Five things that run on their own
Invoices from a completed job
A completed job is retyped into an invoice.
A completed job becomes an invoice in Jortt, ready to send.
Connecting Jortt with Altramano means: the Jortt integration connects Altramano to your Jortt books through the official Jortt login. Customers and invoices are read, invoices created and sent and projects kept up to date, all in your own environment in Amsterdam and with approval wherever you want it.
A completed job is retyped into an invoice.
A completed job becomes an invoice in Jortt, ready to send.
Someone pulls the outstanding invoices every week and types reminders.
The invoices are pulled; per customer with an outstanding invoice a reminder is ready in your tone.
A new customer from a form or the CRM is retyped.
A new customer becomes a customer in Jortt, with the details from the source.
After an agreement someone creates the project by hand.
On a signed quote the project is created in Jortt and the customer notified.
Someone looks in Jortt every week to see what has been invoiced.
Every new invoice is a trigger; the weekly overview lands in your mailbox or Teams by itself.
Invoices from a completed job. Now: a completed job is retyped into an invoice. With Altramano: a completed job becomes an invoice in Jortt, ready to send. The agent does this with Jortt through logging in to the service, in your own environment in Amsterdam. Whatever goes out or gets booked, it puts to you first: you say yes, then it runs. Every run is in Runs.
You sign in with your Jortt account and grant access to customers, invoices, quotes and expenses. The integration uses an app registration that Jortt creates at the administrator's request.
Yes, in Jortt under the connected apps, or in Altramano under Integrations. Both take effect immediately.
Only in steps you set up without approval. By default an invoice in Jortt is ready and waits for a yes; every run is in Runs.
Yes. You choose it in your environment under Integrations and connect in a few minutes.
Then there is the general HTTP integration, or we extend the integration if the system has an API.