SalesThumb FAQ.

Basic is $99/month per shop, Starter is $199/month, Growth is $399/month, and Pro is $599/month. HQ multi-location add-on is $599/month per ORG and includes your first 5 connected shops; a $35/shop/month connection fee applies from the 6th shop onward. Custom multi-shop pricing available on per-shop tiers when connected to HQ. CRM/Franchise Sales add-on is $799/month.

Yes: 30 days free on Basic, Starter, Growth or Pro, no credit card required. Pick a plan on the pricing page and the trial starts when you create your shop. Already on the Free plan? Start it from Plans & Billing. When it ends, your shop moves to the Free plan and your data stays. One trial per shop and per person. The HQ and CRM/Franchise Sales add-ons aren't included; talk to sales about those.

It depends on the plan. Basic includes 1 user seat, Starter includes 5, and Growth includes 10 — each is a hard cap for that tier, not a per-seat add-on fee. Pro includes unlimited user seats. Every plan still supports unlimited customers, vehicles, and appointments regardless of seat count.

Yes — on Growth or Pro. The first 50 shops whose SalesThumb merchant account goes active, and that keep it active, lock in 50% off Growth or Pro for the first 12 months, reverting to full price after that. Basic and Starter get a separate intro offer instead: 20% off the first 3 months, open to everyone. Your Founding 50 slot locks in automatically the moment your merchant account goes active — no need to reach out for that part. There's still no self-serve subscription checkout of any kind, so contact us via /contact when you're ready to actually start billing and we'll set it up already reflecting your discount.

Yes. Custom multi-shop pricing is available on per-shop tiers when you connect 3+ shops to an HQ org — reach out to sales for a quote. The HQ flat fee and per-shop connection fees are separate from this.

No. Creating an account is free and doesn't require a credit card, and neither does the 30-day trial. Card billing isn't self-serve yet: when your trial ends and you want to keep a paid plan, our team sets up billing with you.

Feature access is tiered, not all-or-nothing. Every shop, starting at Basic, gets the core operating system: CRM with vehicle history, calendar with a public booking page, quotes, invoicing, and integrated payments. Two-way SMS, VIN decode, good/better/best quotes with deposit capture, install photo gallery, magic-link customer portal, and the public job tracker (pizza-tracker-style) start at Starter. Inventory with COGS + POs, smart-pricing close-rate analysis with RAISE/REDUCE/HOLD recommendations, multi-vertical support, lifetime warranty registration with PDF certificates, a live activity feed for the lobby TV, the customer mobile app, and the Text AI suite (My Day brief, inbox triage, reply drafts) unlock on Growth and up. Vision AI (photo-to-quote, AI QC review), the AI Ops Assistant, and unlimited user seats are Pro-only. See /pricing for the full per-tier breakdown.

Yes — tint is our most-loved vertical. Film catalog (brand × series × VLT), roll-length inventory with one-screen deduction after each job, window-set pricing per vehicle class, lifetime warranty registration with PDF certificates, and a public booking page tuned to how tint customers actually book. State VLT laws are surfaced in the quote builder.

Yes — SalesThumb gives PPF installers a configurable film catalog (track any brand you stock — XPEL, SunTek, STEK, or others), coverage packages you define (high-wear, partial front, full front, full vehicle, or custom panel-by-panel pricing), a panel-by-panel coverage calculator with square footage, linear feet off the roll and your waste factor, an install photo gallery per job, configurable warranty tier registration (set your own coverage levels), and multi-day appointments with bay double-booking protection for full-front jobs.

Yes — SalesThumb has a configurable tier-based pricing matrix (you set your own durability tiers — multi-year or lifetime coverage) for ceramic coating shops, a digital prep checklist signed step-by-step, per-panel photo capture, and automated recoating reminders, with paint correction as a separate line item.

Yes — SalesThumb offers detail shops build-your-own service packages (name and price your own tiers — a quick wash vs. a full detail vs. paint correction, whatever your shop actually sells), recurring schedule support (monthly / quarterly), a before/after photo gallery, quote-time upsell suggestions, two-way SMS, and a lifetime customer view with loyalty + tier reflection.

Yes — SalesThumb gives wrap shops online quote approval with the customer's drawn signature and typed name, a wrap coverage calculator (toggle panels or whole vehicle for square footage and linear feet off the roll, with your waste factor), a configurable vinyl catalog (track any brand, series, and color code you stock), multi-day appointments with bay double-booking protection, an install photo gallery, and fleet visits that group one quote per vehicle with your fleet pricing applied automatically.

Yes — SalesThumb receives film rolls by length, batch number, supplier, and cost, with one-screen deduction after a job (preview, then apply) and low-stock alerts before mid-job stockouts. The same model works for vinyl rolls in wrap shops.

Yes — SalesThumb's post-job SMS automation drops a review-request link tuned to your Google Business Profile. Every customer who opens it sees your Google review link — it's never hidden behind a star rating, since Google's review policy prohibits selectively asking for positive reviews. The same page also offers an optional private "tell us how we did" form, so customers who'd rather reach you directly can do that too.

Yes — SalesThumb is a shop CRM with two-way SMS built in, not bolted on. Every quote goes out with an SMS and/or email approval link, and appointments get automatic 24-hour and 1-hour SMS reminders with no setup. Quote follow-ups aren't sent automatically out of the box — the quotes list flags anything sent-but-never-opened so you know who to chase, and you can build your own status-triggered SMS nudge in Drips if you want it hands-off.

Yes, with one nuance worth knowing. SalesThumb threads every text, quote, invoice, payment, and photo into a single timeline per customer, and vehicle-specific detail — film/VLT notes, a before/after photo gallery per visit, warranty certificates — is captured per vehicle within that record. For a one-vehicle customer that's effectively one timeline per vehicle; for a multi-vehicle customer, texts still thread at the customer level rather than splitting into a separate SMS thread per car.

Yes — SalesThumb's AI reply drafts reads the actual customer conversation and hands you up to three SMS-length reply options in your shop's voice, right in the inbox composer you already use. Each draft is grounded only in that real thread (the customer's name, vehicle on file, last few messages) and is built to ask the customer for a missing detail rather than invent a price, date, or promise. It's strictly advisory — nothing sends until you review, edit, and tap send yourself.

SalesThumb captures before/after/damage photos from the installer's phone and links every shot to the appointment, the vehicle, and the customer — wrap jobs included. Each vehicle's record in the CRM carries its own before/after photo gallery per visit, so a wrap shop can pull up install photos for design/vinyl proof or a damage dispute months later. Techs tag each photo's category before it uploads, and AI can suggest a one-line caption grounded in the actual image.

SalesThumb captures both. Quotes get a real drawn e-signature from the customer's own phone at approval, no account needed. The digital vehicle inspection checklist runs on a tech's phone or tablet and autosaves locally as they work through it — for sign-off, staff show a QR code or text/email the customer a link, and the customer reviews and signs (typed or drawn) on their own phone, not the tech's device. A staff-typed fallback still exists for the rare case a customer's phone truly isn't reachable, but it's clearly labeled as a staff attestation rather than the customer's own signature.

Not exactly as asked. SalesThumb quotes are itemized line-item estimates with a mobile approval link and e-signature — there's no field to attach reference or sample-work photos directly to a quote today. Separately, every job gets its own branded before/after/damage photo gallery you can share alongside a quote, and "Photo → Tint Draft" works in the opposite direction — turning a photo of the customer's own car into a draft quote, not attaching sample images to an estimate.

SalesThumb builds the upsell into the quote itself: pick a Good/Better/Best film or service tier per window or line item, priced against your catalog, and send one fixed total with a deposit link. There's no separate customer-facing tier picker after you hit send — the tier is chosen when you build the quote.

Not as a standing "declined services" list — that doesn't exist today. What is real: the Sales Playbook automatically enqueues a cross-sell touchpoint 30 days after a paid invoice, written per customer from their actual purchase history (e.g., pitching PPF 30 days after a tint job), plus a 90-day maintenance-check nudge — no staff member has to remember. A manual register of specific declined line items to revisit is a genuine product gap, not a shipped feature.

Yes — integrated payments are first-class. Each shop connects its own payout account and gets paid directly. Send a pay-by-link or collect a deposit at booking — customer pays with a card — and refunds run through the same flow.

Yes — QuickBooks Online is live: paid invoices push one-way into QuickBooks and the matching customer is auto-created. It's available on Growth tier and up; two-way sync is on the roadmap.

Yes — Twilio is our SMS provider. Every shop texts from its own approved number — there's no shared SalesThumb texting number. In Settings → Texting, apply for a new text number or use your current business phone number; SalesThumb registers your business for 10DLC and pays the setup fees, and texting turns on once it's approved. Shops that already have a Twilio account can connect their own Twilio account instead (Bring Your Own Carrier); that path involves its own 10DLC brand/campaign registration directly with Twilio, typically a 1-6 week carrier review.

Partly. There's no native Zapier app yet, but you can point a Zapier webhook trigger at SalesThumb's outbound webhooks (appointment booked, job completed, invoice paid, payment received, new customer, and more) to connect other apps.

Yes — a REST API is live: GET-only endpoints for listing and looking up customers, appointments, and invoices, authenticated with a Bearer API key from Settings → API Keys. See /docs/api/rest for the full reference. Create/update/delete endpoints aren't available yet. Every shop's data is also accessible via webhooks — see /docs/webhooks for the full event catalog and signature verification. Failed webhook deliveries are retried automatically (7 attempts over about a day and a half, each carrying the same delivery id), and a subscription whose deliveries have all failed for more than 24 hours is paused and its owner emailed. Zapier covers most one-off automation needs in the meantime.

Yes — one-way. In Settings → Integrations, create a Calendar Subscription Feed and subscribe to it from Google Calendar, Apple Calendar, or Outlook; your SalesThumb appointments appear automatically and stay updated as they change. The feed is read-only (SalesThumb → your calendar) — full two-way sync that also pulls Google events back into SalesThumb is on our roadmap.

Yes. A built-in CSV importer with column mapping handles customers and vehicles directly for all of these. ShopMonkey, OrbisX, and TintWiz each have a dedicated step-by-step migration guide in our knowledge base. Service catalogs are rebuilt manually rather than auto-translated — see the guide for your platform for specifics.

SalesThumb does — a built-in CSV importer with column mapping and platform tagging supports exports from ShopMonkey, Tint Wiz, Urable, AutoLeap, Tekmetric, and MobileTechRX, or a generic spreadsheet. Customer and vehicle records come over directly; ShopMonkey, OrbisX, and Tint Wiz each have a full step-by-step migration guide in our knowledge base, and ShopMonkey shops can also connect their ShopMonkey API key to bring over appointments, invoices, payments, and estimates. Service catalogs are rebuilt manually, not auto-imported — see the guides for specifics.

It depends on how much data you bring and your team size — the setup wizard walks you through importing customers, setting up services, and sending your first quote.

Onboarding is self-serve via the setup wizard — most operators don't need a call. Email hello@salesthumb.com if you'd like help along the way.

Your customer and vehicle history comes over — name, contact info, vehicle list, service history where available, and notes. CSV imports don't bring over invoices or payments, but the ShopMonkey API connection does (along with appointments and estimates). Each migration guide covers what to do about existing invoice/payment records for the other platforms.

Yes — an Expo-based app for iOS and Android is live on the App Store and Google Play. The installer/staff side handles full job detail, photo capture, digital vehicle inspections with customer sign-off, and time clock — access is tiered, though: Basic doesn't include the installer app, Starter gets a read-only version, and Growth and Pro get the full read/write app. The customer side (passwordless login via SMS code, a read-only warranty status view, and appointment/quote/invoice tracking) is a Growth-and-up feature. It just shipped, so there aren't reviews yet.

Not yet as a general rule — most actions (photo upload, clock in/out, status changes) need a signal to save, and a dropped connection shows a clear error so a tech can retry rather than losing the change silently. The one place work is protected today is the digital vehicle inspection checklist, which autosaves locally as a tech works through it, so a killed app or a dead zone mid-inspection doesn't lose the entered items. Broader offline queueing for photos and clock events isn't built yet.

Yes, as part of the same SalesThumb app on the App Store and Google Play — SMS-code passwordless login, and your shop's name inside — available on Growth and Pro (not included on Basic or Starter). A fully white-labeled app under your own brand name in the stores is a separate, still-unshipped roadmap item.

Yes — HQ tier adds franchisor-grade tooling on top of the per-shop OS: rollup dashboard with KPIs from every shop in real time, shared catalog with per-location overrides, automated royalty calculation, region/territory tools, and a unified org tree.

Yes — HQ tier is built specifically for franchisors. Royalty automation, cross-location reporting, an FDD-aware franchise sales CRM for selling new units (the separate +CRM/Franchise Sales add-on), per-location pricing rules with franchisor-defined floors/ceilings, and a one-click catalog push that respects each location's overrides.

Yes. Each franchisee gets their own subdomain (e.g. atlas-tint.salesthumb.com) plus optional custom domain (e.g. atlastint.com). Per-location branding: logo, colors, copy, public booking page, customer messaging.

Royalties are calculated automatically from each shop's gross sales. Franchisors define the rate (typically 5-8%), the period (weekly or monthly), and any thresholds or carve-outs. SalesThumb generates per-shop statements with full line-item detail, surfaces dispute flags, and supports collection via a NACHA ACH file HQ uploads to Chase Business Online (Chase accounts only), or invoice-based collection.

No. HQ is an optional add-on for operators running more than one location. A single shop just needs a Basic, Starter, Growth, or Pro plan sized to how much of the feature set they want — see /pricing for what's included at each tier.

Data is encrypted at rest (PostgreSQL on Neon, AES-256 file storage on Cloudflare R2) and in transit (TLS 1.2+, enforced on every connection). Authentication uses Better-Auth with session cookies, scrypt password hashing, Google OAuth sign-in, two-factor authentication by authenticator app (TOTP) or SMS with backup codes, required for every shop and org Owner and Admin, and passkey sign-in. Every tenant-owned record is scoped per shop and enforced server-side. See /security for the full breakdown of what's live today versus on the roadmap.

The database is PostgreSQL on Neon in the US (AWS us-east-1). Files (photos, PDFs) are on Cloudflare R2, which may store and serve them from Cloudflare's global network. Our Privacy Policy lists every service provider that handles your data.

Yes — full CSV + JSON export from the admin panel. Customers, vehicles, appointments, quotes, invoices, payments, and a job-photo list with download links. We never hold your data hostage.

Use the self-service form at /privacy/delete-my-data — no login required. Choose to have your personal data deleted or to receive a copy of it, and we'll follow up at the email you provide within 30 days. This is separate from the CSV/JSON business-data export above: it's for individual privacy-rights requests under GDPR/CCPA and similar state laws, including from a shop's own customers. See /privacy for what we collect and how long we keep it.

You can export your data (CSV or JSON) from Settings at any time before you cancel. Reach out to hello@salesthumb.com if you need it sooner or have questions about the retention window for your account.

Not yet — SalesThumb's own SOC 2 audit engagement hasn't started. Our infrastructure providers (Vercel, Neon, Cloudflare R2) each carry their own SOC 2 Type II attestations today. We'll publish real SOC 2 dates once we engage an auditor, not before. See /security for the current compliance posture.

In-app help widget (help articles and email; AI chat on Starter and up), email at hello@salesthumb.com, and a public status page at /status. Critical issues (payment failures, app down) get worked on first.

Yes — /kb is the knowledge base, /docs has developer docs, /docs/webhooks has the webhook catalog. The in-app Teaching Wizard also walks new users through relevant workflows for their role as they go.

No — every plan gets email support at hello@salesthumb.com, the in-app help widget, and the /status page.

The knowledge base (/kb) is self-serve — searchable how-to articles and troubleshooting guides you can read any time, no ticket needed. Contacting support (in-app widget or hello@salesthumb.com) is for account-specific issues, bugs, or anything the KB doesn't cover.

Yes — every shipped feature, improvement, fix, and security update is logged on a public changelog (salesthumb.com/changelog, with an RSS feed). Feature requests go to hello@salesthumb.com, and customer-pulled requests are prioritized ahead of the general backlog.

No. SalesThumb is built by a software team (Roffik LLC), not by people who previously owned or operated a tint or PPF shop. What is true: the product isn't generic auto-repair software with a "tint mode" bolted on. Every workflow — film-roll inventory by the foot, state VLT compliance, PPF warranty tiers, multi-day project scheduling — is designed around how these specific trades quote, schedule, and warranty their work, not retrofitted from mechanical-repair tooling.