Everything in SalesThumb is reached from two places: the menu down the left side and the bar across the top. This article walks through both so you know where each screen lives.
The left menu
The menu is grouped by what you're doing. At the top is Dashboard, your overview for today. Below it:
- Customer flow: Inbox (customer texts and messages), Leads, Schedules (the calendar), Workflow (every quote on one board), Team Hub, Quick Sale (ring up a walk-in), Sales (quotes), Invoices and Customers.
- Run the shop: Products, Inventory, Warranties, Shop Checklist (opening and closing lists) and Growth & Marketing.
- Insights & setup: Reports and Settings.
Some items only appear when they apply to your shop. Calls shows up once our team has connected a Zoom Phone number for you. A Flat Glass group (Flat Glass leads and the mobile Field estimator) shows up for shops that do flat glass.
Can't spot a page? Type in the Find page… box at the top of the menu to filter it. You can also hide menu items your shop never uses from Settings → Customize Menu (see "Hiding sidebar features you don't use").
Switching locations
If you run more than one shop, the top of the menu shows the shop you're working in and a Switch link with your number of locations. Pick another location to move to it. Owners of multi-location groups also get the HQ view; see "Switching between locations and the HQ dashboard".
The top bar
- Search: the bar at the top finds customers, vehicles and quotes. Press ⌘K on a Mac or Ctrl+K on Windows to jump into it.
- Jump to any page: press ⌘⇧K (Ctrl+Shift+K on Windows) to open a quick list of pages and go straight to one.
- New: the + New button starts the most common jobs from anywhere: New Customer, New Quote, New Invoice, Quick Sale, Book Appointment, Add Vehicle and the Sales Matrix.
- Notifications: the bell shows new activity for your shop.
What your team sees
Not everyone sees the same menu. What each person can open depends on their role (for example, owner, manager or technician). See "Team roles and permissions" for the details.
Frequently asked questions
Q: Where do I find my quotes?
A: Under Sales in the Customer flow section of the left menu. Workflow shows the same quotes as a board, from new lead to completed.
Q: How do I start a new quote or invoice from anywhere?
A: Use the + New button in the top bar. It offers New Customer, New Quote, New Invoice, Quick Sale, Book Appointment, Add Vehicle and the Sales Matrix.
Q: Is there a keyboard shortcut for search?
A: Yes. Press ⌘K on a Mac or Ctrl+K on Windows to jump into the search bar, and ⌘⇧K (Ctrl+Shift+K) to jump to any page.
Q: Why don't I see Calls or Flat Glass in my menu?
A: Calls only appears after our team connects a Zoom Phone number for your shop, and the Flat Glass group only appears for shops that do flat glass.
Q: Can I hide menu items we don't use?
A: Yes, from Settings → Customize Menu. It changes the menu for everyone in your shop.