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:
- Tap "Clients" from the bottom menu, and then tap "New Client"
- Here you can choose to Create a New Client, or Import From Address Book
- If you tap "Create New Client" you can then enter the client's information and hit "Done"
- 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.
- 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.