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Customer sign-in and verification

Customers sign in to the portal with their phone number. There’s no password — they get a one-time code by text instead.

  1. The customer opens the portal and taps Sign In.
  2. They enter their phone number and tap Continue.
  3. TracsConnect looks up their records. If more than one account is on file for that number, they pick the right one from a list.
  4. A six-digit verification code goes to their phone by text.
  5. The customer enters the code and taps Verify Code.
  6. They land on their dashboard.

The resend option appears after 60 seconds if the code doesn’t arrive.

Customer questionWhat to tell them
”Why do I need a code?""It confirms that whoever’s opening the portal actually has your phone — no password to forget."
"I’m not getting the code.”Ask them to confirm the phone number they entered, wait about a minute, then use the resend option on screen.
”It found the wrong account.”Another record at your shop may share that number — a family member, fleet account, or a typo from a past visit. Have them choose the correct name from the list, or update the records in TRACS.

Have the customer go back to the portal link, re-enter their phone number, and request a new code. Codes expire, so a fresh request is faster than troubleshooting an old one.