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The moat
AI on every screen — not a chatbot bolted on
Brief Me, photo-to-quote, dispute defender, inbox triage, slot-fill, customer brief, sales playbook copy generation, plain-English booking — every one wired into a real workflow, not a demo.
Join the waitlist
Launching August 1, 2026 — get early access.
AI dashboard summary
Open the app. Read one paragraph. Know your day.
The shop owner's morning ritual is currently: open three tabs (calendar, AR, inbox), scroll each, mentally stitch a picture together, then start the day. My Day collapses that into one paragraph. Generated fresh every time you load the dashboard from real numbers — not a chatbot, not a static template. Tells you who's on the floor, who's overdue, what's at risk, and what to chase. Below the paragraph: 3-5 action chips that one-tap into the screen where the work happens.
- One-paragraph plain-English summary of today's state
- Reads from real DB: bookings, AR, low-stock, recent reviews, plays firing today
- Refreshes on dashboard load (cached for 5 min so it doesn't re-fire constantly)
- Action chips: Chase deposit / Order roll / Reply to reviews / Approve quotes
- Per-role variants: owner vs manager vs scheduler get different focus
- Stub fallback when ANTHROPIC_API_KEY is unset (deterministic placeholder)
How a shop actually uses this
Mike opens SalesThumb at 7:42am with his coffee. Three sentences tell him: 7 jobs on the floor today, the 1pm PPF for Sarah Chen is blocked on a roll he marked low yesterday, Roberts and Yamamoto are both 3+ weeks late on AR (tap to send the second nudge), and 3 reviews landed overnight averaging 4.7 stars. He taps Order roll, places the PO. Taps Chase deposit, fires the AR nudges. Taps Reply to reviews, approves the AI drafts. By 7:51am the day's chaos is already triaged.
Sample Shop LLC · Dashboard
7:42am · Tue May 3✨ My Day · Tuesday
Refreshed 2m ago7 jobs on the floor today — two ceramic coatings start at 8am (Mike already in), a tint at 10:30 still needs a deposit, and the 1pm PPF for Sarah Chen is blocked on a roll you marked low yesterday. AR is $4,820 over 30d — Roberts and Yamamoto are both 3+ weeks late; tap to send the second nudge. 3 reviews landed overnight (avg 4.7).
Chase depositOrder roll · 5ozReply to 3 reviewsApprove 2 quotes
Today's revenue
$0
—
Open quotes
12
+3
AR > 30d
$4,820
+$280
Reviews 30d
47
+8
My Day card on the dashboard
Also on mobile
The mobile app's Today screen — today's job queue plus an AI Tools shortcut row (Intake Scan, Install QC, Photo → Quote, Warranty Triage) for whoever's on the floor.
Reports & Analytics
The numbers that actually make you money.
Most shop owners either don't look at the numbers or drown in them. SalesThumb ships with a curated Monday-morning dashboard — the 10 KPIs service shops actually run on — plus drill-downs into profit-per-job, booking-conversion funnels, and per-installer scorecards that refresh in realtime as jobs close. Every number is week-over-week and year-over-year comparable. A weekly email digest lands in your inbox. A custom-report builder lets you slice by any dimension. And it all quietly powers the alerts — 'your no-show rate spiked' lands on your phone before it hurts your week.
- Revenue · last 7 days + WoW + YoY comparison
- Booking conversion: quote → viewed → approved → booked → paid
- Installer leaderboard by revenue + jobs + tips + review score
- No-show / cancellation trend with per-reason breakdown
- Top services by revenue, margin, and frequency
- Inventory alerts + warranty claim rate overlaid for context
How a shop actually uses this
Monday morning you open the Reports tab: last week was $14,200 revenue (up 8%), top installer is Marco with $4,100, booking conversion slipped to 58% (investigate), no-shows were 6 (high — add deposit on booking). Five minutes, you know exactly where to focus this week.
Monday dashboard · week of Apr 14
Last refreshed 12s ago · all 1 shop · compared to last week
This week · all installers
Revenue · 7d
$14,230
+8%Jobs
28
+4Avg ticket
$508
+$12Conversion
58%
−6ptNo-show
6
+2Revenue · last 7 days
Daily target $1,800
Mon
Tue
Wed
Thu
Fri
Sat
Sun
Booking funnel
- Quote sent58 · 100%
- Viewed49 · 84%
- Approved32 · 55%
- Booked28 · 48%
- Paid26 · 45%
Leak at Approved → Booked
13% drop · $2,040 left on the table
Installer leaderboard
- Marco R.9j$4,120
- Jordan K.7j$3,280
- Alex P.7j$3,180
- Priya V.5j$2,410
- Lee T.4j$1,240
Marco hit week target
Bonus pay auto-calculated · $240
Act on this
Booking conversion below target
58% this week vs. 64% target. Slow step: quote-approved → booked.
No-shows up 50%
6 this week vs. 4 baseline. Try requiring deposit on booking.
Margin up 2.4 pt
Material waste down 1.1%. Coach Lee (4.6% → 3.1%) still trails.
Weekly dashboard
Messaging & SMS
Two-way SMS that sounds like you — not a robot.
Messaging is the glue that keeps your shop from feeling like a bureaucracy. SalesThumb gives you a shared inbox where your auto-reminders live next to your one-off replies, your MMS bubble photos, your blast campaigns, and your review requests — all attached to the right customer record, with full history. Reply from your phone on the couch or your front-desk terminal; the thread picks up where the last person left off. Every message is delivered through Twilio's compliant 10DLC channel, opt-outs honored automatically, and carrier fees passed through at cost.
- Shared inbox — every installer + front-desk sees the same threads
- Unread badges, mention tags (@alex), and per-thread assignee
- MMS send + receive — bubble photos, warranty certs, invoice PDFs
- Inline templates via / trigger with merge-field autocomplete
- Search across all conversations, all customers, all time
- Threads auto-link to customer + vehicle + open appointment
How a shop actually uses this
Customer texts back 'running 20 min late.' Your front desk sees it in the shared inbox, replies 'no problem, we'll hold your bay.' Two-way SMS stops missed appointments — and the thread attaches to her customer record so the next visit you've got context.
Inbox · SMS & email
14 unread · 2 urgent · 9 need reply
Search conversations…⌘K
All58Unread14Needs reply9Urgent2
- MSUrgent
Maria S.
2mFront window has a huge bubble after the install…
- PM1
Priya M.
18mRunning 15 min late, sorry!
- MR2
Miguel R.
48m📎 photo · bubble near the driver window…
- SH1
Sara H.
2hCan you confirm the Saturday slot?
- RC
Ryan C.
3hThanks! 5 stars on Google ⭐⭐⭐⭐⭐
- JP
Jenna P.
YesterdayDo you work on Teslas?
MS
Maria S.
2024 Tesla Model Y · ceramic full · Alex T. assigned
Urgent
I just got home and the front window has a huge bubble — what should I do?
9:42 AM
Sorry about that — bring it back today, it's under warranty. How's 3pm?
9:43 · Alex
Type a reply · / for templates
Shared inbox
AI inbox assistant
Three voice-matched replies, ready to edit and send.
Replying to the same tint, PPF, and coating questions all day is the quiet tax on a busy shop. AI reply drafts read the existing thread — the customer's first name, the vehicle on file, the last few messages — and hand you up to three distinct, SMS-length reply options written in your shop's voice. It's strictly advisory: drafts drop into the same Inbox composer you already use, so you edit, swap, or rewrite before anything sends. Nothing goes out until you tap send. The assistant never invents a price, a date, an appointment time, or a promise — if a detail is missing, it asks the customer for it instead of guessing.
- Up to three distinct reply drafts per thread, one tap from the composer
- Grounded in the real conversation — last several messages, customer first name, vehicle on file
- Written in a warm, SMS-length shop voice (1-2 sentences, no robotic boilerplate)
- Advisory only — drafts land in the existing Inbox composer for you to edit and send
- Never invents a price, date, time, promo, or guarantee — asks for missing details instead
- Reads only your shop's data; every message pulled is scoped to your shop and that one customer
How a shop actually uses this
Illustrative scenario: A service writer at Sample Shop LLC opens a thread where a customer asked about ceramic coating for a 2022 Tesla Model 3. Instead of typing from scratch, she taps Draft reply and gets three options — one that answers the durability question and offers to book, one that asks the two follow-up details needed to quote accurately, and one shorter confirmation-style reply. She picks the second, adds a sentence about their current availability, and sends. The draft saved her the blank-page moment; the words that went out were still hers.
DR
Dana R.
2022 Tesla Model 3 · Active now
Hey — how durable is ceramic coating on a Tesla? Worth it over regular?
Today · 9:18 AM
Draft reply · 3 options
Advisory — you send- Answer + offer to bookUse this
Great question! Ceramic Ultimate Plus holds up really well on a Model 3 — happy to walk you through the options. Want me to grab a couple times that work for you this week?
- Asks the two details to quoteUse this
Glad you asked! To get you an accurate quote I'll just need two quick things — are you thinking front two windows or a full vehicle, and what shade were you after?
- Short confirmationUse this
Absolutely — we can take care of that. Let me know what works and I'll get you on the calendar.
Great question! Ceramic Ultimate Plus holds up really well…
SendDrafts populate the composer — edit freely. Never sent until you tap send.
Draft reply in the thread
AI customer brief
One click on any customer drafts a 2-sentence brief before you call.
Before you call a customer back, you want the 10-second version: are they a repeat, what did they buy, when were they last in, is there an obvious gap in what they've tried? The AI customer brief drafts exactly that. One click on any customer pulls their vehicle on file, appointment history (services + categories + dates), lifetime spend, open balance, and days since their last visit — then an AI writes a short headline, a 1-2 sentence relationship summary, and a few quick tags. It's read-only context generated from real records: it never invents a fact that isn't in the data, and it leaves the customer's name off because the page already shows it. The brief is a draft to inform your next move, not a message that gets sent — you read it, then you decide.
- One-click draft on any customer profile — headline, 1-2 sentence body, 1-4 tags
- Built only from real records: vehicle on file, appointment history, spend, open balance, last-visit recency
- Surfaces what they buy and when they last came in, with the category history to spot an obvious gap
- Read-only by design — the brief informs your next call; it is never auto-sent to the customer
- Never invents facts not present in the data; omits the name the page already displays
- Auto-tags like "VIP", "Repeat customer", "Open balance", "At-risk" derived from the same history
How a shop actually uses this
Illustrative scenario: a rep at a busy ceramic-and-tint shop has eight callbacks to clear before lunch. On each customer profile she clicks the brief. One reads "Repeat customer, 4 tint visits over 14 months" with a one-line body noting the last visit was nine months ago and that the history shows tint only, no ceramic — tagged "Repeat customer" and "At-risk". She now knows to lead with a ceramic check-up offer instead of opening cold. The brief didn't send anything or change the record; it just meant she started the call already knowing the customer. In a prelaunch product with no customers yet, that's the workflow the feature is built for — the numbers above are an example, not a reported result.
MT
Marcus T.
Sample Shop LLC · Customer profile
Who is this?
AI briefRepeat customer — 4 tint visits, no ceramic yet
Came in 4 times over 14 months for window tint on two vehicles, but has never booked a coating. Last visit was about 9 months ago and there's a small open balance on file — a natural ceramic check-in.
Repeat customerAt-riskOpen balanceTint only
Regenerate
Read-only context. Nothing is sent and the record isn't changed.
Customer brief on the profile
AI next-service suggestions
On any customer, AI suggests the next 1-3 services to pitch.
On any customer profile, click Generate suggestions and the AI reads that customer's real service history plus your active catalog, then proposes one to three services worth pitching next — ranked, each with a short reason and a ready-to-edit SMS pitch line that includes their first name. The model does the selecting and ranking; the code keeps it honest by only allowing services that exist in your catalog (it drops any the model invents) and capping the list at three. It's advisory: each suggestion has a Send SMS button that opens the messages composer prefilled with the pitch, and a Build quote button that opens a new quote with the customer and service prefilled. You decide which to act on, edit the wording, and send. If no AI key is set, a deterministic catalog-gap heuristic fills in instead, so the button always returns something usable.
- One click on a customer profile returns 1-3 ranked next-service suggestions
- The AI model selects and ranks; results are constrained to your active catalog and capped at 3
- Each card has a reason and an SMS-ready pitch line with the customer's first name
- Two real actions per card: Send SMS (composer prefilled) and Build quote (when a catalog service is matched)
- Suggestions whose service id isn't in your catalog are dropped — no invented services reach you
- A passive badge flags when the Sales Playbook already has a nudge queued, so you don't double-message
How a shop actually uses this
Illustrative scenario: a service writer at Sample Shop LLC opens a returning customer who's had window tint done but never ceramic. She clicks Generate suggestions and the panel returns two ranked picks from the shop's own catalog — a ceramic coating with a reason noting the tint-only history, and a maintenance detail — each with a short pitch line that already includes the customer's first name. She taps Send SMS on the ceramic pick, tightens one sentence in the composer, and sends; for the second she taps Build quote to price it out. The product is prelaunch with no customers yet, so this is the intended workflow, not a reported result.
Marcus T. · Customer profile
Sample Shop LLCWhat should they book next?
Next nudge in 4dGlacier Ceramic Coating · 5yr
#14 tint visits but never a coating — natural next step.
Hey Marcus — since you love how your tint turned out, our 5-year ceramic coating keeps the whole car looking that good. Want a quick quote?
Send SMSBuild quoteMaintenance Detail
#2Last visit was 9 months ago — due for upkeep.
Hi Marcus — it's been a while! A maintenance detail would freshen things up before summer. Want me to get you in?
Send SMSBuild quote
Regenerate
Model ranks · picks constrained to your real catalog · capped at 3.
Next-service suggestions on the profile
Quotes & Estimates
Quotes in three clicks. Good / better / best.
The strongest quote is one the customer can read on their phone, compare three tiers of, and approve with a thumb. SalesThumb turns a price conversation into a signed commitment and a paid deposit in under two minutes — while you're still on the call. Branded, vehicle-specific, mobile-first, and auto-nudged if they ghost you. Your close rate goes up because the quote does most of the work.
- Good / better / best tier quoting (3 columns side-by-side)
- Line items: services, film, fees, discounts, add-ons
- Vehicle-class × window-set × film-product pricing rules
- Reusable templates per vehicle (Model Y full ceramic in one click)
- Photo + video embeds right in the quote
- Attach documents (warranty terms, care guide) that e-sign together
How a shop actually uses this
Your phone rings: 'What's a full ceramic tint on a Model Y?' You pick 'Tesla → Model Y → Full ceramic,' the pricing rule fills in three tiers: $499 carbon, $699 ceramic, $899 IR Premium. Send. Two minutes later she picks the middle one, pays the $100 deposit, she's booked — while you're still on the call.
New quote · Priya M.
Draft · auto-saved 2s ago
Vehicle
2023 Mazda CX-5 Signature
SUV · class B · plate 8RKJ291
Window set
Front 2Rear 5Full 7Custom
Film
Classic Dyed
Glacier
Ceramic Plus
Glacier
Ceramic Ultimate Plus
Glacier
VLT preset
5%20%35%50%
Line items
AddItemQtyUnitTotal
Ceramic IR · Front 21$249$249
Ceramic IR · Rear 51$449$449
Windshield · 80% ceramic1$139$139
Old film removal1$60$60
Subtotal$897.00
Tax (8.25%)$74.00
Deposit required (30%)$291.30
Total$971.00
Quote builder
Job Photos (Before / After / Damage)
Before, after, and the damage you called out on drop-off.
Photos are the most under-used tool in a tint shop. Shot right, they win disputes, sell the next job before you've even quoted it, and turn every install into Instagram-ready content. SalesThumb captures before / after / damage photos from the installer's phone in 3 taps, auto-links each shot to the customer, vehicle, appointment, and film roll, and gives the customer a branded gallery URL they're proud to share. When something goes wrong six months later — 'was that scratch there?' — you open one screen, see the pre-install damage-tagged photo with the timestamp, and the conversation's over in 10 seconds.
- One-tap shortcut from today's schedule to the active appointment
- Category picker first: before / after / damage / reference / film cut
- Background upload — tech keeps working, photos catch up on Wi-Fi
- Works offline: shot now, syncs when signal comes back
- Live queue: 3 before shots + 6 after shots suggested per service
- Per-photo caption + auto-detected wheel / panel / window from AI
How a shop actually uses this
Black Tesla comes in, has a small scratch on the front bumper. Installer tags it 'Damage — pre-existing' with a photo + note. Three hours later the ceramic coat is done, installer captures 8 after-shots. Customer gets a beautifully laid-out gallery URL they share on Instagram. Zero 'did you do this?' arguments, guaranteed.
Priya M. · 2023 Mazda CX-5 · gallery
42 photos · installed Apr 20 by Alex P. · roll A24-119
All42
Before12
After24
Damage2
Film cut4
Hero · before / after
Before
After
Hero
After shots · 24
Driver door
Passenger
Hood
Windshield
Rear glass
Quarter R
Quarter L
Roof
Summary
Before12
After24
Damage2 · pre-existing
Film cut4
Share
salesthumb.co/g/apt-1120
IG
TT
FB
SM
Tags
CeramicFull vehicleMazda CX-570% VLT
Gallery view
Also on mobile
Photo → Quote and Install QC — the two AI photo tools — sit right on the mobile app's Today screen, one tap from the installer's job queue.
AI chargeback defense
A chargeback hits. AI surveys your evidence and drafts the response.
Chargebacks land at the worst possible time, and assembling an evidence pack by hand eats time most shops don't have. Dispute Defender does the survey for you: when a dispute opens, AI reads the reason code and inventories what artifacts the shop already has on file — invoices, signed quotes, job photos, the message thread, warranties, past appointments — then recommends exactly which sections to include and drafts a factual 2-3 sentence cover note arguing your case. It is a recommendation, not an autopilot: the suggestion lands behind an 'Apply' button you review first, and you submit the response yourself. Empty sections are filtered out automatically so the pack never claims evidence you don't have.
- AI surveys on-file evidence (invoices, quotes, photos, messages, warranties, appointments) the moment a dispute opens
- Recommends which sections to include in the evidence pack, keyed to the chargeback reason code
- Drafts a short, factual cover note in past tense — no apologies, no speculation
- One-tap 'Apply suggestion' writes the recommendation into your evidence manifest; you stay in control of submit
- Empty sections force-disabled — the pack never lists evidence the shop doesn't actually have
- Deterministic fallback when ANTHROPIC_API_KEY is unset, so the recommendation still works without AI
How a shop actually uses this
Illustrative scenario: A shop gets a $1,240 chargeback flagged 'fraudulent' on a ceramic-coating job. The owner opens the dispute and clicks Suggest evidence pack. AI sees the signed quote, the invoice, 14 job photos, a two-week message thread, and the appointment that put the customer on premises — and recommends including all of them, while skipping the warranty section (not relevant to a fraud claim) and drafting a cover note noting the customer was on-site, signed the work order, and was in direct two-way contact during scheduling. The owner reads it, tightens one sentence, clicks Apply, and submits the response. Estimated time saved versus assembling the same pack by hand: roughly an hour per dispute (estimate, varies by shop).
Chargeback · $1,240.00
Reason: fraudulent · Sample Shop LLC
AI · Suggested evidence pack
Surveyed what's on fileFraud claim → lead with identity, signature, and on-premises proof. Skipping warranty (not on file, not relevant here).
- Invoice + line items1
- Approved quote w/ signature1
- Before / after photos14
- SMS + email correspondence1 thread
- Service appointment + timestamps1
- Warranty registration0 on file
Empty sections are force-disabled — the pack only lists evidence you actually have.
Suggested evidence pack
Warranty Certificates & Claims
Branded warranty certificates. Tracked claims. Happier customers.
Warranty is the one feature every shop either ignores or does badly on paper — and the one thing that separates a premium tint shop from a race-to-the-bottom operation. SalesThumb auto-issues a branded PDF certificate the moment a job is marked complete, prints customer-facing coverage details, reverse-links to the exact film roll batch, and gives customers a warranty wallet they can open from their phone. When a claim comes in 2 years later, you see the install, the installer, the batch, the photos, and the customer's history — in one screen. Approve, deny, or schedule a fix in 30 seconds.
- Auto-generate branded PDF on job completion (shop logo, colors, shop info)
- Full install details: product, VLT, batch, install date, installer, vehicle VIN
- QR code linking to the customer's digital warranty wallet
- Download, email, SMS — customer gets it every way they'd want
- Physical wallet-card template for drivers who want a printable copy
- Multi-coverage: lifetime tint + 10yr PPF + 5yr ceramic — one cert, one customer
How a shop actually uses this
Customer had ceramic tint installed 2 years ago. Notices a bubble. Opens her SalesThumb account → Warranties → 2023 Tesla Model Y → Open claim, snaps 3 photos, submits. You see the claim in your inbox with the original install details already attached. Approved in 30 seconds.
Warranty W-0412
Priya M. · 2023 Mazda CX-5 · issued Apr 20, 2026
MIDNIGHT TINT
1420 E 6th St · Austin, TX · (512) 555-0199
Certificate of Warranty
Lifetime Ceramic Window Film
XPEL Prime XR Plus · 70% VLT · lifetime coverage
Customer
Priya Menon
+1 (512) 555-0181
Vehicle
2023 Mazda CX-5
VIN: JM3KFBCL...A42118
ProductXPEL Prime XR Plus 70
Batch / lotX24-0912-A
Rollroll-A24-119
InstallerAlex P. · certified
Install dateApril 20, 2026
CoverageLifetime (owner)
TransferableNo · non-transferable
Warranty IDW-0412-MT
Coverage summary
Bubbling · peeling · discoloration · delamination · adhesive failure — covered for the original owner's lifetime of ownership.
Auto-registered with XPEL World
Verify online
salesthumb.co/w/W-0412
Delivered: email ✓ · SMS ✓ · push ✓ · in-app wallet ✓
Issued + registeredCertificate PDF
Also on mobile
Warranty Triage — assess a claim — is one of the AI Tools shortcuts on the mobile app's Today screen, alongside Photo → Quote and Install QC.
Online Booking
A booking page that actually fills your slow days.
Your booking page is your salesperson at 11 PM. It lives at your shop slug (midnight-tint.salesthumb.com/book), works from any phone, and is branded to your colors, your logo, your services. Customers pick a service, enter their VIN or plate, see your real availability, lock a slot with a deposit, and wake you up to a confirmed booking — not a "hi can I book something" DM. Every booking creates a customer record, a decoded vehicle, a calendar entry, and a deposit line-item with your payment processor. You sleep, the funnel works.
- Branded mobile page — your logo, accent color, photos of prior work
- Service picker with prices, deposit hints, duration, photo gallery per service
- VIN scan (mobile camera) or plate lookup auto-fills vehicle in 2 seconds
- Real-time slot grid — greyed slots are full, open slots respect hours + PTO
- Apple Pay / Google Pay deposit checkout, no account creation required
- Confirmation SMS with calendar invite, shop address, and cancel link
How a shop actually uses this
Thursday at 11pm a customer finds your shop on Instagram. They tap your bio link, see your availability, book a Saturday slot, and pay a $50 deposit. You wake up to a confirmed booking — plus their customer record pre-populated with name, phone, and decoded vehicle.
Illustrative scenario4.9
🔒midnight-tint.salesthumb.com/book
M
Sample Shop LLC
Austin · est. 2019
Book your install
Tint, PPF, ceramic coating. Pick a service and a time — deposit locks your slot.
- C
Ceramic Window Tint
from $549·2-3h - P
Paint Protection Film
from $1,899·1-2 days - C
Ceramic Coating
from $799·1 day
4412 W 6th St
412
Booking landing
AI cancellation recovery
A slot just opened. AI lines up who to text — you tap send.
A cancellation an hour out used to mean an empty bay and a scramble through old texts. Open the freed appointment and SalesThumb pulls two pools — everyone on your waitlist who's still waiting, and anyone who messaged in the last 14 days asking about availability — scores them for service match and how long they've waited, then has AI re-rank and write a casual SMS draft for the top 3. Each draft names the service and the new time. You read the reason, tweak the wording if you want, and tap to send. The AI suggests; you decide who actually gets the text.
- Fires from a canceled or no-show appointment — or any empty hole you point it at (service + time)
- Pulls two pools: active waitlist entries (status 'waiting') + inbound texts from the last 14 days
- Deterministic scoring first — same-service match, date-window fit, flexible-dates flag, and waiting time
- AI re-ranks across both pools and surfaces the top 3 candidates (hard-capped at 3)
- Each pick comes with a one-clause 'why' and a ready-to-edit SMS draft naming the slot + service
- Drafts only — every message routes through a 'Send this text' button you press; nothing auto-sends
How a shop actually uses this
Illustrative scenario: a customer cancels their 2pm ceramic coating at Sample Shop LLC the morning of. Mike opens the freed appointment and the slot-fill panel already lists three names — a customer who's been on the ceramic waitlist nine days, someone who texted 'any openings this week?' on Tuesday, and a flexible-date regular. Each comes with a draft like 'Hey Dana — a spot just opened for Ceramic Coating today at 2pm. Want it? Reply YES to grab it.' Mike sends the first two as-is, edits the third, and gets back to the floor. Typical manual version of this — digging through texts and the waitlist — might eat an estimated 10-15 minutes per cancellation; this trims it to a few taps. Actual fill results vary by your waitlist and customer base.
This slot just opened up
Ceramic Coating · Today 2:00 PM · Bay 2 · Sample Shop LLC
Top 3 candidates
Waitlist + last 14 days of inbox- 1Waitlist
Dana K.
On waitlist for Ceramic Coating · waiting 9 days
- 2Inbox
Marcus T.
Texted “any openings this week?” 3 days ago
- 3Waitlist
Priya N.
Flexible dates · same-service match
Scored before the AI sees them · deduped by customer · hard-capped at 3.
Slot just opened
Inline AI writing help
The blank box, already filled in. You edit. You approve.
Writing isn't the job — installing film is. But the job comes with words: a caption under the after-shot, a customer-facing line for a service you never described, a reply to the 5-star review sitting unanswered for a week. AI write tools draft those for you, right where you already are. A caption button under each job photo, a 'draft description' button on an empty catalog item, a suggested reply on each review. Nothing is invented and nothing auto-sends — the AI proposes, you tweak the wording, and you're the one who hits save or reply.
- Photo caption suggestions — one tap under any job photo in the lightbox
- Captions are grounded in the actual photo (Claude vision) + the category (before / after / damage)
- One-click draft for an empty service description, written in your shop's tone
- On-brand review-reply draft — tone adapts to the star rating, no fabricated details
- Every output is a DRAFT: it lands in an editable box, never auto-posts
- You edit, then apply — captions save via your normal save, replies are recorded when you click reply
How a shop actually uses this
Illustrative scenario: an installer at a mid-size ceramic-coating shop wraps a job and snaps eight after-shots in the app. Instead of leaving them blank, he taps 'suggest caption' on each, glances at the line, fixes one to name the actual coating, and saves — the customer's gallery now reads like the shop cared. That evening the owner clears three unanswered reviews: she opens each, reads the suggested reply, softens one sentence on the 2-star, and clicks reply herself. The next morning she adds a 'paint correction' item to her catalog, clicks 'draft description' on the empty field, trims it to two sentences, and saves. None of it auto-posted; she approved every word, but the staring-at-a-blank-box part was gone.
Photo · After
Sample Shop LLC2022 Tesla Model 3 · ceramic, after
Suggest caption
Caption · editable draft
Glacier ceramic coating finished on this Model 3 — deep gloss and slick water beading, ready for pickup.
Save captionSuggest again
Vision-grounded — the model sees the photo.
Category-aware tone · your save commits it.
Caption suggestion in the lightbox
Sales playbook engine
Every paid invoice fires a 12-month sales sequence. Hands-off.
Your busiest day is the day you don't follow up. The Sales Playbook does it for you: when an invoice flips PAID, a six-step nudge sequence enqueues against the customer — t+24h review, t+7d warranty registration, t+30d cross-sell, t+90d maintenance check, t+180d win-back with a discount, t+365d anniversary — each delivered as SMS or email at the scheduled time, copy generated from your service history + the customer's actual purchase. Replies are AI-classified and acted on. Operator opt-outs honored. Per-shop kill switch, per-customer opt-out, full timeline view per invoice.
- Six-step sequence per paid invoice (t+24h → t+365d)
- AI-generated copy that knows your shop's voice + the customer's history
- AI reply intent classifier — auto-marks DONE / SKIPPED / opts customer out
- Per-shop master kill switch + per-customer opt-out (NUDGES OFF keyword)
- Per-template editor: edit the copy, change the delay, disable a step
- Replies-digest email + failure-alert email + HQ-rollup digest
How a shop actually uses this
Sample Shop LLC in Austin enabled the playbook on a Wednesday. Eight days later, three customers replied 'yes pls send PPF quote' to the +30d cross-sell — Mike (the owner) saw them in the next-morning replies digest, sent quotes the same day, closed two for $4,820 combined. The third quote is still pending. Atlas had been doing zero post-paid follow-up before this; the only operator-time it costs is reading the digest with morning coffee.
✨ Playbook · invoice #2841 paid
Sarah Chen · Tesla Model Y · Front 2 Ceramic 70/35
Revenue attributed
$4,820
- +24h✓ sent
Review request
Sat 9:14am · 4.9★ reply
- +7d✓ sent
Warranty registration
Fri 11:30am · clicked
- +30d✓ sent
Cross-sell · PPF
Today · 'yes pls send quote' · marked DONE by AI
- +90dqueued
Maintenance check
Aug 1, 9am Central
- +180dqueued
Win-back · 15% off
Oct 30, 11am Central
- +365dqueued
1-year anniversary
May 3, 2027
Playbook timeline · invoice #2841
More in ai built in
Supporting tools that round out the pillar.
AI Ops Assistant
An AI insights feed that surfaces what needs attention across your shop, plus a plain-English business-analyst Q&A that answers questions about your real numbers in grounded text.
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Launching soon — join the waitlist for early access. At launch: 30-day free trial, no credit card.
Join the waitlist
Launching August 1, 2026 — get early access.