PDF Generation

#Overview

Jobkore generates professional PDFs for every estimate, change order, and invoice. Each PDF is branded with your company logo and information, and includes everything your client needs — line items, totals, notes, terms, and signatures.

PDFs are automatically attached when you email a document, available for download from share links, and accessible from the document detail page.

#What's Included

Header

• Your company logo at the top left
• Company name, phone, and address
• Document type — "Estimate," "Change Order," or "Invoice"
• Document number (e.g., EST-0012, CO-001, INV-0045)
• Document title and date
• Valid-until date (estimates) or Due date (invoices)

Client information

The client's name and address appear below the header.

Line items

Line items are presented in a table. If you organized items into sections, each section has its own header row and subtotal. Each item shows:

• Description
• Quantity and unit
• Rate (with markup rolled in — your client never sees your cost)
• Amount
• Per-item notes, displayed below the description
• Per-item photos, included inline

The columns that appear respect your document's display settings. If you hid quantity or rate on a specific document, those columns won't show on the PDF either.

Totals

Notes and terms

Your document notes and terms and conditions are rendered at the bottom. These fields support formatting (bold, bullet lists, etc.) that carries through to the PDF.

Signatures

If you added your own signature in settings, it appears as the contractor signature. If the client has signed the document, their signature, name, and timestamp are included too.

QR code

Each PDF can include a QR code that links to the document's online share page. When a client scans it, they're taken to the web version where they can accept, sign, or pay. Toggle the QR code on or off in Settings > General.

Branding footer

PDFs include a small Jobkore branding footer by default. You can hide it in Settings > General.

Page numbers

Multi-page PDFs include page numbers at the bottom of each page (e.g., "Page 1 of 3").

#Invoice PDFs

Invoice PDFs include everything above, plus:

• Due date in the header
• Payment history table — each payment's date, amount, method, and reference number
• Balance due — so it's clear how much remains

#Change Order PDFs

Change order PDFs follow the same layout as estimates with a few differences:

• The header says "Change Order" instead of "Estimate"
• A context line appears below: "For Estimate EST-0012 — Project Title"

When you create an invoice from a change order, the invoice PDF includes a subtitle: "Change Order CO-001 for Estimate EST-0012" so your client can trace it back to the original scope.

#Markup Handling

Markup is always rolled into the displayed rates. Your client sees the final price per line item — never your cost or markup percentage. Per-item markup is invisible to the client. Overall markup appears as a separate line in the totals section, shown as a dollar amount.

#Accessing PDFs

Three ways to get a PDF:

• From the detail page — click Download PDF on any document
• From a share link — clients click Download PDF on the shared page
• Attached to emails — PDFs are automatically attached when you send a document

#Filename Format

Downloaded PDFs use a consistent naming convention:

PREFIX-NUMBER — COMPANY.pdf

For example:

• EST-0012 — Acme Contracting.pdf
• INV-0045 — Acme Contracting.pdf
• CO-001 — Acme Contracting.pdf

The prefix comes from your configured estimate or invoice prefix in Settings.