Share Links & Signatures

#How Share Links Work

Every estimate, change order, and invoice has a unique share link. When your client opens it, they see a clean, professional page with all the document details — no login required.

Sharing a document

You can share a document two ways:

• Copy Link — click the Share button on any document to copy the link. Send it via text, email, or any other channel.
• Send via Email — use the Send button to email the document directly. The share link is created automatically.

Link expiration

Share links expire after 90 days. If a client opens the link before it expires, the expiration is automatically extended by another 90 days — so an active conversation never goes stale. That renewal stops once the document is accepted, declined, paid, or voided, and a link can never stay alive longer than a year after the document was created. If a link does expire, you can regenerate a new one from the document detail page.

#What Clients Can Do

From the shared page, your client can:

• View the full document — line items, totals, notes, terms, photos, and attachments
• Download a PDF copy for their records
• Accept or decline an estimate
• Sign an estimate or change order (if signatures are enabled)
• Pay an invoice online (if online payments are set up)

#What Clients See (and Don't See)

Clients see all the information they need to review and respond to your documents:

• Line items with descriptions, quantities, prices, and amounts
• Sections and section subtotals
• Totals including discount, tax, deposit, and balance due
• Per-item notes and photos
• Document notes and terms
• File attachments
• Signature fields (when enabled)
• Payment history (invoices)

Clients never see:

• Your cost prices
• Markup percentages
• Your private notes on the client record
• Overall markup breakdown
• Activity timeline
• Draft documents

Markup is always rolled into the displayed prices. Your client sees the final price per item — never your cost or margin.

Display settings

If you hid certain columns on a document (like quantity or unit price), those columns won't appear on the shared page either. This gives you control over how much detail your client sees.

#Client View: Estimates

The shared estimate page shows your company logo, estimate number and title, client info, date, valid-until date, line items, totals, notes, terms, and attachments.

From here, your client can:

• Download PDF
• Accept Estimate — opens a confirmation asking them to confirm their decision

When a client accepts, the status changes to Accepted and you get a notification.

#Client View: Invoices

Invoice share pages show the same layout as estimates plus the due date, payment history, and balance due.

Payment options

If you have online payments set up and the invoice has a remaining balance, your client will see a Pay Online button for credit card, bank transfer, or digital wallet (Apple Pay and Google Pay on supported devices).

Clients also see a Pay by Check option with your business address.

#Change Order Share Page

Change order share pages include extra context at the top — the parent estimate title and number, and the original contract value — so your client can see what's changing relative to the original scope.

Learn more in the Change Orders documentation.

#Signature Collection

Jobkore lets you collect client signatures directly on shared estimate and change order pages.

Enabling signatures

Go to Settings > Document Defaults and enable Require Signature under Estimate Defaults. You can also customize the signature text that appears above the signature pad.

How signing works

1. The client enters their full name and email address
2. They type their signature into the signature pad, which renders in a cursive style
3. They click Sign & Accept

What gets recorded

Jobkore records the signature text, signer name, signer email, and timestamp. The signature appears on the document detail page and on the PDF.

#Download and Print

Your client can download the PDF from the share page, and on a desktop browser there is a Print action beside it.

Print opens the same PDF in the browser's own viewer rather than printing the web page, so what comes out is the document you designed and not a re-flowed copy of the page with the action bar and payment buttons on it.

On a phone there is no separate Print button, because Download hands the PDF straight to the native share sheet — which already has Print in it. Adding one would be two extra taps to reach the same place.

#Activity Tracking

Jobkore tells you when a client opens a shared document. You get an email, and the view is written into the document's activity timeline alongside when it was created, sent, accepted and signed — all visible from the detail page.

You get told once a day, not once a refresh

After a document is opened, Jobkore stays quiet about it for 24 hours. Opening it four times that afternoon is one notification and one timeline entry, not four.

The timeline therefore records that a document was opened, not every time it was. A client reading your estimate on the truck, again at the kitchen table, and again the next morning shows up as two entries — one for the first day, one for the next.

Your own views don't count

Opening your own document from the Share button, from your own copy of the emailed link, or from a bookmark does not notify you and does not land on the timeline. Jobkore checks who is signed in rather than which link was used, so it holds however you got there.

Link previews generated by email clients and messaging apps are ignored too.

Managing notifications

Toggle view notifications on or off in Settings > Notifications. Even with notifications off, views are still recorded in the activity log.