Scan a business card

Instead of typing a new contact’s details by hand, you can photograph their business card and let JewelTrak read it. It extracts the name, company, phone, email, and website, then drops those values into a new-contact form for you to review and save.

This is built for the counter: a customer hands you a card, you snap it on your phone, confirm, and they’re saved — no keyboard.

Where to scan

There are two places to start a scan:

• Mobile POS customer picker — when you’re ringing up a sale and need to add a walk-in, tap Scan business card in the customer picker. This is the fastest path on a phone.
• New Contact page (and the edit page) — there’s a Scan business card button at the top of the form. Useful at a desk when you’re entering a card you collected earlier.

On a phone, the button opens the camera directly. On a desktop or tablet without a camera, it opens a file picker so you can choose a photo you’ve already taken.

What gets filled in

JewelTrak reads the card and pre-fills the core fields:

• Name (first / last)
• Company
• Phone — the first phone number on the card
• Email — the first email address
• Website

It then opens the contact form with those values in place. Always glance over the result before saving — business-card layouts vary, and a stylized or low-contrast card can be misread. Correct anything that looks off, fill in any roles (Customer / Vendor / Partner) you want, and save.

It checks for an existing customer first

When you scan from the Mobile POS customer picker, JewelTrak doesn’t rush to make a new record. As soon as it reads the phone and email, it checks them against your existing customers — so scanning a repeat customer’s card lands you on their record instead of quietly creating a duplicate.

• A match is found — you get a short “Possible existing customer” screen listing who matches. Tap the right person to use their existing record, or tap Create new anyway if it’s genuinely a different customer. Back returns you to the picker.
• No match — it goes straight to the new-contact form with the scanned values filled in, exactly as before.

The check looks at the phone number (matching the last ten digits, so a country prefix doesn’t hide a match) and the email, so it catches the customer whether the card carries one or both.

What isn’t captured yet

To keep the review quick and accurate, the scan deliberately fills only the core fields above. It does not yet pull:

• Mailing address
• Job title
• Second/third phone numbers or emails
• Multiple people from one card

Add those by hand after the scan if you need them.

Tips for a clean read

• Fill the frame with the card and keep it flat — avoid steep angles.
• Good, even lighting beats a flash glare across the print.
• A blurry photo is the most common cause of a bad read; hold steady or retake.
• If the read is poor, just scan again or type the fields in — the form is a normal new-contact form underneath.

Scanning a driver’s license instead

Scanning a customer’s driver’s license or state ID is a separate feature on the New Contact page — it reads the barcode and fills name, address, and birthday. See Scan a driver’s license or ID for how it works.

Privacy

The card photo is sent to JewelTrak’s AI vision service only to extract the text, the same way the AI description feature works. It isn’t stored as a contact photo — only the fields it reads are kept, and only once you save the contact.