With Line Item Sections, you can organize the line items in your estimates and invoices into groups with their own names.
Please note this feature is currently available on Android devices, with iOS and web coming soon...
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.