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Sales Matrix is the customer-facing screen your team runs at the counter or the round table: a step-by-step walkthrough of the categories a customer's interested in — window tint, ceramic coating, PPF, flat glass — each framed as Good/Better/Best (or the category's own equivalent), followed by a shop-defined Additional Services upsell step. The tier cards show Best first, on purpose — that's deliberate anchor pricing, not alphabetical order. Every tap logs to a real event trail, and tapping Save as quote or Create invoice at the end creates a real Quote or Invoice and books a real appointment on your calendar — the same records the rest of the app uses, not a separate sales-only database.
The Present flow
Screenshot coming soon
Features, zoomed in
Three capabilities built specifically for the day-to-day of a working shop.
Deep dive · 01
The Present flow fills the whole screen — sized for a 65-75in TV at 6-8 feet or a tablet at the counter, with tap targets built for a finger, not a mouse. It's built to close, not just to pitch: Save as quote creates a real draft Quote, and Create invoice converts that session straight into a real Invoice — both paths also auto-book a real appointment on your calendar. The kiosk itself doesn't take payment; Create invoice hands off to your invoice page, which does. For a Flat Glass cart specifically, the customer can pick a real open slot on your calendar before they leave.
A TV, a tablet, and a real close
Screenshot coming soon
Deep dive · 02
Window Tint is literally Good/Better/Best, mixable per window on the same vehicle. Ceramic Coating uses the same three tiers plus a 4th slot a shop can name anything it wants. PPF doesn't force the same frame — coverage there is named levels (High-Wear, Partial Front End, Full Front End, Full Vehicle) because that's how PPF is actually sold, plus custom per-panel pricing for anything outside those buckets. Flat Glass skips tiers entirely for a rough room/area-count estimate. Every brand name, spec sheet, price, and sales script line behind all of it is entered per shop in Settings → Sales Matrix — this isn't one fixed national price list.
Good/Better/Best
Screenshot coming soon
Deep dive · 03
After the core categories, a shop-configured Additional Services step lists whatever upsell items a shop has added — a ceramic maintenance kit, PPF edge sealant, anything sold as an add-on — each with a simple quantity stepper. A rep can also tap 'Suggest add-ons' for AI-generated suggestions; that's rep-triggered only, it never fires on its own, and every suggestion is checked server-side against the shop's own real, active catalog before it's ever shown — the AI can't suggest something the shop doesn't actually sell.
Additional Services
Screenshot coming soon
Deep dive · 04
The HQ rollup is real, DB-backed aggregation across every shop in an org — not a mock. It shows org-wide totals plus a per-location table (sessions started, completed, close rate, revenue, avg ticket), and it explicitly injects a zero row for any shop that ran no sessions in the window, so a dark TV at one location doesn't just quietly disappear from the list. It does not currently break tier mix (Good/Better/Best split) out at the HQ level — that level of detail lives on the shop-level Salesperson Scorecard instead, via each rep's Best-tier pick rate. HQ rollup requires the HQ add-on.
HQ sees which locations are running sessions
Screenshot coming soon
Deep dive · 05
The Conversion Funnel shows cumulative sessions reached at every step (Welcome → Visualizer → Window Tint → Ceramic Coating → PPF → Flat Glass → Additional Services → Review), the percentage of starts that reach each one, and a callout for the single biggest drop-off — plus a 'shelfware' flag for any category reps walk into but skip more than half the time. The Salesperson Scorecard rolls the same underlying sessions up per rep: sessions, close rate, revenue, avg ticket, avg session length, how often a rep's closed line items land on the Best tier, and how often they use today-only urgency pricing. A separate, older pivot-grid analytics view (Sales Analytics) still exists for cross-tabbing service category by customer segment — its own code comments call it a foundation still evolving, distinct from these two purpose-built reports.
Two reports built for exactly this flow
Screenshot coming soon
What's included
Everything that ships on day one. No feature-gating surprises inside a single plan.
The in-person Present flow
Good/Better/Best, tuned per category
Visibility, shop floor to HQ
See every angle
Every meaningful view, the path through it, and the moments that matter — so you know exactly what you're buying.
Good/Better/Best, Best shown first
Good/Better/Best, Best shown first
Screenshot coming soon
Additional Services + AI suggestions
Additional Services + AI suggestions
Screenshot coming soon
HQ rollup
HQ rollup
Screenshot coming soon
Conversion Funnel + Salesperson Scorecard
Conversion Funnel + Salesperson Scorecard
Screenshot coming soon
Who it's for
What it replaces
How it works
From Settings → Sales Matrix, enter your real brand names, specs, pricing, and sales-script lines for each category you sell, plus whatever Additional Services items you want to offer as an upsell.
Open the Present flow full-screen on a TV or tablet and walk the categories relevant to that customer. Anything the shop hasn't configured, or has turned off, skips automatically.
Tap Save as quote or Create invoice. Either way, a real record is created and an appointment auto-books — no re-entry into a separate system afterward.
What this looks like in a shop
Illustrative scenario: A customer at Sample Shop LLC sits down at the round table for a ceramic coating quote. The rep taps through the TV — Ceramic Coating first, with the shop's real pricing and the Best tier card shown first. On Additional Services, the rep taps 'Suggest add-ons' and adds a ceramic maintenance kit pulled straight from the shop's own catalog. The customer decides to add window tint too, and the running total picks up a bundle-savings line. The customer agrees; the rep taps Create invoice, and by the time they stand up, the appointment is already on the calendar and the invoice is ready to pay.
Questions
Fits in with
Anthropic Claude
Powers the optional 'Suggest add-ons' panel — rep-triggered, checked against the shop's real catalog before showing
Vizme (window-film visualizer)
Optional AI before/after visualizer step, off by default
Explore more
Build a quote from real line items — services, film, parts, fees — send it, and the customer approves with a drawn signature and a card deposit on their phone. No account needed on either side.
Convert any approved quote to a branded invoice in one click. Partial pays, deposits, and final balance all tracked against the same line items.
Every installer, every bay, every appointment in one view. Drag to reschedule. Color-coded by status. Double-book detection with explicit confirm-to-override.
SalesThumb's 78 reports live in a 14-category sidebar in the app; grouped here by the decision they answer, they sort into 6 clusters. The six: cash & revenue, job & service profitability, team & schedule performance, marketing & lead performance, customer retention & risk, and customer obligations — the reports inside each cluster export individually to CSV.
Whether you're a solo operator or a franchisor with hundreds of locations, every shop rolls up into one HQ view with consolidated KPIs, centralized catalogs, and push-to-shop pricing and templates.