You can edit an existing client in Joist, ensuring the changes you make will be included in any future estimates or invoices you add this client to.
Use the links to jump to instructions for:
New: The Clients tab has now moved locations for iOS and Android users. Once you open your Joist app, you can find the Clients tab after you click More (iOS) or Manage (Android) from the bottom of your screen.
iOS
First, tap the More button at the bottom-right corner of your screen
Tap Clients to view your existing clients list, then tap the client you wish to make changes to.
Tap Edit in the top right corner, then make any changes to the client's information as needed.
When you are ready, tap Save and your client's information will be updated.
Android
First, tap the Manage button at the bottom-right corner of your screen
Tap Clients to view your existing clients list, then tap the client you wish to make changes to.
Tap Pencil in the top right corner, then make any changes to the client's information as needed.
When you are ready, tap the Checkmark in the top right of the screen and your client's information will be updated.
Web
First click the Clients button in the lefthand column to view your existing clients list, then click the client you wish to make changes to.
Click Edit in the top right corner, then make any changes to the client's information as needed.
When you are ready, click Save and your client's information will be updated.