Welcome to SalesThumb. This guide gets you from "just signed up" to "running real jobs" in 30 minutes.
1. Run the onboarding wizard (5 min)
When you first sign in, you'll see a six-step wizard: shop name + address, time zone, business hours, primary services, payment provider, and team invitations. Fill in whatever you know — you can change everything later. The wizard sets sensible defaults so you're not staring at empty configuration screens.
2. Configure your top 5 services (10 min)
Skip the impulse to add every service you've ever offered. Pick your 5 highest-revenue services and configure them properly: name, base price, duration, deposit %, warranty tier, photo-capture template. Add the rest later when you actually need them.
3. Import your customer list (5 min)
CSV import from your current tool. Required columns: name + phone OR email. Optional: vehicle make/model/year, notes, last service date. We support direct migration paths from ShopMonkey, OrbisX, and TintWiz — see the migration article in this KB.
4. Connect Stripe (5 min)
Settings → Payments → Connect Stripe. Takes ~3 minutes via Stripe Connect OAuth. Once connected, every quote can include a Stripe checkout link, every invoice can be paid online, and deposits are captured automatically at booking time.
5. Send your first quote (5 min)
Create a customer, attach a vehicle, build a quote from your service catalog, send via SMS or email. The customer receives a public link, accepts in one tap, and pays the deposit if you require one. You'll see the whole lifecycle play out.
What to defer
- Branding details: logo, colors, email templates. Defaults look fine; iterate later.
- Custom automations: the built-in playbook covers 90% of what new shops need.
- Multi-bay scheduling rules: start with one bay per tech; add complexity once you feel the constraint.
- API keys, webhooks: zero-revenue work for week one.
Need help? In-app help widget (chat + email), or email info@roffik.com.