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" from the bottom menu, and then tap "New Client"
  2. Here you can choose to Create a New Client, or Import From Address Book
  3. If you tap "Create New Client" you can then enter the client's information and hit "Done"
  4. If you would like to import from your device contacts tap "Import From Address Book" and select the contact you would like to add. Tap "Done" to save.
  5. When creating a new estimate or invoice you can also create a client by tapping "Add Client" and entering the client's information. Tap "Done" to save.
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