Line Item Sections
Updated over a week ago

With Line Item Sections, you can organize the line items in your estimates and invoices into groups with their own names.

Organize by rooms, such as bathroom, master bedroom, kitchen, or by categories like labour, materials, equipment rentals, giving your clients the clarity and confidence they need to move forward with the job.

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Use the links to jump to instructions for:

iOS

To enable Sections

Tap the More button in the bottom right corner of Joist, then choose Settings > Documents. From here, you can enable or disable the setting "Organize Line Items into Sections". This setting only applies to new estimates and invoices. Your saved documents will not be affected by this setting.

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When you create a new estimate or invoice, you can also enable / disable Sections with the "Group Items Into Sections" setting.

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Note: You will only see this option for newly created documents. This option will not be available when editing a saved document.

To use Sections

Create a new document with Sections, or open a saved document with Sections, then tap on ADD SECTION. You can name the section (such as “kitchen” or “materials”, for example) and add line items to the section. To add more sections, simply tap the ADD SECTION button again.

To Sort & Delete Sections

Tap the ORGANIZE button at the top of your sections list, then choose the option to sort & delete Sections.

From here you can press and hold on the 3 horizontal lines to drag a section up or down. Once the section is where you want it, lift your finger from the screen to set it in place.

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If you want to remove a section, tap the red circle to remove a section and its line items from your document. When you are finished organizing, tap DONE.

To Sort & Delete Line Items inside a Section

Tap the ORGANIZE button at the top of your sections list, then choose the option to sort & delete Line Items. From here you can sort & delete your line items within the section. When you are finished organizing, tap DONE.

Android

To enable Sections

Tap the Manage button in the bottom right corner of Joist, then choose Doc Settings. From here, you can enable or disable the setting "Organize Line Items into Sections". This setting only applies to new estimates and invoices. Your saved documents will not be affected by this setting.

mceclip7.png

When you create a new estimate or invoice, you can also enable / disable Sections with the "Group Items Into Sections" setting.

mceclip2.png


Note: You will only see this option for newly created documents. This option will not be available when editing a saved document.

To use Sections

Create a new document with Sections, or open a saved document with Sections, then tap on ADD SECTION. You can name the section (such as “kitchen” or “materials”, for example) and add line items to the section. To add more sections, simply tap the ADD SECTION button again.

To Sort & Delete Sections

Tap the ORGANIZE button at the top of your sections list, then tap the Sort & Delete Sections button.

From here you can press and hold on the 3 horizontal lines to drag a section up or down. Once the section is where you want it, lift your finger from the screen to set it in place.

mceclip1.png


If you want to remove a section, tap the red circle button to remove a section and its line items from your document. When you are finished organizing, tap DONE.

To Sort & Delete Line Items inside a Section

Tap the ORGANIZE button at the top of your sections list, then choose the option to sort & delete Line Items. From here you can sort & delete your line items within the section. When you are finished organizing, tap DONE.

Web

To enable Sections

Go to Settings from the menu on the left hand side, then choose Doc Settings. From here, you can turn the option for Sections on or off.

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When you create a new estimate or invoice, you can also enable / disable Sections with the "Group Items Into Sections" setting.

mceclip11.png


Note: You will only see this option for newly created documents. This setting will not be available when editing a saved document.

To use Sections

Create a new document with Sections, or open a saved document with Sections, then tap on ADD SECTION. You can name the section (such as “kitchen” or “materials”, for example) and add line items to the section. To add more sections, simply tap the ADD SECTION button again.

To Sort & Delete Sections

When editing your estimate or invoice, you can sort sections by clicking the UP ARROW or DOWN ARROW located in the top right corner of each section.

You can delete sections by clicking on the red garbage can icon to the left of each section.

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