Everything TrackLobo does
Organized by what you're actually trying to get done — not a wall of checkboxes.
Win the job, then bill it without re-typing anything
Reusable estimate templates
Save a standard install or a typical repair as a template — materials and labor together — and apply it to any new estimate with live, up-to-date pricing from your catalog. No more rebuilding the same estimate from scratch.
Multi-option estimates
Give clients up to three options to choose from, named however fits your business — Standard/Premium, Basic/Deluxe, whatever you call it. Each has its own line items and an optional recommended pick.
Digital signatures
Collect a legally binding signature (ESIGN/UETA compliant) remotely through a secure link, or in person right on your phone — with a full audit trail either way.
Professional PDF invoices
Every invoice goes out as a clean, branded PDF your clients can save.
Job costing
See real profitability per job — revenue versus material and labor cost — not just what you billed.
Materials & inventory
Keep a product catalog with live stock, and add materials as billable line items directly on an estimate.
From approved estimate to money in the bank
Online payments — card & ACH
Let clients pay invoices online by card or bank transfer. Bank transfers carry just a 0.1% TrackLobo fee (capped at $2) — a fraction of the 1% most platforms charge for ACH. Card payments carry Stripe's standard processing cost plus a thin 0.25% TrackLobo fee.
Save a card, get paid automatically
For maintenance agreements and recurring service, clients can save a payment method once and get billed automatically every cycle — no chasing payment by hand.
Maintenance agreements
Sell a fixed-price recurring plan, not a quote that changes every visit — TrackLobo books the recurring visits automatically.
Automatic review requests
After a job is paid, TrackLobo can ask your client for a Google review automatically — the same message to everyone, no cherry-picking.
Everything your crew needs, from the truck
Job assignment
Assign jobs to the right technician and keep every schedule in one place.
Google Calendar sync
Scheduled jobs appear automatically on your Google Calendar — no double entry.
Appointment reminders
Automatic day-before reminders cut down on no-shows.
Photo documentation
Techs capture job photos from the field; admins choose which ones a client gets to see, through a secure, expiring link.
Customer equipment tracking
Log the brand, model, serial number, and install date of equipment at a client's property — automatically, the moment it's used on a job.
Remember every client the way your best office manager would
Public profile + QR that captures leads
Share one link or QR code — prospective clients browse your services and past work, then request an estimate on the spot. Attach a photo and AI gives you a head start on the scope the moment you open it.
Customer tags
Tag clients with whatever matters to your business — "prefers texts," "net-30," "referred by..." — visible to your whole team.
Repeat customer badge
See at a glance which clients have worked with you before — no digging through invoice history.
Client self-service portal
Returning clients can set up a free account — included on every plan — to see their full history of estimates, signatures, and invoices in one place.
Saved payment method for clients
Once a client saves a payment method, paying a future invoice takes one tap — no re-entering card details every time.
Step-up verification on sign & pay
Signing or paying through the client portal always requires a one-time email code, even on a device they've used before.
Run it your way, with the right guardrails
Custom roles & permissions
Decide exactly who on your team can see pricing, manage invoices, or edit organization settings.
White-label
Remove TrackLobo branding from client-facing documents — it's your business, your name.
Organization policies
Publish your own terms or service agreements and require your team to accept them, with a full audit trail. Every policy stays visible in their profile — accepted or not — so nothing gets buried after the first sign-in.
Fits into tools you already use
QuickBooks Online sync
Push customers, invoices, payments, and worker payment records straight to QuickBooks — no re-entering anything twice.
Email estimates & invoices automatically
Sent straight from the app — from your own connected Gmail or Outlook, or a TrackLobo address by default if you'd rather not connect one.
Share by WhatsApp
Open WhatsApp with an estimate or invoice link already drafted, ready for you to send from your own number in one tap.
AI-generated logo
Describe your business and get a logo for branded documents in minutes.
For subcontractors billing another company
Payroll & pay statements
Track hours, work codes, and pay calculations for your crew — generate pay stubs without processing payroll yourself.
Technician payouts
Track what each technician is owed and when they were paid.
AI job import
Snap a photo of a handwritten job list and let AI draft the entries for you.
Ready to see it running your business?
Try the live demo, or talk to us about your specific trade.