Jobs in Joist Run help you keep all project details in one place. Instead of managing estimates and invoices separately, you can group them with client details, notes, and key dates in a single job, making it easier to stay organized from start to finish
Use Jobs when you want a simple way to organize work for a customer, track related estimates/invoices, and keep project information together as your workload grows.
What Jobs can do
Create a single record for a project
Link related estimates and invoices together
View your job list so you can quickly find active or completed work
Keep all project information in one place instead of switching between separate documents
Connect work with Scheduling by linking visits to jobs in Joist Run
A job can be created before, during, or after you create an estimate or invoice, so you can work in the order that makes the most sense for your business.
Create a job
Click the following links to navigate to platform-specific instructions:
iOS
Step 1: Open your Joist app
Step 2: Tap on Jobs at the bottom of your screen
Step 3: Tap on the + symbol in the top right corner of your screen
Step 4: Enter a job name (required)
Add optional details like the client, start date, end date, and notes
Step 5: Save the job
Android
Step 1: Open your Joist app
Step 2: Tap on Jobs at the bottom of your screen
Step 3: Tap on the + symbol in the bottom right corner of your screen
Step 4: Enter a job name (required)
Add optional details like the client, start date, end date, and notes
Step 5: Save the job
Web
Step 1: Open your Joist app
Step 2: Click on Jobs on the left-side menu bar
Step 3: Click on New Job at the top right corner of the page
Step 4: Enter a job name (required)
Add optional details like the client, start date, end date, and notes
Step 5: Click Save at the top right corner of the page
Create a visit for a job
You can link a visit to a job to keep your schedule and job details together.
Open a job and scroll down to the scheduling section
Create a new visit
Add the required visit details and save
Head over to our Scheduling article for more detailed instructions.
How to mark a job as completed
Step 1: Tap on Jobs
Step 2: Tap on the job you want to mark as completed
Step 3: Scroll down to the bottom of your page and toggle on Mark job as completed
Step 4: Tap Confirm
Step 5: Tap Save at the top right-side of the screen
Marking a job as completed moves it from the Active tab to the Complete tab in the Jobs section of the app. Jobs will remain searchable after completion.
Jobs marked as completed can be edited to include or remove information and links to estimates, invoices and visits. These Jobs will stay as completed unless you choose to reopen it by toggling off the Mark Job As Completed option.
Delete a job if you no longer need it
Deleting a job is permanent. When you delete a job, it will be removed from your account and cannot be restored. If you want to delete a Job, follow these steps:
Step 1: Tap on Jobs
Step 2: Edit the Job you want to delete
Step 3: Scroll down to the bottom of your page to the Job Actions section and tap Delete Job
Step 4: For iOS and Android, you will need to tap on Delete Job on the pop-up before you get 2 options to keep your account organized the way you prefer:
Option 1: Delete the job and delete linked items
The job will be permanently deleted.
Linked estimates, invoices, and visits will also be permanently deleted from your account.
Deleted linked items cannot be restored.
Option 2: Delete the job and keep linked items
The job will be permanently deleted.
Linked estimates, invoices and visits will remain in your account.
The connection between the job and the linked items will be removed.
You can find the retained documents in the Estimates or Invoices section of your account.
You can find the retained Visits in the Schedule section of your account.
Note: If you're using an Android device, you can choose which linked items to delete and which to keep.
Step 5: Select the option you want and confirm the deletion
Examples of when to use Jobs
Jobs are especially helpful if you manage multiple projects simultaneously or if a single customer has several related documents for the same piece of work.
A kitchen remodel with an estimate, deposit invoice, and final invoice
A roofing project that needs notes, dates, and multiple documents tied together
A job for a repeat customer where you want all project details in one place
Any project where you plan to schedule visits and want the schedule connected to the work
Think of a Job as the main folder for a project. Your estimates and invoices are still separate documents, but the Job keeps them organized together.