  • Improved1-click Purchase Order from low-stock alert — auto-drafts a PO with one line per below-threshold film, qty calculated to refill to 2x threshold.
  • ImprovedAI review reply drafts — tone-aware Claude-generated replies for incoming reviews (gracious for 4-5★, concerned for 1-3★).
  • ImprovedCalendar conflict detection — appointment.create now throws on resource overlap unless explicitly forced.

April 25, 2026

Franchise development tools, dialer, and HQ job assignments

A big drop focused on multi-location franchisors and the operations layer underneath every shop.

  • NewAI Assistant for franchise sales — recommendations, deal-risk scores, and per-rep coaching from your live pipeline.
  • NewPower Dialer with Twilio click-to-call, voicemail drop, and disposition tracking.
  • NewCommunity channels for franchisees (wins, help, suppliers, marketing, general).
  • NewHQ → Shop job assignments — push individual fleet jobs from a master contract down to a specific location.
  • NewInventory low-stock alerts with daily email digest, plus per-period COGS reporting.
  • NewCustomer-facing warranty claim filing from the public warranty card; shop-side claim queue.
  • NewCard refunds — issue full or partial refunds from the invoice detail page; webhook keeps payment status in sync.
  • ImprovedTemplated SMS + email — reuse merge-field templates from anywhere in the product.
  • ImprovedMobile HQ Job Queue screen for installers on the floor.

April 25, 2026

Marketing site SEO/AEO/GEO upgrade

Major search-discoverability pass across every public page.

  • ImprovedPer-page metadata, OpenGraph cards, and canonical URLs everywhere.
  • ImprovedJSON-LD schema: Organization, WebSite, SoftwareApplication, Product, FAQPage, Service, BreadcrumbList.
  • NewDynamic /sitemap.xml and /robots.txt so search engines discover every page automatically.
  • New/llms.txt for generative engines (ChatGPT, Claude, Perplexity, Gemini).
  • NewFAQ sections with structured data on landing, pricing, vertical pages, and comparison pages.
  • NewPublic /integrations page listing every supported integration with live / coming-soon status.

April 24, 2026

Franchise Sales CRM 2.0

The full franchise-development pipeline shipped.

  • NewPipeline (Kanban + list view), prospect detail timeline, custom fields per org.
  • NewSequences (drip enrollment), workflows (if-this-then-that automations), validation calls (peer franchisee references), meetings (Calendly-style booking).
  • NewGoals + leaderboard, today view, lists view, discovery days, embeddable lead form.

April 22, 2026

Outbound webhooks + scoped API keys

Outbound webhooks system with 5-attempt exponential backoff and a Replay button, plus scoped, signed API keys you can generate per shop. A documented, versioned read-only REST API (/api/v1, docs at /docs/api/rest) has since shipped; an OpenAPI spec is not published yet.

  • NewOutbound webhooks with 5-attempt exponential backoff + Replay
  • NewScoped, signed API keys generated per shop
  • SecurityPer-shop webhook rate-limit overrides (admin-configurable)

April 20, 2026

HQ tier — multi-location operations

Everything a franchisor needs to manage their network from one place.

  • NewPer-org dashboard, per-shop reports, royalty calculations, ACH setup, marketing fund tracking.
  • NewCatalog push — distribute service-catalog items to all child shops in one click.
  • NewOrg-wide announcements, broadcast messaging, contracts + allocations, audits, training, support.
  • NewOnboarding wizard for adding a new franchise location.

April 14, 2026

Initial launch — Phase 0

The first cut of the SalesThumb operating system shipped.

  • NewMulti-tenant authentication (Better-Auth), shop creation flow, subdomain-aware routing.
  • NewCustomer + vehicle CRM with VIN decoder, calendar with public booking page, quotes + invoices, connect payments, two-way SMS.
  • NewInventory tracking for film rolls and generic items, warranty registration with PDF certificates.
  • NewMobile installer + customer apps (iOS + Android via Expo).

More updates land every week.

Have a feature request? Email hello@salesthumb.com — customer-pulled requests jump the queue.