Switch from Joist · Updated May 2026

Switching from Joist to JobStack: a step-by-step guide.

You've decided to move off Joist. This guide walks through what to export, how to clean it up, how to import into JobStack, and how to run both in parallel so you don't get stranded.

Why operators leave Joist

• You've outgrown an invoice-only app. Joist bills beautifully, but you're now juggling a separate calendar and customer notes. One system that schedules, tracks customers, and invoices is the next step.
• You keep hitting the document cap. Joist's $10 Basics plan limits you to five documents a month. If you're quoting more than that, you're either upgrading Joist or looking for uncapped software.
• You want AI doing the busywork. Answering missed calls, drafting estimates from a voice note, chasing unpaid invoices — none of that exists in Joist, and it's where solo operators save the most time.
• You're tired of three apps. Billing in Joist, scheduling in a calendar, customers in your head. JobStack consolidates the lot.

What carries over, what changes

The migration, step by step

1. 1

   Export your data from Joist

   Export your clients, estimates, and invoices from Joist. Because Joist holds less than a full CRM, there's less to move — save the files somewhere you'll keep them for at least 90 days.

2. 2

   Decide what else to bring in

   List what you've been tracking outside Joist — your calendar, recurring customers, job notes. That's the data that will finally live in one place after the move.

3. 3

   Import into JobStack

   Sign up at launch, go to Settings → Import, and upload your Joist exports. JobStack maps clients, estimates, and invoices automatically and flags anything ambiguous.

4. 4

   Set up scheduling and AI

   Add your jobs to the JobStack calendar and turn on missed-call text-back, voice-to-estimate, and automated follow-ups — the pieces Joist never had.

5. 5

   Reconnect payments

   Connect your payment processor and SMS number. Note that Joist's homeowner financing won't carry over — plan for that if you used it.

6. 6

   Test with a real job

   Run one job end-to-end in JobStack before leaving Joist: customer, schedule, estimate, invoice, payment. Fix anything that surfaces while Joist is still your fallback.

7. 7

   Cancel Joist and archive your exports

   Once JobStack covers a full cycle, take a final Joist export, archive it with your step-1 files, and cancel.

Common gotchas

• Homeowner financing is a Joist feature JobStack won't have at launch — if customers rely on it, weigh that before switching.

• You're adding scheduling and CRM, so budget a little time to set up your calendar and pipeline — things Joist never asked you to do.

• Invoice numbering resets unless you set JobStack to continue from your last Joist number (Settings → Numbering).

• Payment processing moves to JobStack's processor — reconnect and test a small charge before going live.

Realistic timeline

Frequently asked questions

Guide verified as of May 2026. Joist feature names and export workflows may change; if a step doesn't match what you see, check Joist's current help documentation. Joist is a trademark of its owner.