QR Codes

A QR code is the easiest way to get customers to the Customer Portal — they point their phone at it, tap the notification, and they’re in.

Open the QR Codes tab

In TracsConnect

In the dashboard, open Setup → TracsConnect Portal, then click the QR Codes tab.

Create a QR code

1. Click Create New. A modal titled Create Trackable QR Code / Short Link opens.
2. Leave the type set to QR Code (or pick Short Link if you want a plain trackable URL instead).
3. Give it a Name — something that tells you where you’ll put it, like Counter QR or Receipt QR. Customers never see this name.
4. Optionally add a Description and a Custom Destination URL. Leave the custom URL empty to use the default portal URL.
5. Leave Expiration Date blank. Current QR codes do not expire automatically.
6. Click Create QR Code. TracsConnect creates the QR and shows it in the list.

Where to put your portal QR code

| Placement | Why it works | |---|---| | At the counter | Customer can pull up their estimate while you talk through it | | On the printed receipt | Customer can look up history later without calling you | | In your email signature | Existing customers click through to approve work without phoning | | On the waiting-room wall | Customers self-serve their own status |

Read the analytics

Each QR code shows:

• Total scans — every time a phone reads the code
• Unique scans — separate devices that have scanned the code
• Top Referrers — where the phone was when it opened the link (the browser or app it came from, like Mobile Safari, Chrome Mobile, or Direct when nothing referred them)
• Scans by date — a small chart showing scan volume over time

Use this to figure out which QR placement is actually getting used. If a QR has zero scans after two weeks, move it somewhere more visible. To tell counter scans apart from receipt scans, create a separate QR for each placement and name them clearly — the name is the only way TracsConnect can tell them apart.

Download or print

Click the Download icon next to a QR to save it as a PNG. Open the PNG in any printing app — most counter signs print well at 4x4 inches or larger.

Disable a QR

Disabling stops a QR from working without losing its history. Past analytics stay in the dashboard for your records — only future scans are blocked. Use this when you want to retire a QR but still see its prior numbers later.

1. Find the QR in the list and expand its actions.
2. Click Disable (the button with the Power icon).
3. The QR stays in the list with its analytics intact. To turn it back on, click the same button — it now reads Enable.

Caution

A disabled QR still gets scanned until you take down the printed copy. Customers scanning a disabled QR see a generic page rather than your portal. Take down the print at the same time you disable the QR.

Delete a QR

Deleting removes the QR and its analytics from the dashboard permanently. Use this only when you no longer need the history.

1. Find the QR in the list and expand its actions.
2. Click the trash icon.
3. Confirm in the dialog. The QR and its scan history are removed and can’t be recovered.

Caution

Deletion can’t be undone. If you might want the analytics later, Disable the QR instead.