Qtrac is now Frontlion.

Associate Interface

Associates prepared before the customer sits down

The console opens the next visit with the whole customer in it: who they are, why they came, and the relationship behind them.

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Arriving at 9:30 AM Sam Carter Small business Customer since 2019
Reason for visit
Loan consultation
Account
Business checking, ending 5217
Last visit
June 2026, equipment financing
Preferred language
English

One Workspace

One workspace holds the whole visit

Everything here ships in the platform. Connect your other systems later, by choice.

Your calendar
Customer history
Your service stats
Service guides
Two-way messaging
Transfer and handoff
Notes and outcomes

Plan the Day

Plan the day before it starts

Every associate opens their own calendar: today's bookings on a timeline, the week beside it, and what each customer is coming in for.

Customer History

Customer history lives in the app

Frontlion writes the record as the work happens: every visit, every location, every outcome, with the notes the last associate left.

Your Own Numbers

Associates watch their own performance

Customers served, average service time, outcomes logged, and guide adherence, for today or across the week. Each associate sees their own.

Service Guides

Guided service, consistent every time

Step-by-step guides hold every interaction to standard, including the moment to present options. Your best associate’s playbook runs at every counter.

Service guide · New business account
Verify identification Done
Confirm business details Done
Present rate options Now
Add the second signer
Log the outcome
Step 3 of 5

Messaging

Message customers from the queue

The associate answers from the console, and the exchange stays on the visit record instead of a personal phone.

Messages · Jamie Cole · Account question SMS
Jamie ColeStuck in traffic. I will be about ten minutes late.
YouYour place is held. Come straight to Counter 3 when you arrive.
Jamie ColeThank you.
Place held We are ready for you Bring photo identification
SMSWhatsAppEmailRCS

Transfer

Hand off without starting over

One tap moves the customer to the colleague, or the next service, they need. The visit record goes with them, so nobody repeats their story.

Two branch associates stand together at the counter mid-handoff, one gesturing toward the workstation while a waiting customer sits in soft focus at the right of the lobby

Transfer

Hand off this visit

Maria Lopez · Business account opening

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Role-Based Views

One platform, four different days

A branch is not one job. Associates, greeters, supervisors, and managers each open their own view of the same floor.

Switch a tab to see another chair.

Associate · after you call the customer Sam Carter Small business
ReasonLoan consultation
Waited6 minutes
Customer since2019
Last visitJune 2026, Westgate branch
AccountBusiness checking, ending 5217

The associate starts the interaction informed.

AssociateServes the queue with the customer's context open.
GreeterChecks arrivals in on a tablet and routes them.
SupervisorWatches thresholds and rebalances the floor.
ManagerCompares locations and finds the drift.

See the employee-experience outcomes ›

One Visit Record

One record travels with the customer

Documents, language, verification, fees and notes are one record, open to whoever has the visit next.

Visit record Maria Lopez VIP customer Business account opening · Wednesday, July 29 · Westgate branch
  1. Booked
  2. Checked in
  3. In service
  4. Handed off
  5. Complete
Documents
Proof of income.pdf
Uploaded before arrival Verified
Photo ID.pdf
Checked at the counter Verified
Business license
Requested by text Pending
On this customer
LanguageSpanish
Customer since2022
AccountChecking, ending 4821
Fee waiverApproved, VIP relationship
VerificationTwo of three documents verified
Notes and outcome
Note from Jordan T., today 9:12 AM She is opening this for a second location. Bring the business banking rates.
“Counselors can preview the next client's profile and get ready, so we are prepared before the client even sits down.”
Housing Services leadership, a nonprofit housing and social-services provider

Customer Context

The profile opens before the conversation

Reason for visit, tenure, language and relationship, on screen before the customer sits down. Connect a CRM or a core system and its record lands beside them.

Detail · Customer profile
Called just now · arriving at Counter 2
Maria Lopez VIP customer
Reason for visitBusiness account opening
Customer since2022
Preferred languageSpanish
AccountChecking, ending 4821
Last visitMay 2026, mortgage consultation
Documents verified before arrival

One piece of the in-person service platform

Appointments and Check-in

Book in seconds, arrive to a match.

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Queue Management

Join by QR, kiosk, or text; wait anywhere.

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Routing and Prioritization

The console where routed work arrives.

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Supervisor Controls & Alerts

Live oversight and one-tap response.

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Integrations

Prebuilt connectors, REST APIs, and webhooks, both directions.

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Next step

See the console run a real day

Bring your busiest location. We will run it end to end, greeting to outcome.

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