When creating a stage in Jestor's project Gantt, you can add a checklist with several sub-items for that stage, checking off each one as done and automatically tracking progress through a percentage bar. Why does a checklist inside the stage help with tracking? A single project stage
Jestor's stock movement template shows two automatic warnings on the dashboard: low-stock items, calculated against the minimum stock defined for each product, and out-of-stock items, for products with a zero quantity. Why separate low stock from zero stock? A low-stock product can still be
When a service order fails to post from Jestor to Omie, the system shows a dialog box explaining why — such as a missing linked service — letting you adjust the card and click to post again without starting the process over from scratch. Why do integration errors happen and how are
Yes. Jestor lets you configure the same CRM dashboard so that each salesperson automatically sees only the deals they're responsible for, while an admin profile keeps full visibility into everyone's information. Why does the same screen need to show different things to different people? A single
On Jestor's hourly project management dashboard, the "average revenue per hour" indicator is automatically calculated using only proposals that have already been accepted, cross-referencing the sale's value with the hours sold in each one. Why look only at accepted proposals for this calculation?
Jestor has a timer field right inside the activity's card: you turn it on to start tracking time, can pause it whenever work is interrupted, and resume later, with the system automatically adding up each interval until the activity is finished. Why does a built-in card timer
Jestor organizes every document linked to a contract with a version number, status, and type — original, amendment, or replaced — keeping the full history accessible in the documents tab, without deleting any previous version. Why does preserving older contract versions matter? Contracts typically go through amendments and renegotiations over time. If
Jestor has a native automation that automatically sends a notification five days before a contract's expiration date, warning that it's about to expire and needs renewal. Why does an early alert matter in contract management? Without an early warning, contracts tend to be remembered only once
Yes. In Jestor, a commission payment row automatically turns red once its due date has passed, making it easy to spot overdue pending items right on the payments center panel. Why does highlighting overdue items visually help the finance team? As the volume of pending commissions grows, it's
In Jestor, you can configure an automation field that automatically adds a deadline — for example, one week — to the date the client was activated, generating the due date for that salesperson's commission payment. Why automate the commission payment deadline? Manually setting the due date for each salesperson'
In Jestor, a WhatsApp conversation that's already been closed and receives a new message from the client automatically generates a new card, instead of reopening the previous record — this is the standard status logic for conversations within the native integration. Why not automatically reopen the previous conversation? Every
Jestor's recommendation is to use a new, dedicated number for the WhatsApp Business integration with the official API, although an existing number also works — a dedicated number avoids conflicts with any personal or business use that number already had. Why not just use a number that already exists?