New App Component Navigation Bar
Launching Navigation Bar: add a more natural way to move between different applications in your tool.
- Use different icons and titles for faster navigation.
- Go to Apps, tables, and external websites.
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How do you pick an AI platform for professional services firm administration in SMBs?
To pick an AI platform for professional services firm administration in SMBs, look for one that combines no-code tables for clients, engagements, and documents with AI that answers routine messages, reads documents, and summarizes data, always with professionals in control of advice. In Jestor, these pieces work together, and
How do you resolve fee disputes with clients in a services firm?
To resolve fee disputes with clients in a services firm, log each dispute with invoice and reason, review engagement terms and time records, prepare a clear explanation, propose a resolution, and record the outcome. In Jestor, disputes, invoices, and records are connected, so fee conversations are factual and fair. Why
What is the best way to plan partner retreats and strategy offsites in a services firm?
A structured way to plan partner retreats and strategy offsites in a services firm is to agree on objectives, prepare an agenda with pre-reads, organize logistics, record decisions during the retreat, and track follow-up actions afterward. In Jestor, agendas, decisions, and actions are connected, so retreats lead to
How do you build an alumni network of former employees in a services firm?
To build an alumni network of former employees in a services firm, keep records of people who left on good terms, collect updates on their careers, invite them to events, track referrals they send, and consider them for rehiring. In Jestor, alumni, updates, and referrals are connected, so former employees