What is Joist
Joist is a mobile and desktop tool built for contractors who need fast estimates and invoices. It converts quotes into bills and accepts card or eCheck payments. The platform reduces paperwork and helps trades get paid sooner.
Overview
Joist lets contractors create detailed estimates on a phone or computer and send them to clients immediately. Accepted estimates convert into invoices with one tap. The system tracks outstanding balances and sends automatic payment reminders. Online payments are supported through cards, eChecks, and third-party financing options. Business reporting and QuickBooks sync are available on higher tiers. The tool focuses on the quoting-to-cash workflow rather than full CRM or marketing functions.
How to use Joist
Teams open the app on site, build a line-item estimate, and email or text it to the homeowner. Once approved, the estimate becomes an invoice and a payment link is sent automatically. Reminders follow up on unpaid balances without manual effort.
Key Features
- Fast line-item estimate creation
- One-tap estimate to invoice conversion
- Automated payment reminder emails
- Online card and eCheck collection
- Homeowner financing options
- Work order and change order generation
- Client activity tracking
- QuickBooks two-way sync
- Business reporting dashboard
- Mobile and desktop access
Ideal Customer Profile
Contractors and tradespeople at small businesses who want to close jobs faster with professional quotes and easy online payment collection.
Best for: Seed, SMB, Mid-market