SWITCH FROM JOBBER
Jobber to Calisto Trades
Inquiries, quotes, work orders, the technician's day on the phone, invoices and memberships in one app, with Proposals, Dispatch and Ledger built in.
- الخدمات المنزلية والميدانية
ميزة تلو ميزة
Calisto Trades بجانب Jobber
- 16 في كلا الحالتين
- 2 فقط في Jobber
| ١٨ ميزة | Calisto Trades | Jobber |
|---|---|---|
| Inquiries | ||
| Online request form for new workCalisto: the Trades request form (address, what, urgency, when suits, photos) lands each request in Inquiries, with Deals. | نعم | نعم |
| Quotes | ||
| Quotes with options the client picksCalisto: good, better and best tiers on one quote, with Proposals. A line taken from Services charges what that client would pay, a member discount included. | نعم | نعم |
| Quote approved online, then a depositCalisto: the client signs the quote and pays the deposit, with Proposals, and the signed quote opens the work order. | نعم | نعم |
| Follow-ups on quotes with no answerCalisto: Remind the Client on an unanswered quote, and Proposals' reminder rule sends one after the days the business sets. | نعم | نعم |
| Consumer financing on the quoteCalisto: Trades offers no lender financing on a quote. A quote can be paid as a deposit and installments, with Proposals. | لا | نعم |
| Online Booking | ||
| Clients book services onlineCalisto: each service is bookable online into a real slot with a Technician who is free, and the booking opens its work order. | نعم | نعم |
| Booking limited to the area you serveCalisto: Service Areas are drawn once in Settings, and the website's Service Areas block answers whether an address is covered, with Sites. | نعم | نعم |
| Scheduling | ||
| Calendar of every team member's workCalisto: the Calendar is each technician's week, and Choose Who Goes ranks people by availability, load, skills, drive and the parts on the van, with Dispatch. | نعم | نعم |
| Recurring visitsCalisto: Work Orders has a Recurring lens, and a membership's included tasks go on the calendar when the client joins, with Registry. | نعم | نعم |
| Client Communication | ||
| Visit reminders and on my way textsCalisto: a reminder 24 hours before each task and an on my way message by text or email, both rules the business changes in Automations. | نعم | نعم |
| Two-way texting with clientsCalisto: with Threads, every client's conversation with the business in one place, on the business's own lines. | نعم | نعم |
| Field Work | ||
| Job forms and checklists on siteCalisto: each service carries its checklist, sent to the task frozen and ticked on the phone, and a task done to a standard is walked as an inspection run, with Assure. | نعم | نعم |
| Live GPS location of the teamCalisto: with Dispatch. The Live Map shows each technician where they share their position, and the client is told the minutes away, never the position. | نعم | نعم |
| Timesheets | ||
| Time tracked on each jobCalisto: time on each task, plus the Workforce clock and weekly hours, and each week is signed off in Approvals. | نعم | نعم |
| Client Portal | ||
| Client hub to approve quotes, see visits and payCalisto: with Navigator, the client sees the next tasks with who is coming and the minutes away, signs quotes, pays invoices and reads certificates. | نعم | نعم |
| Invoicing | ||
| Invoices paid online by the clientCalisto: the work order is invoiced from its accepted quote or its time and materials, and the client pays online or by the invoice's pay QR, with Ledger. | نعم | نعم |
| Payments | ||
| Tap to pay on the phoneCalisto: Trades has no tap to pay. On site a card is taken on one of the business's card readers, by the invoice's pay QR or a payment link, or the client pays cash. | لا | نعم |
| Job Costing | ||
| Job costing and profit on each jobCalisto: a work order's Costs tab and the Projects report show hours, parts, costs, billed, profit and margin, with Velocity. | نعم | نعم |
ما يتحرك
جلب بياناتك من Jobber
تُقرأ بياناتك في متصفحك الخاص وتُرسل إلى حسابك في Calisto. لا يرى Calisto أبداً كلمة المرور الخاصة بك للنظام القديم.
من ملف تصدير
قم بتصدير بياناتك من Jobber وأفلت الملف داخله. يتم قراءته في متصفحك وتعيينه على Calisto.
العملاء
بيانات العملاء المستوردة
الخصائص
بيانات الخصائص المستوردة
الوظائف
<وظائف مستوردة كوظائف مهنية، حسب المرحلة التي تشير إليها أسماء حالاتها>
الزيارات
بيانات الزيارات المستوردة
الفواتير
بيانات الفواتير المستوردة
أعضاء الفريق
بيانات أعضاء الفريق المستوردة
الأسعار جنبًا إلى جنب
ما ينشره Jobber إلى جانب ما يفرضه Calisto Trades
كل رقم كما ينشره الناشر، بعملتك فقط. لا يتم تحويل بين العملات.
Calisto Trades
Calisto catalog price
Moving from Jobber
Questions about switching
How do we bring our Jobber data over?
Export your clients and jobs from Jobber as CSV files and drop them into the switch tool, which reads Jobber's own columns. Clients, properties and jobs come over, each job as a work order at the stage its status names. Canceled jobs are left behind.
Can our technicians keep working with no signal?
Yes. Trades installs as an app on the phone. My Day, the calendar and every task open with no signal, and on my way, arrive, checklist, photos, parts and complete are held on the phone and sent once the line is back. Invoicing at the door and taking a payment need the connection.
How do we take payment on site?
On one of your business's card readers, by the invoice's pay QR, by a payment link, or in cash. Trades has no tap to pay on the phone.
المزيد من المعلومات
كل ما تفعله Calisto هنا
الصفحات خلف هذه المقارنة: القطاع، التطبيقات، والدليل.
- Calisto TradesCalisto لـ الخدمات المنزلية والميدانية
يربط Calisto Pro التقديرات، وتتبع الفنيين في الوقت الفعلي، ومخزون القطع، والفوترة الفورية للموقع في منصة واحدة متدفقة، مما يحافظ على عملياتك متقدمة على الجدول الزمني.
Open - الخدمات المنزلية والميدانيةتشغيل اليوم
لوحة توزيع تعرف مكان كل شاحنة، وجدول سحب وإفلات، ونص "في الطريق"، وحاجز جغرافي يبدأ العد التنازلي.
Open - الخدمات المنزلية والميدانيةإثبات العمل
إكمال في سبع خطوات مع صور مختومة بواسطة GPS، ومخزون الشاحنات الذي ينقص من السجل، والامتثال الكيميائي الذي يكتب تقريره الخاص.
Open - الأسعارتسعير لـ الخدمات المنزلية والميدانيةOpen
- التطبيقCalisto Trades
سباكون، كهربائيون، تدفئة، تنظيف، مكافحة آفات، مسابح، وتجميل: الطلبات كقادة، عروض موقعة مع ودائع، أعمال وزيارات في الجدول، هاتف الفني، شهادات، فواتير، وخطط خدمة.
Open