A few things are worth setting up before you start sending estimates.
Your business name and logo
From Business Settings, update your organization’s name and upload a logo. Your logo appears on PDF invoices and estimates your clients see — if you don’t have one yet, TrackLobo can generate one for you from a short description of your business.
Inviting your team
Every organization has an invitation code — share it with a technician or office staff member, and they can join your organization with it from their own account. You can regenerate the code at any time from Business Settings if you need to invalidate an old one.
Roles and permissions
By default, new team members join as a plain member. If your plan includes Custom Roles, an administrator can decide exactly what each team member can see or do — for example, restricting who can view pricing or manage invoices.
Connecting your tools
Business Settings is also where you connect Gmail or Outlook (so invoice emails go out from your own address), QuickBooks Online, Google Calendar, and Stripe. Each of those has its own guide in the Integrations and Payments sections of this Help Center.