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. Tap Clients at the top menu

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

  3. Tap New Client, and here you can add the details for your new client

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

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