Why your installer sees a different mobile menu

You set a tech up on a phone, walk away, and ten minutes later hear "I can't find Quotes." Nothing is broken. The mobile app doesn't have one fixed row of tabs that everybody shares. It has a round button at the bottom of the screen with a short row of labeled tiles under it, and what shows there is built from that person's role. Two people holding the same app will see different lists.

What the bottom navigation is

• A round logo button, the "thumb," centered at the bottom, with a red badge counting unread customer messages.
• Up to five color-coded tiles in a row under the thumb, each with its icon and name. The tile you're on turns white.
• Tapping the thumb opens the Go to panel, which holds every other destination that person can open, grouped into sections such as Everyday, Sales, Field, Team, Operations, Marketing and Reports.
• On list screens that can create something, a labeled + pill sits next to the thumb, such as + Quote, + Customer, + Invoice, + Message, + Book or + Shift.

The tiles aren't configurable. They're the first five of the seven main screens that person's role can see, in this order: Today, Schedule, Customers, Quotes, Messages, Dashboard, Profile. If a role only qualifies for four, all four are tiles. The rest go in the Go to panel, at the top of Everyday.

For owners and full-access managers, that means the tiles are Today, Schedule, Customers, Quotes and Messages, with Messages in the center. Dashboard and Profile are in Go to → Everyday.

Tapping the tile you're already on takes you back to Dashboard. This works for owners, admins and managers, since they're the ones who can see the Dashboard. For everyone else, tapping the active tile does nothing.

The two settings that decide what shows up

Every teammate has two separate settings, and the app combines them.

• Shop role: Owner, Admin, Manager, Technician, Front Desk or Service Writer. Owner, Admin and Manager all count as "manager" for menu purposes.
• Mobile app access: No access, Installer, Sales or Full access. This is its own dropdown, not part of the shop role.

Which main screens each role gets

• Today: Installer or Full access
• Schedule: Installer or Full access, or any manager
• Customers: Sales or Full access (Owners always)
• Quotes: Sales or Full access (Owners always)
• Messages: everyone
• Dashboard: managers only (Owner, Admin, Manager)
• Profile: everyone

So a technician set to Installer sees four tiles: Today, Schedule, Messages and Profile. No Customers, no Quotes, no Dashboard. That's the intended layout.

Owners are the exception the other way: the Owner role always gets Installer and Sales access, no matter what their own mobile-access dropdown says. That's why the owner's phone shows everything and the tech's doesn't.

Managers open the app on Dashboard. Everyone else opens on their first tile.

Hiding a menu entry is not revoking access

The menu is a convenience, not the security boundary.

• Every screen re-checks the person's role when it opens and shows its own "access needed" screen instead of the data.
• Every server request is checked again on its own, so nothing becomes reachable just because someone followed a link into a screen with no icon.
• The reverse holds too: a tile showing in the menu doesn't grant anything by itself.

If you want to take something away from someone, change their role. There's no per-tile show/hide list anywhere in SalesThumb.

Where an owner changes it

Go to Settings → Team. Two things on that page matter:

• The members list at the top, where you change someone's shop role.
• The Mobile App Access card further down, with a dropdown next to each person: No access, Installer, Sales and Full access. It saves as soon as you pick.

Only an Owner or an Admin can make either change. For what the six shop roles do everywhere else, see Set up team roles and permissions.

The gotcha: the app remembers a person's role for about five minutes. If you change someone's access while they're standing in front of you, have them fully close and reopen the app.

Gotcha: a Manager or Admin left at "No access"

On mobile, the automatic full access applies to the Owner role only. An Admin or Manager whose mobile access is still No access gets no Customers or Quotes tiles. Their tiles are Schedule, Messages, Dashboard and Profile. They also lose Installer-side tools like Today, VIN Scanner and Earnings. Set them to Full access.

Gotcha: a Sales-only person has no Schedule tile

Schedule is for Installer access or managers. A Front Desk or Service Writer set to Sales gets Customers, Quotes, Messages and Profile tiles. They can still book work: New Appointment and Waitlist are in the Go to panel under Sales. If they need the calendar, set them to Full access.

Gotcha: Invoices has no menu entry

Nobody sees an Invoices tile. It's reached from the Quotes and Invoices toggle at the top of the Quotes screen, and the Quotes tile stays lit while you're there.

Gotcha: a brand-new hire sees almost nothing

Mobile access is set on the invite form, and it can be left at No access. When it is, that teammate's tiles are only Messages and Profile, and the Go to panel says "No mobile access set up yet" with a Help & Support button. That's the app telling you a mobile role was never assigned. Set it in Settings → Team.

Gotcha: a tile showing doesn't mean your plan includes it

Some manager tiles, like HQ Pulse, Royalty and Prospects, show for managers at shops that belong to an organization. Whether they load depends on your organization's add-ons: HQ Pulse's cross-location rollup needs the + HQ add-on, Prospects needs the + CRM/Franchise Sales add-on, and Royalty also needs org-admin rights. You'll see an explanation on the screen rather than a blank page.

What's in the Go to panel

For every role with any mobile access:

• Workflow, Search, Alerts, Tint Estimator, Team Hub, AI Tools, Learn, Tint Shade Preview, Tint Laws, Walkie, Time Off, Awards, Help & Support

Installer or Sales access:

• VIN Scanner

Installer only:

• Earnings, Shop Checklist

Sales access only:

• Quick Sale (needs permission to record payments), Sell Gift Card (needs permission to manage gift cards)

Sales access or any manager:

• New Appointment, Booking Link, Waitlist, Flat Glass, Memberships, Cash Drawer

Managers only:

• Team, Reports, Tech Pay, Inventory, Purchase Orders, Products, Reviews, Automations, Drip Campaigns, Blast Composer, Promotions, Warranties, Disputes
• HQ Pulse, HQ Job Queue, Royalty and Prospects, at shops that belong to an organization

Some of these also need a permission. Reports and Tech Pay need financial-report access, Inventory and Purchase Orders need inventory access, Drip Campaigns and Blast Composer need automations access, and Promotions needs gift-card access. If someone is missing the permission, the entry doesn't appear.

Some entries are limited further once you're inside. Team Hub only lists the channels you're allowed to open. Time Off lets anyone request days off, but only managers approve them. Awards shows everyone's collection, but only Owners and Admins can give an award.

Frequently asked questions

Q: Can I hide one specific screen from one person without changing their role?

A: No. There's no per-tile visibility list. The menu is built from the role, so the role is the only lever.

Q: Where did the Dashboard tile go?

A: For owners and managers, Messages now takes the fifth tile and Dashboard is in the Go to panel under Everyday. You can also tap the tile you're already on to jump back to Dashboard.

Q: I changed someone's mobile access and their phone looks the same. What now?

A: Have them fully close and reopen the app. Their role is remembered for about five minutes.

Q: My tech says "I can't find Quotes." What do I check?

A: Their Mobile app access setting. Quotes needs Sales or Full access (Owners always have it). Installer access doesn't include it.

Q: Is the tech locked out of quote data, or just missing the button?

A: Locked out. The Quotes screen and the server both re-check their role.