Keep your private tracker one tap away
Open the Client Tracker in its own window, then add it to your phone’s Home Screen. It will launch like an app—without the J9 webpage around it.
Android: Choose Install app or Add to Home screen.
iPhone: Open in Safari, tap Share, then choose Add to Home Screen.
Your records remain private and are stored only on your device. J9 Compliance cannot access them.
Android Home Screen Save Instructions
Android
- Open J9 Client Tracker in Chrome.
- Tap the “Keep Client Tracker on your phone” button.
- Tap Install Client Tracker or Add to Home screen.
- Tap Install to confirm.
If the install button does not appear:
- Tap Chrome’s three-dot menu.
- Select Install app or Add to Home screen.
- Tap Install.
Google’s Android instructions
Use web apps
A web app is an app built for the web that you can access on any device. You can use web apps to have a website work as an app and access it on your computer or mobile devices through the launcher or home screen. Some web apps include extra features, like more storage to browse content offline, notifications, file system access, and icon badges.
Tip: Although web apps work offline, some may not work completely without an internet connection.
Install a web app
- On your Android device, open ChromeÂ
.
- Go to a website with a web app that you want to install.
- On the right of the address bar, tap MoreÂ
Â
 Install and create shortcutÂ
Â
 Install.
- Follow the on-screen instructions.
Uninstall a web app
- On your Android device, tap SettingsÂ
 AppsÂ
 See all apps.
- To remove a web app, tap the web app’s icon.
- Tap Uninstall.
Accept or deny app name updates
You’ll receive app updates from Google Chrome when the app wants to update its name below its icon on your screen.
You can choose whether you want to accept the update or uninstall the app.
Important: When a change is drastic, like a name change to resemble a different app, it might be a malicious change by the developer. If you think that’s the case, uninstall the app.
- To accept the change: Tap OK.
- To uninstall the app: Tap Uninstall appÂ
 UninstallÂ
 OK.
iPhone Home Screen Save Instructions
iPhone
Safari is the simplest recommended route:
- Open J9 Client Tracker in Safari.
- Tap Safari’s Share button—the square with the upward arrow.
- Scroll down and tap Add to Home Screen.
- Turn on Open as Web App if that option appears.
- Confirm the name
J9 Client Tracker, then tap Add.
If the link opened inside Facebook or Instagram, first select Open in Safari.
Use web apps
A web app is an app built for the web that you can access on any device. You can use web apps to have a website work as an app and access it on your computer or mobile devices through the launcher or home screen. Some web apps include extra features, like more storage to browse content offline, notifications, file system access, and icon badges.
Tip:Â Although web apps work offline, some may not work completely without an internet connection.
Add to home screen
You can add a shortcut for your home screen to websites you like. The web app feature may work differently based on the website.
- On your iPhone or iPad, open ChromeÂ
.
- Go to a website that you want to add.
- On the right of the address bar, tap ShareÂ
.
- Find and tap Add to Home Screen.
- Confirm or edit the website details and tap Add.
Tips:
- If web app is available, the shortcut opens the app.
- If web app isn’t available, the shortcut opens in your default browser.
Delete from home screen
- On your iPhone or iPad, go to the home screen.
- Locate the shortcut you want to delete.
- Touch and hold the shortcut.
- Tap Delete Bookmark.
Tip:Â Once you delete a shortcut, you won’t have access to the same extra functionality and the website may behave differently. You can return to the website to add it again if you want to restore the previous behavior.
Desktop Home Screen Save Instructions
Install a web app
- On your computer, open Chrome.
- Go to a website you want to install.
- At the top right, select MoreÂ
Â
 Cast, save, and shareÂ
 Install page as app….
- On some websites, at the top right of the address bar, select InstallÂ
.
- On some websites, at the top right of the address bar, select InstallÂ
- To install the web app, follow the on-screen instructions.
Â
Use web apps
A web app is an app built for the web that you can access on any device. You can use web apps to have a website work as an app and access it on your computer or mobile devices through the launcher or home screen. Some web apps include extra features, like more storage to browse content offline, notifications, file system access, and icon badges.
Tip:Â Although web apps work offline, some may not work completely without an internet connection.
Install a web app
- On your computer, open Chrome.
- Go to a website you want to install.
- At the top right, select MoreÂ
Â
 Cast, save, and shareÂ
 Install page as app….
- On some websites, at the top right of the address bar, select InstallÂ
.
- On some websites, at the top right of the address bar, select InstallÂ
- To install the web app, follow the on-screen instructions.
Tip: Some apps offer shortcuts to features. To find a list of app shortcuts, right-click the web app on the taskbar. Learn more about shortcuts for websites in Chrome.
Uninstall a web app
Manage app name and icon updates
Important:Â If you suspect a malicious change, like the app name has updated or the icon has changed to resemble a different app, uninstall the app.
When a web app wants to update its name or icon on your screen, Google Chrome notifies you about the updates.
You can choose to accept the update, ignore it, or uninstall the app.
- At the top right of the web app window, select App update availableÂ
.
- Select Review app update.
- To accept the change: Select Update.
- This closes the dialog and initiates the update.
- To uninstall the app: Select Uninstall.
- To uninstall, follow the on-screen instructions.
- To ignore the update: Select Ignore.
- If you ignore an update, it won’t show on the window. You can still update the app when you go to MoreÂ
.
- If you ignore an update, it won’t show on the window. You can still update the app when you go to MoreÂ
- To accept the change: Select Update.
Manage your apps in Chrome
Manage web app settings
- Click on the app in your dock or desktop.
- At the top right of the app window, select MoreÂ
.
- Select App infoÂ
 Settings.
- Select the setting you want to update.
J9 Compliance
Protect Comply Prosper
Visit J9 Compliance
The J9 Women in Property
Lead & Viewing Tracker
Record a call, meeting or viewing, rate the lead from 1 — Ready to act to 5 — Browser, and send a clear summary to your own private WhatsApp group.
Your phone becomes a simple, searchable work record
Create your private group
Create a WhatsApp group containing only yourself, or choose another private place where you keep work notes.
Complete the short form
Add only the details you need: interaction, property, lead readiness, next step, follow-up and safety note.
Send or copy the summary
Choose your private WhatsApp group. If WhatsApp is unavailable, use “Copy summary” and paste it manually.
Know where to focus your time
The rating is a practical prompt—not a judgement of the client. Update it whenever new information becomes available.
Start your record
Complete the tracker below. Your entries are not submitted to J9 Compliance.
If the tracker does not display, open the tracker directly.
Privacy and safety first
Do not record ID numbers, banking information, passwords, confidential documents or unnecessary sensitive personal information. Do not complete the tracker while driving.
This tool is not an emergency alert, personal-safety service, agency CRM or formal client record. Continue using your agency’s approved systems, viewing procedures, check-in arrangements and emergency processes.
One small tool. Better follow-up. A clearer record.
Do you need help with compliance?
Not sure which requirements apply to your business?
J9 Compliance can help you assess your business activities, identify the compliance areas that may apply and develop a practical compliance action plan.
Contact Jeanine Szeles
WhatsApp: +27 74 233 9492
Website: https://j9web.co.za/
Important disclaimer
Important disclaimer
J9 Compliance is not a law firm, financial services provider, tax adviser or investment adviser. Neither J9 Compliance nor the J9 Compliance Intelligence Agent provides legal, financial, investment, credit, accounting or tax advice.
The information, summaries, classifications, suggested actions and responses made available through the platform are provided for general educational and informational purposes only.
The platform uses automated technology to collect, classify and summarise information from selected publicly available sources. Automated summaries may contain errors, omissions, outdated information or incorrect assessments of relevance. A publication displayed by the platform may not apply to your particular organisation, activities or circumstances.
Users must verify all information against the original official publication and obtain advice from an appropriately qualified legal, financial, tax or compliance professional before acting or deciding not to act.
Use of the platform does not create an attorney-client, financial-adviser-client, fiduciary, consulting or other professional relationship with J9 Compliance. A professional engagement with J9 Compliance arises only through a separately agreed service arrangement.
J9 Compliance does not represent or imply that it is affiliated with, authorised by or endorsed by any regulator, government department or public body displayed on the platform.
Links to external websites are provided for verification and convenience. J9 Compliance does not control those websites and cannot guarantee their availability, accuracy or continued operation.
While reasonable care is taken in developing and maintaining the platform, J9 Compliance does not warrant that the information is complete, accurate, current or suitable for a particular purpose. Users remain responsible for their own compliance decisions, regulatory obligations and professional advice.
Do not enter confidential, privileged, personal, client-specific or commercially sensitive information into the early-access assistant.