Introducing Joist Pro Elite, a new suite of features designed to help you win more jobs and make more money using Joist to run your business.
This package of features is currently in development and exposed to a select group of customers for now. If you’re one of those customers, or you just want to learn more about what’s coming your way soon, check out our introduction to these features below.
With Sections, you can organize the line items in your estimates and invoices into groups with their own names. Organize by rooms, such as bathroom, master bedroom, kitchen, or by categories like labour, materials, equipment rentals, giving your clients the clarity and confidence they need to move forward with the job.
To enable Sections, tap the Manage button in the bottom right corner of Joist, then choose Doc Settings. From here, you can turn the option for Sections on or off.
To use sections, create a new estimate or invoice or edit an existing one, then tap ADD SECTION. You’ll be given the option to give the section a name (such as “kitchen” or “materials” for example) and to add line items to the section.
You can add as many items to a section as you like. To add more sections, simply tap the ADD SECTION button below and give the section a name and add any items you want.
To rearrange or remove sections, tap the ORGANIZE button at the top of your sections list, then tap SORT SECTIONS. From here you can drag sections up or down in your list, or tap the red circle to remove a section and its line items from your document. When finished, tap DONE.
Website and Social Media
These days clients rely on social proof to help them make countless purchasing decisions, and hiring a trade contractor is increasingly one of them. Show your clients you’re a business they can trust by including your website, Facebook page, Google listing, Instagram username, or Yelp links with the estimate or invoice you send them.
Your links will appear in a polished and professional view alongside the document your client views when they open your estimate or invoice. They can easily click to view your social proof and make a confident and informed decision to choose you over the competition.
To add your web and social links, tap the Manage button in the bottom right corner of Joist, then choose My Company. Scroll to the bottom of the screen where you’ll find sections to add:
- Website URL
- FaceBook URL
- Google Business URL
- Instagram Username
- Yelp URL
The client can click any of the icons listed to be taken to your site. Icons will only be displayed for the sections you have filled out in your My Company profile, and you can add or remove any links at any time.
License and Insurance
You’re a professional, with the license and insurance to prove it. Make sure your clients get that message loud and clear by putting your credentials front and centre for them to see any time they view your estimates and invoices.
To add your license and insurance, tap the Manage button in the bottom right corner of Joist, then choose My Company. Scroll down to the License and Insurance section, then tap the ADD button next to either option.
You can choose a document from your phone, or use the camera to take a photo of a paper document.
Now when your client views and estimate or invoice you sent them from Joist, they’ll also see the option to click and view any documents you’ve added to your account.
Knowledge is power and there’s a lot of information about how your business is performing contained within Joist that you can now get a clear view of with our new Reports feature.
With Reports, you’ll get an email from Joist every Monday detailing your sales performance metrics, grouped by month.
Issued: Number of issued estimates based on their first issued date
Approved: Number of approved estimates based on their first issued date
Win Rate: Ratio of approved to issued estimates
Avg. Amount: Average amount of issued estimates grouped by their first issued date
Invoiced: Total invoiced sum based on the invoice issued date. Please note that only issued invoices are counted.
Paid: Total paid sum including both manual and card payments and partial payments
Outstanding: Total outstanding sum, equals invoiced minus paid
Change Orders (still in development)
When the client changes their mind or the scope of the job changes for any number of reasons, you can use our new Change Orders feature to approve and track those changes and give you and your client a clear and easy-to-understand view of what’s new.
Stay tuned for more on this as the feature becomes available.