Create a New Client

Create a new Client

With Joist, you can add an existing client from your "clients" list to an estimate/invoice rather than having to re-enter the same client information over and over again. Here's how:

  1. Click “Clients” in the left side main menu, and then click “New Client”

  2. On the right side click the different fields to add your new client’s basic and additional information

  3. Click “Save” in the top right to save your new client

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