License and Insurance
Updated over a week ago

You’re a professional, with the license and insurance to prove it. Make sure your clients get that message loud and clear by putting your credentials front and centre for them to see any time they view your estimates and invoices.

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How to add your license and insurance

Android

Tap Manage in the bottom right corner of Joist, then choose My Company. Scroll down to the License and Insurance section, then tap the ADD button next to either option.

You can choose a document from your phone, or use the camera to take a photo of a paper document.

iOS

Tap More in the bottom right corner of Joist, then choose Settings. Select License & Web Links, then tap on either of the options for License Document or Insurance Document to add them to your account.

You can choose a document from your phone, or use the camera to take a photo of a paper document.

Web

Click Settings in the righthand column and from the list that appears click Licence & Web Links. choose either Select License or Select Insurance to add those documents to your account.

Now when your client views the estimate or invoice you sent them from Joist, they’ll also see the option to click and view any documents you’ve added to your account.

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