Please note: Joist Pro Elite features are currently available by invite-only to a small number of customers. We will be rolling this out to all customers very soon, so stay tuned!
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.