Who can do this
The person who signs up is the owner. The setup checklist shows for owners and admins.
Step 1: Create your account
On the sign-up page, fill in Company name, Your name and Work email, tick the box to agree to the terms, then choose Email me a link to create my account.
Open the link we email you. Nothing is created until you do.
The trial is 30 days and needs no card. Got a referral code from your training provider? Put it under Have a referral code? and the trial runs longer.
Illustration: The sign-up form with company name, your name and work email filled in, the terms box ticked, and the button to email a link highlighted. Step 2: Find the setup checklist
The link signs you in and lands you on the Overview. At the top is Set up QualTrack: a short list of steps, with a button on the next one to do.
Each step ticks itself off once it's really done, worked out from your own records. There's nothing to tick by hand.
Illustration: The set up QualTrack checklist: two steps done with green ticks, the next step with its button highlighted, and the remaining steps numbered. Step 3: Work through the steps in order
Each step has a guide of its own:
- Add your ticket types: the tickets and cards your operatives hold.
- Choose the tickets each job role needs.
- Add your operatives, one at a time or from a spreadsheet.
- Record their tickets, with expiry dates.
- Invite your team. This one is optional.
- Send yourself a test alert.
Do ticket types first. Job roles and tickets both pick from that list, so nothing else works until it's filled in.
Step 4: Watch the Overview fill in
Once operatives and their tickets are in, the Overview opens with one line, like "3 of 24 can't go to site today", a coloured bar, and a count for each status. Each count links to the people behind it.
When every required step is done, the checklist goes away on its own.
Hide this checklist hides it for the whole company, not just you. Show the setup checklist in Settings puts it back.
Illustration: The Overview: a headline saying 3 of 24 can't go to site today, a bar split into green, amber, red and grey, and counts for site ready, expiring, not cleared and incomplete.
Still stuck? Email us and a real person will help. Tell us which guide and step you're on and what you can see. support@qualtrack.co.uk
Checked against the app on 7 Oct 2026. The pictures in these guides are drawings of the app, so the details on your screen may look a little different. The steps and button names are the real ones.
