Joqiva helps UK service businesses turn customer enquiries into quotes, invoices and payment follow-ups. This page explains how we handle business records, customer documents and privacy choices in plain English.
Joqiva is designed for service businesses that need clear records, customer-friendly documents and a safer way to work than scattered inbox messages and spreadsheets.
Joqiva helps you keep invoice dates, customer details, line items, tax settings and payment terms in a structured format. This supports better records without replacing professional legal, tax or accounting advice.
Quotes and invoices are stored as business records first. PDFs are generated from those records, so your team can keep a clearer history of what was sent and when.
Customers can open quote and invoice pages through secure links. They do not need a Joqiva account to view customer-facing documents.
Customer documents and generated PDFs are kept private. Joqiva only gives access where the person or workspace has permission to view the document.
Quote and invoice links are designed for customer access without exposing your internal workspace details. Customers see the document page they need, not your internal business workspace.
Workspace members can have different roles. Joqiva checks access before allowing people to view or change business records.
Customer invoice payments remain direct bank transfers between your customer and your business. Joqiva helps track payment reports and follow-ups, but does not receive, hold or move customer invoice money.
Joqiva can help turn customer enquiry messages into structured job details. You review the details before anything becomes a job, quote or invoice.
AI is used as an assistant, not as the final decision-maker. Your team stays responsible for checking customer details, prices, dates and document contents before sending anything.
Read the AI Processing NoticeJoqiva provides privacy information, cookie choices and routes for data requests. Some business records may need to be retained for legal, accounting, audit, security or support reasons.
The current approved providers that process Customer Personal Data for Joqiva customers are listed on our subprocessors page.
If you believe you have found a security or privacy issue in Joqiva, contact us so we can review it.
Security contact:security@joqiva.co.uk
Privacy contact:privacy@joqiva.co.uk