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Work Orders

Boost work management and crew productivity with powerful new Work Orders feature in Joist Pro! Easily remove private details like prices and client signatures from your estimate or invoice and send it off to your crew with just a few taps! 

WO_REAL.png

A link to view the work order will be sent to each recipient, the same as when you send an estimate or invoice to a client.

Here's how you can create Work Orders in Joist. Use the links to jump to instructions for:

iOS

Android

Web

iOS

Step 1: Tap the More button in the top right corner

Tap_More_REAL.png

Step 2: Tap Create Work Order 

Tap_create_work_order_REAL.png

Step 3: A work order will be generated from the original document, with pricing and other sensitive data removed.

Step 4: Tap Send

Tap_Send_1_REAL.png

Step 5: Choose either email or SMS

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Step 6: Enter the email address(es) or phone number(s) you wish to send the work order and tap Send

After sending, the document will revert back to the original version in the Joist app. Note that if you make changes to the original document, these changes will be reflected in the work order you sent.

 

Android

When viewing a saved estimate or invoice;

Step 1: Tap the green circle in the bottom right corner       

Picture1_REAL.png

Step 2: Tap Work Order

WO_AN_REAL.png

Step 3: A work order will be generated from the original document, with pricing and other sensitive data removed. Tap the Green Circle to send.

Green_Arrow_REAL.png

Step 4: Choose either email or SMS

and_Email_REAL.png

Step 5: Enter the email address(es) or phone number(s) you wish to send the work order and tap Send

After sending, the document will revert back to the original version in the Joist app. Note that if you make changes to the original document, these changes will be reflected in the work order you sent.

 

Web

When viewing a saved estimate or invoice;

Step 1: Click More in the top right corner                

Webwo1_REAL.png

Step 2: Click Create Work Order

webnwo2_REAL.png

Step 3: A work order will be generated from the original document, with pricing and other sensitive data removed. Click Email to Send

webwo3_REAL.png

Step 4: Enter the email address(es) you wish to send the work order and Click Send

WebWo4_REAL__1_.png

After sending, the document will revert back to the original version in the Joist app. Note that if you make changes to the original document, these changes will be reflected in the work order you sent.