Migration

Switch from Joist to WorkTime —
bring all your data

Joist makes it hard to get your data out — we'll extract it for you.

First month free · Keep Joist running while you test

Moving is the easy part

Three things that make the switch a day's work, not a month's.

We read your Joist export and figure out which column is the name, phone, email, address and more — no manual mapping.

Clients you already have (same phone or email) are detected and skipped, so nothing doubles up.

Send us whatever you exported, even messy or multiple files, and our team imports it, usually within one business day.

Step by step

Joist limits what you can export yourself — the easiest path is to send us what you have and let our team pull your data out.

01In Joist, export your estimates and invoices (Account → Export).
02Joist exports don't include everything (line items and a clean client list are limited).
03That's okay — send us whatever you can export, including PDF invoices.
04Our team pulls your clients and history out of it and imports them for you.

And where it lands: every customer on a card of their own, with their history and their jobs.

Clients

Names, phones (two per client), emails, addresses, notes and lead source.

Jobs

Past and active jobs become projects with status, contract value and dates.

Invoices

Paid and unpaid invoice history, attached to the right client.

Start free, import your data, and keep your old tool running until you are sure.