Competitor Migration • Joist Export & Migration Guide
How to Export Clients & Estimates from Joist (CSV & PDF Migration Guide)
Moving off Joist Pro Elite or avoiding payment processing markups? Follow these exact steps to export your Joist client list or drop any Joist Estimate/Invoice PDF to rebuild your catalog in 60 seconds.
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Step-by-Step Execution
Action Checklist
1. Export from Joist Web or Grab Any Joist PDF
In Joist Web (my.joist.com), open Settings -> Export Data to download your Clients CSV, or simply take any PDF estimate/invoice saved on your phone or desktop.
2. Upload to the Live Switch Assistant Below
Drop your Joist PDF or CSV into the migration box on this page. Quickest parses every client record and line item in real time.
3. Enable Upfront Deposits & Statutory Protection
Toggle the upfront deposit percentage, select your state or country statutory footer, and download a crisp vector PDF or share a tracked client portal link.
Verified Specification
Key Rules & Benchmarks
| Joist Export Format | Client List CSV, Documents CSV, or any Joist Estimate/Invoice PDF |
| Built-In Trade Line Items | 85+ trade catalogs pre-loaded (vs. manual typing in Joist) |
| Upfront Deposit & Quote-to-Invoice | 1-click toggle from 10% to 90% deposit + instant quote conversion |
| Statutory Lien & SOPA Footers | Included for US 50 states, UK CIS, AU SOPA, CA, NZ |
Joist Deposit & Progress Payment Clause (Ready to Paste)
PROGRESS PAYMENT & DEPOSIT SCHEDULE: 1. 40% Upfront Mobilization & Materials Deposit due upon estimate acceptance. 2. 60% Final Balance due upon substantial completion and walkthrough sign-off. Late balances accrue statutory interest under applicable state Prompt Payment legislation.
60-Second Joist Switch Assistant
Drop Any Joist PDF or CSV to Import Immediately
Upload any existing PDF/screenshot invoice or CSV export to auto-populate your business profile, client book, and line items—or jump straight into the pre-configured statutory studio and calculator.
Pre-Configured Live Vector PDF Studio (US_TX)
Customize & Download Your Compliant PDF Right Now (Zero Signup Wall)
Preset Scopes:
Description
Qty
Unit
Rate (USD)
Disc %
Tax
Total
Actions
USD 225.00
USD 35.00
USD 500.00
Subtotal
USD 760.00
Sales Tax (8.25%)
USD 62.70
Total Due
USD 822.70
Frequently Asked Questions: Joist Export & Migration Guide
Does Quickest import Joist multi-line contractor estimates?
Yes. Uploading a Joist Estimate PDF automatically populates the scope of work, quantities, unit prices, and client contact details in the live editor.
Can I still send estimates that clients approve online?
Yes. Every quote generated in Quickest includes a live Client Portal link with real-time view tracking and 1-click quote-to-invoice conversion.