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
Yes. In Jestor, besides manually choosing between light and dark themes, there's a "system" option that automatically mirrors the appearance set in the browser where the platform is being opened. How the theme option works When accessing Jestor through the app, the user chooses directly between
In Jestor, a single table can be viewed in several different ways — such as Kanban, a filtered list, or Gantt — without duplicating data, because the table stores the information while the app decides how to display it. The difference between a table and an app The table is a large
Yes. In Jestor, you can define a specific commission percentage for each client, and when the sale is closed, the commission amount is calculated automatically based on that percentage and the total value of the sales order. How the calculation works Each client registered in the sales flow has a
In Jestor, the sales order generator template works as a mirror of Omie: products, clients, and salespeople registered in the ERP automatically appear inside an app built for mobile use, with no need to recreate any data manually. How the mirroring works When a product, client, or salesperson is registered