Getting started · Troubleshooting

Help, one step at a time.

Access your office, connect Meridian, and send reminders with confidence.

1. Get access to your office

  1. Select Request access on the client sign-in page. Enter your office, manager’s phone number, name, and email.
  2. Allow 24–48 hours for review. A request does not create an account.
  3. Once approved, receive a verification link at your account email.
  4. Open the verification link and choose your password. The link expires after 24 hours and works once. Then sign in with your email and password.
  5. Check the welcome heading shows your office. Your email remains linked for password recovery.

Already approved? Support can create your account directly without another inquiry.

2. Connect the Meridian extension

  1. Open the Meridian extension, then Account & connection → Sign in / link account.
  2. QA Tracker opens a Link this extension page. Sign in if asked, check that the name, office and role are yours, and choose Link extension.
  3. Copy the one-time code, return to the extension, paste it into Link code and choose Link. The code works once and expires in five minutes.
  4. If using an unpacked extension that was updated locally, reload it in Chrome’s extension manager. Allow access to qatracker.org if Chrome asks.
  5. On the Meridian report, run Scan All Pages, then Transport to qatracker.org. Managers and QC Managers can transport the office scan. Open Records to confirm.

The extension uses your linked QA Tracker account and validates the office identity during transport. It does not need an SMS credential or API token. If the linked office does not match the Meridian report, stop and contact support.

Each computer links separately with its own 30-day session; Sign out in the extension revokes it. Keep one-time link codes private.

Keep sales results current

Meridian results update on Tuesdays and Fridays. After the source results are available, run the Meridian extension and send a fresh scan to QA Tracker. Refreshing the dashboard alone does not import new results.

If an installation rate or usage status still looks old, check the dashboard’s Last updated time, compare the source record and ask a reviewer to check any manual override. Attendance is tracked separately.

Use Page info for a short explanation of your current page, or Replay tutorial to revisit the walkthrough.

3. Preview and send a batch

Customer text delivery is available only for offices with an existing messaging connection. Contact support if sending is unavailable. Records, extension transfers, and shared checklists do not require texting.

  1. Open Reminders. Choose a status group, or select the intended records and use Selected.
  2. Write the message. For example: “Hi {name}, this is Next Target. Please contact our office about your installation.” The name is filled in for each recipient.
  3. Keep Dry run — compose only, send nothing checked. Select Preview recipients and review the audience and text.
  4. Exclude anyone who has not agreed to these messages or has opted out. Confirm the office and recipients are correct.
  5. When ready for actual delivery, turn off Dry run and select Send batch. Each recipient receives an individual message, not a group conversation.
  6. Review the results before retrying any failed batch to avoid duplicates.

QA Tracker appends an opt-out instruction. Manage the office’s exclusion list in Opt-outs.

Frequently asked questions

Can anyone create a QA Tracker account?

Request access submits an inquiry for review. Agents can also join through an invitation or a 24-hour signup link shared by their manager. Those links grant agent access only within the assigned office; they cannot create a platform owner.

I forgot my password or my verification link expired.

Use Forgot your password? with your registered email. If the reset email is unavailable or does not arrive, contact support. Email delivery must be configured before reset links can be sent. If you have not verified your email, ask the owner to resend the verification link. You never need a generated username.

My scan does not appear in Records.
  1. In the extension, open Account & connection → Check connection. If the session expired or was revoked, choose Sign in / link account again.
  2. Confirm the linked account belongs to this office and is a Manager or QC Manager.
  3. Run Scan All Pages again, then Transport to qatracker.org, and read its result. Large scans can stay queued for a short time; reopening the popup resumes the status check.
  4. Refresh Records. If the extension reports an office mismatch, or the scan still fails, contact support with the error wording.
Why are my old records missing?

New workspaces start empty. Historic records from the old Vercel store have not been recovered. A fresh Meridian sync or a reviewed import is needed; the tracker does not invent sales or restore records simply because you signed in.

Can another office see our data?

Accounts and extension sessions are scoped to their office. Platform support tools show account information, not other offices’ sales records. Authorized infrastructure operators retain database access; this is not end-to-end encryption.

What should I include when contacting support?

Include your office name, the page you were using, the error wording, and when it happened. Do not include passwords, one-time link codes, or customer lists. Email support.

Owner support access

Each office stays separate from other offices. The platform owner can open a logged, read-only support view of your office’s dashboard, records and summaries to investigate problems. Support visits expire after 15 minutes. The owner cannot read your password or send messages or edit sales through this support view.