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How do I use Scheduling and Visits?

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.
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Scheduling is included with Joist Run, Joist's premium plan for solo contractors. Joist Run includes Jobs, plus everything in our Elite plan.

What Scheduling can do

  • Create visits for upcoming appointments, site work, or any scheduled task

  • Link visits to a job so your schedule and job 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, go to your main Jobs page

Step 2: Tap the calendar button 📆 in the top left corner of your Jobs page

Step 3: On the Schedule page, tap the + symbol to create a visit
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Step 4: Enter a Visit Name, Start Date, Start Time and End Time (all required)

Add optional details like the Client, Notes and Linked Job

Step 5: Tap the Notifications toggle on if you would like your client to receive email reminders of the upcoming Visit.

Note: Before notifications can be enabled, you must add a client in the Add Client section at the top of your screen and ensure they have a saved email address.

Step 6: Once notifications are enabled, Timings appear in the same section. Tap Timings to choose when notifications will be sent to your client.

When creating a Visit on an iOS device, the option to send Immediately on creation is selected by default. You can select additional notification times or deselect any timing options as needed.

Tap Apply in the top-right corner of the screen to save your selected notification timings.

Note: If you do not select timing(s), your client will not receive any notifications, even if Notifications is turned on.

Step 7: 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, go to your main Jobs page

Step 2: Tap the calendar button 📆 in the top right corner of your Jobs page

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 Time (all required)

Add optional details like the Client, Notes and Link Job

Step 5: Scroll down and toggle on Notifications if you would like your client to receive email reminders of the upcoming Visit.

Note: Before notifications can be enabled, you must add a client in the Add Client section at the top of your screen and ensure they have a saved email address.

Step 6: Once notifications are enabled, Timings appear in the same section. Tap Timings to choose when notifications will be sent to your client.

When creating a Visit on an Android device, the option to send Immediately on creation is selected by default. You can select additional notification times or deselect any timing options as needed.

Tap the back arrow at the top-left corner of the screen to save your selected notification timings.

Note: If you do not select timing(s), your client will not receive any notifications, even if Notifications is turned on.

Step 7: 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 Time (all required)

Add optional details like the Client, Notes and Link Job

Step 5: Toggle on Notifications if you would like your client to receive email reminders of the upcoming Visit.

Note: Before notifications can be enabled, you must add a client in the Add Client section in the top-right corner of the page, and ensure they have a saved email address.

Step 6: Once notifications are enabled, Timings appear in the same section.

Click Timings to choose when notifications will be sent to your client. You can click to select multiple notification times or deselect any selected times as needed.

Click Confirm save your selected notification timings.

Note: If you do not select timing(s), your client will not receive any notifications, even if Notifications is turned on.

Step 7: 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.


Manage your Visits

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.

Edit a visit

If plans change, you can update a visit.

  1. Open the Scheduling feature

  2. Edit an existing Visit

  3. Make your changes (you can update the visit name, client, address, time, notes, and linked job)

  4. Save changes

Delete a visit

  1. Open the Scheduling feature

  2. Edit an existing Visit

  3. Scroll to the bottom of the page and select Delete Visit


View your Schedule

Open your Schedule at any time to see upcoming and past visits.

You can review visit details, check client information, and update dates or notes as plans change.

Upcoming Tab

  • This Week: visits scheduled for the current week

  • Next Week: visits coming up the following week

  • Upcoming: visits further out

Past Tab

  • Visits automatically move to the Past tab after their scheduled date

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 job

  • You manage back-to-back jobs and need to see your full week ahead

  • Any situation where you want your appointments and job 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 jobs 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.

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.

Will my client receive notifications if I make changes to their scheduled visit?

Yes. If notifications are enabled on a visit, your client will automatically receive an email whenever a visit is rescheduled or canceled. These notifications help keep your client informed of any changes to their upcoming appointment.
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