You can create and store as many custom contracts in Joist as you like, allowing you to easily include the right contract for the right job to any estimate or invoice.
Use the links to jump to instructions for:
iOS
Tap the More option in the bottom right corner of the screen, then tap Settings.
From the Settings screen, tap Documents. From here, tap Contracts.
Create a new contract by tapping the New Contract button in the top right corner of the screen.
You can give the contract a name (something only you will see, to help you when storing multiple contracts in your Joist account) and then type the contents of the contract or copy and paste the contents from another document.
Note that contracts in Joist are plain text and do not support rich text features like bold, italics and underline, colours or images.
If you'd like this contract to be added to all your estimates and/or invoices going forward, tap the Set it as default switch and select either Estimate, Invoice, or Both from the buttons below.
Tap Save and your new contract will be saved to your Joist account.
Android
Tap the Manage option in the bottom right corner of the screen, then tap Doc Settings. From here, tap on Default Contracts.
Create a new contract by tapping the Green Circle button in the bottom right corner of the screen.
You can give the contract a name (something only you will see, to help you when storing multiple contracts in your Joist account) and then type the contents of the contract or copy and paste the contents from another document.
If you'd like this contract to be added to all your estimates and/or invoices going forward, tap the switch next to Default Estimate Contract and/or Default Invoice Contract.
Note that contracts in Joist are plain text and do not support rich text features like bold, italics and underline, colours or images.
Tap the Checkmark button in the top right corner of the screen and your new contract will be saved to your Joist account.
Web
Click Settings from the lefthand menu, then click Contracts from the Settings list.
Create a new contract by clicking the New Contract button in the top right corner of the screen.
You can give the contract a name (something only you will see, to help you when storing multiple contracts in your Joist account) and then type the contents of the contract or copy and paste the contents from another document.
If you'd like this contract to be added to all your estimates and/or invoices going forward, click the switch next to Set as default estimate contract and/or Set as default invoice contract.
Note that contracts in Joist are plain text and do not support rich text features like bold, italics and underline, colours or images.
Click Save and your new contract will be saved to your Joist account.