Create a New Estimate

Creating and sending a professional Estimate with Joist is fast and easy!

There are two key components to every Estimate:

Client
- This is the client or customer that you will be sending the Estimate document to

Items
-This is the description of work, or anything you would charge customers for i.e. Labor, Materials, etc.
- You can add multiple items to an Estimate

Here’s how you can create an Estimate:

  1. Go to the “ESTIMATES” section at the top of the app

  2. Tap the “+” icon in the bottom right corner                                                        

  3. Tap “ADD CLIENT” to add your client

  4. If you are adding in a new client, enter in your client’s name, email, phone, and other contact information available.                                                                  

  5. If you are selecting from your saved clients list, click “MY CLIENTS” then “Saved  Clients”.                                                                                                         

  6. Tap the checkmark when finished.

Tap “ADD LINE ITEM” to add your first item.

  1. To add a new item, tap the “+” in the bottom right hand corner.

  2. Add your item information including the Item Name, Quantity, Rate, Taxes, and Description.

  3. Tap the checkmark to save and continue with your estimate.  

  4. Tap the checkmark again to save your work. This will also take you to a preview of your estimate.

  5. Tap the pencil icon at the top right if you want to go back and make changes

  6. Tap the green arrow at the bottom right of the screen and you will have the option to email the estimate to your client, print, generate an invoice, or sign.     

And that's it! Creating and sending estimates to your client is fast and easy.

Was this article helpful?
0 out of 0 found this helpful

Can't find what you're looking for? Ask us a question