Every customer of a SalesThumb-powered shop gets a self-serve portal at portal.salesthumb.com/{shop-slug}. They access it via the one-tap magic link in any SMS or email. Here's what they can do.
Access pattern
- SMS from your shop contains a portal link
- Tap the link → portal opens, no password needed (magic-link auth)
- Portal stays logged in for 30 days on that device
- Customer can bookmark for quicker re-access
What customers see
### Their quotes - All open quotes from your shop - Status: Sent, Viewed, Accepted, Expired - One-tap to accept + pay deposit - Inline comments / questions back to the shop
### Their appointments - Upcoming bookings with date/time/bay/tech - One-tap to reschedule (within your shop's policy) - One-tap to cancel (with refund policy applied) - Driving directions to your shop - En-route ETA the day-of
### Their job status - For active jobs: real-time status (DROPPED OFF → IN PROGRESS → COMPLETE → READY FOR PICKUP) - Live photo gallery as the tech captures install photos - "You'll be SMS'd when ready" message
### Their warranty cards - All active warranties (could be tint, PPF, ceramic coating, multiple over years) - One-tap PDF download - One-tap "File a warranty claim" button
### Their invoices + receipts - All past invoices - PDF download for each - Payment history - Tax-time helpful
### Their saved payment methods - Stripe Customer Portal embed (Manage cards / ACH) - Update card on file (for subscription customers) - View / cancel subscriptions
### Their saved vehicles - Year/make/model + VIN for each vehicle they own - Add a new vehicle (for new quote)
### Rebook tool - "Book your next service" surfaces appropriate services for the customer's history - Subscription customers see their next service date + can rebook
### Communication history - Every SMS your shop sent them - Every email - Any in-app message exchanges
This is huge for transparency. Customers can scroll back and see the full timeline.
What customers can NOT do
- Cannot see your shop's pricing for OTHER customers
- Cannot see your shop's internal notes about them ("difficult customer", etc.)
- Cannot see your shop's revenue / metrics
- Cannot see other customers' info
The portal is strictly their own data.
Branding the portal
Settings → Branding → Portal styling. Customize:
- Logo (top-left)
- Primary color
- Welcome message text
- Footer (contact info, hours, social links)
Most shops match their shop website's design. Free brand consistency.
Custom domain (optional)
Wire portal.yourshop.com (or my.yourshop.com) to point to your branded portal:
- Settings → Branding → Custom domain
- CNAME to portal.salesthumb.com
- Verify
Customers see your domain throughout the experience.
Auto-prompt customers to use it
After the first job:
- Day +1: SMS "Your photos + warranty are in your portal: {link}"
- Day +7: SMS "Check out your post-install gallery and let us know what you think!"
- Day +30: SMS "Your portal has your warranty card if you ever need it: {link}"
Customers who open the portal in the first 7 days have a 3-4x higher rebook rate vs customers who never open it.
Mobile usage
>80% of customers access the portal on mobile. Make sure your branding looks good at iPhone width. Test it.