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 > 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
• 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.

The Contract Summary block

Below the totals, a change order PDF carries a Contract Summary — the arithmetic that takes your client from the number they originally agreed to the number they are agreeing to now. It follows the shape of AIA G701, which is the standard change order form in US construction, so an architect, a lender or an insurance adjuster reads it without being taught anything.

Five rows, always in this order: Original Contract Sum, Net Change by Prior Change Orders, Contract Sum Before This Change Order, This Change Order, and, under a rule, New Contract Sum.

The point of the middle rows is that this change order is not presented in isolation. A client signing CO-004 can see on the same page what the first three did, so nobody has to go back through four documents to work out where the total came from.

The other half, on the estimate

The accepted estimate’s own PDF carries the matching block: Original Contract Sum, then one line per signed change order naming it, then Revised Contract Value under a rule. So the estimate PDF you hand over months later is still an accurate statement of what the job is worth, rather than a snapshot of what it was worth before the work changed.

Only signed change orders appear there, and only one of the two blocks ever renders on a given document — a document is either the contract or one of the amendments to it.

#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 is EST for estimates, INV for invoices, and CO for change orders.

#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.