Email System

#Overview

Jobkore sends professional, branded emails on your behalf — estimates, invoices, payment receipts, and notifications. Every email includes your company name and logo, giving your business a polished, consistent look.

You can customize the subject line and message for each email, or set up defaults so you can send with one click.

#Document Emails

When you send an estimate or invoice, your client receives a branded email containing:

• Your company logo and name in the header
• The document type and number (e.g., Estimate EST-0012)
• A call-to-action button — "View & Respond" for estimates, "View & Pay" for invoices with online payments enabled
• Your custom message (or your saved default)
• A footer with your company contact info

A PDF of the document is automatically attached to every email.

Estimate emails

The email shows the estimate number, title, any discount applied, the total amount, and the valid-until date. The button opens the estimate in the browser where the client can review, accept, or decline it.

Invoice emails

Invoice emails show the amount due and due date. If online payments are enabled, the email includes a Pay Online button.

Change order emails

A change order is sent for signature from the invoice it sits on. The subject reads "Change order on INV-0047 from [Company Name]", so it is obvious which job it belongs to, and the link takes your client to that invoice's share page where the change order is waiting. See Change Orders for details.

#Notification Emails (to You)

Jobkore notifies you about important events. Toggle each one on or off in Settings > Notifications:

#Payment Receipts

When a payment is recorded on an invoice — whether online or manually — a receipt is automatically sent to the client. It includes:

• The payment amount
• Payment method (e.g., credit card, bank transfer, manual)
• Date of payment
• Remaining balance (if any)
• A link to view the invoice

Receipts are automatic — you don't need to do anything.

#Weekly Business Report

You can opt in to a summary email that arrives every Monday. The figures in it are month-to-date, not week-to-date: payments received so far this month, estimates sent and accepted, invoices issued, and your outstanding total, followed by year-to-date revenue. Turn it on or off in Settings > Notifications.

#Overdue Reminders

Jobkore emails your client when a payment is late: the day after, a week late and two weeks late, then it stops. That is at most three reminders per late payment. Reminders are on for every new invoice, and you can switch them off on any one invoice.

• Where to change it: the default for new invoices is Automatic Reminders in Settings > Document Defaults. For a single invoice, use the same switch under Reminders in that invoice's document settings.
• What the invoice tells you: the invoice page says when the next reminder goes out, or that no more will.
• When none go out: the client has no email address, the invoice has no due date, or a bank payment from the client is on its way. Reminders wait until that payment clears.
• Content: how many days overdue the invoice is, the outstanding amount, and a link to view and pay.

#Delivery Tracking

Jobkore tracks every email it sends, and the document's activity timeline records what happened to it:

• Sent — the document went out, with the addresses it went to
• Opened — the client opened the email (you also get a notification if that one is on)
• Could not be delivered — a bad or undeliverable address, which also triggers an Email not delivered notification. An address that hard-bounces is blocked from future sends.

#Customization

Per-email customization

When you click Send on a document, a dialog lets you edit:

• Subject line — pre-filled but fully editable
• Message body — pre-filled with your default message, editable for each send
• Send me a copy — check this to get a copy at your own email

Default messages

Set up default messages in Settings > Document Defaults for estimates and invoices separately. When you send a document, the default is pre-filled — use it as-is, edit it, or replace it entirely.

Company branding

Every email includes your company name, logo, and contact info from Settings > Business. This branding is automatic and consistent across all email types.

#Contact Auto-Capture

When you send a document to an email that doesn't match any existing contact, Jobkore automatically creates a new contact under that client. You can add new contacts on the fly just by emailing a document to them.