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

With Joist, you can add your own Contract / Terms & Conditions to your estimate and invoice documents.

  1. Tap "More" followed by "Settings"
  2. Tap "Documents" and then tap on "Contracts"
  3. You can create a new contract by tapping "New Contract" in the right corner
  4. Type in the contractual language you'd like to use, or you can use the default language that Joist provided and then tap "Done"
  5. You can choose to set a contract as default for you estimates, invoices, or both
  6. You can also turn a contract on manually when editing a document by selecting "Contract" and adding the contract you'd like to use

 

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