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Tools · Joist

Joist

Estimate, invoice, and collect payments in one place.

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ProposalsAI Marketing ToolsAI Sales ToolsSales Tools
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Overview

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.

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.

Fit

Ideal customer profile.

Contractors and tradespeople at small businesses who want to close jobs faster with professional quotes and easy online payment collection.

  • Seed
  • SMB
  • Mid-market

Capabilities

Key features.

01

Fast line-item estimate creation

02

One-tap estimate to invoice conversion

03

Automated payment reminder emails

04

Online card and eCheck collection

05

Homeowner financing options

06

Work order and change order generation

07

Client activity tracking

08

QuickBooks two-way sync

09

Business reporting dashboard

10

Mobile and desktop access

Usage

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.

Cost

Pricing.

$8/ Pricing type not listed.

Starts at $8 per user per month on the Basics plan. A 14-day free trial is available with no credit card required.

Basics

$8.00

Pro

$15.00

Elite

$32.00

At a glance

Quick facts.

Stack position
Proposals
Category
AI Marketing Tools, AI Sales Tools, Sales Tools
Best for
Seed, SMB, Mid-market
Pricing
From $8/Pricing type not listed.

Subcategories

  • AI Dashboards & Reporting
  • AI Sales Workflow
  • Proposals

Questions

Frequently asked.

How do you use Joist?

Build a line-item estimate in the app or desktop, send it to the client, then convert approved quotes into invoices. Payment reminders and online collection happen automatically.

What does Joist cost?

Plans start at $8 per user per month for Basics, $15 for Pro, and $32 for Elite. Annual billing includes two months free.

Why should contractors choose Joist?

It speeds up quoting and helps trades close more jobs, with users reporting revenue gains up to 45 percent. Built-in payments and reminders improve cash flow without extra tools.

How does Joist work end to end?

You create an estimate, the client approves it, and the estimate becomes an invoice with a payment link. The platform tracks balances and sends reminders until payment arrives.

Is there a free version of Joist?

A 14-day trial gives full access to Pro or Elite features at no charge. No credit card is needed to start the trial.

Does Joist offer partner integrations?

The platform connects with QuickBooks for accounting sync and supports multiple payment processors. Over one million contractors use the system today.

Pick the tool. We run the system around it.

Joist is one part of a stack. Phi builds and operates the revenue system the whole stack plugs into.