Getting started

Your quick guide to YSB Marketing Tracker.

1. Open it on your phone

If you got your email or instructions on a computer, open your phone's web browser (Safari on iPhone, Chrome on Android) and type this into the address bar:

marketing-tracker.yellowsub.biz

1. Tap Login and enter your email and password.
2. Got a login link from YSB on your phone? Just tap it to log straight in. (Each link works once and expires quickly — ask us for a new one if needed.)
3. Forgot your password? Tap Forgot password on the login page and we'll email you a reset link.

2. Add it to your home screen

This is a web app, so there's nothing to find in the App Store or Google Play. Once logged in, add it to your home screen so you never need to type the address again:

• iPhone: open it in Safari, tap the three dots (…), tap the Share button (the square with an arrow pointing up), tap View More, scroll down (tap More if needed) and tap Add to Home Screen. Make sure the Open as Web App toggle is on (green), then tap Add at the top right. The Yellow Sub logo will show on your screen as an app. Drag it to your first page of apps so it's easy to open and record your calls and bookings.
• Android: open it in Chrome, tap the three dots (⋮) at the top right, then tap Install app or Add to Home screen.
• The YSB icon appears on your phone and opens full screen, just like a regular app. It always has the latest version — no updates needed.

3. Update your email and password

We may have set your account up with a temporary email. Please change it to your own:

1. Open Settings and scroll to Account.
2. Enter your new email and save. Tap the confirmation link we send to the new address — the change only happens after that.
3. Enter a new password (at least 8 characters) and save.

4. Logging a call (Today)

1. When an enquiry comes in, tap the service type it's about.
2. If you've booked the job, mark it Booked and pick or type the value.
3. If it isn't a job, tap Not a job and choose the reason (e.g. out of area, price shopper).
4. Today's totals update straight away. It works with poor signal too — calls are saved and sent when you're back online.

5. Month

• See calls, bookings, close rate, booked value and average per booking for the month.
• Where ad figures are entered you'll also see cost per sale and return on ad spend.
• Export: download a spreadsheet (CSV) for the month or any date range, or a PDF summary report.

6. Ads

Shows your monthly Google Ads spend and results against your bookings. YSB usually enters these figures at month end.

7. Settings

• Service types: the buttons you tap on Today (up to 7).
• Not a job reasons: your own list of reasons (up to 10).
• Price options: quick-pick values when marking a call Booked (up to 10).
• The Save button is solid yellow when there are changes to save, and faded once saved.

8. Team

Invite staff from the Team page so they can log calls too, where your plan allows extra users.

Need help?

Phone 1300 795 024 or email info@ysb.com.au

Terms & Privacy