Add a Contract or Terms & Conditions to the Estimate and Invoice document

With Joist, you can add your own Contract/Terms & Conditions to your estimates and invoices.

  1. Tap SETTINGS at the top of the screen

  2. Then tap on DOC SETTINGS                                                                             

  3. Tap on Default Contracts, and then the green “+” at the bottom right to add a new contract

  4. Choose if you want this to be Default Estimate Contract, Default Invoice Contract, or both

  5. Input a Contract Name, and type in the contractual language you'd like to use.

  6. Tap the green checkmark in the top right corner to save.

And that's it, you can now add Contracts to your documents!

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