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How do I know if my client viewed or signed my estimate or invoice?
How do I know if my client viewed or signed my estimate or invoice?
Updated over a week ago

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You can receive notifications on your mobile device any time your client opens an email, views or even signs an estimate or invoice sent from your Joist account.

Here's how:

iOS

First, make sure that you have Notifications turned on. To do this, tap the More option in the bottom right corner of the screen, then tap Settings.

From the Settings screen, tap Notifications. Make sure that the switches for Client Opens Email, Client Views Document, and Client Signs Document are turned on (green).

You'll also want to make sure you have notifications enabled for Joist within your device's settings.

Now any time a client opens the email you sent from Joist, you'll get a notification on your phone. Same goes for any time they click the link in the email to view the estimate or invoice. And if they sign.

You'll also see a little opened envelope icon on any document in your estimate or invoice list if the client opened the email. And a pen in hand icon for any document that has been signed. This is an easy way to see at a glance which documents have been viewed or signed at any time.

Android

Tap the Manage option in the bottom right corner of the screen, then tap Preferences.

Scroll down to the Notifications section and make sure that the switches for Client Opens Email, Client Views Document, and Client Signs Document are turned on (green).

You'll also want to make sure you have notifications enabled for Joist within your device's settings.

Now any time a client opens the email you sent from Joist, you'll get a notification on your phone. Same goes for any time they click the link in the email to view the estimate or invoice. And if they sign.

You'll also see a little opened envelope icon on any document in your estimate or invoice list if the client opened the email. And a pen in hand icon for any document that has been signed. This is an easy way to see at a glance which documents have been viewed or signed at any time.

Web

While pop-up notifications aren't available in the web app, you will see a little opened envelope icon on any document in your estimate or invoice list if the client opened the email.

A pen in hand icon will be displayed for any document that has been signed.

This is an easy way to see at a glance which documents have been viewed or signed at any time.

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