Welcome to SalesThumb. This guide gets you from "just signed up" to "running real jobs" in 30 minutes.
1. Run the onboarding wizard (5 min)
When you first sign in, you'll see a six-step wizard: shop name + address, time zone, business hours, primary services, payment provider, and team invitations. Fill in whatever you know — you can change everything later. The wizard sets sensible defaults so you're not staring at empty configuration screens.
2. Configure your top 5 services (10 min)
Skip the impulse to add every service you've ever offered. Pick your 5 highest-revenue services and configure them properly: name, base price, duration, deposit %, warranty tier, photo-capture template. Add the rest later when you actually need them.
3. Import your customer list (5 min)
CSV import from your current tool. Required columns: name + phone OR email. Optional: vehicle make/model/year, notes, last service date. We support direct migration paths from ShopMonkey, OrbisX, and TintWiz — see the migration article in this KB.
4. Connect payments (5 min)
Settings → Payments → Connect your payout account. Takes ~3 minutes via the secure onboarding flow. Once connected, every quote can include a checkout link, every invoice can be paid online, and deposits are captured automatically at booking time.
5. Send your first quote (5 min)
Create a customer, attach a vehicle, build a quote from your service catalog, send via SMS or email. The customer receives a public link, accepts in one tap, and pays the deposit if you require one. You'll see the whole lifecycle play out.
What to defer
- Branding details: logo, colors, email templates. Defaults look fine; iterate later.
- Custom automations: the built-in playbook covers 90% of what new shops need.
- Multi-bay scheduling rules: start with one bay per tech; add complexity once you feel the constraint.
- API keys, webhooks: zero-revenue work for week one.
Need help? In-app help widget (chat + email), or email info@roffik.com.
Frequently asked questions
Q: How long does it take to get started with SalesThumb?
A: About 30 minutes, following the five-step walkthrough: running the onboarding wizard, configuring your top 5 services, importing your customer list, connecting payments, and sending your first quote.
Q: What does the onboarding wizard set up?
A: A six-step wizard covering shop name + address, time zone, business hours, primary services, payment provider, and team invitations. Fill in what you know and change everything later — it sets sensible defaults so you're not staring at empty configuration screens.
Q: How many services should I configure when I'm starting out?
A: Just your top 5 highest-revenue services — name, base price, duration, deposit %, warranty tier, and photo-capture template for each. Add the rest later once you actually need them.
Q: Can I bring over my existing customer list?
A: Yes, via CSV import. The required columns are name plus phone or email; vehicle make/model/year, notes, and last service date are optional. SalesThumb supports direct migration paths from ShopMonkey, OrbisX, and TintWiz.
Q: How do I connect payments during setup?
A: Go to Settings → Payments → Connect your payout account. It takes about 3 minutes via the secure onboarding flow. Once connected, quotes can include a checkout link, invoices can be paid online, and deposits are captured automatically at booking time.
Q: What should I skip or defer for later?
A: Branding details (logo, colors, email templates), custom automations, multi-bay scheduling rules, and API keys/webhooks — none of these are needed to be productive in week one.