SalesThumb knowledge base.
80 articles across 15 categories. Can't find what you need? Email info@roffik.com — we answer everything within 4 business hours.
Customers & vehicles
CSV format for customer import
Exact CSV columns, sample row, and common gotchas when importing customers.
Importing customers from Excel
Bring your existing customer list into SalesThumb from any .xlsx or .csv file. Most imports finish in under 5 minutes.
Merging duplicate customer records
Combine two customer records into one without losing vehicle, quote, or job history.
Window tint VLT rules — what shade is legal in your state
Quick-reference table of legal window tint percentages per state. What darkness is allowed on front, sides, rear, and medical exemptions.
Customer portal — what customers can self-serve
What every customer sees in their SalesThumb portal. Quotes, appointments, warranty cards, photos, payments, and rebook tools.
Getting started
Getting started with SalesThumb in 30 minutes
What to set up first, what to defer, and how to be productive by the end of your first session.
How to migrate from ShopMonkey to SalesThumb
Step-by-step migration playbook for shops moving off ShopMonkey. Takes one weekend for most shops.
Migrate from OrbisX to SalesThumb
Full migration path from OrbisX — customers, vehicles, invoice history, photos, scheduling. Most shops complete this in 2-3 hours.
Migrate from TintWiz to SalesThumb
Move your shop from TintWiz to SalesThumb without losing customer history, photos, or warranty records. Most shops complete this in 90 minutes.
Set up team roles and permissions
Owner, manager, installer, service writer — what each role can do, how to invite team members, and how to switch a teammate's role.
Customizing your public booking page
Brand colors, hero photo, services shown, deposit policy — the customer-facing booking page configured in 10 minutes.
Export your data — backups and ownership
How to export all your shop data from SalesThumb. We give you everything, on-demand, without asking why. Your data is your data.
HQ & multi-location
How royalty automation works in HQ tier
Royalty rate, calculation method, statement generation, and dispute flow for franchisors.
Rolling out SalesThumb to a second (or third) location
Step-by-step playbook for cloning your first shop's setup into a new location without re-doing the work.
Rolling out SalesThumb HQ — the field playbook
The 30-day rollout sequence that works: pilot shop, training cadence, KPI dashboards, and the order to onboard your existing locations.
Per-location pricing overrides — when and how
How HQ-tier shops handle pricing variance between locations. The catalog inheritance model, override authority, and reporting.
Integrations
Stripe Connect — why each shop has its own account
How SalesThumb uses Stripe Connect so you control your own payments, not us.
Syncing SalesThumb with Google Calendar
Two-way sync between your shop schedule and Google Calendar so personal and shop calendars stay aligned.
Exporting financials to QuickBooks
Push invoices, payments, and deposits to QuickBooks Online without manual entry. Monthly close in 30 minutes.
QuickBooks Online sync — setup and mapping
Wire SalesThumb to QuickBooks Online so every invoice, payment, refund, and tip flows through to your books automatically.
Google Calendar two-way sync — full setup
Send SalesThumb bookings to Google Calendar and pull personal blocks back so you don't double-book your bays.
Stripe Connect — payouts, fees, and disputes
How Stripe Connect routes money to your bank, how the fees stack up, and how to handle chargebacks without losing your mind.
Twilio 10DLC registration — a complete walkthrough
Your A2P 10DLC registration step by step. EIN, brand, campaign, use cases, sample messages, and the timeline to expect.
SendGrid transactional email — domain auth
Get your transactional emails into the customer inbox, not the spam folder. SendGrid setup, DNS records, and the warm-up routine.
Zapier + Make automations — common shop patterns
Wire SalesThumb to anything via Zapier and Make.com. Common automations and copy-paste templates for the 10 most-requested patterns.
Inventory
Receiving and tracking film rolls
Receive by linear-foot, auto-deduct on job completion, get alerts before mid-job stockouts.
Setting up low-stock alerts for film and supplies
Get an SMS or email when a film SKU drops below the reorder threshold. Stop running out mid-install.
Tracking film waste per install
Capture scrap percentage by installer, by film type, by vehicle class. Find the 3-5% margin hiding in your trash bin.
PPF pre-cut files — managing XPEL DAP, SunTek, STEK kits
How to wire your DAP / pre-cut software to SalesThumb so the right kit is pulled, the cost is tracked, and the kit usage hits inventory automatically.
Wrap material waste — what % to bake into pricing
Color-change vinyl wrap material waste is one of the biggest hidden costs. Here's how to calculate, track, and price for it.
Marketing & growth
Auto-requesting Google reviews after every job
Send a one-tap Google review link to every customer 24 hours after job completion. Reviews triple within 6 months.
Setting up a detail subscription program
Recurring monthly revenue from detail subscribers — pricing tiers, billing cadence, rebook cadence, and the math that makes it work.
Lead source tracking — where customers come from
Tag every lead with its origin. The categories, the auto-detection rules, and how to use the data to actually adjust your marketing budget.
Setting up your shop's first marketing campaign
A practical guide for launching your first SMS or email campaign — list segmentation, message copy, scheduling, and how to measure if it actually worked.
Messaging & SMS
10DLC registration walkthrough
Why you need 10DLC for production SMS + how the Twilio registration works.
How to write SMS replies that convert
The SMS reply patterns that turn inbound inquiries into quotes. Tone, length, structure — and what to avoid.
Configuring text reminders for appointments
Reduce no-shows by 30-60% with automated SMS reminders 24h and 2h before an appointment.
Building a library of SMS reply templates
Save your most-used customer reply snippets so you can fire them in two taps from the inbox.
Customer texts not sending — troubleshooting
If SMS confirmations or reminders aren't reaching customers, here's the systematic checklist to find the failure. 90% are one of these 8 issues.
Mobile app
Installer app — getting started
iOS + Android installer app: download, sign in, capture your first install.
Kiosk mode — front-desk and self-check-in
Set up an iPad in your lobby for customers to sign in, sign waivers, and see their job status. Kiosk mode locks the device to a safe surface.
Shop signage — TV displays and lobby boards
Power your in-shop digital displays from SalesThumb. Status boards, install galleries, daily revenue dashboards, and shoutout walls.
Shop WiFi setup for POS, kiosks, and devices
The networking decisions that make or break the in-shop experience. WiFi mesh, VLAN segmentation, and the gear that actually works.
Payments
How to connect Stripe to your SalesThumb shop
3-minute Stripe Connect OAuth — accept card-present, pay-by-link, and ACH from your shop.
Setting up Stripe Connect for your shop
Connect Stripe in 5 minutes to accept deposits, invoice payments, and customer-portal payments.
Collecting tips on invoices
Turn on customer tipping at checkout. Detail and mobile shops add 8-14% to revenue with one toggle.
Refund and customer credit handling
When to refund, when to credit, and how SalesThumb handles each. Plus the small-business decision framework for what to do in edge cases.
Stripe payment failed — recovery steps
When a customer's card declines, here's the recovery workflow that gets the deposit paid without losing the booking.
Tip payouts to installers — taxes and 1099 vs W-2
How to capture customer tips, split them across the team, and handle the payroll + tax side without making it complicated.
What to do when a customer disputes a charge
A step-by-step playbook for handling a Stripe dispute or chargeback — the timeline, the evidence package, and how to defend the charge without making things worse.
Photos
Capturing install photos that make customers brag
Best practices for the photo capture flow that drives 5★ reviews and referrals.
How to share an install photo gallery that drives reviews
The post-install share that turns a customer into a brand advocate. What to include, when to send, and the small thing that 3× shareability.
Auto-watermarking install photos
Brand every photo with your shop name + Instagram handle automatically. Free marketing on every customer share.
Capturing before/after photo pairs
Pair each post-install shot with a matching pre-install angle. The most shareable photo format on Instagram.
Photo upload failures: diagnose and recover
Install app showing failed photo uploads? Here's how to recover them, the most common causes, and how to prevent the issue.
Quotes & invoices
How good / better / best quote tiers work
Three-tier quoting that closes more than a single price ever does. Setup + best-practice copy.
Collecting deposits on quote approval
Why deposits cut no-shows by ~80% and how to configure them per service.
How to set up tier-based pricing in SalesThumb
Configure Good/Better/Best tiers once and reuse them across every quote. Higher close rates, higher average ticket.
How to recover a cold quote in 72 hours
The follow-up sequence that turns 'I need to think about it' quotes into paid jobs. Day-1, day-3, day-7 messaging that doesn't feel spammy.
Adding warranty terms to a quote
Show warranty coverage on the quote itself so customers know what they're paying for before they sign.
Detail upcharge math — condition-based add-ons
When a vehicle arrives worse than baseline, you need a clean upcharge framework. Pet hair, oxidation, headliner stains, deep interior — the math.
Reports
What's in the weekly report
Field-by-field guide to the weekly email + dashboard report.
The monthly story report — your shop's narrative
Auto-generated monthly summary that reads like a story, not a spreadsheet.
Reading the close-rate report
What close rate actually means, what's healthy, and how to fix it when it drops.
Reading the labor utilization report
How busy your bays actually are, by hour and by installer. Find the 4 hours per week you're losing to dead time.
Daily revenue dashboard — what to check every morning
The 6 numbers an owner should glance at every morning. Sets up in 10 minutes; saves hours of digging through reports.
Monthly close checklist — books done in 90 minutes
End-of-month routine that catches errors before they compound. Stripe reconciliation, QBO sync confirmation, tip payouts, inventory cycle count.
Scheduling
Multi-bay scheduling with concurrent appointments
How to schedule by both installer and bay so back-to-back jobs never overlap.
How to handle no-shows without losing the customer
The deposit + clear-policy approach that cuts no-show rates 70%+. What to say when a customer no-shows. When to be flexible and when to enforce.
Creating recurring service reminders
Auto-text customers when their ceramic top-up, tint inspection, or detail service is due. Set it once.
Blocking out shop holidays and time off
Stop bookings on Christmas, Thanksgiving, and your beach week. Customer-visible calendar updates automatically.
Calendar conflicts — fixing double-bookings
When two jobs land on the same bay, the same tech, or overlapping windows. The 6 most-common causes and how to harden the schedule.
Team & training
Inviting team members and assigning roles
Add installers, service writers, and managers with the right permissions. Five minutes per hire.
Front desk training — the first 14 days
Daily training schedule for a new front-desk hire. By day 14 they should be running quotes, bookings, and customer SMS independently.
Audit log + permission tiers — track every action
Who did what when. The audit log captures changes; permission tiers control what each role can do. Setup and review cadence.
Training a new installer in their first 30 days
A week-by-week structure for ramping a new installer from trial week to full productivity — without burning them out or under-training them.
Warranty
How to create a warranty tier
Set up tier-based warranty PDFs that auto-generate on job completion.
Custom warranty PDF templates — branding and tiers
Design warranty certificates that match your brand and your legal coverage. Layout, fields, signatures, and tier-specific language.
Ceramic coating prep checklist — wash to panel-wipe
The standard prep sequence that protects your warranty. Every step, what tools to use, and what to flag as out-of-scope.
PPF warranty claim process — what to do when film fails
When XPEL, SunTek, or STEK PPF fails before warranty expiration. The shop's role, the manufacturer's role, and how SalesThumb handles the paperwork.