Organizations & contacts
Every ticket, contract, invoice and device in Opentra belongs to an organisation. The org page is the single client record your techs open to see everything about an account.
The organisation page
Section titled “The organisation page”Each organisation brings its integrations together in one view:
- Contracts card — the client’s active agreements and their status.
- HubSpot card — the link to the CRM company. See HubSpot.
- Hudu card — the client’s documentation. See Hudu.
- ScreenConnect panel — that client’s machines, one click from a session. See ScreenConnect.
- Level.io devices — synced from your RMM. See Level.io.
Company details
Section titled “Company details”Edit a company to set its country (a dropdown, so it’s consistent) and its payment method — Xero (default) or Stripe, which decides whether Opentra raises the client’s invoices through Xero or generates and sends its own Stripe invoice. See Stripe for how that flows.
Contacts
Section titled “Contacts”Contacts are the people at each organisation — the ones who email support, own contracts, or receive reports. They sync from Microsoft 365 and HubSpot, and Opentra resolves the real contact even from forwarded or automated mail so tickets attach to a person, not a relay address.
Each contract names an owner and an admin contact, and those contacts drive who receives monthly service reports.