Estimates that you create in Joist will be stored in your estimate list.
Here's how to create an estimate in Joist:
iOS
Step 1: Tap the Estimates icon in the navigation bar at the bottom of the screen to get to your estimate list. If you've never created an estimate before, this list will not contain any estimates just yet.
Step 2: To create a new estimate, tap the + button in the top right corner of the screen. You will see 3 different options to create an estimate:
Option 1:
Tap Create Estimate manually input all your estimate information. This will open the Edit Estimate screen, where you can add a Client, Line Items, Photos, and more.
Option 2:
Tap Estimate with AI to start your estimate creation with a text or voice prompt describing who and what the estimate is for. Once you enter the estimate prompt and generate the draft preview, you can add additional details. Learn more about Estimate with AI
Option 3:
Tap Use a Template to chose from your list of estimate project templates. Learn more about how to create Project Templates.
Check the Creating Estimates and Invoices section of our support page for all the ins and outs of everything you can do there.
Step 3: When you are finished building your estimate or just want to save your progress for now, tap the Save button in the top right corner.
You can now either send your estimate to your client, continue editing, or come back to the estimate list to take action later.
Android
Step 1: Tap the Estimates icon in the navigation bar at the bottom of the screen to get to your estimate list. If you've never created an estimate before, this list will not contain any estimates just yet.
Step 2: To create a new estimate, tap the Green Circle button in the bottom right corner of the screen. This will open the Edit Estimate screen, where you can add a Client, Line Items, Photos, and more.
Check the Creating Estimates and Invoices section of our support page for all the ins and outs of everything you can do there.
Step 3: When you are finished building your estimate or just want to save your progress for now, tap the Checkmark button in the top right corner.
You can now either send your estimate to your client, continue editing, or come back to the estimate list to take action later.
Web
Step 1: Click the Estimates button in the lefthand menu to get to your estimate list. If you've never created an estimate before, this list will not contain any estimates just yet.
Step 2: To create a new estimate, you have 2 options:
Options 1:
Click the Create New button in the top right corner of the screen. This will open the Edit Estimate screen, where you can add a Client, Line Items, Photos, and more.
Option 2:
Click the dropdown arrow beside Create New, then click on Estimate with AI to start your estimate creation with a text or voice prompt describing who and what the estimate is for. Once you enter the estimate prompt and generate the draft preview, you can add additional details. Learn more about Estimate with AI
Check the Creating Estimates and Invoices section of our support page for all the ins and outs of everything you can do there.
Step 3: When you are finished building your estimate or just want to save your progress for now, click the Save button in the top right corner.
You can now either send your estimate to your client, continue editing, or come back to the estimate list to take action later.