Loading
Operations core
Every screen a shop owner needs
From the first phone call to the final invoice — bookings, quotes, payments, inventory, warranty, and reporting all live in the same workspace. No tab-juggling, no double-entry.
Join the waitlist
Launching August 1, 2026 — get early access.
Operations kanban
Every job in flight — on one drag-to-advance board.
Most shops run the day from a whiteboard, a notebook, and a manager's head. The Workflow board replaces all three. Every job — from the first inbound inquiry to the completed install — lives on a single 6-column Kanban that you scan at a glance. Drag a card from Follow Up to Scheduled and the customer gets the booking-confirmation SMS in two seconds. Move it to In Progress and the public live tracker turns on. Drop it in Completed and the photo-gallery SMS, the invoice, and the warranty cert all fire in one shot. The whole shop ops in the same place — no more 'did anyone follow up with Priya?' at 4pm.
- 6 stages out of the box — Lead, Follow Up, Scheduled, In Progress, Completed, Lost
- Drag-to-advance — moves the job to the next stage without leaving the board
- 1-click auto-SMS as stages change (booking confirmation, ready-for-pickup, tracker on)
- Filter by tech, service, value, or date range — re-band the board on the fly
- Per-stage time-to-move averages in the column header
- Pipeline value + projected revenue rollups across the whole board
How a shop actually uses this
Sample Shop LLC's manager opens the Workflow board at 8am Monday. Lead column: 6 new inbound inquiries from the weekend (auto-classified from the online-bookings lane). Follow Up: 4 quotes she sent Friday with no reply yet. She drags two Follow Ups into Scheduled with verbal commitments from morning calls — the customers get the confirm SMS automatically. By lunch the In Progress column has 3 cards (Bay 1, Bay 2, mobile crew). By 5pm five jobs landed in Completed with auto-fired photo gallery links + invoices. Total time spent on the board: 12 minutes across the day.
Workflow board
27 jobs in flight · $19.7k pipeline · drag to advance stage
+12% wk
Pipeline
$19.7k
Avg stage time
2.4d
Auto-SMS today
14
Close rate
64%↑ 4
Lead
$3.4k
TB
Tasha B.
24 Model Y
$6121h
OR
Owen R.
22 GR86
$3293h
+4 more
Follow Up
$2.1k
MR
Miguel R.
22 F-150
$8791d
JP
Jenna P.
24 CR-V
$4492d
+2 more
Scheduled
$4.8k
PM
Priya M.
23 CX-5
$971Thu 9a
SH
Sara H.
23 Outback
$749Fri 1p
+3 more
In Progress
$2.6k
DB
Devon B.
22 GR86
$529Bay 2
AT
Alex T.
24 Model Y
$1,199Bay 1
+1 more
Completed
$5.9k
ML
Marcus L.
19 M3
$1,0392h
GH
Grace H.
22 Outback
$1396h
RC
Ryan C.
20 A4
$8511d
+4 more
Lost
$0.9k
NK
Nate K.
21 Audi S5
$6123d
+1 more
Workflow board — 6 stages at a glance
Customer CRM
Every customer, vehicle, and history in one place.
Your shop's five-year memory, in one searchable place. Every customer, every vehicle they've owned, every appointment you've done, every quote, every payment, every photo, every SMS — threaded into a single timeline that loads the second someone walks in the door. Search by plate, VIN, phone, or a guess at the name. No more spreadsheets, no more paper folders, no more asking the tech if you've done this car before. The record stays clean because the product forces it to.
- Unlimited customers on every plan — never archived, never charged per-contact
- Multi-vehicle per customer; co-ownership and household links
- Notes, tags, and VIP / referral-source / fleet / do-not-book labels
- Marketing opt-in / opt-out per channel (SMS, email, push) — TCPA-ready
- Soft-deleted records kept 90 days (accidental deletes are recoverable)
- Per-customer portal link — they see their own quotes, invoices, warranties
How a shop actually uses this
Jessica rolls into the shop in a blacked-out G-Wagen. You punch in 'BLK4U' — the plate pops right up. You see she was in 18 months ago for ceramic, there's a scratch she noted last time, her phone is on file, and she's tagged 'VIP Referral Source.' Your install quote loads with her preferred film brand pre-selected.
Customer profile
Scheduling & Calendar
The calendar your shop actually runs on.
A real-time resource calendar built for the chaos of a working shop. See every installer lane and every bay in a single view, drop jobs into open slots with a drag, and let the system handle the downstream — SMS confirmations, bay conflicts, capacity tracking, and no-show follow-ups. Opens online booking to your customers without opening a scheduling hole.
- Day, week, and month views
- Per-installer and per-bay resource lanes
- Filter by service type or installer
- Jump to any date with the keyboard
- Dark mode that works in a bright shop
How a shop actually uses this
Saturday is chaos at most shops. A customer calls wanting a PPF install on Friday. Open the calendar, you see 3 installers, each with 2 bays, color-coded by service type. Drag the customer's slot into the empty bay. Done in 10 seconds — and they get a text confirmation instantly.
Month view
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
Invoices & Billing
Invoices your customer actually reads.
Invoicing in SalesThumb is a one-tap transition from job-done to money-in. Convert any approved quote to a branded invoice, adjust if scope changed, and send a pay link over SMS or email. Your customer opens it on their phone, taps Apple Pay, and the invoice ties back to the quote, the deposit, and the appointment. Paid invoices push one-way into QuickBooks Online with a tap, the matching customer created automatically. No more Venmoing yourself from the customer's iPhone while the install waits. You do the work, we collect the money, your paid invoices land in QuickBooks.
- One-click quote → invoice (deposits carry, line items lock, number increments)
- Line items with per-line tax, unit price, quantity, discount
- Change orders — add or remove scope without voiding
- Auto-numbered per shop with customizable prefix (MT-1042)
- Custom due-date rules (Due on receipt, Net 7, Net 30)
- Attach before/after photos directly on the invoice
How a shop actually uses this
You finish a $1,200 ceramic coating. The quote was approved two weeks ago with a $200 deposit. You tap Convert → the invoice appears pre-populated with the quote lines and $200 already credited. Balance due: $1,000. Text the pay link. She taps Apple Pay. Push it to QuickBooks with a click.
Invoice editor
Online Payments
One connected processor, transparent fees.
Payments in SalesThumb ride on a single integrated payment processor, with a platform fee that is always disclosed on the invoice. Pay links go out over SMS, open on the phone with Apple Pay and Google Pay above the fold, and tap-through in three seconds. Refunds, deposits, partial pays, disputes, and payouts all live in one dashboard. Connect your bank once; funds settle automatically on your processor's standard schedule. No Square terminal reconciliation. No Venmo screenshots. No "can you send me a text when it goes through?"
- Pay links over SMS + email with Apple Pay / Google Pay above the fold
- ACH debit at standard processor rates
- Apple Pay & Google Pay on the customer pay-link page
- Tip capture on every card transaction (configurable default %)
- Cash, check, Zelle, gift-card — manual entry with receipt attachment
- Saved cards on file (PCI-compliant, tokenized)
How a shop actually uses this
Invoice goes out via text. Customer taps the pay link, Apple Pays in 3 seconds, you get a push notification: '✓ $699 from Sarah K. — Sample Shop LLC.' The payment is reconciled automatically against the invoice. No QuickBooks export. No Square dashboard. No sticky notes.
9:41●●●●Wi-Fi82
pay.salesthumb.com/INV-01310
M
Sample Shop LLC
INV-01310 · Priya M.
Balance due
$769.70
Deposit applied · $291.30
or pay with card
4242 4242 ····
04/28
CVC
Add a tip for Alex T.
10%
$77.00
15%
$115.50
20%
$154.00
Custom
Secure · PCI-DSSReceipt · texted
Pay link (mobile)
Film Roll & Inventory
Film roll tracking that actually knows what's on the shelf.
Inventory is the most painful process in a tint or PPF shop — and the one every other SaaS gets wrong. SalesThumb tracks rolls the way you actually use them: by length remaining, by batch, by the installer that cut from them, linked to the customer and vehicle they went on. Receive a shipment, print QR stickers, stick them on. Scan before you cut, deduct on job close. When a roll dips below your threshold, you get the alert before you're mid-install asking the customer to wait. Warranty-grade batch traceability is free and automatic — every cert prints the exact roll its film came from.
- Rolls: track by remaining inches (tint / PPF / wrap)
- Bottles: track by remaining ounces (ceramic / sealant / compound)
- Batch + lot numbers on every unit (warranty-grade)
- Unique QR sticker per unit — printable in-shop
- Multi-location: rolls live at a specific shop, not a generic pool
- Shelf-to-shelf transfer log (who moved what, when)
How a shop actually uses this
Friday morning you pull a tint roll off the shelf, scan the QR with your phone, the app shows 240" remaining. You install a sedan (uses 68"), mark the job done, the system auto-deducts to 172". At 60" remaining you get a text: 'XPEL Prime 70 3M-14' is running low — reorder now.'
Inventory · Film rolls
142 active · Sample Shop LLC · Austin · last reconciled 2m ago
SKU, batch…
Active rolls
142
Inventory value
$48,210
Below threshold
8
Burn rate · 30d
$14.2k
PriorityAll brandsAustin shopTintPPFCeramic
SKU · batchLocationRemainingCostBurnStatus
- Bay 1 shelf
XPEL Prime XR 70
batch X24-0912-A · received Apr 2
$612Out ThuOut42in · 4%
- Bay 1 shelf
3M Ceramic IR 35
batch 3M-14-B · received Mar 28
$548Out ~SunLow118in · 10%
- Bay 2 shelf
Glacier Ceramic Plus 20
batch ST-208-A · received Mar 31
$498Out next weekLow184in · 15%
- PPF bay
XPEL Ultimate Plus
batch X24-0812-C · received Apr 8
$1,840~18 daysOK612in · 43%
- Bay 2 shelf
Glacier Premium Ceramic 30
batch LL-4412-B · received Apr 11
$488~22 daysOK724in · 60%
- Bay 1 shelf
3M Crystalline 70
batch 3M-88-A · received Apr 14
$648~28 daysOK892in · 74%
- Bay 1 shelf
Rayno Phantom S9
batch RY-212-A · received Apr 16
$582FreshFresh1124in · 94%
Rolls overview
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.
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 cost control
A $100/mo wall between you and a runaway drip sequence.
Drip sequences and bulk blasts are powerful — and one mis-configured trigger can fire 5,000 sends in an afternoon. The Messaging Spend Cap is the per-shop ceiling that stops that from happening. Every send across SMS, email, drips, blasts, and transactional comms counts against a single monthly bucket. Default cap is $100/mo per shop. Hit it, sends pause and the owner gets a heads-up; raise it in Settings if you're running high-volume campaigns intentionally. For shops sending genuinely high volume (bulk-blast power users, multi-shop chains), BYOC mode lets you bring your own Twilio + Resend credentials and skip the cap entirely — pay your carrier directly at wholesale rates.
- $100/mo per-shop default cap — covers SMS segments + emails + drips + blasts
- Live spend bar visible from Settings → Messaging and from every drip/blast composer
- Owner alert at 80% / 100% — Slack-style toast + email digest
- Auto-pause on cap hit — transactional comms still flow, marketing sends queue
- Per-shop override — raise the cap in one click if you know what you're doing
- BYOC escape hatch — bring your own Twilio + Resend, skip the cap, pay carriers direct
How a shop actually uses this
A new tech at Sample Shop LLC accidentally wired a welcome drip to fire on EVERY customer record (not just new ones). The trigger queued 4,200 SMS sends Tuesday at 11am. At $0.0075/segment that would've been a $31.50 hit instantly — except the shop's running spend was already at $94 from the month. Cap stopped the queue at send 800. Mike got the 100% alert on his phone at 11:04am. He paused the drip from his phone, fixed the trigger, raised the cap to $200 for the rest of the month. Saved roughly $200 in unintended sends and one very confused customer base.
Settings · Payments
Messaging spend cap · billing period May 1 – May 31
Messaging spend cap
Resets in 8 daysBuilt-in quotas keep your monthly bill predictable. Hit the cap and overages roll up against a hard $100 ceiling — we never let a runaway loop drain your card.
SMS this month
74%1,847/ 2,500 segments
≈ 78 / day
Email this month
85%42,310/ 50,000 emails
≈ 1.7k / day
Overage so far this month
$14.20 / $100.00 cap
At current pace: $32.15 by month end
Bring your own Twilio + Resend
Coming soonSkip the spend cap entirely — connect your own carrier credentials and pay Twilio + Resend directly. We'll still handle send-rate, opt-outs, and 10DLC compliance.
twilioresendJoin the waitlist →
Spend cap dashboard
More in run your shop
Supporting tools that round out the pillar.
Sunbit + Affirm financing
Built-in financing CTAs on quotes + invoices for shops who want to upsell larger jobs without losing the deal to sticker shock.
Purchase orders + vendors
1-click POs from low-stock list, vendor catalog, receive-against-PO flow. Receive partial shipments with bulk-edit grid.
Per-window installer attribution
Multi-installer jobs split credit by window. Leaderboard, commission entries, payout tracking — installers see their own earnings tab.
Yearly tax filing pack PDF
One PDF with revenue by category, sales tax collected, refunds issued, and 1099 summary for each subcontractor — ready to hand to your accountant.
State tint-law compliance + waivers
Every state's window-tint VLT limits built in. The quote builder flags front/back/windshield darkness that's over the legal limit and captures a signed customer waiver before the install — your legal cover, on file with the job.
QuickBooks invoice push
Connect QuickBooks Online and push paid invoices one-way to your books — the matching customer is created automatically. No month-end CSV export marathon for the accountant. (Two-way sync is on the roadmap.)
Staff time clock + PIN kiosk
Staff clock in and out from the app or a PIN-based front-desk tablet. Hours roll into payroll-ready timesheets your accountant can run straight off.
Vehicle history reports (CarFax / AutoCheck)
Pull a CarFax or AutoCheck report on any VIN at intake — bring your own provider key. Results cache for 24h so re-opening a customer mid-shift never re-bills the carrier.
Ready to see it run?
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.