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Contractor invoicing software for Finance

if you were a small business owner or a contractor who wants to save time on estimates contracts and invoices and this joist app is for you I've been using it for about two years from a masonry business and it saved me a ton of time there's mostly a desktop version and an app that you can download on your iPhone or Android I usually use the app most often but if I'm home in the office and I want to type a little bit easier I use the desktop version they both link to each other so you just got to sign in one version is free there's also a pro version for $10 a month that has all the add-ons which is well worth it in my opinion so I'm just going to show you a quick video of how that works on both the desktop and the app so here we go go to joyce comm to sign up I'm gonna click log in because I already have an account and actually made an extra account that doesn't have all my customers info on it just so that's not exposed so this one's more generic so the first thing you'd want to do is go to settings put in your personal information you could set up payments for the customer to pay you through an estimate email that you sent them they can do credit card or a check if you would like you go to my company you can add a logo that will go on the top left of the estimates and invoices put in all your info address email preferences is really cool you can put in custom messages that you will automatically be typed when you go to send an email so for the estimate it would say this but the invoice would say thank you for your business you can put on notifications so that if the client opens an email you'll see that which is really nice because if they don't open one it's in like a week and you know they were interested then you could follow up and say hey maybe I got the wrong email address or went to your spam you can also see if the email wasn't delivered and you can see if the client signs the document which they have the opportunity to do an e-signature online which is really cool that is type their name hit okay saves time compared to them mailing you a signed contract homeowner financing can be offer and you neither turn that off or on depending if you think it'll get you more jobs and if you're willing to be patient for them signing up for that it's a third party thing you don't have to do anything I would just send them give them a link to another company that will give them the financing you can also set the documents to whatever payment terms you want if you want to put a message in the footer if you need to add taxes and I really like this - you can put a custom contract in if you have the pro version so that when you go to send them the estimate it'll have a contract on the bottom specifically for whatever job you're doing and then if you want to sign up for the QuickBooks sync because you use QuickBooks that's an additional charge but you can do that so after everything is put in you would go to estimates new estimate add clients and then it just really plug-and-play at this point which is really convenient so let's say Joe Smith gonna put in random stuff okay then you would hit add it would automatically put the client's information up here then you can add whatever items you want whether these labor materials or just a flat rate so I'm gonna hit add and then something I would put it is like puck point on steps you know let's put entire front stats like a little more specific duck point tire yeah let's say that was five hundred dollars you could put a quantity if you wanted by I'm just putting it as if it was a flat rate so I'll leave that then you could go down if they had a discount you could put that in a five percent off you know then I'll automatically do the math and lower that the quest deposit payment schedule if you want to add that turn on whether you'd like to receive a check or credit card you could add the option for you to have to sign the contract you can type a note for your customer if you have the pro version you can add pictures I usually have like a picture of whatever I'm working on so if they could see the damage maybe it's a chimney or something like that and then you could also toggle on adding the homeowner financing I would hit save and this is where it's really cool it just puts it into a nice-looking estimate for you your information is on the left there's on the rights estimate number you can choose whether you don't want to have the quantity shown so you hit display options turn off rate want to eat and I'll just put the total there this is what it will look like to the customer so then when you're ready to Sonny he had email and as their information up here you would hit Send but we were excited about the possibility for you the email has been sent if you then go to estimates you will see a picture of the closed envelope that is means they haven't opened it yet once that envelope opens I mean they opened it if they sign it there will be a little pen next to the email so you can see if they signed it and then it'll also go on this approved column where it'll go into the decline if you want to add a declined one there but then let's say you finish the job you want to send them an invoice you go back to estimates generate invoice then you can send them that invoice and I'll say thank you for your business now because that was the custom message you put down there where you could add anything you want as well you can choose if you want to send yourself a copy if you want to send them the ability to accept the payment and it canceled for now once they pay you your the record payment you could put you know the amount they paid you or if it was full you'd it fool let's say they paid you with a check you could add the check number and add payment will be added I like close and then down here on the invoice it'll show check was paid 123 in full and then I could choose to send them that now thank you for your business it'll say payment receipt from my company so then after that invoices will be put in this invoice tab here if you are paid it'll show in the paid section and I'll show per month then how much you made total which is really cool too it'll just have everything recorded for you your clients will be saved in the client tab all their info will be on the rights I'm all your items will be saved and that's pretty much it and that's everything you'll need to send estimates contracts and invoices through this app so that is the desktop version now I'm going to show you really quickly what the app version looks like on my iPhone so here's that phone out now I'm gonna open up the joist app to show you how that looks starts with the estimates tab it has pending approved and declined estimates the approved are the signed ones so if I go into pending ones click Joe Smith here and I click more and they can actually sign the document right on here and save it and then you'll see you get a notification that they sign the estimate so I'm gonna move this back over then if you saw they signed it you did the job you could click invoice at the top of here and it'll send it over to the invoice tab which is the next one it shows active and paid ones if I click on this active one and I got paid for the job up like payments up on top new pool say they paid me in cash save then I'll automatically move that from the active section to the paid section and if you go to the paid invoices I'll show you by month who paid you and for how much if I go to clients it shows the list of all the different clients and all their information if I need it for the future if I click on an activity which is the next tab I'll show anyone who signed the documents if they opened any their if they ain't any to them if I go to the more section that's where I can customize anything change any of the settings or do anything I need to do on that end so that's basically it the app version is very similar to the desktop it's even easier to use the only difference is really that you'll have to type with the keyboard on your phone rather than the ease of typing on your computer but this you can take anywhere and it saves so many things in it that's just very convenient to use so that's about all I have if you have any questions or comments leave them down below feel free to like and subscribe or watch any of my other videos thanks for watching and I'll talk to you guys later