Shares data with third parties
"We share your Personal Information with third parties for marketing or advertising purposes, as permitted by law."
Confidence: high
Source
Joist
by Joist Inc.
Estimates and invoices for contractors
Highlights
Capabilities
Trust
Media
www.joist.com
About This Product
Mobile-first estimating and invoicing app for solo HVAC and trades contractors with 1-5 employees. Affordable at $8-14/month with built-in consumer financing through Acorn. Not a full FSM -- focused on creating estimates, invoices, and collecting payments from the field.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- Yes
- Free tier
- Yes
- Public API
- No
- Deployment
- Cloud
AI Approach
AI-Assisted
Minor AI touches. AI shows up in a few targeted features. Consider this a nice-to-have, not the core capability.
Trust & Privacy
Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.
Data export available on request
"you may request to receive your personal information in a structured, commonly used and machine-readable format, and to have us transfer your personal information directly to another “controller,” where technically feasible"
Confidence: high
Source
Primary policy document: https://joist.com/privacy-policy
FSH Score Breakdown
Ease of Use 7.0
Features 4.1
Support 5.0
Value 6.5
Integrations 7.0
AI Capabilities 3.0
Customer Reviews
Features
28 features confirmed across
10categories· Showing confirmed capabilities only
CRM & Sales8features
CRMCentralized Contact DatabaseClient databaseAd Platform IntegrationSocial integrationsContract ManagementInteraction HistoryTrack client activityMarketing ToolsSocial integrationsAutomated Review RequestsJoist ReviewsReferral Reward ManagementJoist Edge rewards
Platform & Customization4features
Custom TemplatesCustomizable templatesDocument ManagementDocument viewing alertsBack Office Data SyncReal-time data synchronizationCustom BrandingAvailable in Pro Features
Invoicing & Payments3features
Auto Calculate Taxes And FeesPass processing fees to clientsDeposit And Milestone PaymentsDeposit and milestone paymentsFlexible Payment Gateway
Estimating & Quoting3features
Conversion of Estimates to Project BudgetsEstimate to invoice conversionChange OrdersAvailable in Elite FeaturesDesign Markup And ComparisonMarkups
Mobile & Field Tools3features
Auto Data EntryElimination of duplicate data entryDigital SignaturesDigital signaturesJob Checklists And PhotosJob photos
Scheduling & Dispatch2features
Work OrdersAvailable in Pro FeaturesProject Management
Accounting Integration2features
Job CostingAdd job photos and attachmentsAccounting IntegrationAvailable in Pro Features
Customer Communication1feature
NotificationsAvailable in Pro Features
Reporting & Analytics1feature
ReportingAvailable in Elite Features
Technician Management1feature
License ManagementAvailable in Elite Features
Integrations 2 across 2 categories
Accounting 1
QuickBooks Online Native
Payment Processing 1
Acorn Finance Native
Pricing
- Model
- Freemium
- Starting at
- $18/mo
- Notes
- Free basic tier. Pro plans starting at $18/mo. Annual discounts available.
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