AI Note Improver helps you quickly improve the wording of your estimates and invoices. With one click, Joist can rewrite your notes or line item descriptions to make them clearer, more professional, and easier for your clients to understand.
Whether you're writing detailed job descriptions or adding client-facing notes, this feature helps you save time and communicate confidently.
You stay in control — review the suggested version and decide whether to use it.
Key Benefits | How to Use | Availability | FAQs | Tips & Tricks | Examples
Key Benefits
Write clearer, more professional estimates and invoices
Save time drafting and editing notes
Improve client understanding and reduce back-and-forth
Adjust tone to match your communication style
Maintain full control — accept or discard suggestions
How to Use AI Note Improver
You can use AI Note Improver in*
Notes (for client)
Private notes
Email messages
Line item descriptions
*check the feature availability for your platform (Web, iOS, Android)
Step 1: Enter text you want to improve
You can enter text to be improved in your notes, line items, etc., as mentioned above.
Step 2: Use the “Improve with AI” button
After you use the "Improve with AI" button, you will be presented with an improved version of your text.
You can also choose a specific tone* if you prefer:
Professional – Clear and formal
Friendly – Warm and approachable
Concise – Short and direct
*specific tone is not available for line item descriptions
Step 3: Review the Suggestion
AI Note Improver will generate an improved version of your text.
You can then:
Accept the suggestion
Edit it further
Cancel to keep your original wording
Nothing changes unless you choose to save the updated version.
Availability of AI Note Improver (as of Feb. 23, 2026)
Web:
Notes (for client)
Private notes
Email messages
Line item descriptions
iOS:
Notes (for client) -- coming soon!
Android:
Under development
FAQs
1. Does the AI automatically change my notes?
No. You must review and approve the suggestion before it replaces your text.
2. Can I edit the AI’s suggestion?
Yes. After generating a suggestion, you can modify it before saving.
3. Can I use this for private notes?
Yes. AI Note Improver works for both client-facing notes and private internal notes.
4. What if I don’t like the AI suggestions?
Simply cancel or discard it. Your original text remains unchanged unless you save the revision.
5. Is there a limit to how many times I can use it?
At this time, there are no usage limits for the AI Note Improver feature.
Tips & Tricks
You can also try giving instructions to the AI Note Improver to format the improved text.
For example, type in "MAKE THIS AN ITEMIZED LIST" at the end of your notes, and the AI Note Improver will attempt to format your text into a list.
Results and effectiveness will vary, depending on the instructions you include, but this is potentially a powerful trick for power users!
AI Note Improver examples
Notes (for client)
Private Notes





