Scheduling in Joist Run helps you plan your work and stay on top of what's coming up. Instead of tracking appointments in a separate calendar or notebook, you can create visits directly in Joist and keep your schedule connected to your jobs, clients, and project details.
Scheduling is included with Joist Run, Joist's premium plan for solo contractors. Joist Run also includes Jobs, plus everything in Elite.
What Scheduling can do
Create visits for upcoming appointments, site work, or any scheduled task
Link visits to a job so your schedule and project details stay connected
View visits organized by timeframe: This Week, Next Week, Upcoming, and Past
Search your schedule by visit name, client, job, address, or notes
Create standalone visits that aren't tied to a job, for quick one-off appointments
A visit can be created on its own or connected to an existing job, so you can work in the order that makes the most sense for your business.
How to use Scheduling
Create a visit
Web
iOS
Step 1: Open your Joist app
Step 2: Open the Scheduling feature by tapping Jobs at the bottom of your screen, then tap the calendar icon in the top-left corner of your screen
Step 3: Tap the + symbol in the top right corner of your screen to create a new visit.
Step 4: Enter a Visit Name, Start Date, Start Time and End Date (all required)
Add optional details like the client, address, date, time, notes and link to a job
Step 5: Save the visit
You can schedule multiple visits for the same time slot. If you do, you will receive a pop-up message that lets you know you're double booking. Tap Cancel if you want to revise the time for the visit to avoid double booking, or tap Schedule Anyway to continue booking the visit.
Android
Step 1: Open your Joist app
Step 2: Open the Scheduling feature by tapping Jobs at the bottom of your screen, then tap the calendar icon in the top-right corner of your screen
Step 3: Tap the + symbol in the bottom right corner of your screen to create a new visit.
Step 4: Enter a Visit Name, Start Date, Start Time and End Date (all required)
Add optional details like the client, address, date, time, notes and link to a job
Step 5: Save the visit
You can schedule multiple visits for the same time slot. If you do, you will receive a pop-up message that lets you know you're double booking. Tap Cancel if you want to revise the time for the visit to avoid double booking, or tap Schedule Anyway to continue booking the visit.
Web
Step 1: Open your Joist app
Step 2: Click Schedule from the left-side menu bar to open Scheduling
Step 3: Click on New Visit at the top-right corner of the page
Step 4: Enter a Visit Name, Start Date, Start Time and End Date (all required)
Add optional details like the client, address, date, time, notes and link to a job
Step 5: Click Save
You can schedule multiple visits for the same time slot. If you do, you will receive a pop-up message that lets you know you're double booking. Tap Cancel if you want to revise the time for the visit to avoid double booking, or tap Schedule Anyway to continue booking the visit.
Edit a visit
If plans change, you can update a visit.
Open the Scheduling feature
Edit an existing Visit
Make your changes (you can update the visit name, client, address, time, notes, and linked job)
Save changes
Delete a visit
Open the Scheduling feature
Edit an existing Visit
Scroll to the bottom of the page and select Delete Visit.
View and manage your schedule
Open Scheduling at any time to see upcoming and past visits
This Week: visits scheduled for the current week
Next Week: visits coming up the following week
Upcoming: visits further out
Past: visits automatically move to the Past section once their scheduled date has passed.
You can review visit details, check client information, and update dates or notes as plans change.
Search for a visit
If you need to find a specific visit, use the search feature within Scheduling.
You can search by:
Visit name
Client name
Job name
Address
Notes
This makes it easy to find what you're looking for without scrolling through your entire schedule.
When to use Scheduling
Scheduling is especially helpful if you juggle multiple appointments or need to keep track of when and where you need to be.
You have three service calls booked throughout the week
You want to keep track of site visits alongside the estimate and invoice for a project
You manage back-to-back jobs and need to see your full week ahead.
Any situation where you want your appointments and project details in one place
Frequently asked questions
Can I create a visit without linking it to a job?
Yes. Visits can be standalone or linked to a job, depending on your needs.
Can I link more than one visit to the same job?
Yes. A job can have multiple visits linked to it, which is useful for projects that require several site appointments.
Can one visit belong to more than one job?
No. A visit can only be linked to one job at a time.
What happens to my visits if I cancel Joist Run?
Your existing visits remain visible, but after your plan ends, you won't be able to create or edit visits without an active Joist Run plan.
Can I use Scheduling without Jobs?
Yes. Scheduling and Jobs are both included in Joist Run, and while they work well together, you can use Scheduling on its own with standalone visits.