SalesThumb knowledge base.

Securing your account with 2FA

How to set up, add, and remove authenticator-app or SMS two-factor authentication in SalesThumb, and the gotchas to know first.

Downloading or erasing a customer's data on request

When a customer asks what you have on file, or asks you to delete their personal information, you can handle it from their customer page.

Audit log + activity feed — track every action

Audit & activity is now one page with two tabs — a security trail and a business-event feed — plus who's allowed to see either one.

Exporting your shop data

Download a CSV/JSON snapshot of your shop's data on demand, or schedule recurring exports by email.

Upgrading, downgrading, and canceling your plan

How to start a free trial, request a different plan, get help with billing, and cancel your subscription.

Setting up shop branding and a custom booking domain

Add your logo, brand colors, a custom booking domain, and sender names for email and SMS — all from Settings → Appearance.

Hiding sidebar features you don't use (Settings · Customize)

How to hide unused sidebar items from Settings > Customize Menu, what's toggleable, how saving works, and who it affects shop-wide.

Updating your personal profile (name and avatar)

Update your display name and avatar from the Profile page under your account menu — separate from shop-wide Settings.

Embedding widgets on your own website

How to use Settings · Storefront Widgets for printable QR codes and website embed snippets, including the reviews wall on the Growth plan and up.

Setting up QC gates and inspection checklists (Quality Control)

How QC Gates block estimates and invoices until required artifacts exist, how Inspection templates fulfill them, and why the two are now one tabbed page.

Adding custom fields to customer and vehicle records

How to add your own fields to Customer and Vehicle records — field types, who can manage them, and where the values actually show up once you've created one.

Setting up and signing in with a passkey

How to add a passkey (Face ID, Touch ID, Windows Hello, or a security key) to your account, sign in with it, and how it relates to two-factor authentication.

Syncing your assigned appointments to your personal Google Calendar

Connect your own Google account under Profile → My Calendar so appointments assigned to you sync automatically — and what to know before you disconnect it.

Resetting your password

How to reset a forgotten SalesThumb password: starting the reset from the sign-in page, what the reset link expects, password requirements, and what happens to your other logged-in sessions.

Importing customers from Excel

Bring your existing customer list into SalesThumb from a CSV file. Most imports finish in under a minute.

Window tint VLT rules — what shade is legal in your state

How VLT works, where to find your state's current tint limits, medical exemptions, and what SalesThumb checks on a quote.

Customer portal — what customers can self-serve

What every customer sees in their magic-link SalesThumb portal — quotes, appointments, job status, warranties, invoices, and rebooking.

Recording a customer's medical tint exemption

If a customer has a physician's certificate or state permit for darker tint, record it on the quote so they aren't asked to sign the tint-law waiver.

Putting a customer on hold or recording 'stop texting'

Flag a customer who owes money or shouldn't be booked, and record a customer's request to stop texting that they gave by phone or in person.

Importing customers from a CSV file

How the column mapper works, which fields are actually required, and why picking a source platform is mandatory before you can import.

How to Add a New Customer (Manually, One at a Time)

Step-by-step guide to adding a single customer through the full New Customer form — required fields, optional contact info, SMS consent, the "how did you hear about us" dropdown, and when to use CSV import instead.

How to add a vehicle to a customer's profile

Attach a vehicle to a customer record, decode a VIN in one click, and know exactly what happens when you edit, delete, or pull vehicle history.

Managing B2B fleets: Local Fleets and HQ Contracts

How local B2B fleet customers differ from HQ-assigned franchise contracts, and where to accept, schedule, and complete each one.

Merging duplicate customers (and why one sometimes won't delete)

How to fold a duplicate customer record into the real one, exactly which history moves and which doesn't, and the specific reason SalesThumb refuses to delete some customers.

Using the Customers page

A walkthrough of the customer directory table, search, import/export, and the new-customer button on the Customers page.

Using the Customer Pipeline (kanban) and automated stage-move rules

How to track customers through pipeline stages on the Customers → Pipeline board, and set up rules that move them automatically based on visits, contact, or spend.

AI customer insights: the 'Who is this?' brief & next-service picks

What the "Who is this?" customer brief and "What should they book next?" suggestion cards on a customer's profile actually do, and how to use them to text an offer or start a quote.

Searching vehicles by VIN, plate, or owner

Search every vehicle in the shop by VIN, plate, make, model, or owner name — without opening a customer record or starting a quote.

Sending a customer their portal link

How staff copy, text, or email a customer's 30-day portal link from the customer's profile page, and why the Text/Email options stay disabled until a phone or email is on file.

Editing a customer's full record

The Edit customer dialog on a customer's profile page is where you fill in everything the quick New Customer form skips — address, company name and the Fleet-account flag, tags, the customer's calendar color, and marketing opt-in.

Reviewing inbound and outbound calls

How the Calls page lists calls from Zoom Phone, RingCentral or Dialpad and from your AI receptionist, with results, summaries and links to the customer or lead.

Enrolling a customer in a membership plan

Sign a customer up for one of your membership plans, apply their member benefits on quotes and invoices, log the benefits they use, and cancel a membership.

Auto-assigning new leads to your team

Choose whether new leads stay unassigned, take turns between your front desk and service writers, or all go to the shop owner.

Working and scheduling leads in the Leads hub

How to add leads, move them through New, Contacted and Quote sent, log calls, book a visit, mark a lead lost, and see everything scheduled.

Getting alerts for new leads and leads nobody has answered

Turn on email and app alerts for new leads, and for leads that wait 15 minutes without a reply, from Settings → Notifications.

Filtering, sorting and saving views on the Customers page

Narrow the customer list with My customers, All locations, a fleet filter and a sort, then save the combination as a view you can reopen in one click.

Assigning customer account owners and using bulk actions

Give each customer an account owner, find your own customers, and change owners or start a bulk text for many customers at once.

Customer tasks, follow-ups and the My Tasks card

Add a follow-up reminder to a customer's profile, assign it to a teammate, and find your own tasks on the dashboard.

Reading a customer's profile page

A tour of the customer profile: header buttons, lifetime value and churn risk, balance and last contact, service history, and each card on the page.

The vehicle profile page

Open a vehicle's own page to see its details, owner, service history, photos and warranties in one place, and edit it.

Getting started with SalesThumb in 30 minutes

What to set up first, what to defer, and how to be productive by the end of your first session.

How to migrate from ShopMonkey

Step-by-step migration playbook for shops moving off ShopMonkey, including the direct ShopMonkey import that brings over invoices and upcoming appointments.

Find your way around the app: menu, search and the New button

A tour of the left menu, the top bar and the New button, so you always know where a screen lives.

Migrate from OrbisX

Migration path from OrbisX — customers and vehicles import directly; service catalog, invoice history, and photos need to be rebuilt or kept in OrbisX read-only.

Migrate from TintWiz

Move your customer + vehicle data from TintWiz to SalesThumb with the CSV importer; warranty records, job history, and photos need a separate plan.

Export your data — backups and ownership

How to export your core shop data from SalesThumb — on-demand or on a schedule, without asking why. Your data is your data.

Using the SalesThumb assistant: Ask, Today, Tours

The logo button in the bottom-right corner opens one assistant with three tabs: ask a how-to question, see your day, or start a guided tour.

Setting up a new store: texting, customer email and Google chat

The order to set up a new location's texting number, email forwarding into the Inbox, and the Chat button on its Google Business Profile.

How to build your service catalog: adding, pricing, categorizing

Add services to your catalog from Settings → Services — name, category, default price, duration, and taxable status — plus how to edit, archive, and restore them.

The setup onboarding wizard

A walkthrough of the six-step setup wizard — what each step saves, why it keeps redirecting you back, and the gated "finish setup now" shortcut.

Configuring notification preferences

What each toggle on the Notifications settings page does, including which templates aren't actually live yet.

Setting up your Shop Profile (business info, review link, QR code)

How to fill out your Shop Profile — business info, address, Google review link, and Virtual Business Card — and what each field actually controls.

Finding your way around Settings

A tour of the Settings hub — how it's grouped, why some tiles show a status badge and most don't, and where the setup checklist goes once you're done.

The dashboard setup checklist

What the "Get your shop set up" card on your Dashboard tracks, how its steps get checked off automatically as you do real setup work, who can see it, and how it differs from the separate setup line on the Settings page.

The Settings page setup line

While your shop still has basics to finish, the Settings page shows one quiet line — separate from the Dashboard's checklist — counting whether your services, installers & bays, online booking, and payments are configured, and linking to the next one.

Seeing what's new in the app

The What's new feed shows product updates, tips, company news and service notices, with filters, full history, and email and push settings.

How royalty calculation and collection work in HQ tier

Royalty rate, calculation basis, statement generation, collection, and dispute flow for franchisors.

Rolling out SalesThumb to a second (or third) location

Step-by-step playbook for cloning your first shop's setup into a new location without re-doing the work.

Royalty options: billed elsewhere, hold, mark paid

Turn off royalty billing when you collect elsewhere, hold statements for review before they're emailed, and record payments with the date you received them.

Issuing royalty credits and extra charges to a shop

Add a one-off credit or extra charge to a shop's next royalty statement, see each one's status, and void one that hasn't been applied yet.

Rolling out SalesThumb HQ — the field playbook

The 30-day rollout sequence that works: pilot shop, training cadence, KPI dashboards, and the order to onboard your existing locations.

Reading the royalty and marketing fund audit log

See who recorded payments, sent or waived statements, changed the royalty rule, issued credits and approved fund claims, with the date and details of each action.

Per-location pricing overrides — when and how

How HQ-tier shops handle pricing variance between locations. The catalog inheritance model, override authority, and reporting.

Setting up ACH bank accounts for royalty collection

Enter the destination accounts that receive royalty and marketing money, and the bank account for each franchisee location, so HQ can generate ACH files.

Setting the price-board look and starter boards from HQ

From HQ → Pricing screens, set and lock the colors every location's price boards use, and push a starter board to every location while each keeps its own prices.

Franchise Sales: playbook, compliance, territory grid

Coach reps with the sales playbook, keep an FDD compliance log and state registration tracker, and see where you've sold and what's open by state.

Central booking from HQ and call-center agents

Look up a customer across every location and book them in from HQ, and invite call-center agents who can only book.

The HQ review inbox and bad-review alerts

See every location's reviews in one list, reply as the location, hand a review to the location, and get an email when a low rating comes in.

The HQ warranty network ledger: who owes whom

See network warranty repairs between your locations, who owes whom for a period, resolve disputes, and mark claims settled.

Routing customer leads to the right location by ZIP code

Turn on your brand's find-a-location page and send each customer lead to the location whose territory covers the customer's ZIP code.

National accounts: one price for a big customer at every location

Set a national or fleet account's prices once, push them to every location that serves it, and download statements.

Tracking staff certifications across your locations

See every location's staff certifications, set which ones each location must have, find the gaps, and get a weekly digest.

Uploading insurance and license certificates for HQ

Locations upload certificates of insurance and licenses from HQ Connect; HQ reviews them on the Compliance page.

Announcements your locations must acknowledge

Ask everyone who gets an HQ announcement to confirm they've read it, see who hasn't, and send reminders.

Setting up your HQ account: Multi-Location vs Franchise billing

How to create your HQ organization, choose between Multi-Location and Franchise, understand the Default Billing setting, and what the HQ add-on costs.

Switching between your locations and the HQ dashboard view

Everything for moving between a single shop, your HQ rollup, and Franchise Sales lives in one place — the switcher pill at the top of the sidebar. Here's what it looks like in each view and how to use it.

What HQ Connect does

Your shop's page for HQ: support tickets, announcements, royalty statement, shared documents, training, the HQ store, and your latest audit.

Working the HQ support inbox: tickets from your locations

How HQ owners and admins find, filter, assign, answer and close support tickets from franchisees, and how the 24-hour SLA badge works.

Using the Franchise Sales CRM

How the franchise prospect pipeline works — Kanban vs. list, stage rules, and the FDD 14-day review window gotcha.

Working HQ-assigned fleet contract jobs at your shop

How to accept, schedule, and complete the per-vehicle jobs your franchise HQ assigns to your location from a master fleet contract.

Franchisee satisfaction surveys — NPS and monthly Pulse check-ins

Two lightweight recurring surveys — a quarterly NPS check and a monthly operational Pulse — get every franchisee's temperature to HQ automatically, no chasing required.

Marketing Fund Claims — submitting and approving reimbursements

How franchisees request reimbursement from HQ's marketing fund for local spend, and how HQ reviews, approves, corrects, and pays those claims.

Comparing locations and tracking underperformers in your HQ network

Where HQ's location comparison, revenue leaderboard, and underperformer tracking actually live now that the old Compare Shops and KPIs pages redirect into Reports.

HQ chain-wide announcements and signage pushes

How HQ broadcasts announcements to every franchisee and pushes TV signage playlists chain-wide — the franchisor side of the single-shop signage feature.

Service Sync — pushing your catalog to every location

How HQ builds a service once, pushes it to every location, and what does (and doesn't) happen to a shop's own pricing afterward.

Transferring inventory between your shop locations

How to request, approve, ship, and receive a cross-shop inventory transfer from HQ — and exactly when your on-hand counts actually move.

Ordering supplies from HQ through the Store

How franchisees buy uniforms, signage, and other branded gear from their franchisor inside SalesThumb, and how HQ manages the catalog and fulfills what comes in.

Scheduling and running a brand-standards audit for a location

How HQ schedules a brand-standards visit, walks the checklist, scores it automatically, and tracks every failed item as a corrective action until it's resolved.

Checking ShopMonkey connection health across every location

One page under HQ that shows every location's ShopMonkey connection status, sync health, and real record counts — instead of checking each shop's settings one at a time.

Sharing SOPs and files across your franchise from HQ

How a franchisor uploads, versions, categorizes, and pushes SOPs, marketing assets, and FDDs to some or all locations — including the view-only mode built for sensitive legal and financial paperwork.

Sending FDDs and franchise agreements for e-signature

A dedicated, org-wide library for tracking FDDs, NDAs, franchise agreements, and applications sent to prospects for e-signature — separate from HQ's own file-sharing tool for existing shops.

Monthly shop P&L and your standard chart of accounts

HQ sets one standard list of accounts; every shop enters last month's totals in it and submits by a deadline, so HQ can compare labor, rent, marketing and margins across the network.

Using Territory Mapping and the Market Scorecard

A franchisor-only HQ tool for defining named territories, tracking their reservation-to-award lifecycle and conflicts, and ranking markets for expansion with a Market Scorecard.

Printing a territory map

Print a one-page letter-landscape map of one territory, or of everything in your current map view, with a legend and key figures.

Tracking franchise agreements after execution

Tracks term length, renewal-notice deadlines, status, and amendment history for every franchise agreement your org has executed, once the sales pipeline hands it off at signing.

Reviewing a franchise unit (ownership) transfer request

How HQ logs, reviews, and approves or rejects a franchisee selling their shop to a new owner, from request through a completed transfer record.

Setting up HQ Invoice Locking

How HQ locks invoices on a schedule so shops can't edit them, and how shops request — and HQ Admins approve, deny, or revoke — a temporary unlock.

Building and sending HQ Campaigns

How HQ drafts a network-wide SMS or email campaign with merge tags and sends it straight to every targeted shop's customers in one click.

Pushing a Shop Checklist standard from HQ

How HQ sets a standard checklist for shop staff and installers, pushes it out to chosen locations without overwriting a shop's own customized version, and sees who's actually completing it.

Searching customers and vehicles across every location from HQ

Search every customer and vehicle across all your shops from one HQ screen, see which location each record belongs to, and jump straight there.

Using Team Hub from the HQ side

The HQ-side Team Hub page opens the exact same org-wide HQ channel every shop owner already has, so headquarters and franchisees can actually talk back and forth instead of HQ only ever broadcasting one-way through Announcements.

Reading the HQ Awards rollup

A read-only HQ page that rolls up every shop's award grants — KPIs, two leaderboards, and a filterable activity feed — so a franchisor can see recognition trends across the whole org without checking shops one by one.

Adding locations, regions and owner access in HQ

How HQ admins add or import locations, group shops into companies and regions, and grant owners access to the right shops from HQ Locations.

HQ users, roles and permission sets

How to invite people to your HQ, what the Owner, Admin and Viewer roles can do, how CRM-only access works, and how to build reusable permission sets.

Tracking new franchisees through 90-day onboarding

How HQ follows each newly awarded franchisee from FA signed to grand opening, checks off milestones, and spots who is falling behind.

Reading the Franchisee Risk score in HQ

How franchise HQ owners and admins use the Franchisee Risk page to see which locations may need attention first, and what goes into each score.

Managing franchise brokers and their commissions

Keep a roster of the franchise brokers and agencies who refer prospects, link them to deals, and track the commission owed on each awarded franchise.

Using the Power Dialer and validation calls

Call through a prioritized franchise prospect queue with the Power Dialer, then pair serious prospects with current franchisees for validation calls.

Scheduling and running Discovery Days

Put in-person Discovery Day visits on the Franchise Sales calendar, add one or more prospects to each, track their prep checklist and mark visits completed.

Franchise lead form, embed code and integrations

Put a branded franchise inquiry form on your website, see how leads are rated and routed, and send new-lead alerts to Zapier or Slack.

Smart Lists, CSV import and custom fields in Franchise Sales

Save filtered views of your franchise prospects, bulk-import prospects from a spreadsheet, and add your own fields to the prospect record.

Franchise Sales meetings and public booking pages

Create meeting types with their own public booking link, set the hours prospects can self-book, and manage upcoming franchise sales meetings.

Sharing the franchise prospect portal

Send a franchise prospect a private link where they can follow their application, see their FDD review window and documents, pay a franchise fee and reach their rep.

Working a franchise prospect's record

A tour of the franchise prospect page: logging activity, tasks, stage and deal odds, FDD timing, the franchise fee, documents, sequences and converting to a franchisee.

Franchise Sales sequences and message templates

Build multi-step email, text and task sequences for franchise prospects, and keep one-off email, SMS and call-script templates your reps can copy.

Franchise Sales setup, settings, goals and reports

Set up the Franchise Sales CRM with the setup wizard, configure stages and lead routing, set team goals, and read the dashboard, reports and FDD Compliance page.

Working your daily queue: Today, Tasks and Activities

How franchise development reps use the Today action center, the Tasks list and the Activities feed to see what's due, follow up on quiet prospects and review every touch.

Franchise Sales workflows and lead routing

Set up if-this-then-that workflows that create tasks or enroll prospects in sequences, and control which franchise sales rep gets each new lead.

Reviewing your HQ organization audit log

The owner-only HQ audit log records sensitive network changes — brand and pricing locks, locations joining or leaving, territory changes — and who made them.

Locking brand colors and service pricing from HQ

How a franchise HQ uses Lock brand colors and Lock service pricing to stop locations changing their colors and prices, and what shops can still edit.

Setting your HQ branding: logo, colors, portal domain and email sender

Upload your network logo, set brand colors that override each shop's, verify an HQ portal domain with a CNAME, and set the sender for HQ emails like royalty statements.

Sharing customers and team members across locations

What HQ's Data Sharing settings do: letting locations look up each other's customers and see each other's team, and what stays private to each shop.

Setting chain-wide sales playbook defaults from HQ

How HQ sets default text, timing and on/off settings for the six playbook follow-up texts, test-fires them, and tracks drift, failures and revenue across locations.

HQ Settings: push a waiver template and manage product news

Fill in the service and liability waiver text at locations that don't have one, optionally require a signature, and switch the What's new feed on or off for your whole network.

Importing locations into HQ from a CSV file

How HQ admins bulk-create up to 50 locations at a time from a spreadsheet: preparing the file, mapping columns, cloning setup, and fixing rows that fail.

Using a location's profile page in HQ

What HQ sees on each location's profile page: KPIs, trends, team, royalties and signed documents, plus how to edit, deactivate, or push paperwork to it.

Comparing Sales Matrix results across locations in HQ

See every location's Sales Matrix kiosk sessions, close rate, committed and collected sales, plus a chain-wide rep leaderboard, from HQ.

Seeing sales tax owed across all your locations

Use the HQ chain sales-tax rollup to see tax collected, remitted and still owed at every location, export it to CSV, and jump into any shop's own report.

Using the HQ setup wizard

A step-by-step walkthrough of the HQ setup wizard: the essential steps that finish your HQ setup, the optional recommended steps, and how to skip and come back.

Tracking licenses, insurance and renewals for a location

How HQ keeps a per-location calendar of license renewals, inspections, insurance and other deadlines, with repeating reminders and a daily email.

Escalating repeat compliance failures to a Notice of Default

How HQ sets the violation threshold and cure period, reviews the draft Notice of Default SalesThumb prepares, then sends, dismisses or rescinds it.

Running the network health scan and reading network-wide deadlines

Score every location on photos, post-service inspections and activity from its last 30 days of jobs, and see every location's license and permit deadlines in one list.

Checking all your shops at once on My Locations

My Locations shows today's revenue, 7-day revenue, today's appointments, and open alerts for every shop you own or run, with one click into any of them.

Charging your locations one-off fees from HQ

Charge training, event or late fees to one or more locations, choose card or royalty statement, void unpaid fees, and see what the shop sees in HQ Connect.

Payments — why each shop has its own account

How SalesThumb connects payments so you control your own money, not us.

Exporting financials to QuickBooks

Push your paid invoices one-way to QuickBooks Online — no re-keying. The matching customer is created automatically.

QuickBooks Online — invoice push setup

Connect SalesThumb to QuickBooks Online and push your paid invoices one-way — the matching customer is created automatically.

Payments — payouts, fees, and disputes

How payments route money to your bank, how the fees stack up, and how to handle chargebacks without losing your mind.

Resend transactional email — your own sending domain

Get your transactional emails into the customer inbox, not the spam folder. SalesThumb's Resend integration, domain verification, and the warm-up routine.

Zapier + Make automations — common shop patterns

Wire SalesThumb to anything via Zapier and Make.com. Common automations and copy-paste templates for the 10 most-requested patterns.

Connect Zoom Phone to SalesThumb (call tracking)

How to add SalesThumb Call Tracking to Zoom Phone, choose which numbers to track, use your call log, and remove the app.

Connecting Facebook Messenger (Page Access Token setup)

Connect your Facebook Page to SalesThumb using a Page Access Token so Messenger conversations land in your Inbox alongside SMS, email, and web chat — plus what actually happens when you disconnect.

How to connect Google Business Profile (reviews, insights, calls)

Connect Google Business Profile to pull your Google reviews and 30-day profile insights into SalesThumb, reply to reviews without leaving the app, and know exactly what happens (and what doesn't) when you disconnect or reconnect.

Connecting your email in Settings

How the Google Workspace OAuth connection, the SMTP fallback, and sender/reply-to settings on the Email Settings page actually work — and where they trip people up.

API keys and outbound webhooks

Generate scoped API keys and subscribe HMAC-signed webhooks to shop events — plus the one-time-secret and read-only-API gotchas.

Connecting Frostbite Marketing: chatbot, reviews, and bulk messaging

How to link Frostbite Marketing in SalesThumb, what the chatbot/reviews/reports/bulk-messaging tiles actually do, and why "Bulk Messaging" isn't a social scheduler.

Connecting integrations and checking connection health

Settings → Integrations is now the only place to connect a tool and see whether it's actually connected — Settings → Health is gone.

Connecting WhatsApp Business messaging

Connect your own WhatsApp Business Account to SalesThumb with a one-click Meta signup popup so WhatsApp conversations land in your Inbox alongside SMS — plus what happens when you disconnect.

Connecting Instagram Direct Messages

Connect your Instagram Business account to SalesThumb using a manual access token so Instagram DMs land in your Inbox alongside SMS, email, and Facebook Messenger — plus what actually happens when you disconnect.

Setting up network-wide webhooks from HQ

Send events from every location in your HQ network to one outside URL, like Zapier, with signed requests, test sends and a delivery log.

Keeping your ShopMonkey parts in sync

How SalesThumb keeps a copy of your ShopMonkey parts list up to date: the nightly sync, syncing on demand, and reading the sync history.

Receiving and tracking film rolls

Receive rolls with real cost/lot detail, deduct usage in one screen after a job, and see low-stock alerts before you run out.

Setting up low-stock alerts for film and supplies

Inventory → Alerts has two independent cards — item-level Low stock alerts and roll-level Film roll alerts — plus a manual sweep to check film levels on demand. Here's what each one actually watches, and why they can disagree.

Tracking film usage per install

Every install logs inches used off a specific roll, so you get real per-installer, per-window, and per-product film-cost data in Inventory and on the staff leaderboard.

Wrap material waste — what % to bake into pricing

Color-change vinyl wrap material waste is one of the biggest hidden costs. Here's how to calculate, track, and price for it.

Adding a non-film inventory item (chemicals, pads, tools, PPE)

Every product you stock that isn't a film roll — ceramic coating, detail chemicals, pads, PPE, tools — gets its own inventory record with cost, pricing, and reorder rules. Here's how to add one, including the AI photo-scan shortcut.

Creating and tracking purchase orders

How to draft, submit, and receive film purchase orders in Inventory — and the one line-item habit that silently skips your stock count.

Managing supplier records

How to add, view, and archive vendor records under Inventory > Suppliers, including the no-edit and no-undo gotchas and who has permission to manage them.

Reading the Inventory overview

A tour of the Inventory page's stat cards, tabs, and per-row controls, plus where reorder alerts and stock limits live.

Setting up your Film SKU catalog

Film SKUs are the brand + series + VLT records behind your film roll inventory — set them up here first, since the roll-receiving dropdown has nothing to show without them.

The unified Products catalog, from search to CSV import

One screen that reads across services, kiosk sales-matrix packages, film SKUs, and inventory items — plus a single "create once, tick every surface" flow and a CSV importer that runs through the same engine.

Deducting material from inventory after a job

Log what a finished job actually used — by window, panel, square footage, or straight units — preview it against current stock, and apply it as the deduction that really moves your on-hand counts, since the automatic version doesn't write anything yet.

Setting reorder point email alerts

Inventory → Reorder points is a separate configuration screen for arming, editing, and disabling the thresholds that trigger SalesThumb's hourly low-stock email and the Alerts tab list — a different system from the reorder field on a film product's own Overview tab.

Editing, adjusting stock, and archiving an inventory item

Once an inventory item exists, its detail page is where you set stock-limit thresholds, log a receive/usage/scrap movement, and archive it — here's how each of those actually works.

Moving film rolls between locations

Send film rolls to a sister shop in your organization, and accept, decline, or withdraw roll transfer requests from Inventory → Roll transfers.

Running an inventory cycle count

Walk the shelf, type in what's physically there, and fix every counted item's on-hand stock in one pass with Inventory → Cycle count.

Scanning inventory barcodes with the mobile app

Point your phone at a product's barcode to pull up the matching inventory item, or start a new item with the code already filled in.

Receiving film and restocking items from your phone

Check stock value on the mobile Inventory screen, receive a film roll as you unbox it, and restock items that are short.

Reading Film Usage, Film Rolls On Hand and Material COGS

Three Inventory reports show film used by product, every active roll and what's left on it, and the material cost of each job next to what you collected.

Auto-requesting Google reviews after every job

Send a one-tap Google review link to every customer 24 hours after job completion.

Setting up a detail subscription program

Run detail memberships: pricing tiers, setting up plans in Memberships, and how to track members while you collect payment yourself.

Lead source tracking — where customers come from

Tag every lead with its origin. The ~30 categories, how tagging works, and how to use the Source Attribution report to adjust your marketing budget.

Setting up your shop's first marketing campaign

A practical guide for launching your first SMS or email campaign — picking a segment, message copy, send timing, and how to measure if it actually worked.

Posting your prices on the lobby TV and a price page

Build price boards and daily specials under Settings → Pricing Screens, then show them on your lobby TV, a public price page, and your online booking page.

Add a free tint law checker to your shop's website

Copy one piece of code and your website gets a tint law lookup for every state, kept up to date by SalesThumb.

Pricing screens: price boards and daily specials

Post your prices on the lobby TV and a public price page, and schedule daily specials that customers can also book online.

Selling and redeeming gift cards

How to sell gift cards from your dashboard or online, track balances, and redeem them at Quick Sale — including how the Total line and gift card deduction actually work together.

Setting up a customer loyalty (stamp card) rewards program

How the digital stamp card works — configuring your program, adding stamps after a visit, redeeming rewards, and where to actually check performance.

Managing reviews and reputation

How the Reviews page and the Review wall differ, and why replies on one post to Google while replies on the other stay internal only.

Reading the private feedback customers send from a review request

What customers see on a review-request page, where private ratings and notes land on the Reviews page, and how the low-rating alert works.

What the Community tab is for

What the franchisee Community feed does, who can see it, and gotchas around posting limits, reactions, and pinned posts.

Configuring sales playbook templates

How the per-shop sales-playbook template editor works, and why saved edits never touch plays already in flight.

Let the sales playbook draft or send a quote when a customer says yes

Turn on Auto-quote on cross-sell replies so a customer who answers a cross-sell text with interest gets a real quote drafted, or drafted and texted.

Creating and designing website lead forms

Build a lead form for your own website, design its fields and look, and have every submission show up as a lead in SalesThumb.

Running Win-back campaigns by dormancy cohort

How the Growth & Marketing Win-back tool buckets lapsed customers into three dormancy cohorts and sends a templated SMS — and how it differs from Bulk Blast.

Sending a bulk text or email with Bulk blast

How to pick an audience, write a personalized SMS or email, test it and send it with Bulk blast, plus what the older Campaigns page still offers.

Setting up Drip Campaign sequences

How to seed, build, activate, and permission-gate multi-step SMS + email drip sequences from the Growth & Marketing hub.

Creating and managing coupons

Set up discount codes in Promotions, understand what the create form can (and can't) control, and see exactly how a code gets validated at redemption.

Automating Win-Back and Cold Lead Follow-up

How Automations auto-enrolls lapsed customers and cold leads into background SMS/email sequences — no manual sending required.

Managing the post-invoice Playbook queue

How to read, pause, skip, and act on the plays your Sales Playbook queues after every paid invoice — plus the kill switch, bulk actions, and a few first-time gotchas.

Orienting to the Growth & Marketing hub

A tour of the Growth & Marketing hub's five tabs — Growth, Scoreboard, Operations, AI Tools, AI Assistant — and how they connect.

How the Refer a shop program works

How to find your shop's referral link, how signups through it are tracked, and when your $50 credit shows up — plus how this self-serve program differs from SalesThumb's invite-only Affiliate Program.

Building a drip campaign: steps, triggers and enrollments

Inside a single drip campaign: add and order steps, choose the trigger, set Marketing or Customer care, control exit on reply, and watch enrollments.

Customer referral links and rewards

Create a personal referral link for a customer, see how many clicks and new customers it brings in, and know what SalesThumb does and doesn't reward automatically.

Viewing your National Marketing Fund contributions

Where a franchise location sees its marketing fund rate, the national campaigns HQ has run with the fund, and what the shop has paid in each billed period.

10DLC registration walkthrough

Why 10DLC matters for SMS, and how to get your shop registered: in-app under Settings → Texting, or with your own carrier account.

How to write SMS replies that convert

The SMS reply patterns that turn inbound inquiries into quotes. Tone, length, structure — and what to avoid.

Configuring text reminders for appointments

Automated SMS reminders 24h and 1h before an appointment — track your own no-show rate before and after turning them on.

Texting from your own business number

Register your shop with the phone carriers from Settings → Texting so customers get texts from a number that belongs to your shop.

Building a library of SMS reply templates

Start from SalesThumb's built-in template library, or write your own — then reuse the wording straight from Settings → Notifications.

Texting rules: consent, STOP and quiet hours

How SalesThumb collects texting consent, honors STOP replies, holds marketing texts outside 8am–8pm, and labels automated AI texts.

Customer texts not sending — troubleshooting

If SMS confirmations or reminders aren't reaching customers, here's the systematic checklist to find the failure. Work through these 7 checks in order.

Adding a chat bubble to your own website

Turn on Website chat, paste one line of code into your site, and answer visitors from your Inbox.

Taking over a conversation from the AI (and the 15-minute timer)

Step in when the AI receptionist is answering a customer: Take over for 15 minutes, leave the AI off, or just reply. Here's how the AI comes back on.

Asking a customer for written consent to marketing texts

Marketing texts need the customer's written consent. Send a one-time link from the customer's page so they can say yes or no.

Texting a customer: new messages and replies in the Inbox

Where the Inbox lives, how to start a new SMS conversation, and what to know about replying, attaching photos, getting an AI-drafted reply, and fixing or improving a message you typed.

Your monthly SMS allowance, the spend cap, and hitting the limit

Every plan includes a monthly message allowance plus a separate dollar cap on overage — here's what's included, what stops when you hit the cap, and where each screen tells you (or doesn't).

Reading the AI conversation summary in the Inbox

What the AI summary card above a long Inbox conversation is, when it appears, which plans get a real summary, and what the priority badge means.

Setting up Missed-Call Text-Back

Automatically texts back anyone whose call to your shop goes unanswered, so their reply lands right in your Inbox.

Using Group Inbox for co-owned shops

Group Inbox pools every conversation from every location in a co-owned shop group into one view, tagged by location, so owners and admins can read, reply, and start new texts across locations without switching shops.

Setting up the Web Chat Widget

Two ways to chat with website visitors: a chat bubble from Settings → Website chat, or a shareable chat link. Conversations land in your Inbox as Web Chat threads.

Connecting your own Twilio or texting carrier

How shop owners text-enable their existing business number, or connect their own Twilio account (and Resend for email) so the carrier bills them directly.

Reading the texting Deliverability page

How to open the SMS health page from your Inbox, what delivery rate, failure rate, replies and opt-outs mean, and what to check when the warning shows up.

Kiosk mode — front-desk and self-check-in

Put a tablet by your door for self check-in: customers tap their name and confirm the last 4 of their phone number to check in for their appointment.

Shop signage — TV displays and lobby boards

Power your in-shop digital displays from SalesThumb. Pair a TV, build a playlist of slides, and push it to your lobby or sales counter.

Shop WiFi setup for POS, kiosks, and devices

The networking decisions that make or break the in-shop experience. WiFi mesh, VLAN segmentation, and the gear that actually works.

Texting customers from the mobile app

Read and answer customer texts on your phone, reply to website and Facebook visitors in Leads, and see what to do when a customer has turned texts off.

Using the Workflow board on mobile

See where every job and quote stands on your phone and move it to the next step with one tap, on your shop's own workflow or the simpler Jobs board.

Running the cash drawer from the mobile app

Open a drawer, log drops, payouts and pickups, and close out with a counted-cash check from your phone.

Mobile app access: install and set who gets in

The SalesThumb app is live on the App Store and Google Play — here's how to install it, sign in, and how your admin controls who gets Installer, Sales, Full, or No access from Settings → Team.

Why your installer sees a different mobile menu

The mobile app has no fixed row of tabs. Its tiles and Go to menu are built from each person's role, so an installer and an owner see different destinations, and hiding an entry is not the same as revoking access.

Signing in to the mobile app: staff vs customer login, magic links

The mobile app has two completely separate sign-in paths — staff use email and password, customers use a phone number and a texted code — plus magic links, two different 2FA screens, and ten named full-screen lockout messages.

Reviewing franchise sales prospects from the mobile app

The mobile Franchise Pipeline screen lets managers check franchise sales prospects — stage, rating, budget, activity — from a phone; it's read-only, with no Kanban, editing, or Sequences.

Multi-shot camera capture on mobile

Take several job photos in one continuous camera session on your phone, review or drop any shot before it uploads, and see how the app tags photos automatically depending on where you started.

Using Walkie (push-to-talk)

Walkie lets shop staff on the mobile app hold a button to record a quick voice message and send it to the whole shop or one teammate, with new messages playing out loud automatically like a real walkie-talkie.

Scanning a VIN with the VIN Scanner

The VIN Scanner reads a vehicle's VIN barcode or printed VIN with your phone's camera and looks up its year, make, and model from the federal NHTSA vehicle database.

Using the Tint Estimator (camera VLT% tool)

Use your phone's camera to get a quick VLT% estimate on a tint film — a fast field check, not a certified legal reading.

Using Tint Shade Preview

Tint Shade Preview lets a rep or customer see roughly how a tint shade would look on the customer's own car by overlaying a translucent shade on a phone photo, entirely on the device, with no upload and no cost.

Setting up Face ID / fingerprint app-lock

A device-only toggle in the mobile app's Profile → Security screen that locks the whole app behind Face ID, Touch ID, or a fingerprint every time you reopen it — separate from the web app's account-level passkey sign-in.

Managing mobile push notifications

How the mobile app's in-app notification feed and real device push alerts work — what registers your phone, what actually pushes, and how switching your active shop or signing out changes it.

What your customers see in the SalesThumb app

How customers sign in to the SalesThumb app with a texted code, and what the Home, Garage, and Profile tabs let them see, approve, and pay.

Quoting, invoicing and booking from your phone

How sales staff and managers create a new quote, a new invoice, or a new appointment in the SalesThumb mobile app, step by step.

Searching from the mobile app

Use the mobile app's Search screen to find customers, vehicles by plate or VIN, and quotes or invoices by number, all from one box.

The mobile Dashboard

What owners and managers see on the mobile app's Dashboard: revenue for the chosen time range, today's jobs, close rate, new customers, waitlist, month goals and gift cards.

Selling a gift card at the counter on mobile

How to issue a new gift card from the SalesThumb mobile app after taking the customer's payment, and email the code to the buyer or the person it's for.

Running your day from Today's Jobs

How installers use the Today tab in the mobile app to see the day's jobs, open a job, move it through each status, add photos and notes, and wrap it up.

Checking your own pay on mobile

Use My Earnings in the SalesThumb mobile app to see your hours and estimated wages this week, plus your jobs, tips and commission this month.

Measuring a window from a photo on mobile

Use your phone's camera and a sheet of paper to estimate a window's width and height while you build a flat-glass bid in the SalesThumb mobile app.

HQ Pulse and Royalty on the mobile app

Compare every location's revenue and health from your phone with HQ Pulse, and check what your shop owes HQ on the Royalty screen.

Sharing your booking link from the mobile app

Open your shop's public booking link in the SalesThumb mobile app and send it by text, email, or social post so customers can book themselves.

Marking a quote approved or declined from your phone

When a customer says yes or no in person or on the phone, record it on the quote from the mobile app, then turn an approved quote into an invoice.

Finding every AI tool in the mobile app

Open the AI tools bar on the Today tab for the four field tools, or tap All AI tools to see every AI tool your role can use, grouped by job.

Ordering film with purchase orders on the mobile app

Draft a purchase order, submit it, and receive rolls into inventory from your phone, or reorder low-stock film with one tap.

Filling cancellations from the Waitlist on mobile

See who is waiting, add a walk-in, text or email a customer about an opening, and book them from your phone.

Working chargebacks and refund requests in the mobile Disputes screen

Check evidence deadlines, change a dispute's status, assign it, add notes and tick the evidence checklist from your phone.

Checking legal tint limits with Tint Laws on mobile

Look up a state's legal VLT limits for sedans and SUVs or trucks, and quick-check a front-window percentage before you quote.

Sending a text or email blast from the mobile Blast Composer

Pick a customer segment, write the message, run a Test, then send to everyone in the segment from your phone.

Asking for reviews and replying to Google reviews on mobile

See which review requests went out, ask every eligible customer in one tap, and reply to Google reviews with an optional AI draft.

Inviting teammates and setting clock PINs from the mobile Team screen

Invite a teammate with a role and mobile access, share the invite link, reinvite, archive or restore people, and generate clock-in PINs.

Managing coupons and gift cards from Promotions on mobile

Create a coupon code, switch coupons on or off, and check gift card sales and balances from your phone.

Working HQ-assigned jobs from the mobile app

See the jobs your franchise HQ assigned to your shop, read HQ's instructions, and accept, start and complete them from your phone.

Browsing your product catalog in the mobile app

Search everything your shop sells from your phone, filter by where it's sold, and see a product's price, cost and details.

Answering a new lead from a push notification

Tap a lead alert on your phone to see who the lead is and what they asked for, then call, text, or log how the call went.

Using the mobile Schedule tab for jobs and shifts

See the next two weeks of jobs, confirm your shifts, and, as a manager, add or edit team shifts and see who's clocked in.

Finding and adding customers in the mobile app

Search your customer list on your phone, show fleet accounts or top spenders, and add a new customer with just a name, phone or email.

Working the Quotes list in the mobile app

Search and filter your quotes on your phone, and chase the ones that are expiring soon or that customers haven't opened.

Tracking balances and overdue invoices on your phone

See what's still owed on the mobile Invoices list, filter to overdue invoices, and tap into one to collect payment.

Taking payment on an invoice from your phone

Log a payment you collected, let the customer pay by card on your phone, text a pay link, or request sign-off from the mobile invoice screen.

Registering and looking up warranties in the mobile app

Register a warranty certificate from a finished job, look one up by certificate number or customer name, email it again, and clear recoat and inspection reminders from your phone.

Using a customer's profile in the mobile app

Call, text, quote or book from a customer's screen on your phone, log a note, scan a VIN, add stamps, and see their full history.

Using Team Hub on the mobile app: chat and tasks

Read and post in your shop's staff channels, see pinned announcements, and work the Team Tasks list from your phone.

Memberships on mobile: plans, enrolling and redeeming

Create and publish membership plans, enroll a customer, and log a benefit with one tap from the SalesThumb mobile app.

Automations and drip campaigns on the mobile app

Turn reminders, review asks, growth automations and the Sales Playbook on or off from your phone, and build, pause or archive drip campaigns.

Flat Glass bids and projects in the mobile app

Walk a building and price a flat glass bid on your phone, submit or award it, then run the project with crew, daily reports and a COI check.

Checking your numbers on the mobile Reports screen

What each card on the mobile app's Reports screen counts, which 30 days it covers, and who can open it.

Seeing and giving awards in the mobile app

Check your own awards, pin favorites, scroll the shop wall, and (as an Owner or Admin) give a teammate an award from your phone.

Taking guided walkthroughs on the mobile Learn screen

Open Learn from the Go to panel to start, continue, skip or retake the walkthroughs for your role, or replay the tour of the app's bottom buttons.

Getting help and reporting a bug from the mobile app

Open Help & Support in the mobile app to email the SalesThumb team, send a bug report with your app version attached, replay the app tour, or open the help articles.

How cash drawer sessions work

How to open a drawer, log drops/payouts/pickups/adjustments, and close out with a counted-cash variance check.

Reading the Financials page

What each card on the Financials page shows, how the date filter works, and why Aged Receivables never respects it.

Using Pricing Insight

How to read close-rate driven price suggestions and apply them to your service catalog.

Building service packages with the package builder

How the tile-based package builder turns tapped services into a live invoice or quote draft.

Understanding Sales Cast

How to push a product, comparison, or upsell cards to your sales-counter TV — and the TTL, bullet-limit, and quick-fill gotchas.

Using Support tickets

How to open a ticket with HQ, what each field does, and how status, assignment, and response time are tracked.

Job checklists: steps and due times for every job

Set up reusable step lists for tint, PPF, on-site and other jobs, with due times that count from the appointment, and work them on each job.

Choosing which shop alerts you get by email and app notification

Use the Shop alerts card on Settings, Notifications to pick which payment, booking, cancellation, rating and staff alerts reach you, and what is on by default.

The Flat Glass module: bids, projects, and buildings

How the architectural-glass pipeline works — from building record to bid to project to COI tracking — and the gotchas along the way.

Browsing the architectural film catalog (Flat Glass)

A field guide to the read-only Flat Glass film catalog — its category/brand filters, what each spec tile means, and the Privacy-filter gotcha.

Using the Operations hub

The Operations hub is a card-grid launcher to Inventory, Staff schedule, Time clock, Cash drawer, Staff & roles, and Financials — not a dashboard itself.

Flat Glass jobsite photos (coming soon)

The Jobsite photos page lists your live Flat Glass projects, but photo upload from the mobile app isn't built yet.

Leaving a handoff for tomorrow's crew

How the closing crew leaves notes and to-dos for the next morning, and how the next crew reads them, ticks them off, and marks them read.

Completing opening and closing checklists

How staff and installers check off the daily opening, daily closing, weekly, and monthly checklists, and how managers customize them and see who finished them.

Working the Flat Glass leads inbox

Follow up on home and business window-film leads captured at the kiosk: read what they asked for, mark them contacted, and book the on-site visit.

Walking your audit checklist and corrective actions

How a franchise location walks HQ's compliance checklist, attaches evidence, signs off as the location, and tracks the corrective actions from failed items.

Timing each service on a job with Service Timers

Service Timers put a start, pause and stop clock on every service line of an appointment, so you can see who worked each service and for how long.

How to connect payments to your SalesThumb shop

Click Connect payments and finish an embedded onboarding form right in Settings → Payments — no redirects, no signing in to an existing account — to accept card pay-links, keyed-in cards, and manually recorded cash/check/ACH from your shop.

Setting up payments for your shop

Connect payments from Settings → Payments to accept deposits, invoice payments, and customer-portal payments.

Understanding your payment statuses

What the processor's charge statuses (Authorized, Processing, and the rest) mean, and how they relate to what you see in Reports → Transactions.

Collecting tips on invoices

Tip prompts with preset percentages show up when you record a payment and on the customer's invoice pay page — no setup required, and the tip goes straight to the tech.

Refund and customer credit handling

When to refund, when to credit, and how SalesThumb handles each. Plus the small-business decision framework for what to do in edge cases.

When will I get paid? Deposit timing explained

When card payments actually land in your bank, the daily batch cutoff, and which of the processor's other timings don't apply to your shop yet.

Why was my customer's card declined?

Decode the decline your payment processor sends back — and know instantly whether the customer needs a new card or just needs to retry.

What to do if a payout didn't reach your bank account

A deposit can bounce back if your bank details changed or an account closed. Here's how you'll find out and where to check.

Tip payouts to installers — taxes and 1099 vs W-2

How SalesThumb actually captures customer tips, tracks them per installer, and gets them into payroll — plus the 1099 vs W-2 tax basics.

Understanding your payments application status