Tools · Joist
Joist
Estimate, invoice, and collect payments in one place.

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.
Compare
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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.

