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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.

3 min read

The native iOS and Android apps are live now — this article covers installing the app and how mobile access is controlled.

Installing the app

Search "SalesThumb" on the App Store or Google Play, or tap the App Store / Play Store links from your account menu (top right of the web app). Sign in with the same email you use on the web app — shops and roles carry over automatically, and a multi-location owner sees a shop-switcher in the header.

Mobile access levels

There are three mobile access levels a team member can be assigned, plus "No access":

  • Installer — today's jobs, photos, clock in/out
  • Sales — customers, quotes, new quote
  • Full access — Installer + Sales side
  • No access — can't log into the mobile app at all

How your admin sets your mobile access

When your admin invites you, they go to Settings → Team. The Members tab is what opens by default — that's where invites and mobile access both live (the separate Permissions tab next to it is for shop-level permission groups, not mobile access, so that's not where to look).

From there they click Invite Member, which opens the "Invite a team member" card. That form asks for:

  • Email address
  • Role (Owner, Admin, Manager, Technician, Front Desk, or Service Writer)
  • Mobile app access — a dropdown right in the same form, defaulted to a sensible starting point for the role they picked (e.g. Technician defaults to Installer, Front Desk defaults to Sales)

In other words, mobile access isn't a separate task your admin has to remember to circle back and do later — it's a field in the invite form itself, set at the same time as everything else, before they hit Send invite.

If it ever needs to change afterward — a promotion, a role swap, whatever — admins can update it anytime without re-inviting anyone. Further down the same Members tab is a Mobile App Access card listing every current team member with their own dropdown next to their name, so access can be adjusted in a couple of clicks.

Need help? Email info@roffik.com.

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General product and business information, not legal, tax or financial advice.