The Customers tab in the SalesThumb mobile app lists every customer in your shop. You can search it, show only fleet accounts, sort by top spenders, and add a new customer from the counter or the driveway. Tap any name to open that customer.
Who sees Customers
Customers is part of the Sales side of the app. Shop owners always have it, and so does anyone whose mobile access includes Sales. Without it, the tab says "Sales access needed".
Searching and sorting
- Type in Search customers… to find someone by name, phone or email.
- Use All or Fleet to show everyone or only fleet accounts.
- Use Name or Top $ to sort by name or by how much each customer has spent.
Each card shows the customer's initials, name, phone, email and total spent. The list loads 50 customers at a time. Tap Load more at the bottom to see the next batch. Pull down to refresh.
Adding a customer
- On the Customers tab, tap Customer next to the round thumb button. The New Customer form opens.
- Fill in what you have: First name, Last name, Phone, Email, Address, City, State, ZIP and Notes.
- Optionally, under How did you hear about us?, pick a source.
- Tap Create customer.
You need at least a name, a phone number or an email. If all of them are empty, you'll see "Enter at least a name, phone, or email."
If you enter only a phone number, the customer is saved as "Walk-in" with the number as the last name, so they still show up in lists. You can edit the name later.
When you add a customer from the Customers tab, the app opens the new customer's page. When you start from a quote, invoice or booking, the app takes you back to that form with the customer filled in.
For the web version, see How to Add a New Customer (Manually, One at a Time).
Frequently asked questions
Q: What's the least I need to add a customer?
A: A first name, last name, phone number or email. Any one of them is enough.
Q: Why does a new customer show as Walk-in?
A: You saved them with only a phone number. The app fills in Walk-in as the first name and the phone number as the last name. Edit the customer to add their real name.