Start a new estimate from a job, or directly from a client’s profile.
Building the line items
Add line items from your product and service catalog, or type a custom line for one-off work. Each line has a quantity, unit price, and an optional description your client will see.
Using AI to speed it up
Instead of typing everything from scratch, snap a photo at the job site — or of a handwritten note — and TrackLobo’s AI will draft line items for you to review and adjust before sending.
Sending for approval
Once the estimate is ready, send it with a secure signing link — no app or account required on your client’s end. You can also open WhatsApp with the same link already drafted in a message, ready to send from your own number in one tap.
What your client sees
Your client opens the link in their browser, reviews the breakdown, and signs to approve. If you have online payments connected, they can pay right from the same screen immediately after signing — no separate step.