Estimates and invoices are emailed to clients automatically — the only choice is which address they come from.
Connecting your own address
From Business Settings, connect your Gmail or Outlook account. Once connected, every estimate, invoice, and automatic reminder goes out from your own address, which clients recognize and are more likely to open.
If you don’t connect one
You don’t have to connect anything to send documents — without a connected account, TrackLobo sends them from a default TrackLobo address instead, so nothing is blocked while you decide.
Disconnecting or switching accounts
You can disconnect or reconnect a different account at any time from Business Settings; future emails simply go out from whichever account is connected at the time.