PDF Generation

#Overview

Jobkore generates professional PDFs for every estimate 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" or "Invoice"
• Document number (e.g., EST-0012, 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 > Document Defaults.

Branding footer

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

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
• Total paid and Balance due under the totals, once anything has been paid — so it's clear how much remains
• Change Orders and a Revised Total, when the invoice carries any
• Payment Schedule, when you set one

The payment schedule block

If the invoice bills in stages — a deposit, draws, a balance — the PDF prints those rows under the totals: each one's name, when it is due, whether it is paid, and its amount. It is the same schedule your client sees on the share page, so the paper and the screen never disagree about what is owed next.

#Change Orders on the PDF

A change order has no PDF of its own, because it is not a document of its own. It prints on the invoice it belongs to.

Under the totals the invoice gains a Change Orders line and a Revised Total, and below that the Payment Schedule. Only signed change orders move the revised total; pending and declined ones are still listed, because your client is entitled to see what has been asked for as well as what has been agreed.

Then a Change Orders block, one entry per change order: its heading and title, your note to the client, its own line items, and its amount. Each is marked "Signed by Kevin on Sep 3" or "Awaiting signature", so the PDF is a complete statement of where the job stands rather than a snapshot of what it was worth before the work changed.

#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 are named after the client and the document number, all lowercase with hyphens instead of spaces:

client-number.pdf

For example:

• acme-contracting-est-0012.pdf
• john-smith-inv-0045.pdf

The number already carries its type, EST for estimates and INV for invoices, so the name is self-describing wherever it lands. Accents are stripped and punctuation is collapsed, so José Nuñez downloads as jose-nunez-inv-0045.pdf rather than something your operating system has to escape.

#Status Stamps and PDF Options

Status stamps

A document that has reached a final state carries a stamp on its PDF: PAID, ACCEPTED, VOID, or DECLINED. A paid invoice that says so on its face saves a phone call, and a voided one that says so cannot be mistaken for a live bill.

Two toggles

Both live under Settings > Document Defaults:

• QR Code on PDFs — prints a scannable code labelled "Scan to view online", so a client holding a paper copy can open the live document and, on an invoice, pay it.
• Jobkore Branding — turn it off and the Jobkore footer is removed from your PDFs entirely.