Client Management Software that Connects Your Work
Each client profile brings together contact details, notes, estimates, invoices, and payments in one connected view. Over time, you build a clear record of every customer to see past estimates, invoices, notes, and payments instantly, so you can answer questions without missing a beat. You'll stay organized and be ready when they call next.
Keep Customer Details Easy to Find
Store contact details and notes in one centralized hub, so you always have the right information when you need it.
- Sync your existing contacts to quickly build your client list
- Add contact information once and reuse them anytime
- Keep private notes handy for quick reference
Included In:
Features Built into Client Profiles
Find Any Customer Fast
Pull up contact details, addresses, and notes in seconds with simple search.- Set Contact Preferences
Remember how each customer prefers to communicate.
- See What’s Been Sent and Paid
View the last invoice sent and most recent payment at a glance. - Keep Every Detail Together
Store notes and billing information within profiles.
- Track Lead Sources
A clear view of how customers found you, to track what’s driving business. - Be Ready for Repeat Work
When a customer calls back, pick up where you left off.
FAQ
A CRM helps keep all your customer information in one place, so you’re not digging through texts, emails, or notes to find what you need. You can quickly see contact details, past work, and payment history while you’re on the job.
But most contractors don’t need a full CRM to get those benefits. Joist gives you a simpler way to stay organized by keeping your client details, estimates, invoices, and payments connected—so you always know where things stand without extra setup or complexity.
Yes. You can easily sync your existing contacts to your client list in Joist, so you don’t have to do any manual entry.
And for new customers, you can add their details as you’re building estimates and invoices, so there’s no need to enter everything upfront. This keeps setup simple and lets you build your client list as you go.
Yes. You can store private notes for each customer, like job details, security codes, preferences, reminders, or even dog names! These notes stay internal, so you have the info you need but your client never sees it.
Yes. Joist is built for mobile, so you can access your client details from your phone or tablet, whether you’re on-site, in your truck, or working from home.
Yes. With the Joist Pro and Elite plans, each client profile includes linked estimates, invoices, and payment activity, so you can quickly review past work and pick up where you left off.
With Joist Pro and Elite, each client profile shows recent payment activity, so you can quickly see when a customer last paid and what it was for—without checking separate records.