Mailboxkoppeling voor overzicht in facturen

CATEGORIE erp-pakkettenproductiviteit

Let everything that revolves around a new construction process take place in one spot: MyBuildAssist. From communicating, exchanging information to chosing options. This way, everyone is always up-to-date. The mailbox integration provides even more clarity for the clients and project manager by allowing documents and other files to be uploaded at once from an external location. This is how it works.

All invoices in one overview

Invoices from an external program can be placed directly in the desired location on MyBuildAssist with the mailbox integration. The client receives a notification of this. The same applies to other documents that you would normally have to download in a different environment and then upload to MyBuildAssist. With the mailbox integration, everything remains manageable within the same environment. This ensures that all information is consolidated and quality is maintained.

Mailbox integration method

For each dossier, an email address is automatically generated for the client. If you send a file to home X? Then it automatically goes into the dossier. Naturally, not just anyone can create a link for the dossier. That is only managed by the project manager.