In Jestor, when sending a service order to Omie returns an error, the system shows exactly what the problem was, letting you fix the missing information right on the card and resend it without having to redo the whole process. How the fix works When trying to send the service
Yes. In Jestor, you can configure permissions on a CRM dashboard so each salesperson only sees the deals they're responsible for, even though everyone accesses the exact same dashboard. How this permission setup works The same dashboard can be used by people in different roles, each with individually
In Jestor, the hours-billing template's dashboard automatically calculates forecast revenue and average hourly rate, using project proposals that clients have already accepted as the basis. How the calculation is done Forecast revenue considers projects still in the proposal stage, adding up the estimated value based on hours
In Jestor, each project activity has its own timer field: just start it to begin tracking the time worked, and you can pause and resume it as many times as needed until the task is finished. How the timer works Opening a specific activity, the time field lets you start
In Jestor, each contract can have multiple document versions linked to it — such as the original contract, amendments, and replacements — and the entire history stays preserved in the documents tab, without losing any earlier version. How version tracking works When a contract is registered, the first file enters as document
In Jestor, the contract management template includes an automation that sends a notification 5 days before each contract's expiration date, warning that it's close to expiring. How the alert works Every registered contract has an expiration date stored in the table. An automation monitors that date
Yes. In Jestor, when a commission's due date has already passed and payment hasn't been made, the corresponding row is automatically highlighted in red on the payments dashboard, making it easy to spot overdue payments. How the highlight works The payments dashboard compares each commission'
In Jestor, you can set up an automation that automatically calculates the commission's due date based on the day a client is activated, with no need to manually fill in that deadline for every sale. How the automation works When a client's card moves into the
Jestor recommends using a new, dedicated number when connecting WhatsApp Business through Meta's official API, since this connection is built specifically for software integration, which simplifies the approval process and avoids conflicts with a number already in personal or business use. Why the recommendation exists A regular number,
In Jestor, when a WhatsApp conversation is marked as closed or archived and the contact sends a new message, the system creates a new card instead of reopening the old one, keeping each interaction's history separate. How this logic works When setting up WhatsApp on a table, you
In Jestor, once WhatsApp is enabled on a table, you need to match the conversation's data — phone, name, attachments, and stage — to the table's corresponding fields, so each message automatically generates a card. How the mapping works After creating the fields on the table (for example,
Jestor lets you connect more than one WhatsApp number within the same account, each linked to a different process or area of the company, such as sales, support, or finance, all managed from the same dashboard. How it works in practice Each WhatsApp number added to the account has its